Fund Name Change: ESVPF Becomes SVCEF

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:

  • Companies that derive a significant amount of revenue from the production of fossil fuels; and
  • Companies named in petitions related to peace in the Middle East

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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