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For enquires and questions regarding the US VEGAN CLIMATE ETF:
Tel: 1-800-617-0004

Sign up for more information about VEGN

It is not possible to invest directly in an index.

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Investments in mid-cap securities involve additional risk such as limited liquidity and greater volatility. The index methodology may cause the Fund to underperform the broader equity market or other funds which do not utilize such criteria. The Fund’s return may not match or achieve a high degree of correlation with the return of the underlying Index. To the extent the Fund utilizes a representative sampling approach, it may experience tracking error to a greater extent than if the Fund had sought to replicate the Index.

Impact data courtesy of Impact Cubed IC, www.impact-cubed.com, an affiliated company of Beyond Investing LLC.

GHG: Greenhouse Gases. A greenhouse gas absorbs infrared radiation thus contributing to the greenhouse effect. Greenhouse Gas, waste and water footprints are computed from company reported data combined with regression for those companies where data is not available. “Per unit revenue” is the amount of each emitted, or consumed, per unit revenue of companies within the index.

The S&P 500 Index or the Standard & Poor’s 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies.

Basis points: one hundredth of one percentage point.

The bid-offer spread is the difference between the price at which it is possible to buy the ETF and the price at which it is possible to sell, with bid being the selling price, and offer being the buying price.

Alpha is a term used in finance which represents the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.

References to other mutual funds should not to be considered an offer to buy or sell these securities.

The information provided on this website is not an offer to sell these securities and is not soliciting an offer to buy these securities in any state or jurisdiction where the offer or sale is not permitted.

The NASDAQ is a New York-based stock exchange which has a focus on technology companies.

Price-to-book is the company’s market capitalization, which is market price times by number of shares outstanding, divided by the book value, which is the total assets minus intangible assets (patents, goodwill) and liabilities.

Earning growth is the percentage change in a firm’s earnings per share (EPS) in a period, as compared with the previous period.

The outbreak of the COVID-19 pandemic and the resulting actions to control or slow the spread has had a significant detrimental effect on the global and domestic economies and financial markets. It is too early to determine the full impact this virus may have on ESG investing. Should this emerging macro-economic risk continue for an extended period, there could be an adverse material financial impact to VEGN.

Award Criteria:
Generally, all funds are taken into consideration and are classified by fund type, region of operation and strategies implemented. For funds in the Sustainable / Socially Responsible Investing field, awards are determined by a combination of the spread of assets covered by the fund, the ethical stance of the fund as well as the region where the fund operates. We will consider the fund’s impact assessment and compare to the most relevant index. In the US Vegan Climate ETF, with was the S&P500. Where we look for consistency and growth against the market. Given strictness of the fund, and the strategies employed, along with the changes in ESG and sustainable investing in recent years, the award category of innovation was found to be most suitable. Overall, the US Vegan Climate ETF fund’s ability to prove that it is indeed possible to maintain a broad-based market exposure whilst adhering to strict animal and climate friendly principles was the winning factor, pushing Beyond Investing ahead of the competition.

