The BSEA issuer is a fund that employs a passive indexing approach to achieve its investment objective. It tracks the Marine Money Decarbonization Index, created by Maritime Transformation Partners, LLC, which comprises global companies involved in marine or ocean decarbonization technologies, equipment, and services. The fund primarily invests in Core tier companies that lead in their sectors, aiming to maintain a correlation of over 95% with the Index's performance.
The Fund's investment strategy emphasizes passive indexing and tracking the Marine Money Decarbonization Index, which includes companies dedicated to marine decarbonization technologies. The Index consists of Core and Tracking tiers with varying weightings. The Fund seeks to maintain a correlation of over 95% with the Index's performance. Industry concentration aligns with the Index's focus. However, specific details about dividend distribution are not provided in the provided text.
The BSEA Fund employs a passive indexing strategy to achieve its investment objective, tracking the Marine Money Decarbonization Index. This index, created by Maritime Transformation Partners, monitors the performance of global companies engaged in marine decarbonization technologies, equipment, and services. The index is divided into Core and Tracking tiers, with constituents meeting specific criteria related to their involvement in cleaner propulsion, carbon capture, and offshore wind development. The Fund's goal is to closely track the index's performance, with an expected 95% or higher tracking rate, aiming to provide investors exposure to the evolving landscape of marine decarbonization.
The investment strategy of the BSEA Fund, which tracks the Marine Money Decarbonization Index, aims to closely replicate the index's performance. The Fund anticipates a correlation exceeding 95% between its returns and the index's performance over time, indicating a strong alignment of their movements. This correlation may vary due to factors such as transaction costs, market impact, and corporate actions.
The BSEA Sector Fund utilizes a passive indexing approach to pursue its investment objective, not attempting to outperform the Index or adopt defensive positions during market downturns. The fund's focus is on the Marine Money Decarbonization Index, which tracks the performance of global companies engaged in technologies, equipment, or services related to marine or ocean decarbonization. The index methodology involves classifying companies into Core and Tracking tiers based on their involvement and commitment to marine decarbonization efforts. The Fund's investment strategy aligns with this index, aiming to invest at least 80% of its assets in Core tier companies or those significantly invested in marine decarbonization technologies.
The BSEA Fund employs a passive indexing approach, seeking to mirror the performance of the Marine Money Decarbonization Index, which tracks global companies involved in marine decarbonization technologies. The Index's construction involves two tiers: Core (80% weight) with leading companies and Tracking (20% weight) with promising players. The Fund aims to maintain at least 80% exposure to Core tier companies or those heavily engaged in marine decarbonization technologies, anticipating an exposure similarity of over 95% with the Index.
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