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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
Up 46.5% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.What is UPGR?
The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria.
Performance Highlights
Investment Breakdown
How would UPGR affect your portfolio?
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