Why Choose MIDANA CAPITAL
Our three-pronged approach to sustainable investing allows you to align your investments with your values and invest for a green future.
MIDANA CAPITAL Funds° sustainable investment strategy uses both ESG criteria and environmentally responsible screens. We exclude fossil fuel companies and environmentally harmful industries.
MIDANA CAPITAL Funds also uses a full array of shareholder advocacy tools, including dialogues with management and the filing of shareholder resolutions, to improve corporate environmental policies and supply chains to make an impact you can measure.
MIDANA CAPITAL Funds has a unique nonprofit ownership that has made a difference in environmental and public health issues for more than 30 years.
MIDANA CAPITAL defines its standard for environmentally responsible and sustainable as seeking to provide an opportunity to invest in a way that avoids environmentally dangerous industries which impose onerous costs on society and the planet.
Approaches to Sustainable Investing
This unique ownership results in a values alignment
and impact that other mutual funds don't provide.
MIDANA CAPITAL Offers Three Environmentally Responsible & Sustainable Funds
MIDANA CAPITAL MSCI International Index Fund
The MIDANA CAPITAL MSCI International Index Fund is a passively managed Fund that invests in companies that meet MSCI’s high ESG criteria in developed markets outside of the U.S. It is one of the first environmentally responsible fossil fuel free international index fund available to U.S. investors.
MIDANA CAPITAL Equity Fund
The MIDANA CAPITAL Equity Fund is a passively managed Fund that invests in U.S.-based companies that meet MSCI’s high ESG criteria and invests in the MSCI KLD Social ex Fossil Fuels Index.
MIDANA CAPITAL Balanced Fund
The MIDANA CAPITAL Balanced Fund is an actively managed fund that provides individuals with a way to invest in stocks and bonds in one mutual fund. The MIDANA CAPITAL Balanced Fund keeps your dollars out of fossil fuel companies and other environmentally harmful companies. The majority of its fixed income portion is in green bonds, which finance efforts to mitigate the impacts of climate change, protect water sources, and improve soil conditions around the globe.
Sample Holdings
Johnson Controls*
Johnson Controls invented the electronic thermostat to address heating and cooling inefficiency and it remains committed to improving corporate sustainability. It has been involved in more than 500 renewable energy projects and has helped clients reduce CO2 emissions by 15 million metric tons since 2000. Its retrofit of the Empire State Building reduced its energy use by 38%. Johnson Controls is a current holding in the MIDANA CAPITAL Equity Fund.
Vestas Wind Systems*
Vestas Wind Systems is the only global energy company dedicated exclusively to wind energy. With installations in 84 countries, Vestas turbines account for 18% of global wind energy production. Vestas, headquartered in Denmark, is a current holding in the MIDANA CAPITAL MSCI International Index Fund.
Starbucks Sustainability Bond*
With its pioneering sustainability bond, Starbucks is improving its supply chain’s environmental and social impact. One program supports coffee farmers who commit to promote long term productivity by keeping soil healthy, conserving water and growing shade trees to protect wildlife. The Starbucks bond is a current holding in the MIDANA CAPITAL Balanced Fund, which currently invests more than 60% of its fixed income portion in green and sustainability bonds.1
°MIDANA CAPITAL Capital Management, Inc. (MIDANA CAPITAL) is the investment advisor to the MIDANA CAPITAL Funds (the Funds).
1As of September 30, 2023, green and sustainable bonds comprised 70.15% of the total bonds held in the MIDANA CAPITAL Balanced Fund.
*As of September 30, 2023 Johnson Controls International, PLC, Vestas Wind Systems A/S and Starbucks Corporation comprised 1.06%, 0.19% and 0.00%; 0.00%, 0.00% and 0.54% and 1.7%, 0.55% and 0.00% of the MIDANA CAPITAL Balanced Fund, the MIDANA CAPITAL Equity Fund and the MIDANA CAPITAL 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 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 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.
The Midana funds are distributed by Midana LLC UMB Distribution Services, LLC is not affiliated with MIDANA CAPITAL or its affiliates.