Important Disclosures

Morningstar Sustainability Disclosure:
The Morningstar Sustainability Rating™ is intended to measure how well the issuing companies of the securities within a fund’s portfolio holdings are managing their financially material environmental, social and governance, or ESG, risks relative to the fund’s Morningstar Global Category peers. The Morningstar Sustainability Rating calculation is a five -step process. First, each fund with at least 67% of assets covered by a company-level ESG Risk Score from Sustainalytics receives a Morningstar Portfolio Sustainability Score. The Morningstar Portfolio Sustainability Score is an asset-weighted average of company-level ESG Risk Scores. The Portfolio Sustainability Score ranges between 0 to 100, with a higher score indicating that a fund has, on average, more of its assets invested in companies with high ESG Risk. Second, the Historical Sustainability Score is an exponential weighted moving average of the Portfolio Sustainability Scores over the past 12 months. The process rescales the current Portfolio Sustainability Score to reflect the consistency of the scores. The Historical Sustainability Score ranges between 0 to 100, with a higher score indicating that a fund has, on average, more of its assets invested in companies with high ESG Risk, on a consistent historical basis. Third, the Morningstar Sustainability Rating is then assigned to all scored funds within Morningstar Global Categories in which at least thirty (30) funds receive a Historical Sustainability Score and is determined by each fund’s Morningstar Sustainability Rating Score rank within the following distribution: High (highest 10%), Above Average (next 22.5%), Average (next 35%), Below Average (next 22.5%), and Low (lowest 10%). Fourth, then Morningstar applies a 1% rating buffer from the previous month to increase rating stability. This means a fund must move 1% beyond the rating breakpoint to change ratings. Fifth, they adjust downward positive Sustainability Ratings to funds with high ESG Risk scores. The logic is as follows: If Portfolio Sustainability score is above 40, then the fund receives a Low Sustainability Rating. If Portfolio Sustainability score is above 35 and preliminary rating is Average or better, then the fund is downgraded to Below Average. If the Portfolio Sustainability score is above 30 and preliminary rating is Above Average, then the fund is downgraded to Average. If the Portfolio Sustainability score is below 30, then no adjustment is made. The Morningstar Sustainability Rating is depicted by globe icons where High equals 5 globes and Low equals 1 globe. Since a Sustainability Rating is assigned to all funds that meet the above criteria, the rating it is not limited to funds with explicit sustainable or responsible investment mandates. Morningstar updates its Sustainability Ratings monthly. The Portfolio Sustainability Score is calculated when Morningstar receives a new portfolio. Then, the Historical Sustainability Score and the Sustainability Rating is calculated one month and six business days after the reported as-of date of the most recent portfolio. As part of the evaluation process, Morningstar uses Sustainalytics’ ESG scores from the same month as the portfolio as-of date. Please click on https://corporate1.morningstar.com/SustainableInvesting/ for more detailed information about the Morningstar Sustainability Rating methodology and calculation frequency. Sustainalytics is an independent ESG and corporate governance research, ratings, and analysis firm. Morningstar, Inc. holds a non-controlling ownership interest in Sustainalytics.

Morningstar Carbon Risk Score (Low Carbon) Disclosure:
Morningstar calculates the Carbon Risk Score based on company-level carbon-risk assessments from Sustainalytics, a leading independent provider of ESG and corporate governance ratings and research. Morningstar calculates carbon metrics on a quarterly basis for any fund that has at least 67 percent of its portfolio assets covered by Sustainalytics’ company-level carbon-risk research. The Carbon Risk Score is the asset-weighted sum of the carbon risk scores of its holdings, averaged over the trailing 12 months and displayed as a number starting from zero, with a lower score indicating lower carbon risk. The Morningstar® Portfolio Fossil Fuel Involvement™ percentage is a portfolio’s asset-weighted percentage exposure to fossil fuels, averaged over the trailing 12 months. The Low Carbon Designation is based on a fund’s Carbon Risk Score and its Fossil Fuel Involvement percentage. To receive the Low Carbon Designation, a fund must have a Carbon Risk Score below 10 and Fossil Fuel Involvement percentage less than seven percent of assets. The Morningstar Low Carbon Designation is intended to allow investors to easily identify low-carbon funds across the global universe. The designation is an indicator that the companies held in a portfolio are in general alignment with the transition to a low-carbon economy. The Morningstar Portfolio Fossil Fuel Involvement percentage assesses the degree to which a portfolio is exposed to thermal coal extraction and power generation as well as oil and gas production, power generation, and products & services. To receive the designation, a portfolio must meet two criteria: a. A 12-month trailing average Morningstar Portfolio Carbon Risk Score below 10 and b. A 12-month trailing average exposure to fossil fuels less than 7% of assets, which is approximately a 33% underweighting to the global equity universe. Funds receive the Low Carbon designation based on the most recent quarterly calculations of their 12-month trailing average Morningstar Carbon Risk Scores and Morningstar Portfolio Fossil Fuel Involvement. Please visit https://corporate1.morningstar.com/SustainableInvesting/ for more detailed information about the Morningstar Low Carbon Designation and its calculation.

Current and future holdings are subject to risk.

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