Sustainable Leaders
Strategy highlights
Inception date
March 31, 2018
Benchmark
Russell 3000 Growth Index
S&P 500 Index
Total strategy assets†
$7.0B
(as of March 2022)
Investment vehicles
- Separate account
*No assurance can be given that the investment objective will be achieved or that an investor will receive a return of all or part of his or her initial investment. Actual results could be materially different from the stated goals. Investors should carefully consider the risks involved before deciding to invest. As with any investment, there is a potential for profit as well as the possibility of loss.
†Assets may include accounts that are not reflected in the composite.
Investment team
Performance
Annualized composite performance (%) as of March 31, 2022
| MTD | QTD | YTD | 1 Year | 3 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Sustainable Leaders (gross) | 2.44% | -9.28% | -9.28% | 6.85% | 19.69% | 18.15% |
| Sustainable Leaders (net) | 2.39% | -9.41% | -9.41% | 6.26% | 19.03% | 17.50% |
| Russell 3000 Growth Index | 3.71% | -4.60% | -4.60% | 15.65% | 18.92% | 16.49% |
Calendar-year composite performance (%) as of March 31, 2022
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sustainable Leaders (gross) | 24.58% | 29.87% | 37.29% | -- | -- | -- | -- | -- | -- | -- |
| Sustainable Leaders (net) | 23.90% | 29.15% | 36.54% | -- | -- | -- | -- | -- | -- | -- |
| Russell 3000 Growth Index | 28.71% | 18.40% | 31.49% | -- | -- | -- | -- | -- | -- | -- |
| S&P 500 Index | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
Past performance is not a guarantee of future results. An investment in this strategy could lose value. Most recent month-end performance is preliminary. Returns are subject to change.
Periods less than one year are not annualized. Performance is stated in U.S. dollars and includes the reinvestment of dividends and interest.
Literature
Strategy information |
|---|
| 2021 Engagement and stewardship report |
| Strategy profile |
Learn more about our approach to Sustainable Investing
Featured item
-
Sustainability and impact report: A dialog with investors (PDF)
We are pleased to share our annual assessment of sustainability and impact for Putnam Sustainable Leaders strategy and Putnam Sustainable Future strategy.
Recent research publications
Toward a circular economy
As the global economy demands more resources than Earth can sustain, our researchers explore the concept of the circular economy, and how it can inform business leaders and investors to optimize resource use and minimize waste.Toward racial justice
Using the social (S) lens of ESG investing, our researchers explain the markers of leadership among U.S. corporations addressing the challenge of racial justice.
Important disclosures
Gross performance includes the deduction of transaction costs but does not include the deduction of management fees and other expenses that may be incurred in managing an investment account. A portfolio's return will be reduced by advisory and other fees. Net performance reflects the deduction of a model fee applied on a monthly basis, equal to the actual management fee incurred by a portfolio in the Composite or the highest management fee that would be charged to a prospect of the strategy, whichever is higher. The model fee may change over time. Actual advisory fees may vary among clients with the same investment strategy. The Composite includes all actual, fully discretionary accounts with substantially similar investment policies and objectives managed to the Composite's investment strategy. Benchmarks are generally taken from published sources and may have different calculation methodologies, pricing times, and/or foreign-exchange sources from the Composite. The effect of those differences is generally deemed to be immaterial. The securities holdings of the Composite strategy may differ materially from those of the index used for comparative purposes.