SHRD actively manages a portfolio of USD-denominated, investment-grade fixed-income securities, including corporate bonds, Treasurys, and government agency bonds, following Catholic Faith-Based and Socially Responsible Investment Guidelines. These guidelines exclude issuers involved in abortion, contraception, human rights violations, and other activities inconsistent with Catholic values. The fund uses a proprietary selection methodology and aims to provide performance comparable to its benchmark index by selecting bonds aligned with Catholic principles. The portfolio includes securities from domestic and international issuers, including emerging markets, but focuses on USD-denominated bonds. It aligns with the benchmark index in duration and sector allocation, focusing primarily on US securities but allowing non-US issuers that meet Catholic-aligned criteria.
公司网站 :
https://faithinvestorservices.com/etfs/shrd
总经理:-
建立时间:2026
公司总部:WILMINGTON
领域:Miscellaneous
行业:Investment trusts