Responsible Investing
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Going a Step Further :Our Socially Responsible Equity Fund

Our Socially Responsible Equity Fund goes a step further in screening out alcohol, weaponry and nuclear power stocks, among others and investing in companies with positive community relations, environmental sustainability and human rights characteristics.

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Tobacco-Free Healthy Investing

Don’t Let Smoking Stunt Your Asset Growth

We invest in good health by avoiding stocks of companies involved in smoking.  The AHA Investment Funds research excludes companies that process or manufacture tobacco related products, with data provided by the ISS/Investor Responsibility Research Center.  This socially conscious approach is in cooperation with the American Hospital Association encouraging healthy, tobacco-free investment guidelines.

 

The AHA Diversified Equity, AHA Balanced, AHA Full Maturity Fixed Income and AHA Limited Maturity Fixed Income Funds offer a full range of investment options that cater to tobacco-free investors.  These funds do not have additional social agendas, unlike many other tobacco-free investments.  These AHA Investment Funds allow an investor to take a stand against tobacco investments without affecting the funds’ ability to invest in other securities or industries.