FUND OBJECTIVES

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The objective of the Fund is to create an LGBT universe from which we can pick the best stocks, which adhere to outstanding LGBT standards and show the fundamental and financial characteristics, that the Manager believes will generate the best returns.

    • ‘Be the first’ – Frontrunner in responding to ever-growing LGBT diversity investments with a unique filtering process
    • Seize the opportunity that LGBT and its community offers in a relatively untapped sector
    • Establish LGBT Diversity friendly & financially attractive stock portfolio
    • Aim to prove that these stock characteristics will produce outperformance of our comparative index
    • Maintain a competitive advantage by active management and ongoing research and development of the portfolio
    • Encourage LGBT diversity and Social Responsibility from an LGBT perspective