# Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund — new fund registration

UNIFIED SERIES TRUST registered 3 new fund series on Form 485APOS, filed 2019-08-02. Featured series: Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund.

## Registration

- Registrant / trust: UNIFIED SERIES TRUST
- CIK: 0001199046
- Form: 485APOS
- Filed: 2019-08-02
- Accession: 0001398344-19-013338
- Reported net assets: $224K

## Series & classes (3)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund](https://search.stillhousedata.com/fund/S000066743) | Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund | IAFEX | Yes |
| [Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund](https://search.stillhousedata.com/fund/S000066744) | Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund | ILESX | Yes |
| [Fisher Investments Institutional Group U.S. Small Cap Equity Fund](https://search.stillhousedata.com/fund/S000066745) | Fisher Investments Institutional Group U.S. Small Cap Equity Fund | IUSCX | Yes |

## Fees (from the effective prospectus)

- Gross expense ratio: 96.19%
- Management fee: 0.61%
- Net expense ratio: 0.68%
- Other expenses: 95.58%

## Investment objective

The Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund (the Fund) seeks to outperform, net of fees and expenses, the return of the MSCI ACWI ex USA Index (the Benchmark).

## Advisers

- [Fisher Asset Management  LLC (Advisor)](https://search.stillhousedata.com/firm/107342)

## Other filings by this registrant (15)

- [485APOS — 2025-08-27 (2 new series)](https://search.stillhousedata.com/launch/0001580642-25-005521)
- [485APOS — 2025-08-22](https://search.stillhousedata.com/launch/0001580642-25-005372)
- [NT NPORT-P — 2025-08-01](https://search.stillhousedata.com/launch/0001752724-25-184617)
- [NT NPORT-P — 2025-08-01](https://search.stillhousedata.com/launch/0001752724-25-184619)
- [NT NPORT-P — 2025-08-01](https://search.stillhousedata.com/launch/0001752724-25-184616)
- [NT NPORT-P — 2025-08-01](https://search.stillhousedata.com/launch/0001752724-25-184620)
- [NT NPORT-P — 2025-08-01](https://search.stillhousedata.com/launch/0001752724-25-184618)
- [485APOS — 2024-08-23](https://search.stillhousedata.com/launch/0001580642-24-004774)
- [NT NPORT-P — 2024-07-31](https://search.stillhousedata.com/launch/0001752724-24-170600)
- [NT NPORT-P — 2024-07-31](https://search.stillhousedata.com/launch/0001752724-24-170591)
- [NT NPORT-P — 2024-07-31](https://search.stillhousedata.com/launch/0001752724-24-170605)
- [NT NPORT-P — 2024-07-31](https://search.stillhousedata.com/launch/0001752724-24-170589)

## More

- [Registrant profile: UNIFIED SERIES TRUST](https://search.stillhousedata.com/registrant/1199046)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001398344-19-013338.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.