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Overview
Winslow Green
Growth Fund
Winslow Green
Solutions Fund
How To Invest
 
Fund Facts
 
Performance
 
Portfolio
 
Commentary

INVESTMENT OBJECTIVE

The Winslow Green Solutions Fund seeks long-term capital growth.

INVESTMENT STRATEGY

The Fund is a global growth equity fund. The Fund intends to invest primarily in equity securities of companies around the world that are providing solutions to environmental challenges. The Fund may invest in any industry sector, but will focus on certain environmentally-oriented investment themes, such as:

  • Clean Energy
  • Water Management
  • Resource Efficiency
  • Sustainable Living
  • Environmental Services
  • Green Transportation
  • Green Building

Although the Fund may invest in companies of any size capitalization, the Fund intends to invest a significant portion of its assets in small and medium capitalization companies (i.e., companies with a market capitalization between $1 billion and $10 billion). Currently, the Fund anticipates that its foreign holdings will be in developed equity markets in countries and regions including Canada, Western Europe, Scandinavia, Australia, and Japan.

 

INCEPTION DATE

November 1, 2007

PORTFOLIO MANAGER

Jackson W. Robinson

INVESTMENT STYLE

Global Equity / Mid-Cap Growth

TICKER SYMBOL / CUSIP

WGSLX (742935257)WGSIX (742935240)

FEES & EXPENSES

Sales Charge: None
12b-1 Fee: 0.25%
Sh. Service Fee: 0.25%
WGSLX (gross/net*): 3.12%/1.25%
WGSIX (gross/net*): 2.62%/1.00%


*The adviser has contractually waived fees through April 30, 2011.

MINIMUM INVESTMENT

Investor Shares: $2,500
IRA - Investor Shares: $2,000
Institutional Shares: $250,000