This document provides summary information regarding the Strategy. This document should be read in conjunction with the Strategy's Disclosure Document, which is available from SSGA. The Strategy Disclosure Document contains important information about the Strategy, including a description of a number of risks.
The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor’s or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and State Street shall have no liability for decisions based on such information.
The views expressed are the views of Hélène Veltman, Kamal Gupta, Alison Gardner, and Thomas Kronzer through March 1, 2022, and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance, and actual results or developments may differ materially from those projected.
Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.
The returns on a portfolio of securities which exclude companies that do not meet the portfolio's specified ESG criteria may trail the returns on a portfolio of securities which include such companies. A portfolio's ESG criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.
Some of the Portfolio Characteristics shown in Figures 1, 3, 4, 6, 8, 9, and 10 are based on the characteristics of the underlying market indices. Neither index characteristics nor sample portfolio characteristics is intended to represent the characteristics of any particular mutual fund, exchange-traded fund, or product offered by SSGA. Actual characteristics may differ substantially from the characteristics presented. Past performance is not a guarantee of future results. Index returns are unmanaged and do not reflect the deduction of any fees or expenses; an investor cannot invest in an index.
The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.
All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.
This communication is directed at professional clients; this includes eligible counterparties, as defined by the appropriate EU regulator, who are deemed both knowledgeable and experienced in matters relating to investments that include the products and services to which this communication relates. Such products and services are only available to such persons, and persons of any other description (including retail clients) should not rely on this communication.
Investing involves risk including the risk of loss of principal.
All the index performance results referred to are provided exclusively for comparison purposes only. It should not be assumed that they represent the performance of any particular investment.
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