The Sustainable (SUSTAIN) Large Cap Equity Fund Index added 2.72% in June, posting the fifth consecutive monthly gain.  The excess index results were powered by the performance of just three funds that eclipsed the S&P 500, led by Eventide Gilead Fund I that registered a gain of 6.91%.  The SUSTAIN Large Cap Equity Fund Index had also overtaken the S&P 500 over the trailing 3-month interval, twelve months as well as three years (average annual) with results of 8.77%, 41.32% and 19.2%, respectively.  Refer to Chart 1.

The Sustainable (SUSTAIN) Bond Fund Index, consisting of ten sustainable funds, outperformed the Bloomberg Barclays US Aggregate Bond Index for the 15th consecutive month, after adding 0.88% in June versus 0.70% for the conventional benchmark.  The SUSTAIN Bond Fund Index also bested the Bloomberg Barclays US Aggregate Bond Index over the trailing 3-month interval, twelve months as well as three years (average annual) with results of 2.15%, 2.38% and 5.9%, respectively.  Refer to Chart 2.

 

The only one of the fund indices to lag its conventional index in June, the Sustainable (SUSTAIN) Foreign Fund Index, gave up -1.02% versus the -0.65% registered by the MSCI ACWI ex USA Index (Net).  Six of the ten funds that comprise the SUSTAIN Index lagged the MSCI ACWI ex USA Index (Net).  That said, the SUSTAIN Index is still in the lead over the trailing 12-months and since inception time interval.  Refer to Chart 3.