Boston Common ESG Impact International Fund  (BCAIX)

Single

Fund Overview

Fund Overview

Share Class

Single

NAV | as of 11/26/2021

$37.97
-$0.88 (-2.32%)

Morningstar | Style Box

V B G L M S

Overall Morningstar Rating


Rated against 691 Foreign Large Blend funds as of 09/30/2021

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Growth of $10,000 (Hypothetical)

Since Inception 12/29/2010 to 10/31/2021 = $18,615.69

  • 3YR
  • 5YR
  • 10YR
  • INCEP.
INCEP.
  • 3YR
  • 5YR
  • 10YR
  • INCEP.

The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods less than one year are not annualized.

The MSCI All Country World Index replaced the Russell 3000® Growth Index as the Fund’s benchmark on March 19, 2021 because the Investment Manager and Subadviser believe the new benchmark is more representative of the Fund’s current investment strategies. Also, the previous secondary and tertiary benchmarks, the Russell 3000 Index and the S&P 500 Index, were removed. The benchmarks are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. The Russell 3000 Growth Index is a widely unmanaged index of market activity based on the aggregate performance of a selected portfolio of publicly trade common stocks and we have included the results of such index to give you a perspective of the historical performance of the U.S. equity market.

Objective

A high-conviction, international equity portfolio targeting long-term capital appreciation by seeking alpha-generating, ESG impact opportunities, investing in companies whose products and services help facilitate the transition to a more just, sustainable world.

Why Consider

  • Seeks capital appreciation by investing in high-quality companies with strong environmental, social, and governance (ESG) characteristics.
  • A diversified portfolio of companies with sound governance, sustainable business models, and innovative approaches to the environmental and social challenges faced by their industries, society, and the global community.
  • Boston Common uses its voice on behalf of the Fund’s shareholders to raise ESG issues with the management of select portfolio companies through a variety of channels including dialogue with management, voting proxies in accordance with ESG guidelines, and participation in the annual shareholder meeting process.
Geeta Aiyer, CFA

Geeta Aiyer, CFA

President and Founder

See Our Approach Read Bio
Corné Biemans

Corné Biemans

Partner and Portfolio Manager

See Our Approach Read Bio
Matt Zalosh, CFA

Matt Zalosh, CFA

Partner and Chief Investment Officer, International Strategies

See Our Approach Read Bio
Praveen Abichandani, CFA

Praveen Abichandani, CFA

Partner and Portfolio Manager

See Our Approach Read Bio

Performance

Performance

Read Important Investment Disclosures

Returns

 

The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods less than one year are not annualized.

The MSCI All Country World Index replaced the Russell 3000® Growth Index as the Fund’s benchmark on March 19, 2021 because the Investment Manager and Subadviser believe the new benchmark is more representative of the Fund’s current investment strategies. Also, the previous secondary and tertiary benchmarks, the Russell 3000 Index and the S&P 500 Index, were removed. The benchmarks are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. The Russell 3000 Growth Index is a widely unmanaged index of market activity based on the aggregate performance of a selected portfolio of publicly trade common stocks and we have included the results of such index to give you a perspective of the historical performance of the U.S. equity market.

Expense Ratios

  • Gross Expense Ratio: 1.00%
  • Net Expense Ratio: 1.00%
  • Expense Cap Expiration Date: N/A

Distributions & Pricing


    • Calendar Year Distributions

    • Ex-Date Total Distribution Income Short-term Cap Gains Long-term Cap Gains
      Dec 17, 2020 $0.235978 $0.235978
      Dec 17, 2019 $0.714144 $0.714144
      Dec 19, 2018 $0.371243 $0.371243
      Dec 19, 2017 $0.361154 $0.361154
      Dec 21, 2016 $0.396542 $0.396542
      Dec 22, 2015 $0.277139 $0.277139
      Dec 23, 2014 $0.999529 $0.524769 $0.035180 $0.439580
      Dec 23, 2013 $0.649060 $0.491030 $0.007290 $0.150740
      Dec 28, 2012 $0.179249 $0.179249
      Dec 29, 2011 $0.077672 $0.077672

Investment Approach

Investment Approach

Boston Common ESG Impact International Fund

Our rigorous research process draws upon information from both traditional and unconventional sources to form a holistic understanding of corporate performance. We integrate comprehensive ESG criteria with financial research to identify sustainable companies that possess long term drivers of success:

  • Visionary management teams with the potential to capitalize on new market opportunities and revenue streams.
  • Productivity and efficiency improvements capable of supporting higher profit margins.
  • The avoidance of unanticipated costs stemming from inadequate attention to ESG risks.
  • As a result, relative to market benchmarks, our process seeks to enhance portfolio quality, return potential, and risk reduction over the long term.
  • We use our voice as assertive, engaged stewards of our investments to challenge companies across all industries to re-direct capital financing capacity, R&D efforts, and ingenuity toward a more sustainable world.
  • We use shareholder leverage to influence corporate and industry practices globally, often in collaboration with coalitions of like-minded investors and mission-driven organizations. We develop our engagement policy as long-term, global investors and our engagement priorities build on our investment themes of doing more with fewer resources, treating people as assets, and supporting better governance. We believe investors with a deep and long-term understanding of prosperity can use ESG analysis and direct engagement to provide the critical checks and balances that financial markets require to function as efficient and socially beneficial distributors of capital.
  • We have access to upper management including board members and CEOs. Over the years, our team has built a global network of collaborators at non-governmental organizations around the world. These organizations serve as invaluable sounding boards for us on shareowner engagement issues, and have partnered with us on numerous shareholder initiatives. Through company dialogue and the shareholder proposal process, we bring client concerns to management and actively promote change.

Aligning Active Ownership Strategies in Impact Investing

 
An authentic, intentional, and holistic approach relies on aligning active ownership strategies with stated investment goals, and ESG-led research process, and impact-oriented themes and targets.
Read Blog

About

About Boston Common Asset Management

Background

Boston Common Asset Management (BCAM) is a diverse, women-led, sustainable investor and innovator dedicated to the pursuit of financial return and social change. An active, global equity ESG investment manager and a leader in impactful shareowner engagement since its founding in 2003, BCAM is majority women- and employee-owned. BCAM is headquartered in Boston, with offices in San Francisco.

Learn More

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Founded

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Headquarters

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Affiliate Since

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