Sphere 500 Climate Fund

The Sphere 500 Climate Fund is benchmarked against an index crafted to capture the returns of major U.S.-listed companies, while consciously excluding those identified with climate-related risks. To adhere to this strategy, the fund commits a minimum of 80% of its total assets to companies that are not involved in any of the following: generating revenue from the sale of fossil fuels, owning fossil fuel reserves or related assets, using fossil fuels for power generation, or producing equipment specifically for the fossil fuel industry.