Effectual Capital Fund among the top 5% of global equity funds

Effectual Capital Fund among the top 5% of global equity funds.

The Effectual Capital Fund – Global Sustainable Equities ranks among the top 5% within its peer group of approximately 3,800 global equity funds.

As of September 30, 2025, the fund has achieved an Information Ratio of 0.33 since its inception in May 2023, while maintaining a low risk profile with a tracking error of only 2% per year relative to its benchmark. This combination of competitive performance and disciplined risk management highlights the relevance of integrating externalities and long-term value drivers into the equity selection process.

By placing externalities at the core of its investment strategy, the fund demonstrates that monetizing real economic effects can generate sustainable long-term value for institutional investors and society alike.

Disclaimer: This is a marketing communication. It is intended for institutional investors only and it is addressed only to residents of countries in which the fund is registered for sale (currently Germany, Luxembourg, Finland, Sweden, Norway, and the Netherlands). It does not constitute investment advice or an offer to buy or sell financial instruments. Please refer to the UCITS prospectus and KIID / KID before making any final investment decisions. Investing involves risks, including the potential loss of capital. More detailed information is available at effectual.fund.