Funds Group: Advisors’ Inner Circle Fund (Catholic Investor Funds)
Management Company: (1) Knights of Columbus Asset Advisors, (2) LLC, Sub-adviser-Boston Advisors, LLC.
Funds Affected: (1) Catholic Investor Core Bond Fund, Catholic Investor Long Duration Fund, Catholic Investor Limited Duration Fund(2) Catholic Investor Large Cap Growth Fund, Catholic Investor Large Cap Value Fund. Catholic Investor Small Cap Fund, Catholic Investor International Equity Fund
Principal Sustainable Investment Strategy: Values-Based Investing/Negative screening(exclusions)
Summary:
The funds make investment decisions consistent with the United States Conference of Catholic Bishops’ Socially Responsible Investing Guidelines (the “USCCB Guidelines”), and therefore, the funds are designed to avoid investments in companies that are believed to be involved with abortion, contraception, pornography, stem cell research/human cloning, weapons of mass destruction, or other enterprises that conflict with the USCCB Guidelines. The policies and practices of the companies selected for the funds are monitored for various issues contemplated by the USCCB Guidelines.