Quaker Green Impact Fund
Overview
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.
Impact investing requires a global perspective, and as such, the fund has a large position in international equities. As a multi-manager fund, IMPACT benefits from the experience, skills, and perspectives of different research and portfolio management teams. To help moderate overall volatility and reduce fees, IMPACT has an allocation to an S&P 500 portfolio that is rigorously screened on science-based environmental criteria.
IMPACT is composed of the two active managers – AGF Investments (Toronto, ON) and KBI Global Advisors (Dublin, IRL). The two active managers invest in a broad array of environmental and sustainable themes including Agricultural Productivity & Clean Fuels, Clean Technology & Efficiency, Efficient Transportation, Environmental Finance, Low Carbon Commerce, Power Merchants & Generation, Power Technology, Renewable Energy, Waste Management, Water, and Health.
The S&P 500 index component is rigorously screened for industries and companies that rank highest on science-based environmental criteria like Ghg emissions, carbon intensity, and deforestation metrics.
For more information or to invest in the Quaker Green Impact Fund, please contact Friends Fiduciary at 215-241-7272 or info@friendsfiduciary.org.
Performance
Unit Value
Unit Values as of: 5/15/2026
| Fund Name | wdt_ID | Fund Type | Fund Value |
|---|---|---|---|
| Quaker Green Impact Fund | 1 | Equity | $40.67 |
Investment Returns
Performance as of: 4/30/2026
| Fund Name | Fund Type | wdt_ID | Current Month | Year to Date | Last 12 Months | 3 Yrs. | 5 Yrs. | 10 Yrs. | Since Inception | Inception Date |
|---|---|---|---|---|---|---|---|---|---|---|
| Quaker Green Impact Fund | Equity | 1 | 11.37% | 8.60% | 28.36% | 13.34% | 6.24% | - | 7.37% | 1/31/2021 |
| Quaker Impact Fund (net) | 2 | 11.29% | 8.30% | 27.28% | 12.37% | 5.33% | - | 6.46% | ||
| Benchmark | 6 | 9.91% | 5.68% | 29.81% | 20.39% | 11.93% | - | 13.69% |
Market Indices
| wdt_ID | Market Indices | Index Type | Current Month | Year to Date | Last 12 Months | 3 Yrs. | 5 Yrs. | 10 Yrs. |
|---|---|---|---|---|---|---|---|---|
| 1 | S&P 500 Index | Equity | 10.49% | 5.70% | 31.05% | 21.69% | 13.14% | 15.26% |
| 2 | Bloomberg Aggregate Bond Index | Fixed Income | 0.11% | 0.07% | 4.06% | 3.46% | 0.18% | 1.67% |
| 3 | MSCI All Country World ex-US Index | International | 9.65% | 8.88% | 32.20% | 17.39% | 8.38% | 9.10% |
Footnotes
- Investment performance is presented gross of fees and is inclusive of dividends and interest. Investment returns represent past performance and do not guarantee future results. Returns and principal values will fluctuate such that, upon redemption, units may be worth more or less than their original cost. Indices that comprise benchmarks are unmanaged and are inclusive of dividends and interest. Investors cannot invest directly in the indices.
- Quaker Green Impact Fund Benchmark: 65% MSCI World Index, 35% S&P 500 Index.
- Fees: The Quaker Green Impact Fund operates with an annualized fee of 0.85% (85 basis points).
Characteristics
Risk