Institutional Investors
In This Section
Fund factsheet for Portfolio 21 Institutional
Net Asset Value
- 05.09.2008:
- $34.47
- Symbol:
- PORIX
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Statement of Additional Information
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Portfolio 21 offers institutional shares
Please contact us for more information.
Carsten Henningsen, Institutional Services
877.351.4115 x335
We look forward to hearing from you.
Portfolio 21's institutional shares are available with a $1 million minimum investment. Registered investment advisors may purchase institutional shares on behalf of their clients with less than $1 million per account, if the total of all their client accounts in Portfolio 21 is $1 million or more. Other institutional investors, such as defined contribution plans, may also qualify for purchasing institutional shares with less than $1 million per account. Portfolio 21 is available on many investment platforms.
We believe Portfolio 21's competitive performance is the result of our sustainable investment philosophy, proprietary research process, and company evaluation criteria. We invite you to examine our holdings and company profiles to see how we define environmental sustainability within the context of multinational corporations. Our portfolio manager's latest commentary is available in the global economic review.
Portfolio 21 is managed by Portfolio 21 Investments, a pioneer in the field of environmental investing since 1982. The management team has been consistent since the fund's inception. Portfolio 21 is also supported by an Advisory Board of leaders in the field of environmental sustainability.
Portfolio 21 may invest in foreign securities, which are subject to the risks of currency fluctuations, political and economic instability and differences in accounting methods. Investing in foreign securities is riskier than investing in domestic securities.
The Fund's environmental policy could cause it to make or avoid investments that could result in the portfolio underperforming similar funds that do not have an environmental policy. There are no assurances that the fund will achieve its objective and/or strategy.