Steward Values Enhanced International Fund A

The fund strives to achieve returns that outperform its main benchmark index. This is accomplished through two primary strategies: first, by actively adjusting the allocation of equity investments between companies in developed nations and those in emerging markets; and second, by employing sophisticated, computer-driven quantitative analysis. This analytical approach evaluates aspects such as valuation, growth potential, dividend payments, and industry characteristics, aiming to mitigate the impact of excluding specific index components due to the fund's ethical screening policies. Furthermore, at least 80% of the fund's assets are invested in the securities of companies that are also part of its core benchmark.