Replicate the performance of the MSCI USA SRI S-Series PAB 5% Capped (NTR) index (Bloomberg: M1CXUSC index), including fluctuations, and to maintain the Tracking Err between the sub-fund and the index below 1%.
Fundamental metrics to determine fair value of the stock
Company’s recent performance and margins
Dividend yield, history and sustainability
Financial position and solvency of the company