Epiphany FFV Latin America Fund targets 'faith and family'-type firms

By Toni Weeks

San Diego, March 12 - Epiphany Funds announced it has launched the Epiphany FFV Latin America Fund, according to an N-1A filing with the Securities and Exchange Commission.

The fund launched with class A, class C and class N shares. The ticker symbols have not yet been disclosed.

The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its assets in equity securities of companies based in Latin America, including Mexico and Central and South America, that pass the Socially Responsible Investment Screens. The screening practice is used by Trinity Fiduciary Partners, LLC, the fund's Irving, Texas-based investment adviser, to select companies that align themselves with faith and family values.

A country will generally be excluded from the fund if its government is not a democracy or if the country lacks economic freedom or consistent foreign investment rules and has not adopted or does not enforce customary labor laws and/or appropriate labor policies.

A company will also be excluded from the fund if it is known to directly participate in abortion; manufacture contraceptives; engage in scientific research on human fetuses or embryos; produce pornographic media content or contribute to sexually explicit internet operations or retail sales; or manufacture nuclear weapons, biological or chemical weapons, indiscriminate weapons of mass destruction or anti-personnel landmines.

Javier Creixell and Samuel J. Saladino III will be the portfolio managers.

Class A shares are subject to a 5% maximum sales charge, and class C shares are subject to a 1% maximum deferred sales charge. All three share classes will impose a 2% redemption fee on shares redeemed within 60 days of purchase.

Management fees will be 1%. Including other expenses and a fee waiver with the adviser, the total annual fund operating expenses are expected to be 1.81% for class A, 2.56% for class C and 1.81% for class N shares.

© 2015 Prospect News.
All content on this website is protected by copyright law in the U.S. and elsewhere. For the use of the person downloading only.
Redistribution and copying are prohibited by law without written permission in advance from Prospect News.
Redistribution or copying includes e-mailing, printing multiple copies or any other form of reproduction.