Baseline
Nov/01/23
FSEF
Comparison
Fund
S&P
500
Portfolio growth over baseline by quarter
0%
0%
0%
Month 3
Feb/01/24
18.1%
15.77%
10.66%
Month 6
May/01/24
21%
18.42%
12.7%
Month 9
Aug/01/24
28.6%
28.48%
19.74%
Month 12
Nov/01/24
32.5%
35.15%
20.25%
Baseline
Nov/01/23
FSEF
Comparison
Fund
S&P
500
hypothetical Portfolio growth of 10,000$ investment
10,000$
10,000$
10,000$
Month 3
Feb/01/24
11,810$
11,577$
11,066$
Month 6
May/01/24
12,100$
11,842$
11,270$
Month 9
Aug/01/24
12,860$
12,848$
11,974$
Month 12
Nov/01/24
13,250$
13,515$
12,025$
The monthly performance of the Frohlich Social Enterprise Fund (FSEF) proves that ethical investing can be both impactful and profitable. While they don’t guarantee future returns, these results show that it’s possible to achieve strong financial performance while staying true to values of ESG and social entrepreneurship. The data here is clear: investing ethically doesn’t mean sacrificing success. This serves as a reminder to retail investors that we can make a difference in the world without compromising our financial goals.