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Global Impact Annual Report

Campe Goodman, CFA, Fixed Income Portfolio Manager
Tara Stilwell, CFA, Equity Portfolio Manager
2022-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

IMPACT HIGHLIGHTS

In 2020, investments in our impact portfolios:

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Provided education, training, and career access to more than 328.2 million people

 

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Supplied more than 2.4 million affordable housing units

 

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Generated over 5,389 TWh of renewable energy, enough to power 463 million homes and avoid 3.87 billion metric tons of CO2 emissions
 

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Provided or cleaned more than 142 billion cubic meters of water

 

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Protected over 65,500 enterprise customers with cybersecurity tools and technology

 

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Provided digital access to at least 284 million people in developing countries

 

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Avoided 312 million metric tons of greenhouse gas (GHG) emissions through improved resource efficiency

 

All investing involves risk. Investors should consider the risk that may impact their capital before investing.
The value of your investment may become worth more or less than at the time of original investment.
Please refer to the Important disclosures at the bottom of this page for more information.

To read more about the measurable results that the companies and issuers we invest in are delivering, click the download link below. Please consider the environment before printing. 


ALL INVESTING INVOLVES RISK. IF AN INVESTOR IS IN ANY DOUBT AS TO THE SUITABILITY OF AN INVESTMENT, THEY SHOULD CONSULT AN INDEPENDENT FINANCIAL ADVISER.PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS AN AN INVESTMENT CAN LOST VALUE. 

Investment risks

Concentration: Concentration of investments in a relatively small number of securities, sectors or industries, or geographical regions may significantly affect performance.

Currency: Investments in currencies, currency futures contracts, forward currency exchange contracts or similar instruments, as well as in securities that are denominated in foreign currency, are subject to the risk that the value of a particular currency will change in relation to one or more other currencies.

Equity markets: Equity markets are subject to many factors, including economic conditions, government regulations, market sentiment, local and international political events, and environmental and technological issues.

Foreign markets (includes emerging markets): Investments in foreign markets may present risks not typically associated with domestic markets. These risks may include changes in currency exchange rates; less-liquid markets and less available information; less government supervision of exchanges, brokers, and issuers; increased social, economic, and political uncertainty; and greater price volatility. These risks may be greater in emerging markets, which may also entail different risks than developed markets.

Smaller-capitalization stocks: The share prices of smalland midcap companies may exhibit greater volatility than the share prices of larger-cap companies. In addition, shares of small- and mid-cap companies are often less liquid than largercap companies.


Please refer to the investment risks page for information about each of the following risks:

  • Asset/Mortgage-backed securities
  • Capital
  • Concentration
  • Credit
  • Currency
  • Equity market
  • Fixed income securities-market
  • Foreign markets risk
  • Interest-rate
  • Real estate securities
  • Smaller-capitalization stock

Important disclosures

Investment illustrations, spotlights, and holdings

Data provided is as of 31 December 2020 | Investment examples are based on holdings of the Fund from 1 January to 31 December 2020. Holdings may change over time. Company examples are for illustrative purposes only, are not representative of all investments made by the portfolio, and should not be interpreted as a recommendation or advice. Please refer to the annual and semi-annual report for the full holdings.


Please see the important disclosure page for more information.

Authored by
Campe Goodman
Campe Goodman, CFA
Fixed Income Portfolio Manager
Boston
Tara Stilwell
Tara Stilwell, CFA
Equity Portfolio Manager
Boston

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