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Our lineup of socially responsible investment options for institutional
investors includes the following:
- The Domini
Social Equity Fund® provides core stock market exposure
through a portfolio of primarily large-cap domestic stocks that have met
a set of social and environmental standards. The Fund further promotes
corporate social responsibility through its shareholder activism
program, which includes the sponsorship of shareholder resolutions and
direct dialogue with corporations in the portfolio.
- The Domini
Institutional Social Equity FundSM is a lower-cost version of the
Domini Social Equity Fund offered to qualified endowments,
foundations, religious organizations, nonprofit entities, individuals
and certain corporate or similar institutions that meet the minimum
investment requirements.
- The Domini
European Social Equity FundSM is a
mutual fund for U.S. social investors that is devoted entirely to the
stocks of European companies. The Fund offers social investors an
opportunity to invest in an economic region where corporations are
embracing the challenge of sustainable growth.
- The Domini
PacAsia Social Equity FundSM allows social investors to take part in a historic economic
expansion while helping to influence Asia-Pacific companies to consider
society and the environment as they move into the future. The
Fund invests primarily in stocks of Asia-Pacific companies selected
based on a set of social and environmental standards.
- The Domini
European PacAsia Social Equity FundSM enables
social investors to take advantage of broad international
diversification through a single mutual fund, while using their
investment dollars to encourage corporate responsibility.
- The Domini
Social Bond Fund® is a unique fixed-income offering
that combines a socially and environmentally screened investment-grade
bond portfolio with an innovative community investment component.
- The Domini
Money Market Account® is an
FDIC-insured account that can serve an investor's cash and liquidity
needs, as well as help provide lending capital to underserved
communities. Assets are placed at ShoreBank
to be used in the
bank's community development lending program that helps rebuild
struggling communities across the country. (Note: Not available for
corporate accounts.)
For more information on our institutional services, please visit the
areas below or send us an email.
Retirement
Plan Administrators
Institutional
Consultants
Foundations,
Endowments & Not-for-profits
The
Domini Funds are not insured and are subject to market risks. Investment
return, principal value, and yield will fluctuate so that an investor’s
shares when redeemed may be worth more or less than their original cost. You
may lose money.
The
Domini Social Bond Fund is not insured and is subject to market risks,
including interest rate and credit risks. During periods of rising interest
rates, bond funds can lose value. The Domini Social Bond Fund currently holds
a large percentage of its portfolio in mortgage-backed securities. During
periods of falling interest rates, mortgage-backed securities may prepay the
principal due, which may lower the Fund’s return by causing it to reinvest at
lower interest rates. Some of the Domini Social Bond Fund's community
development investments may be unrated and carry greater credit risks than
its other investments.
Investing
internationally involves special risks, such as currency fluctuations, social
and economic instability, differing securities regulations and accounting
standards, limited public information, possible changes in taxation, and
periods of illiquidity.
A
2.00% redemption fee is charged on sales or exchanges of shares made less
than 30 days after settlement of purchase or acquisition through exchange,
with certain exceptions. See the prospectus for further information.
Unlike
a mutual fund, the rate of return for the Domini Money Market Account is
determined by ShoreBank and will vary from time to time. The Domini Funds are
not affiliated with any bank and are not insured by the FDIC. This material
must be preceded or accompanied by the Funds’ current prospectus. Please read
it carefully before investing or sending money. DSIL Investment Services LLC,
Distributor. 12/06
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