About CFGIX
Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class is a specialty open-end mutual fund that targets long-term capital appreciation by investing in global companies involved in the ownership and operation of physical infrastructure assets. Managed jointly by Cromwell Investment Advisors and Foresight Group LLP, the fund focuses on sectors such as transportation, energy, digital infrastructure, water and utilities, healthcare facilities, and government-related infrastructure. A central tenet of its strategy is sustainability, with investments directed toward firms that promote environmental responsibility and deliver measurable social or environmental benefits. The fund primarily invests in publicly traded equities and related vehicles across developed markets, including North America, Western Europe, and Asia-Pacific. Employing both fundamental and quantitative analysis, it maintains a focused, actively managed portfolio with an emphasis on quality assets that offer stable demand, high barriers to entry, and reliable, contracted revenue streams. By benchmarking its performance to the S&P Global Infrastructure Index, the fund provides investors exposure to innovative, sustainability-led infrastructure while seeking lower correlation with traditional equity markets—thereby serving as a potential complement to core equity holdings.
Fund Family Cromwell Funds
Category Infrastructure
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CFGIX
Share Class Institutional Class
CFGIX had a total return of 13.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.35%.
