Cromwell Global Infrastructure Fund Institutional Class CFGIX Strategy

| Medalist Rating as of | See Cromwell Fund Investment Hub

Strategy

The investment seeks to achieve capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of sustainable infrastructure companies. The fund will invest directly in the shares of companies, ETFs or units of master limited partnerships that, in each case, invest in infrastructure companies and are publicly-traded (listed) on stock exchanges in developed markets, meaning North America, Western Europe and Asia Pacific (specifically Australia, New Zealand, Singapore, Japan, Hong Kong); and that own and operate real infrastructure or sustainable assets anywhere in the world. The fund is non-diversified.

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Medalist Rating
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CFGIX
Cromwell Global Infrastructure Fund Institutional ClassInstitutionalOpen $51.62M1.070%Above Average$100,000−$420,355.51

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