Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans — new fund registration

UNIFIED SERIES TRUST registered 4 new fund series on Form 485APOS, filed 2019-08-02. Featured series: Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans.

Registration

Registrant / trust: UNIFIED SERIES TRUST
CIK: 0001199046
Form: 485APOS
Filed: 2019-08-02
Accession: 0001398344-19-013342
Reported net assets: $3.2M

Series & classes (4)

Series	Class	Ticker	New
Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans	Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans	QDVBX	Yes
Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans	Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans	QDVSX	Yes
Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans	Fisher Investments Institutional Group Fixed Income Fund for Retirement Plans	QDIBX	Yes
Fisher Investments Institutional Group Stock Fund for Retirement Plans	Fisher Investments Institutional Group Stock Fund for Retirement Plans	QDISX	Yes

Fees (from the effective prospectus)

Gross expense ratio: 0.01%
Management fee: 0.00%
Other expenses: 0.00%

Investment objective

The FI Institutional Group ESG Fixed Income Fund for Retirement Plans (the Fund) seeks to outperform, net of fees and expenses, the return of the ICE BofA U.S. Broad Market Index (the Benchmark).

Advisers

Fisher Asset Management LLC (Advisor)