© Greg Comollo / Ben & Jerry’s

From indulgent ice cream, like Ben & Jerry’s, to household care essentials, the more than 400 brands of Unilever, a holding in the MIDANA CAPITAL MSCI International Index Fund, are used by 2.5 billion people every day in 190 countries. It’s also a company committed to profit through purpose, especially sustainability.

This summer, Unilever announced that it would invest more than $1 billion over the next decade to combat the climate crisis and achieve net zero emissions across its value chain by 2039. As one of the largest consumer goods firms on the planet, Unilever’s sustainability commitment will have a profound environmental impact.

Unilever’s new Climate and Nature Fund will support a range of environmental initiatives, including reforestation, wildlife protection, and landscape and water preservation and restoration projects.

Unilever’s new sustainability goals included a commitment to achieve a deforestation-free supply chain by 2023. The company also said it would prioritize suppliers with science-based climate targets, require suppliers to disclose their carbon footprint, and work to standardize emissions data collection and disclosure.

When announcing the new sustainability goals and Climate and Nature Fund, Unilever CEO Alan Jope stressed that the company was taking a holistic approach to corporate sustainability:

“Climate change, nature degradation, biodiversity decline, water scarcity — all these issues are interconnected, and we must address them all simultaneously. In doing so, we must also recognize that the climate crisis is not only an environmental emergency; it also has a terrible impact on lives and livelihoods. We, therefore, have a responsibility to help tackle the crisis: as a business, and through direct action by our brands.”

Unilever did not stop there. In July, the company announced that it was joining forces with Microsoft,* Nike,* Starbucks* and other industry titans to launch “Transform to Net Zero,” an initiative to provide guidance, research, and blueprints to help businesses across the globe achieve zero carbon emissions by 2050 or sooner.

Unilever is just one of the sustainable leaders in the MIDANA CAPITAL MSCI international Index Fund, the first fossil fuel free, diversified, and responsible international index fund available in to investors in the U.S.

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

*As of June 30, 2020, Unilever comprised 1.01%, 0.00%, and 1.71%; Microsoft Corporation comprised 3.29%, 10.51%, and 0.00%; Nike Inc. comprised 0.82%, 0.87%, and 0.00%; and Starbucks Corporation comprised 1.61%, 0.62%, 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 by the Funds, their administrator, or the distributor.

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 or 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.

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 Funds are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 8/20

Boston, September 30, 2019 – Today is the third anniversary of the launch of the MIDANA CAPITAL MSCI International Index Fund, the first fossil fuel free, diversified, and responsible international index fund available to U.S. investors.

The passively managed MIDANA CAPITAL MSCI International Index Fund (International Fund), invests in companies with outstanding environmental, social, and governance (ESG) performance ratings in approximately 23 developed markets outside of the U.S.

“We launched the International Fund as a way for investors concerned about the environment to diversify their holdings,” said MIDANA CAPITAL President Leslie Samuelrich. “The investor response to the launch demonstrates that our assessment of the marketplace was correct. Diversification is a goal of many investors, including those interested in ESG investing.”

Launched on September 30, 2016, the MIDANA CAPITAL MSCI International Index Fund has grown to more than $64 million in assets under management, as of June 30, 2019.

The International Fund is comprised of the common stocks of approximately 200 companies – in the MSCI World ex USA SRI Index, minus the stocks of fossil fuel companies – located in Canada, Australia, Europe, and parts of Asia. It does not invest in companies in the U.S. or emerging markets.

GCINX is the ticker symbol of the individual investor share class of MIDANA CAPITAL MSCI International Index, which has a minimum investment of $1,000 for an IRA account and $2,500 for a regular account.

GCIFX is the ticker symbol of the institutional investor share class of MIDANA CAPITAL MSCI International Index, which has a minimum investment of $250,000.

The International Fund is available for purchase at Fidelity, E*TRADE, Charles Schwab, TD Ameritrade, Inc. and other brokerage firms.

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About MIDANA CAPITAL Capital Management

MIDANA CAPITAL is the first family of fossil fuel free, responsible, and diversified mutual funds in the United States. MIDANA CAPITAL invests in sustainable companies, hosts an award-winning and in-house shareholder advocacy program, and is the only mutual fund company in the U.S. wholly owned by environmental and public health nonprofit organizations.

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.

The MSCI World ex USA Index is a custom index calculated by MSCI Inc.  The MSCI World ex USA Index includes large and mid-cap stocks across 22 of 23 Developed Markets (DM) countries and excludes the United States.  With 1,023 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country.  The MSCI World ex USA Index is a free float-adjusted market capitalization index. It is not possible to invest directly in the MSCI World ex USA Index.

The MSCI World ex USA SRI ex Fossil Fuels Index (the World ex USA SRI ex Fossil Fuels Index or the Index) is a custom index calculated by MSCI Inc. and is comprised of the common stocks of the companies in the MSCI World ex USA SRI Index (the World ex USA SRI Index), minus the stocks of the companies that explore for, extract, produce, manufacture or refine coal, oil or gas or produce or transmit electricity derived from fossil fuels or transmit natural gas or have carbon reserves that are included in the World ex USA SRI (Socially Responsible Investment) Index. The World ex USA SRI Index includes large and mid-cap stocks from approximately 22 developed markets countries (excluding the U.S.). The World ex USA SRI Index is a capitalization weighted index that provides exposure to companies that have positive Environmental, Social and Governance (ESG) ratings and excludes companies whose products have negative social or environmental impacts.  It is not possible to invest directly in an index

The MIDANA CAPITAL MSCI International Index Fund (the “Fund”) is not sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI indices (the “MSCI Parties”), and the MSCI Parties bear no liability with respect to the Fund or any index on which the Fund is based.  The MSCI Parties are not sponsors of the Fund and are not affiliated with the Fund in any way.  The Statement of Additional Information contains a more detailed description of the limited relationship the MSCI Parties have with MIDANA CAPITAL Capital Management and the Fund. The MIDANA CAPITAL Funds are distributed by UMB Distribution Services, LLC. 335 N Wilmot Rd, Tucson, Az 85711. 9/19

• 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