IiFund zehlabathi zePax yintsapho yeengxowa-mali ezidibeneyo ezityala ngokwemiqathango yokugcina imali kwaye ziphakathi kweemali ze-SRI endala eUnited States.
Ngokwewebhusayithi yabo:
Ihlabathi lePax lasekwa ngo-1971 ngamadoda amabini anemishini ecacileyo. ULuther Tyson noJack Corbett, ababesebenza ngezoxolo, imiba yezindlu kunye neengqesho kwiCawa yaseUnited Methodist, babefuna ukwenza ukuba abatyali-mali bakwazi ukulungelelanisa utyalo-mali zabo. Ngelo xesha, bafuna ukufaka umngeni kumashishini ukuba asekele kwaye aphile ngokubhekiselele kwimigangatho ethile yemfanelo yoluntu kunye nokusingqongileyo.
Isithuthi sazo siyiNgxowa-mali yePax World. Kwaqaliswa ngo-Agasti 10, 1971 kunye ne-101,000 kwi-asethi, bekuyimali yokuqala yokubambisana ngokubanzi e-America ukusebenzisa iMigaqo-nkqubo yezenhlalakahle kunye neyezimali kwinkqubo yokwenza izigqibo zotyalo-mali.
Akunakwenzeka ukuba uTyson noCorbett bacinge ukuba iNgxowa-mali yabo, ngoku ibizwa ngokuba yi-Pax World Balanced Fund, iya kunceda ivelise iShishini eliThubileyo loTyalo-mali.
Ngoku ugijime nguJoe Keefe, i-Pax World ilawula le mali elandelayo:
I-Fund ye-Pax Equaling Fund
I-Fund ye-Pax World Balanced Fund isingxowa-mthwalo engekho imali engama-$ 250 ubuncinci kumashishini ngabanye. Njengeengxowa-mali ezilinganayo, ngokuqhelekileyo igcina iipesenti ezingama-60 zeempahla zayo kwii-securities kunye nama-40 ekhulwini kwi-matyala. Injongo ephambili kukufuna imali kunye nokugcina inqununu. Injongo yesibini yotyalo-mali kukukhula kwexesha elide. Ihlabathi lePax lilingana ne-SRI enkulu yezimali kwi-US iminyaka emininzi, kodwa ngoku inayo ngaphantsi kwe-R2 billion eBafa njengoko i-firm ifakiwe kwisayizi kwiminyaka yamuva.
I-Fund yePlax Growth Fund
I-Fund ye-Pax Growth Fund ayikho isikhwama-mthwalo esingasisigxina esivimba ngokusesikweni kwiimali ezikhuselekileyo zenkampani abaphathi abakholelwa ukuba banamathuba angaphezulu kwamazinga okukhula. Abaphathi beengxowa-mali bafaka imali kwiinkampani ezincinci, eziphakathi kunye neenkulu, ukukhangela amathuba kumashishini okukhula, amacandelo ezoqoqosho abonakala ngathi akhula ngokukhawuleza kunomlinganiselo jikelele wokukhula kweGDP kunye neenkampani ngokukhawuleza ukuthengisa kunye namazinga okukhula kwamavuzo.
Ubuncinane bokutshala imali ngu-$ 250 ngamnye kumalimi-mali.
INgxowa-mali ye-Small World Cap Pax
I-Pax World Small Cap Fund inika imali kwiinkampani ezineentengiso kwiimali zeRussell 2000 Index, ezimalunga nama-262 yezigidi ukuya kwi-2.5,5 yezigidigidi. Abaphathi babeka okungenani i-80 ekhulwini ze-asethi ezinamathengi afanayo, iifowuni ezikhethiweyo kunye neziqinisekiso eziguqulwa kwiimpahla eziqhelekileyo okanye ezikhethiweyo.
Iimpahla zityalomali ekukhuleni nasezikolweni. Ingxowa-mthwalo engekho-mali eyi-$ 250 encinci yokutshala imali kubantu ngabanye.
I-Fund ye-Index ye-Women's Index ye-Pax Ellevate
I-Pax kwiminyaka yamuva i-Sallie Krawcheck, owayengumphathi ophezulu kwiBhanki yaseMelika, waza wamisa i-Fund ye-Pax Ellevate ye-Global Women's Index Fund ethi ibonelelo lokuqala "lokutshala kwiinkampani eziphakamileyo kakhulu kwihlabathi ekuphuculeni inkokheli yabesifazane. "U
IFund Fund ye-Bond High Yield Bond
Injongo ephambili yeNgxowa-mali ye-Pax yePax yehlabathi ukufuna imali engenayo yangoku. Ngokuqhelekileyo ubuncinane iipesenti ezingama-80 zeempahla zayo zikhombise izibophelelo ezingenasiphelo-izithengiso eziphezulu, iziqinisekiso ezifumanekileyo ezingenangqiqo ezibalwe ngaphantsi kweBBB- ngamaQela okuQinisekisa okuMgangatho kunye neePosi okanye ngaphantsi kwe-Baa3 yi-Service Moody's Investors Service. Phakathi kwezixhobo ezizithengayo zibophelelo eziguqulwayo, izitokhethi ezikhethiweyo, i-coupon zero, i-pay-in-kind, ukuhlawulwa kweentlawulo kunye nezinye iziqinisekiso eziphezulu. Ingxowa-mthwalo engekho mthwalo, kunye nokutsalwa kwe-mali engama-250 kwintengiso ngabanye.
IFund yeMakethe yeMhlaba yeMarhwebo Yomhlaba Wonke
Ingxowa yeMhlaba yeMarhwebo yeNdawo yePax i-Pax ifuna ukutyalomali kwiinkampani ezijolise ekuphuculeni imo ngeenkonzo kunye nobuchwepheshe kwiindawo ezifana nokusebenza kwamandla kunye nokusebenza kwamandla; ukuthintela ukucoceka nokulawula ukungcola; kunye nobuchwephesha bezobuchwepheshe kunye nolawulo lwemithombo.
Eqalwe ngo-Matshi ka-2008 njenge-World Pax Global Green Fund, i-fund ifaka imali kwiinkampani zazo zonke iimali zentengo, ukukhula kunye nexabiso. Ingxowa engekho mthwalo kunye notyalo-mali obuncinci be-$ 250 kubarhwebi ngabanye.
I-Pax World Management Corp, umcebisi-mali-mali wePax World Funds, usePortsmouth, NH.