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Investing with Christian Compassion

The Humanity Fund is a professionally managed and morally screened institutional investment fund designed from a perspective of Christian compassion to specifically focus on key areas of human need. It goals is to invest in companies who are not only good companies but are doing the good works that Christ mentioned in Matthew 25:35-36

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“I finally have an investment fund that aligns with our church’s financial goals and values”

– James P.

The Impact

Matthew 25 Compassion Focus

“For I was hungry and you gave me something to eat; I was thirsty and you have gave me something to drink; I was a stranger and you took me in; I was naked and you clothed me; I was sick and you took care of me; I was in prison and you visited me.”

No Hunger

“I was hungry and you gave me food.”

Clean Water

“I was thirsty and you gave me drink.”

Economic Growth

“I was a stranger and you welcomed me.”

Reduce Poverty

“I was naked and clothed me.”

Good Health

“I was sick and you visited me.”

Quality Education

“I was in prison and you came to me.”

The Process

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Process Graphic 1 Process Graphic 2 Process Graphic 3 Process Graphic 4 Process Graphic 5 Process Graphic 6 Process Graphic Base

Global Benchmark

The process begins with the MSCI World Index. It then eliminates locally listed foreign securities and only includes U.S. listed stocks or ADRs, as well as any security with an average daily trading value less than $500,000.

Negative Screens

The process screens out companies that derive revenue from or participate in activities that go against basic Christian values.

Positive Screens

The process intentionally focuses on companies receiving at least 10% of their revenue from impact-aligned business activities.

Strength Factor

The portfolio only includes securities from companies that successfully achieve capital strength objectives.

Portfolio Optimization

The process concludes with strategic optimization that raises the impact-focused revenue of the portfolio to 25% or more.

Final Portfolio

The result is an impact-focused portfolio of 50–60 holdings that are broadly diversified across both geographical regions and industrial sectors.

Global Benchmark

The process begins with the MSCI World Index. It then eliminates locally listed foreign securities and only includes U.S. listed stocks or ADRs, as well as any security with at least a $500,000 average daily trade value.

Negative Screens

The process screens out companies that derive revenue from or participate in activities that go against basic Christian values.

Positive Screens

The process intentionally focuses on companies receiving at least 10% of their revenue from impact-aligned business activities.

Strength Factor

The portfolio only includes securities from companies that successfully achieve capital strength objectives.

Portfolio Optimization

The process concludes with strategic optimization that raises the impact-focused  revenue to 25% of the overall portfolio.

Final Porfolio

The result is an impact-focused portfolio of 50–60 holdings that are broadly diversified across both geographical regions and industrial sectors.

The Portfolio

Below is detailed information the portfolio and how it is managed.

Investment Strategy
The investment strategy of The Humanity Fund is to provide Christian ministries an institutionally managed, biblically screened investment portfolio that uses a screened index based approach to create a broadly diversified portfolio that invests in strong companies who business activity help advance human compassion and flourishing.
Impact
Seeking to advance the areas of human compassion and flourishing that Christ’s references in Matthew 25 of the Bible. The Humanity Fund invests in companies where 10% or more of their revenue is earned from business activities that advance these compassionate causes. Once those companies have been determined then the Fund optimizes the allocation of investment in those companies so that the overall impact of the fund is 25% of revenue coming from compassion related business activities.
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Institutional Management

The Humanity Fund seeks to use top class professional institutional investment managers who are philosophically align in the investment management of the fund. This is accomplished through a strategic relationship with First Trust Advisor, LP. To learn more about First Trust Advisors, LP. go to https://www.ftsma.com/About

Screening

Striving to be in the world but not of the world, The Humanity Fund does not invest in companies that do not align with our Christian convictions. We screen for Abortifacients, Abortion, Pornography, Alcohol, Cannabis, Child Labor, Slave Labor, Human Trafficking, Contraceptives, Weapons, Private Prisons, Gambling, Human Rights, Labor Rights, Predatory Lending, Stem Cll / Fetal Cell, Tobacco,

Diversification
The asset allocation within The Fund is driven by the overall investment objective. Specific equity, fixed income, and alternative investment asset classes are used in the portfolio at the targeted percentage for each allocation shown in the graph.
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Deposits

To make a deposit to The Humanity Fund, you can send payments by ACH, wire (contact for instructions), or check. Checks should be mailed to

Ministry Trust, LLC.
P.O. Box 117475
Atlanta, GA 30368-7475.

Include account details and instructions. Gifts of stocks, mutual funds, and IRAs are also accepted. Withdrawals are processed on the 1st or 15th by mail or electronically with a signed form.

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Withdrawals
The Ministry Fund is structured as a common pool and shares are revalued monthly. Requests for non-routine income distributions may be submitted by mail or electronically. Participating investors can make a withdrawal by redeeming shares of their investment, at the total market value noted on their month-end report date. Withdrawals are processed on the 1st or 15th day of each month. The withdrawal form must be signed by an authorized organization representative on file with Ministry Trust.
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Management Fees

The Humanity Fund is committed to providing you with the highest possible professional services at the lowest cost. The fee is 60 basis points or .60% annually on the funds under management. For example, an account valued at $10,000 would pay a fee of $60 annually. The fee is deducted on a quarterly basis.

Performance Reports

The Humanity Fund performance reports below are net of all fees. Use the link below to view our reports.

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“I finally have an investment fund that aligns with my financial goals and personal values”

– James P.

Contact Us

We are here to help you every step of the way. Here are some helpful links to get you started.