|Inception date||Benchmark||Total strategy assets†||Product literature|
|November 30, 2017||Russell Midcap Growth Index||$442.5M (As of August 2019)||Strategy profile (PDF)|
The strategy seeks long-term capital appreciation by investing in companies with the potential to produce strong financial returns and positive environmental and social outcomes.
- Invests in growth companies that directly demonstrate positive impact in social, environmental, or economic development.
- We utilize bottom-up research to identify companies with attractive sustainability, fundamental, and valuation characteristics.
- A dedicated sustainable investing team is backed by Putnam's equity research and quantitative/risk analysis groups.
Katherine Collins, CFA, MTS
Head of Sustainable Investing
Portfolio Manager, Analyst
†Assets may include accounts that are not reflected in the composite.
**No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. See the composite disclosures for a summary of risk considerations. As with any investment, there is a potential for profit as well as the possibility of loss.