The FIS Knights of ColumbusGlobal Belief ETF (KOCG)

Faith Investor Services has partnered with the Knights of Columbus to deliver a unique ETF that seeks to allow investors to align their portfolios with their religious values, while aiming to grow capital over the long-term.

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The FIS Knights of Columbus Global Belief ETF (KOCG) strictly follows the investment policies of the USCCB (United States Conference of Catholic Bishops).

USCCB

There are six major themes in these guidelines:

  1. Respect for life
  2. Promote human dignity
  3. Catholic teachings on war and peace
  4. Pursue economic justice
  5. Protect the environment
  6. Encourage corporate responsibility

Our ETF seeks to help align investment portfolios with Catholic religious beliefs, while aiming to grow capital over the long term.

The Value of ETFs

ETFs are publicly traded investment funds that hold a diversified portfolio of securities, packaged into one investment product that trades on a stock exchange. As such, ETFs are accessible investment vehicles for both financial professionals and individual investors.

Growing Popularity of ETFs

Over the past 15 years, the adoption of ETFs has consistently grown due to the potential benefits they offer investors.

Potential Benefits of ETFs

  • Like Stocks

    ETFs trade throughout the day just like stocks do.

  • Lower Fees

    On average, ETFs have lower management fees than mutual funds.

  • Tax

    Tax efficiency.

  • Diversified

    ETFs offer access to a diversified basket of securities packaged into one investable product.

Potential Benefits for Investors:
Knights of Columbus Global Belief ETF

  • Global Reach

    Global exposure to dozens of companies whose business practices align with USCCB guidelines around the world.

  • Experienced Management

    Knights of Columbus investment expertise was historically available only for affiliated investors.

    Members and non-members alike now have the opportunity to access the experienced team that has been investing with a Catholic perspective since before the United States Conference of Catholic Bishops (USCCB) published its first guidelines on Catholic socially responsible investments in 1986.

  • No Limits

    Investors can feel empowered to buy as little or as much of the ETF as they want through their brokerage account or by speaking with their financial advisor.

We are proud to partner with Faith Investor Services (FIS) to offer Knights of Columbus members and the broader Catholic community an accessible investment vehicle that provides the opportunity to build long-term wealth while supporting companies whose business practices align with our religious beliefs and traditional values.

Patrick Kelly

Supreme Knight

Patrick Kelly

How to Invest?

  • Brokerage Accounts

    Online through your brokerage account with access to U.S. stock exchanges.

    Faith Investor Services is not affiliated with these financial service firms. Their listing should not be viewed as a recommendation or endorsement. By clicking the buttons above you are leaving this website and going to a 3rd party site. Faith Investor Services is not responsible for content on 3rd party sites.

  • Financial Advisor

    Speak with a Financial Advisor to explore how KOCG may fit with your investing objectives

Have More Questions?

If you'd like additional information or have any questions, please feel free to submit a contact form and we will get back to you as soon as possible.

Are you a Knights of Columbus Member?

14785 Preston Rd, #1000
Dallas, Texas
75254, US

Disclosures

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.