On April 7, the name of the Equity Social Values Plus Fund (ESVPF) changed to the Social Values Choice Equity Fund (SVCEF), to align with the naming convention adopted for the “Social Values Choice” suite of funds. SVCEF is one of three funds in the “Social Values Choice” suite of funds for investors with a heightened focus on companies’ environmental and social performance.
SVCEF is a passively-managed equity fund that adheres to investment guidelines addressing concerns expressed in resolutions approved by a threshold number of United Methodist annual conferences dealing with:
The fund strategy remains unchanged, and current investors in the fund do not need to take any action. The new fund name is automatically reflected in all account information.
Read more about the funds within the Social Values Choice Suite of Funds.
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We will continue to add more valuable information and features. Please let us know how we are doing.
P.S. For plan sponsors and plan participants, we have a new look for you too. Check out the Wespath Benefits and Investments website.
