NEW HAVEN, Connecticut., November 3, 2021 / PRNewswire / – Knights of Columbus Asset Advisors (KoCAA), a wholly owned subsidiary of the Knights of Columbus, today announced that its total assets held in mutual funds have reached $ 1 billion*. This achievement comes with strong returns for investors, with six of their nine mutual funds outperforming their benchmarks in the past year.
With nine mutual funds, KoCAA has the largest number of funds for investors looking for strategies consistent with their Catholic values. In total, the company manages $ 29 billion in assets for institutional, high net worth and individual investors.
“Cross the $ 1 billion mark is a testament to the fact that investors are increasingly focusing on aligning their values with their investments while maintaining strong performance and results, ”said Tony minopoli, President and Chief Investment Officer at KoCAA. “Recent entries are spread across all of our funds, demonstrating that investors value the opportunity to diversify their faith-based investments across all asset classes. “
Six of KoCAA’s nine mutual funds were launched in 2015, including the International Equity Fund, Small Cap Fund, Large Cap Value Fund, Large Cap Growth Fund, basic bonds and the limited duration fund. The Knights of Columbus Real Estate Fund, the US All Cap Index Fund and the Long / Short Equity Fund launched in 2019.
Although most of the assets held in the funds are owned by institutional clients such as dioceses and foundations, KoCAA’s new Investment Adviser Representatives (IAR) program has enabled everyday investors to invest in KoC funds through a licensed investment advisor representative who keeps their values in mind. Since the launch of the IRA in September 2021, the KoCAA has raised $ 50 million individual investors seeking to align their investments with their faith.
About the Knights of Columbus Asset Advisors
KoCAA is an SEC registered investment advisor with a principal office in the State of Connecticut. For more information on KoCAA’s business operations, please see the company’s Form ADV disclosure documents, the most recent versions of which are available on the SEC Investment Advisors Public Information website. at www.adviserinfo.sec.gov. Knights of Columbus Asset Advisors, LLC, is a wholly owned subsidiary of the Knights of Columbus, the largest lay Catholic organization in the world. Prior to hiring Knights of Columbus Asset Advisors to provide services, current and prospective clients should review Part 2 of the Knights of Columbus Asset Advisors Form ADV, for a complete description of the services offered, including fees and expenses.
The Knights of Columbus Funds are distributed by SEI Investments Distribution Co. (1 Freedom Valley Dr., Oaks, Pennsylvania [19456)aregisteredbrokeragememberoftheFinancialIndustryRegulatoryAuthorityIncetfilialenexclusivepropertyofSEIInvestmentsCompanySomeotherservicesarealsoprovidedbyothersubsidiariesofSEIInvestmentsCompanySEIInvestmentsCompanyVigilantDistributorsAuthorityInvestmentsCompanyVigilantDistributorsLvisetLvisetEstilantListsAdvisorsLvisetElderlightsAdstributorsLvisetLebolights[19456)uncourtierenregistrémembredelaFinancialIndustryRegulatoryAuthorityIncetfilialeenpropriétéexclusivedeSEIInvestmentsCompanyCertainsautresservicessontégalementfournispard’autresfilialesdeSEIInvestmentsCompanySEIInvestmentsCompanyVigilantDistributorsLLCRangerGlobalRealEstateAdvisorsetL2AssetManagementLLCnesontpasaffiliésàKnightsofColumbusAssetAdvisors
The information presented in this presentation is for informational and educational purposes only and should not be construed as investment, tax, financial, accounting or legal advice, or a recommendation to invest in any security, particular investment strategy or product. Past performance is no guarantee of future results.
* At the close of business on November 2, 2021
Before investing, you should carefully consider the investment objectives, risks, fees and expenses of the funds before investing. This and other information can be found in full prospectuses or fund summaries, which can be obtained by calling 1-844-KC-Funds or by visiting www.kofcassetadvisors.org. Please read the prospectus carefully before investing.
Investing in mutual funds involves risks. Some mutual funds carry more risk than others. Return on investment and principal value fluctuate and stocks, when sold, may be worth more or less than the original cost. Diversification and asset allocation do not guarantee profit or guarantee against loss. In general, among asset classes, equities are more volatile than bonds or short-term instruments and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Although the bond market is also volatile, lower quality debt securities, including leveraged loans, generally offer higher returns than investment grade securities, but also involve greater risk of default or default. price variation. Foreign markets may be more volatile than US markets due to increased risks of adverse issuer, political, market or economic developments, all of which are magnified in emerging markets. The risks associated with each fund are explained in more detail in the respective prospectus of each fund. Investors should consult their lawyer, accountant and / or tax specialist for advice regarding their particular situation. Past performance is no guarantee of future results.
Mutual funds are not insured by the FDIC or any other federal government agency, may lose value, and do not constitute a deposit or guarantee by any bank or subsidiary bank.
SOURCE Knights of Columbus Asset Advisors