Sustainable, Responsible and Impact Mutual Fund and ETF Chart
Jump to: General Fund Information | Fund Institution Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category | Performance Data
General Fund Information - [Return to Top]
Ticker: EATV
Assets under management (AUM): $5.55M (in US$ millions) - See other performance data below
General Fund Type: Equity Specialty
Specific Sizes or Types of Investments: --
Financial Objective: --
Specific ESG Focus: The VegTech™ Plant-based Innovation & Climate ETF (NYSE: EATV) is an actively managed fund designed to offer investors exposure to the growing plant-based foods and materials trend through VegTech™ Companies. EATV is a pure-play in plant-based innovation, and we believe the only fund offering global exposure dedicated to this emerging sector. EATV seeks long-term growth of capital through a diversified portfolio of high growth global equities. The fund provides exposure to the large-scale secular trend of a global shifting food and materials supply system utilizing plant-based solutions, innovations and technologies impacting both climate change and food security.
To invest, call: --
Institution Name:
VegTech™, LLC
Mutual Funds Description: At VegTech™ Invest, we base our investment decisions on facts, proprietary research, and data. We believe that companies innovating with plants and plant-derived ingredients and producing animal free products (VegTech™ Companies) will create meaningful, long-term disruption for the global food and materials supply system, helping to address food insecurity while more efficiently utilizing resources like land and water. We believe these companies will positively affect climate change. We believe that by investing in these companies we can impact change for people, the planet and animals. We are proud to offer the opportunity for others to invest along side us in these companies through our ETF, which is the only ETF offering a pure-play exposure to this secular trend. We know that investment, coupled with intentionality, is a powerful force for change. So, We invest like it matters, because it does!
Contact info:
1864 Perdue Ave
Los Angeles,CA 90025
United States
Email: elysabeth@vegtechinvest.com
Web: http://eatvetf.com (Opens in a new window)
Account Minimums - [Return to Top]
Minimum Account: --
Minimum IRA:
--
Screening Venue: In-house
Screening Party:
--
Screening Database Used:
--
Screening Process:
EATV IS A BLEND OF VALUE AND GROWTH STOCKS AND MAY PROVIDE EXPOSURE TO:
Plant-based food, ingredient and supply chain companies that produce or enable the production of efficient, cruelty-free and sustainable food options.
Plant-based materials companies producing animal-free leather and animal-free collagen for cosmetics for sustainable options.
Plant-based agriculture technology companies that grow more plants in less space through indoor vertical farming, no manure, and robotics.
Alternative protein companies capable of transforming plant-based carbohydrates and other ingredients into proteins, using precision fermentation, cell-based agriculture, and advanced technologies.
EATV has exposure to large, small and mid-cap stocks.
The above types of companies make primary products through unique innovation and technology utilizing plants or plant-derived products. Further, these companies work towards a more efficient, climate-friendly, and sustainable food and materials supply system. We believe this sector will likely experience significant growth as part of a large-scale secular trend. We call these VegTech™ Companies.
Proxy Voting Information - [Return to Top]
Proxy Voting Guidelines or Policies: Open external link in new window
Proxy Voting Records: Open external link in new window
Specific Screening Information by Category - [Return to Top]
Environment
Social
Governance
Products
Other
Performance Data - [Return to Top]
Data provided by: - Information current as of December 31, 2023
Year-to-date rate of return: 0.68%
1-year rate of return: 0.68%
3-year rate of return: --
5-year rate of return: --
10-year rate of return: --
Previous year rate of return: -35.2%
Management fee: 0.75%
Expense ratio: 0.75%
Standard deviation: 17.46%
Benchmark used: MSCI AC World Agriculture & Food Chain Capped
Disclaimer: --