- Catholic Responsible Investments
Performance
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We are updating this page to provide you with real-time fund information for the CRI Global Bond Fund and CRI Global Equity Fund. If you have any questions in the meantime, please reach out to your relationship manager directly or to [email protected].
More information about the CRI Global Bond Fund and CRI Global Equity Fund can be found here.
Returns are presented net of fees and include the reinvestment of income and past performance is not indicative of future results. Net of fees includes management fees, operating expenses, and fee reductions and/or expense reimbursements. See the fund prospectus for additional information.
Since inception performance for each benchmark index is calculated based on the inception date of each corresponding Fund share class and reflects no deduction for fees, expenses or taxes.
Please review our important disclosures.
Important Information
Consider the funds’ investment objective, risk, and charges and expenses. This and other information can be found in the funds’ prospectus, and if available, the summary prospectus, which may be obtained by visiting www.cbisonline.com or by calling 1-866-348-6466. Please read the prospectus, and if available the summary prospectus, carefully before investing.
There are risks involved in investing, including loss of principal. Asset allocation may not protect against market risk. Diversification may not protect against market risk. There is no guarantee that the fund will achieve its Investment Objective. There is no guarantee that these strategies will result in positive performance.
Catholic Responsible Investment (“CRI”) is an investment strategy designed specifically to help investors seek sound financial returns while remaining faithful to the teaching of the Roman Catholic Church. The Fund considers the Adviser’s CRI criteria in its investment process and may choose not to purchase, or may sell, including at inopportune times which would result in losses to the Fund, otherwise profitable investment in companies which have been identified as being in conflict with the Adviser’s CRI criteria. Funds may underperform other similar funds that do not consider CRI guidelines when making decision.
The funds are distributed by SEI Investment Distribution Company (SIDCO). SIDCO is not affiliated with CBIS, Dodge & Cox, Mar Vista Investment Partners, LLC, Wellington Management Company LLP, RhumbLine Advisers, Causeway Capital Management LLC, Principal Global Investors, LLC, WCM Investment Management, Global Alpha Capital Management, Ltd., Lazard Asset Management LLC, Brandywine Global Investment Management, LLC, Longfellow Investment Management Co., LLC, or Sun Life Capital Management (U.S.) LLC.
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