Friends Fiduciary has five co-mingled fund offerings: Quaker Growth & Income Fund, Quaker Green Impact Fund, Quaker Index Fund, Quaker Core Bond Fund, and the Short Term Investment Fund. Our constituent investors may invest in one or more funds in a single account and deposits, transfers and withdrawals can be made at any time. In addition to these commingled funds, for larger investors, we offer a broad range of investment strategies, custom screening and comprehensive client servicing through our separately managed accounts platform.
The Quaker Growth & Income Fund is a diversified, co-mingled fund with allocations to equities, fixed income and real estate investment trusts (REITs). Its primary objective is to provide stable current income and long-term growth consistent with protecting principal investments against inflation over time. The fund adheres to Friends Fiduciary’s Quaker-values investment guidelines and participates in our shareholder advocacy work. It is intended for investors with an investment horizon of five years or longer. The Fund has a standard income distribution policy based on the fund’s total return. Learn more.
The Quaker Green Impact Fund is a co-mingled equity fund that invests in companies that develop solutions to the world’s most pressing environmental and sustainability challenges like climate change, resource efficiency, waste management, and health & well-being. Learn more.
The Quaker Index Fund is a Quaker-screened fund designed to track the S&P 500 Index with low annual turnover and low tracking error. It is consistent with FFC’s socially responsible investment guidelines and, like the S&P 500, is diversified across economic sectors. Quaker Index Fund is intended for larger investor organizations, including Friends colleges and universities, retirement communities and foundations with an investment horizon of five years or longer. Learn more.
The Quaker Core Bond Fund (QCB) is an intermediate-term fixed income fund with allocations to US Agency, corporate, and municipal bonds, as well as supra-nationals, mortgage-backed, and asset-backed securities. With a focus on risk control, the fund’s investment objective is to achieve long-term investment returns that exceed those of the Barclays Aggregate Bond Index. QCB is designed as a core fixed income strategy that can serve as a standalone fund or be used within a broader asset allocation framework. Learn more.
The Short Term Investment Fund (STIF) is composed of short-term fixed income securities and seeks to achieve investment returns above those available from money markets and other short term funds while preserving capital. The fund is screened according to FFC’s Quaker guidelines and is designed for consistent, low volatility performance with an emphasis on low risk, high credit quality, and liquidity. It is diversified across US Agencies, corporates, and mortgage securities and is well suited for investors needing liquidity in a one to five year time frame. Learn more.