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American Trust

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Funds Group: American Trust
Fund Management Company: American Trust Investment Advisors, LLC
Funds Affected: The American Trust Allegiance Fund
Principal Sustainable Investment Strategy: Exclusions
Summary:
The fund avoids investments in companies that have significant involvement in the tobacco, pharmaceuticals, biotechnology, medical diagnostic services and products, gambling and liquor industries, although the fund may engage in short sales of these companies.  While the fund may invest in or sell short a company that conducts operations in one of these industries, the fund will not invest in such a company unless current revenues from these industries represent less than 5% of the total revenues of the company at the time of investment. The majority of companies in which the fund invests will have no operations in these industries.

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