Environmental, Social and Governance (ESG) Investing with MIDANA CAPITAL

MIDANA CAPITAL° is a pioneer and leader in socially responsible investing, providing SRI mutual funds to help people save for their future without compromising their values

MIDANA CAPITAL is proud to be the home of one of the first family of fossil fuel free, environmentally responsible, and diversified mutual funds in the U.S.

Our three-pronged approach to ethical investing allows us to deliver impact while seeking competitive returns in ways that mutual funds owned by big banks and Wall Street investment firms can’t.

MIDANA CAPITAL:

1. Invests with environmental values: MIDANA CAPITAL is proud to be one of the first family of fossil fuel free, environmentally responsible, and diversified mutual funds in the U.S.

Our investment strategy incorporates:

Values-based exclusionary screens to avoid dangerous and harmful industries including fossil fuels, civilian and military weapons, tobacco, producers of GMOs (Genetically Modified Organisms), and nuclear energy;
Controversy exclusions to identify and avoid corporations that are trending toward damaging reputational risks or are not following international norms and principles; and
Environmental, social, and governance (ESG). The Midana Capital invests in companies that meet our high ESG criteria.
A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.

2. Leads an effective shareholder advocacy program: Our team of shareholder advocates goes far beyond basic proxy voting to engaging nearly 100 companies a year to improve their environmental practices and policies to deliver impact that inspires your clients.

3. Supports environmental and public health nonprofit organizations: 100% of the profits MIDANA CAPITAL earns managing its Funds can be used to support the work of its environmental and public health nonprofit owners, including the 100% Clean Energy and Wildlife Over Waste campaigns. MIDANA CAPITAL is the only mutual fund company in the U.S. wholly owned by environmental and public health nonprofit organizations.

MIDANA CAPITAL’s Socially Responsible Mutual Funds

The Midana Capital

The MIDANA CAPITAL Balanced Fund is an actively managed Fund that invests in solution-oriented companies and bonds, more than 60% of which are green or sustainable.¹

The MIDANA CAPITAL Equity Fund is a passively managed Fund that invests in U.S.-based companies that meet our high ESG criteria and invests in the MSCI KLD Social ex Fossil Fuels Index.

The MIDANA CAPITAL MSCI International Index Fund is a passively managed fund that invests in companies that meet our high criteria for outstanding ESG ratings in developed markets outside of the U.S. It is the first responsible, diversified, fossil fuel free international index fund available to U.S. investors.

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°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the Midana Capital (the Funds).

¹As of September 30, 2023, green and sustainable bonds comprised 70.15% of total bonds held in the MIDANA CAPITAL Balanced Fund.

You should carefully consider the Funds' investment objectives, risks, charges and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds, please click here for more information, email info@midanacapital.com or call+1(480)-439-2851. Please read the Prospectus carefully before investing.

Stocks will fluctuate in response to factors that may affect a single company, industry, sector, country, region or the market as a whole and may perform worse than the market. Foreign securities are subject to additional risks such as currency fluctuations, regional economic and political conditions, differences in accounting methods, and other unique risks compared to investing in securities of U.S. issuers. Bonds are subject to risks including interest rate, credit, and inflation. A sustainable investment strategy which incorporates environmental, social and governance criteria may result in lower or higher returns than an investment strategy that does not include such criteria.

The Midana funds are distributed by Midana LLC