2015 Lipper Fund Award for Aquila Three Peaks Opportunity Growth Fund


We are pleased to announce that Aquila Three Peaks Opportunity Growth Fund has received a 2015 Lipper Fund Award, presented to Aquila Investment Management LLC.

Each year, Lipper recognizes funds and fund management firms for their consistently strong risk-adjusted performance relative to their peers, based on Lipper’s proprietary performance-based methodology.  Aquila Three Peaks Opportunity Growth Fund Class Y received a Lipper Award in the Mid-Cap Core Category for the 3-year performance period ending 12/31/2014.  At that time, the Lipper category included 324 funds.  The Fund sub-adviser is Three Peaks Capital Management, LLC and the co-portfolio managers are Sandy Rufenacht and Zach Miller.

The equity investment strategy of Aquila Three Peaks Opportunity Growth Fund is very distinctive, with equity investment ideas generated in the process of conducting research on high yield debt issuers with financially responsible management teams that have used leverage to grow their business and who are committed to improving the corporate balance sheet.  For certain companies, improvement in the corporate balance sheet may lead to improvement in the performance of the company stock.

We are honored that Aquila Three Peaks Opportunity Growth Fund has been recognized by Lipper for risk-adjusted performance.  You will find more information about the investment strategy and performance of the Fund on this site.

Before investing in the 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, from your financial adviser, and when you call 800-437-1020.