Nia Impact Solutions Fund
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TYPE
Active Equity Mutual Fund
TYPICAL NUMBER OF HOLDINGS
45-50
CUSIP
90386K878
INCEPTION DATE
May 10, 2022
The Nia Impact Solutions Mutual Fund
This global equity sustainability and gender lens portfolio includes 45-55 all-cap companies addressing one or more of Nia’s Six Solutions Themes. All holdings include diversity in leadership.
The Nia Solutions Themes
Our investment decisions are guided by our six investing themes, which address global, systemic and climate change risks. We incorporate both a top-down as well as a rigorous fundamental bottom-up research process, selecting leading companies within our focus areas. We select companies across sectors that are well-positioned for growth and offer primary products or services that broadly benefit people and the environment.
Sustainable Planet
Climate change mitigation and adaptation, including renewable energy, energy-efficient technologies, sustainable design and engineering services.
Sustainable Planet
Sustainable & Affordable Transportation
Emphasis on products and systems that eliminate or reduce damaging emissions, while also expanding access to clean and affordable transportation alternatives.
Sustainable & Affordable Transportation
Healthcare
Focusing on innovation and access; emphasis on prevention, early detection, women’s health, innovative cancer treatments and unmet medical needs; addressing the Covid-19 pandemic, HIV/AIDS pandemic, the Ebola virus, and other infectious diseases.
Healthcare
Thriving Communities
Basic banking and financial literacy that expand opportunities and level the playing field for underserved populations with historically limited access; services and technologies to improve education and facilitate communication.
Thriving Communities
Natural & Organic Foods
Products and services in support of sustainable agriculture with an understanding that organic and regenerative farming practices contribute to a healthier planet and people.
Natural & Organic Foods
Eco & Affordable Housing
Environmentally friendly, sustainable and promoting healthy, thriving communities.
Eco & Affordable Housing
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With Nia's approach, women lead.
All companies in our mutual fund have women in executive leadership and/or on the Board of Directors. Our companies offer products and services that benefit women and girls broadly and promote an inclusive work environment.
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We weave a gender lens throughout everything we do. As a women-led firm, we are committed to advancing education, business opportunities, and quality of life for women and BIPOC communities globally. There is a range of research showing benefits to investors of companies that include diversity in leadership.
We highly encourage investors to carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and we strongly recommend reading carefully before investing. Investors may obtain a copy of the prospectus by calling (833) 571-2833.
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ADDITIONAL IMPORTANT INFORMATION:
As with any mutual fund investment, there is a risk that you could lose money by investing in the Fund. The success of the Fund’s investment strategy depends largely upon the Adviser’s skill in selecting securities for purchase and sale by the Fund and there is no assurance that the Fund will achieve its investment objective.
The Fund’s incorporation of ESG considerations in its investment process may cause it to make different investments than funds that have a similar investment universe and/or investment style and that do not incorporate such considerations in their strategy or investment processes.
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Under certain economic conditions, this could cause the Fund’s investment performance to be worse or better than similar funds that do not incorporate such considerations in their investment strategies or processes. In applying ESG criteria to its investment decisions, the Fund may forgo higher-yielding investments that it would invest in absent the application of its ESG investing criteria.
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Accordingly, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy or growing to an economically viable size.
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Nia Impact Solutions Fund is distributed by Ultimus Fund Distributor, LLC (Member FINRA) Nia Impact Capital and Ultimus Fund Distributors, LLC are separate and unaffiliated.​
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Control # - 20260507-5466218