KOCG: A Pure-Play Investment Opportunity for Catholic Investors

For Catholic investors, it can be a daunting task to build a potentially strong-performing and diversified investment portfolio that follows all the guidelines issued by the United States Conference of Catholic Bishops (USCCB). Companies and securities can undergo change on a daily basis, and the everyday investor may not be aware if a company falls out of alignment with Catholic beliefs and teachings, due to the significant time and research often required to track these developments.

As a welcome solution, Faith Investor Services (FIS) has teamed up with Knights of Columbus Asset Advisors (KoCAA) to create a Catholic faith-based exchange-traded fund (ETF)—the FIS Knights of Columbus Global Belief ETF (ticker KOCG). The fund will contain a range of securities that follow all applicable USCCB guidelines, enabling Catholics to potentially invest without worry that their holdings will ever contradict their faith.

ETFs, in general, can potentially provide many benefits for a portfolio by offering diversification and liquidity. However, it may be difficult for Catholic investors to find attractive ETFs that avoid investing in companies that don’t represent Catholic values. KOCG represents a unique opportunity for Catholic investors to align their investments with their beliefs.

This ETF will be actively managed by KoCAA, which can reallocate the portfolio if a company’s business practices deviate from the investment criteria set forth by the USCCB. Expert financial professionals, dedicated to investing within the bounds of the Catholic faith, will constantly analyze KOCG holdings to help investors potentially profit while deploying their capital morally, making it the most pure-play investing option for the Catholic community.

FIS and KOCAA also aim to provide “value through values” by ensuring their funds are invested in companies committed to sound ethical, environmental, social, and corporate governance practices. For investors, this means knowing their money is being used to help companies that make a positive impact on their communities and the world, a pillar of the Catholic faith. FIS and KoCAA prioritize socially responsible investments. These screens all fall in line with Catholic values, and will build on the USCCB guidelines to potentially ensure the capital invested by helps support companies doing good work.

FIS and KoCAA intend for KOCG to offer investors global diversification via securities in U.S., international and emerging markets. KoCAA will actively seek and invest in securities that have above-average investment potential, with the goal of providing long-term capital growth and income. In summary, by investing in the FIS Knights of Columbus Global Belief ETF, Catholics can act on a great opportunity to grow their wealth, while supporting companies that promote the Church’s values and reflect Catholic faith.

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All across the world, faith-based investing has risen in popularity, with the past year leading many individuals to reassess what is most important in their lives. Some are looking to make meaningful change at a personal level, and many Catholic families report feeling a closer connection to God.

Investing is fraught with decisions, even more so if you aim to live by specific principles. After all, if you seek to uphold Catholic values, how can you feel good about investing in products or policies that don’t align with Church teaching?

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Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the KOCG Prospectus available by clicking here. Read all materials carefully before investing.

Fund Risks:
There is no guarantee the Fund’s investment strategy will be successful and you can lose money on your investment in the fund. Shares may trade at a premium or discount to their NAV in the secondary market. The fund is new and has limited operating history to judge.

Market Risk. The prices of securities held by the Fund may decline in response to certain events taking place around the world, including those directly involving the companies whose securities are owned by the Fund; conditions affecting the general economy; overall market changes; local, regional or global political, social or economic instability; and currency, interest rate and commodity price fluctuations. Emerging Markets Securities Risk. The Fund’s investments in emerging markets securities are considered speculative and subject to heightened risks in addition to the general risks of investing in foreign securities. Unlike more established markets, emerging markets may have governments that are less stable, markets that are less liquid and economies that are less developed. Active Management Risk. The Fund is actively managed, which means that investment decisions are made based on investment views. There is no guarantee that the investment views will produce the desired results or expected returns, which may cause the Fund to fail to meet its investment objective or to underperform its benchmark index or funds with similar investment objectives and strategies. Catholic Values Investing Risk. The Fund considers the USCCB Guidelines in its investment process and may choose not to purchase, or may sell, otherwise profitable investments in companies which have been identified as being in conflict with the USCCB Guidelines. This means that the Fund may underperform other similar mutual funds that do not consider the USCCB Guidelines when making investment decisions.

Distributed by Foreside Fund Services, LLC.