{"id":7,"date":"2016-05-10T15:03:36","date_gmt":"2016-05-10T20:03:36","guid":{"rendered":"https:\/\/friendsfiduciary.org\/?page_id=7"},"modified":"2023-02-27T14:06:04","modified_gmt":"2023-02-27T20:06:04","slug":"our-funds","status":"publish","type":"page","link":"https:\/\/friendsfiduciary.org\/our-funds\/","title":{"rendered":"Our Funds"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” admin_label=”Section” _builder_version=”4.16″ _module_preset=”default” saved_tabs=”all” global_colors_info=”{}”][et_pb_fullwidth_header title=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF90aXRsZSIsInNldHRpbmdzIjp7ImJlZm9yZSI6IiIsImFmdGVyIjoiIn19@” subhead=”We have multiple investment options to meet your organization’s unique needs.” text_orientation=”center” background_overlay_color=”RGBA(0,0,0,0)” _builder_version=”4.16″ _dynamic_attributes=”title” _module_preset=”default” title_font=”|700||on|||||” title_text_color=”#277099″ title_font_size=”46px” subhead_text_color=”#808080″ subhead_font_size=”20px” background_image=”https:\/\/friendsfiduciary.org\/wp-content\/uploads\/ff-main-tout-our-funds.jpg” global_colors_info=”{}”][\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Opening Paragraph” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]Friends Fiduciary has five co-mingled fund offerings:\u00a0<\/strong>Quaker Growth & Income\u00a0Fund<\/a>, Quaker Green Impact Fund,<\/a>\u00a0\u00a0Quaker Index Fund<\/a>, Quaker Core Bond Fund<\/a> and the Short Term Investment Fund<\/a>. 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.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” width=”81.8%” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Q Growth Content” _builder_version=”4.16″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#277099″ header_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”|-2px||||” custom_padding=”|2px||||” global_colors_info=”{}”]<\/p>\n

Quaker<\/h1>\n

Growth<\/h1>\n

& Income\u00a0Fund<\/h1>\n

The Quaker Growth & Income\u00a0Fund (QGI) 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 capital growth consistent with protecting principal investments against inflation over time. The fund adheres to Friends Fiduciary\u2019s 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.\u00a0Learn more<\/a>.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Q Impact Contet” _builder_version=”4.16″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#277099″ header_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”98.6%” custom_padding=”|12px||||” global_colors_info=”{}”]<\/p>\n

Quaker<\/h1>\n

Green<\/h1>\n

Impact Fund<\/h1>\n

The Quaker Green Impact Fund (IMPACT) is a co-mingled equity fund that invests in companies that take a proactive approach to solving global environmental and sustainability issues. The fund is composed of the three active \u201cimpact\u201d managers, each bringing a different perspective to long-term ESG (environmental, social, governance) investing. To help moderate overall volatility and reduce fees, the fund has an allocation to an S&P 500 index portfolio that is rigorously screened on science-based environmental criteria. Learn more<\/a>.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Q Index Content” _builder_version=”4.16″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#277099″ header_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” min_height=”361.5px” custom_margin=”-4px|-5px||||” custom_padding=”4px|0px|0px|||” global_colors_info=”{}”]<\/p>\n

Quaker<\/h1>\n

Index<\/h1>\n

Fund<\/h1>\n

The Quaker Index Fund (QIF) is a Quaker-screened fund designed to track the S&P 500 Index with low annual turnover and low tracking error. The fund provides broad exposure to large cap domestic stocks, is diversified across major economic sectors, and is invested consistent with FFC\u2019s socially responsible investment guidelines. Quaker Index Fund is well suited for larger investor organizations, including Friends colleges and universities, retirement communities and foundations that have an investment horizon of five years or longer.\u00a0Learn more<\/a>.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”|auto|-2px|auto||” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”QCB Content” _builder_version=”4.16″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#277099″ header_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”5px|||||” global_colors_info=”{}”]<\/p>\n

Quaker<\/h1>\n

Core<\/h1>\n

Bond Fund<\/h1>\n

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\u2019s 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<\/a>.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Short Term Content” _builder_version=”4.16″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#277099″ header_font_size=”36px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”5px|1px||||” global_colors_info=”{}”]<\/p>\n

Short Term<\/h1>\n

Investment<\/h1>\n

Fund<\/h1>\n

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 screened according to FFC\u2019s 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.<\/a><\/p>\n

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Friends Fiduciary has five co-mingled fund offerings:\u00a0Quaker Growth & Income\u00a0Fund, Quaker Green Impact Fund,\u00a0\u00a0Quaker 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 […]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"

Friends Fiduciary has four co-mingled fund offerings:\u00a0<\/strong>Quaker Growth & Income\u00a0Fund<\/a>, \u00a0Quaker Index Fund<\/a> and the Short Term Investment Fund<\/a>. 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.<\/p>

Quaker Growth\u00a0& Income\u00a0Fund<\/h2>

The\u00a0Quaker Growth & Income\u00a0Fund 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\u2019s total return. Learn more<\/a>.<\/p>

Short Term Investment Fund<\/h2>

The Short Term Investment Fund\u2019s (STIF) objective is to achieve investment returns in excess of those available from money markets and other short term funds. The fund is designed for consistent, low volatility performance with an emphasis on low risk, high credit quality and liquidity. It is diversified across principal sectors of the domestic bond market; US Agencies, Corporates and Mortgages. Daily liquidity is maintained through an allocation to money market funds. The fund captures additional yield by diversifying beyond ultra-short money market instruments. Coupon income and bond maturities are reinvested in short term, relatively higher yielding securities.<\/p>

The fund is well suited for investors needing liquidity in a one to five year time frame. This may include reserves or funds needed for capital projects. Learn more<\/a>.<\/p>

Quaker Index Fund<\/h2>

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\u2019s 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<\/a>.<\/p>","_et_gb_content_width":"","_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"_links":{"self":[{"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/pages\/7"}],"collection":[{"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/comments?post=7"}],"version-history":[{"count":3,"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/pages\/7\/revisions"}],"predecessor-version":[{"id":9065,"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/pages\/7\/revisions\/9065"}],"wp:attachment":[{"href":"https:\/\/friendsfiduciary.org\/wp-json\/wp\/v2\/media?parent=7"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}