You will see a number of enhancements and changes as you explore the new site. Navigation has been simplified so that you can easily find the information you need, along with news and updates on our investment strategies. We’ve also freshened the appearance of the Aquila Group of Funds brand, implementing the new look across the web site and all documents available on the site. Be sure to see A Careful Approach for Today’s Markets which describes our overall investment philosophy, and the Aquila Group of Funds Guiding Principles.
Following shareholder approval, five of the seven municipal bond...Read more ›
Three years ago, in October 2010, the investment strategy of Aquila Three Peaks Opportunity Growth Fund was launched. The fund is sub-advised by Three Peaks Capital Management, LLC which also serves as the sub-advisor to Aquila Three Peaks High Income Fund. The team managing both funds focuses their research capabilities on a universe of high-yield debt issuers in relatively stable industries.
“We believe that we take a unique approach to selecting equity investments‚” said Sandy Rufenacht, Co-Portfolio Manager. “We have a long history of conducting research in the high-yield corporate bond market, and investing in high-yield issuers when our research...Read more ›
Estimates of capital gain distributions for 2013 are available. Estimates are subject to change depending on market conditions, board approvals, and other circumstances. This report is the result of estimates and is based on information available as of October 31, 2013. The amount and character of distributions cannot be determined until the anticipated record dates.
Shares of the Funds may only be sold by offering the Funds’ Prospectus. Before investing in a Fund, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the Fund prospectus. The prospectus is available on this site,...Read more ›
USA Today published an article in which the risk and return characteristics of the high-yield corporate bond market were discussed, and the article included a mention of Aquila Three Peaks High Income Fund. You will find more information about the Fund on this site.
Before investing in the Fund, carefully read about and consider the objectives, risks, charges, expenses, and other information found in the Fund prospectus. The prospectus is available on this site, from your professional financial advisor, and when you call 800-437-1020.Read more ›
From the vantage point of the high yield corporate bond market, we believe we have an uncommon perspective on equity investment ideas.
Our perspective on the high yield market
In managing Aquila Three Peaks High Income Fund, a mutual fund that invests in high yield corporate bonds, we monitor and conduct research in the high yield corporate bond market on a daily basis. Over time, we have observed that the high yield corporate bond market appears to serve as a leading-indicator, reflecting broad-based transitions in investor sentiment that are later reflected in the...Read more ›