On January 27, 2023, GuideStone Funds® introduced two new mutual funds created to address impact investing opportunities.
The two new impact funds highlight the investment strategies first implemented in the January 2021 launch of the Global Impact Fund by segmenting the bond portfolio to the Impact Bond Fund and assigning equity investments to the Impact Equity Fund. The funds offer investors two distinct and diverse portfolios that advance human flourishing and span a variety of industries, including health care, technology and consumer business.
The GuideStone Impact Equity Fund seeks to provide long-term capital appreciation. The Fund employs an actively managed, manager-of-managers strategy. The majority of the Fund is invested in a diversified mix of global publicly traded equity securities, with a targeted allocation to illiquid alternative investments.
The GuideStone Impact Bond Fund seeks to maximize total return through capital gains and current income while preserving capital value. The Fund employs an actively managed, manager-of-managers strategy. The majority of the Fund is invested in a diversified mix of global publicly traded fixed income securities, with a targeted allocation to illiquid alternative investments.
To learn more about these new Funds, click here.
Important Information:
There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal. The Funds’ impact investing criteria could cause the fund to perform differently compared to funds that do not apply such criteria. Successful application of the Funds’ impact investing strategy will depend upon the Adviser’s and each sub-adviser’s skill in properly identifying and analyzing impact investing issues. Investments made may not generate the amount of positive impact that was intended when the investment was made. Diversification does not assure a profit nor protect against loss in a declining market.
Impact Bond: An investment in the Fund involves risks that can significantly affect the Fund’s performance, including Credit Risk, Below-Investment Grade Securities Risk, Derivatives Risk, Mortgage-and Asset-Backed Securities Risk, Faith-Based Investing Risk, Fixed Income Securities Risk, Foreign Securities Risk and Market Risk. Impact Equity: An investment in the Fund involves risks that can significantly affect the Fund’s performance, including Equity Risk, Faith-Based Investing Risk, Foreign Securities Risk, Derivatives Risk, Market Risk and Futures and Options Risk. New Fund Risk: These Funds are new with limited operating history, and there can be no assurance that the Funds will grow to or maintain an economically viable size, in which case the Funds may not be able to achieve their investment objective.
Funds invested in accordance with the faith-based investment restrictions of GuideStone Financial Resources may not be able to take advantage of certain investment opportunities due to these restrictions, which may adversely affect investment performance. An investment in the Fund involves risks that can significantly affect the Fund’s performance, including Credit Risk, Equity Risk, Fixed Income Securities Risk, Foreign Securities Risk and Market Risk.
Foreign Securities Risk: Obligations of securities of foreign issuers may be negatively affected by political events, economic conditions or inefficient, illiquid or unregulated markets in foreign countries.
You should carefully consider the investment objectives, risk, charges and expenses of the Funds before investing. For a copy of the prospectus with this and other information about the Funds, call 1-888-GS-FUNDS (1-888-473-8637) or visit GuideStoneFunds.com/Funds to view or download a prospectus. You should read the prospectus carefully before investing.
Shares of GuideStone Funds are distributed by Foreside Funds Distributors LLC, a registered broker-dealer and underwriter of the Funds, not an advisor affiliate. Foreside is not a registered investment adviser and does not provide investment advice. GuideStone Capital Management, LLC®, a controlled affiliate of GuideStone Financial Resources, provides investment advisory services for the Funds.