What is the Aspiration Redwood Fund?

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The Aspiration Redwood Fund is a mutual fund whose goal is to help you build value in your portfolio and honor your values – all at the same time. It is built on the belief that investing in companies that combine strong fundamentals, with a long-term business model emphasizing sustainable environmental, social, and governance (ESG) practices, will bring investment results that may beat the S&P 500 index. While there's never any guarantee when you invest in a mutual fund or invest in the stock market generally, we are aim for investment decisions in core values that will pay off down the line.

The Aspiration Redwood Fund is available exclusively to Aspiration customers and is managed day-to-day by UBS Asset Management (Americas) Inc., one of the largest asset managers in the world. It mirrors a strategy previously only available to UBS’ private wealth clients, and parallels the approach of the Sustainable Accounting Standards Board.

Distributor disclosure

Aspiration Fund Adviser, LLC is the adviser to the Aspiration Redwood Fund, which is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609, (800) 773-3863. There is no affiliation between Aspiration Fund Adviser, LLC, including its principals, and Capital Investment Group, Inc. Serial Number: RCASP0321001

 

 

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