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Strategy highlights

Solutions focus

Invests in companies whose products and services provide solutions to key sustainability challenges

Active research process

Integrates relevant and forward-looking sustainability analysis with high-quality fundamental research to drive investment decisions

Integrated, experienced team

Managed by dedicated and experienced sustainable investing team embedded within Putnam’s equity research and quantitative/risk analysis groups

Inception date

November 30, 2017

Benchmark

Russell Midcap Growth Index

Total strategy assets†

$780.3M
(as of December 2025)

Investment vehicles

Separate account
U.S. mutual fund
SMA/Model
ETF

 

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. As with any investment, there is a potential for profit as well as the possibility of loss.

†Assets may include accounts that are not reflected in the composite.

 

 

Performance

  • Annualized performance
  • Calendar-year performance

Annualized performance

Data is currently not available for this fund.

Calendar-year performance

Data is currently not available for this fund.

Literature

 

What are the risks?


All investments involve risks, including possible loss of principal. International investments are subject to special risks, including currency fluctuations and social, economic and political uncertainties, which could increase volatility. These risks are magnified in emerging markets. Small- and mid-cap stocks involve greater risks and volatility than large-cap stocks. To the extent the portfolio invests in a concentration of certain securities, regions or industries, it is subject to increased volatility. The portfolio is non-diversified and may invest in a relatively small number of issuers, which may negatively impact the performance and result in greater fluctuation in value. The investment style may become out of favor, which may have a negative impact on performance. Active management does not ensure gains or protect against market declines. The manager may consider environmental, social and governance (ESG) criteria in the research or investment process; however, ESG considerations may not be a determinative factor in security selection. In addition, the manager may not assess every investment for ESG criteria, and not every ESG factor may be identified or evaluated.