Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class
CFGIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
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7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
Last Bear Market Total Return
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Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Cromwell Funds
Manager/Tenure
(Years)
(Years)
Eric Bright (2), Nick Scullion (2)
Website
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Address
Cromwell Funds
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Country
United States
Phone Number
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Investment Strategy
The investment seeks to achieve capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of sustainable infrastructure companies. The fund will invest directly in the shares of companies, ETFs or units of master limited partnerships that, in each case, invest in infrastructure companies and are publicly-traded (listed) on stock exchanges in developed markets, meaning North America, Western Europe and Asia Pacific (specifically Australia, New Zealand, Singapore, Japan, Hong Kong); and that own and operate real infrastructure or sustainable assets anywhere in the world. The fund is non-diversified.