Annova ESG Index
May 28th, 2021

The Annova ESG Index

The Annova ESG Index comprises 20 highly liquid US-based large-cap corporation stocks that represent a broad range of business sector leaders with the preferable Environmental, Social, and Corporate Governance  (ESG) operations measured by an independent financial market data and infrastructure organization.  The index’s underlying composition is equally weighted across all component stocks and rebalanced at the end of each quarter to maintain the diversification of the index covering various industries. 

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The Annova ESG Index Screens

The index seeks to represent a group of sustainability and growth-oriented large-cap US corporations with business involvement passing specific ESG screens. Each component corporation is a top-tier performer in the sector it represents to be included in the index. The ESG screens also remove index exposure to controversial business activities that may pose risks or violate the ESG factor preferences described above.

Use of Hypothetical Back-Tested Data

The historical data of the Index shown herein is from May 29th, 2019. Any Index data shown are hypothetical and a result of the application of the Index methodology to historical data, and have inherent limitations.  Alternative modeling techniques or assumptions may produce different hypothetical back-tested information that might be more appropriate and that might differ from the information presented herein. The hypothetical back-tested data herein should not be considered indicative of actual results that might be obtained from an investment in a financial instrument referencing the Index. Historical and hypothetical back-tested results are neither an indicator nor a guarantee of future Index performance or the return of the portfolios tracking the index.