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Portfolio 21

Portfolio 21 is a global fund and is not intended to reflect the exact composition of existing market indices such as the S & P 500. The returns are compared with the Morgan Stanley World Equity Index. They use this index as a benchmark because Portfolio 21 is a global fund investing in stocks throughout the world. However comparing performance results with a benchmark is helpful to identify relevant market conditions and fluctuations. Due to the sustainability criteria, the portfolio may be relatively higher or lower weighted in particular industries than the current capital markets reflect.

There are several differences between Portfolio 21 and many of the socially responsible
mutual funds. While most socially responsible mutual funds use a broad range of social criteria, They invests in companies that have taken affirmative steps toward incorporating environmental sustainability into their business strategies and activities. The goal is to identify companies that recognize the ecological crisis and are positioning themselves to benefit from a new approach to business.

Portfolio 21 uses environmental sustainability as the primary determinant for inclusion in the portfolio. They believe that the long-term viability of corporations depends on their ability to understand and implement a business model that is based on environmental sustainability. It is a no load mutual fund with no front-end or back-end sales charges. It may invest in foreign securities, which are subject to the risks of currency fluctuation, political and economic stability and differences in accounting standards. The Fund invests in smaller companies, which involve additional risks such as limited liquidity and greater volatility.

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