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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
BASV returned +0.0% over the past year, broadly in line with flat market conditions.What is BASV?
Under normal conditions, the adviser seeks to achieve the fund"s investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities that satisfy the fund"s sustainable investment criteria. The fund invests primarily in securities of large market capitalization companies that the Adviser deems to meet its "value" and "sustainable investment" criteria, collectively the "investment criteria" for the fund.
Performance Highlights
Investment Breakdown
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