SPHERE 500 CLIMATE FUND - Our Sphere
Shareclass
SPHERE 500 CLIMATE FUND Class R6 (SPFFX)
Type
Open-end mutual fund
Manager
Filing
Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments
How we track deforestation-risk investments
B
14.53%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
36
holdings flagged
15%
of assets flagged
Member of the Forum for Sustainable and Responsible Investment
This asset manager is a member of the Forum for Sustainable and Responsible Investment, a group advancing sustainable, responsible, and impact investing.
Learn more: Forum for Sustainable and Responsible Investment
This fund contains
Take action $9 MILLION invested
in holdings flagged for deforestation risk
Commodity producers
0 holdings
0% of assets
$0 invested
Banks and lenders
4 holdings
3.58% of assets
$2.22 MILLION invested
Major consumer brands
32 holdings
11% of assets
$6.79 MILLION invested
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
Banks and lenders
4 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
4 HOLDINGS
Major consumer brands
32 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
32 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
4.59%4.59% of portfolio$2.85M$2.85M invested - 2. Johnson & Johnson1.26%1.26% of portfolio$781,236$781,236 invested
- 3. Costco Wholesale Corp0.76%0.76% of portfolio$468,251$468,251 invested
- 4. Home Depot Inc/The0.71%0.71% of portfolio$438,728$438,728 invested
- 5. Procter & Gamble Co/The0.61%0.61% of portfolio$380,201$380,201 invested
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DATA AS OF 31 Dec 2025
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SPHERE 500 CLIMATE FUND - Our Sphere SPFFX
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Social
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