VGSR – Vert Global Sustainable Real Estate ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in securities of companies principally engaged in the real estate industry that meet the Advisor’s ESG criteria. It invests in the securities of U.S. and non-U.S. companies with a focus on REITs or other pooled investment vehicles or companies that manage a portfolio of income producing real estate or real estate-related loans and that the Advisor considers to be similar to REITs because of the way they are treated by tax authorities or because of the way they are required to conduct their business.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VGSR	Vert Global Sustainable Real Estate ETF	ETF	Open			Oct 31, 2017	$510.23M	0.450%	—	—	$17.90M

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