• Remember why you invest with MIDANA CAPITAL. You invest to save for your future and to make an impact. The market may be unpredictable but the environmental impact of your MIDANA CAPITAL investment remains steadfast.
• The current volatility may be fleeting. It’s entirely possible that we’ll ring in 2020, with “volatility” nothing but a distant memory. The overall American economy remains strong.
• Historically, the market has always bounced back. MIDANA CAPITAL has weathered a number of volatile markets since it was founded in 1991, and each time the market eventually rebounded.
• Diversify. Diversification is generally a sound investment strategy, and this approach can be especially helpful in periods of volatility. Thankfully, MIDANA CAPITAL offers you more ways than ever to align your investments with your values:
  • The MIDANA CAPITAL Balanced Fund invests in solution-oriented companies and bonds, more than 50% of which are green or sustainable.
  • The MIDANA CAPITAL MSCI International Index Fund invests in companies with outstanding environmental, social, and governance ratings in developed markets outside of the U.S.
  • The MIDANA CAPITAL Equity Fund, which invests in sustainable U.S.-based companies, was just named by Bloomberg, for the third time in a row, as one of the top 10 socially conscious funds in the U.S

Finally, remember your goals. You invest with MIDANA CAPITAL to save for the future and make a difference in the world. No matter what happens in the market on any given day, we remain committed to protecting the environment, promoting clean energy, reducing plastic pollution, and more – and your investments make our work possible. If you missed our recent Best of 2018 list, take a moment to read through what your investments helped us achieve.

Sincerely,

Leslie Samuelrich
President
MIDANA CAPITAL Capital Management

You should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. To obtain a Prospectus that contains this and other information about the Funds please 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 a variety of risks including interest rate, credit, and inflation risk. 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.

This information has been prepared from sources believed reliable. The views expressed are as the date of publication and are those of the Advisor to the Fund.

The MIDANA CAPITAL Funds are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 1/19

While these investments can be straightforward – Vestas Wind Systems,* Tesla,* etc. – you may be surprised by some of the novel steps other companies in our funds are taking to achieve a more sustainable future.

Take Intuit, the creator of financial assistance products like TurboTax, Quickbooks, and Mint.

Founded in 1983, Intuit has emerged as a global leader in corporate renewable energy sourcing and emissions reduction.

In 2015, Intuit achieved carbon neutrality throughout its entire global operations by improving energy efficiency, investing in renewable energy and purchasing carbon offsets. For Intuit, this progress isn’t enough. The company’s commitment towards advancing their sustainability can be summed up by their own words: “Doing less bad just won’t do.”

That’s why Intuit has set ambitious goals to reduce its carbon footprint by 50% by 2025 and become 100% powered by renewable energy by 2030.

And Intuit’s efforts to reduce reliance on fossil fuels don’t stop at the operational level. The company is also working to help expand access to clean energy to its customers too.

Intuit recently introduced its Purely Green Program, an innovative opportunity for the company’s customers, employees, and business partners in Texas to source wind energy at prices at or below market rates for traditional power derived from fossil fuels.

The initiative enables businesses that have made commitments to reduce carbon emissions to leverage Intuit’s larger power purchase agreement (PPA) for renewables.

PPA contracts enable businesses to source wind or solar energy directly from large renewable projects, eliminating the need for upfront investment while locking in prices for 10 to 20 years at rates generally lower than traditional utilities.

Although Intuit’s Purely Green Program is currently only available to businesses and residents of Texas, the company is hopeful that the concept will take off and it will be able to bring the program to other states.

Intuit is just one of the many industry leaders helping to guide our economy towards a fossil fuel free future in the MIDANA CAPITAL Equity Fund.

You can see a complete list of holdings in the Equity Fund, learn more about our investment strategy, and see the performance of the Equity Fund on the Fund’s page, or by calling+1(480)-439-2851.

*As of June 30, 2018, Intuit, Inc. comprised 0.00%, 0.47%, and 0.00%, Vestas Wind Systems A/S comprised 0.00%, 0.00%, and 0.35%; and Tesla Motors, Inc. comprised 0.00%, 0.41%, 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 ongoing management of the Funds, should not be construed as a recommendation of a security by the Funds, their administrator, or the 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 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 a variety of risks including interest rate, credit, and inflation risk. 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.

This information has been prepared from sources believed reliable. The views expressed are as the date of publication and are those of the Advisor to the Fund.

The MIDANA CAPITAL Funds are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 9/18