How impactful are your impact investments?
Left: MIDANA CAPITAL’s first secured company commitment to stop deforestation in a company’s supply chain was with Kellogg’s* in 2014.
Impact investing is using your investments to help build a better world and seek financial returns.
In recent years, interest in impact investing has taken off. According to US SIF, the Forum for Socially Responsible Investing, 1 in 5 dollars under professional management in the United States are invested with an eye to impact.
But, as is true for fossil fuel free investing, there is not yet consensus around what it means to be an ‘impact investor’. The challenge for investors is being able to distinguish between marketing and real impact.
Real Impact Tracker attempts to help investors get a clearer picture. The group’s methodology looks at three ways mutual funds can make an impact: shareholder advocacy, ESG (Environmental, Social and Governance) investing, and contributions to public policy.
In its initial evaluation, the group looked at 50 funds and MIDANA CAPITAL’s Equity Fund received an A rating and earned the #3 spot on its list. Learn more about how MIDANA CAPITAL investors are making an impact through our sustainable investment strategy, shareholder advocacy work, and unique, non-profit ownership.
You can learn more about the methodology behind the rankings on the Real Impact Tracker website.
*As of December 31, 2017, Kellogg Company comprised 0.00%, 0.17%, and 0.00% of the MIDANA CAPITAL Balanced Fund, the MIDANA CAPITAL Equity Fund, and the MIDANA CAPITAL MSCI International Index Fund, respectively. References to specific securities, which will change due to the ongoing management of the Funds, should not be construed as a recommendation by the Funds, their administrator, or their distributor.
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 visit click here, 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. The Funds’ environmental criteria limit the investments available to the Funds compared to mutual funds that do not use environmental criteria.
This information has been prepared from sources believed to be reliable. The views expressed are as of the date of this writing and are those of the Advisor to the Funds.
The Midana Capital are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 1/18
