# EDGAR Filing Document

**Accession Number:** 0001594854
**File Stem:** 0001594854-25-000021
**Filing Date:** 2025-6
**Character Count:** 8890
**Document Hash:** 9aaf530e86c2402fe979aa7afa9b48eb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001594854-25-000021.hdr.sgml**: 20250606

**ACCESSION NUMBER**: 0001594854-25-000021

**CONFORMED SUBMISSION TYPE**: 497

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20250606

**DATE AS OF CHANGE**: 20250606

**EFFECTIVENESS DATE**: 20250606

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GreenFi Funds Trust
- **CENTRAL INDEX KEY:** 0001594854

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0131

**FILING VALUES:**
- **FORM TYPE:** 497
- **SEC ACT:** 1933 Act
- **SEC FILE NUMBER:** 333-192991
- **FILM NUMBER:** 251031067

**BUSINESS ADDRESS:**
- **STREET 1:** 1100 SANSOME STREET
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111
- **BUSINESS PHONE:** 800-683-8529

**MAIL ADDRESS:**
- **STREET 1:** 1100 SANSOME STREET
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94111

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Aspiration Funds
- **DATE OF NAME CHANGE:** 20131219

## Series and Classes Contracts Data

### GreenFi Redwood Fund (Series ID: S000049577)

---

|  |  |  |
|:---|:---|:---|
| Class Name           | Ticker Symbol | Class ID   |
| GreenFi Redwood Fund | REDWX         | C000156670 |

---

## Series and Classes Contracts Data

### GreenFi Redwood Fund (Series ID: S000049577)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000156670 | GreenFi Redwood Fund | REDWX           |

#### GREENFI FUNDS TRUST
**** 

<br> **GreenFi Redwood Fund<br> (the "Fund")**

#### <br> Supplement dated June 6, 2025<br> to the Summary Prospectus dated February 1, 2025, as supplemented from time to time (the "Summary Prospectus")

#### The information in this Supplement updates information in, and should be read in conjunction with, the Summary Prospectus for the Fund.
***Effective immediately, the section of the Fund's Summary Prospectus entitled "Fund Summary – Management of the Fund's Portfolio" is replaced in its entirety with the following:***

***Investment Adviser.*** Mission Investment Advisors LLC

***Sub-Adviser.*** UBS Asset Management (Americas) LLC

---

| | |
|:---|:---|
| **Sub-Adviser Portfolio Manager(s)** | **Sub-Adviser Portfolio Manager(s)** |
| Alix Foulonneau<br> Portfolio Manager<br> Since 05/2025<br>| Adam Jokich<br> Portfolio Manager<br> Since 08/2020<br>|

---

For further information, please contact the Fund toll-free at 1-800-683-8529. You may obtain additional copies of the Prospectus, Summary Prospectus, and Statement of Additional Information, free of charge, by visiting the Fund's website at funds.greenfi.com.

#### Investors Should Retain This Supplement for Future Reference

------

#### GREENFI FUNDS TRUST
**** 

<br> **GreenFi Redwood Fund<br> (the "Fund")**

------

#### Supplement dated June 6, 2025<br> to the Prospectus dated February 1, 2025, as supplemented from time to time (the "Prospectus")

#### The information in this Supplement updates information in, and should be read in conjunction with, the Prospectus for the Fund.
***Effective immediately, the section of the Fund's Prospectus entitled "Fund Summary – Management of the Fund's Portfolio" is replaced in its entirety with the following:***

***Investment Adviser.*** Mission Investment Advisors LLC

***Sub-Adviser.*** UBS Asset Management (Americas) LLC

---

| | |
|:---|:---|
| **Sub-Adviser Portfolio Manager(s)** | **Sub-Adviser Portfolio Manager(s)** |
| Alix Foulonneau<br> Portfolio Manager<br> Since 05/2025<br>| Adam Jokich<br> Portfolio Manager<br> Since 08/2020<br>|

---

***Effective immediately, the fifth and sixth paragraphs in the section of the Fund's Prospectus entitled "Management of the Fund – Investment Sub-Advisor" is replaced with the following:***

**Adam Jokich, CFA.** Adam Jokich is a senior portfolio manager within the Global Equity team and is the lead portfolio manager on several strategies including sustainable and impact equity strategies. Prior to taking on the role of lead portfolio manager in May 2025, he served as deputy portfolio manager on US Equity strategies at UBS Asset Management since August 2020. Previously, Mr. Jokich was a quantitative analyst within the Global Equity team at UBS Asset Management. He has been with UBS Asset Management since 2012. Mr. Jokich has been a portfolio manager of the Fund since August 2020.

**Alix Foulonneau**. Alix Foulonneau is a portfolio manager on the Global Equity team, based in London. She supports the portfolio construction process for sustainable and impact equity strategies managed by the Global Equity team, where she is also deputy PM on several strategies including Engage for Impact Equity, US Sustainable Equity and International Sustainable Equity. With her strong sustainability background, she leads the engagement strategy and sustainability research efforts for our Impact strategies. Prior to becoming a Portfolio Manager in 2023, Alix was a sustainability research analyst in the Global Equity team. Alix was previously the equity strategist for the Global Sustainable Equities team, managing communication with clients and development of the Sustainable Equity Strategies until March 2021. Until 2016, she worked as an analyst on the UBS-AM Governance & Stewardship team for two years.

For further information, please contact the Fund toll-free at 1-800-683-8529. You may obtain additional copies of the Prospectus, Summary Prospectus, and Statement of Additional Information, free of charge, by visiting the Fund's website at funds.greenfi.com.

#### Investors Should Retain This Supplement for Future Reference

------

#### GREENFI FUNDS TRUST

#### <br>
**GreenFi Redwood Fund<br> (the "Fund")**

------

Supplement dated June 6, 2025<br> to the Statement of Additional Information dated February 1, 2025, as supplemented from time to time (the "Statement of Additional Information")

#### The information in this Supplement updates information in, and should be read in conjunction with, the Statement of Additional Information for the Fund.
***Effective immediately, the section of the Fund's Statement of Additional Information entitled "Investment Advisory and Other Service Providers – The Investment Sub-Adviser – Portfolio Manager Holdings" is replaced in its entirety with the following:***

The table below shows the amount of the Fund's equity securities beneficially owned by the portfolio managers as of March 31, 2025, and stated as one of the following ranges: A = None; B = $1-$10,000; C = $10,001-$50,000; D = $50,001-$100,000; E = $100,001-$500,000; F = $500,001-$1,000,000; and G = over $1,000,000.

---

| | |
|:---|:---|
| <br> **Name of<br> Portfolio Manager**<br>| <br> **Dollar Range of<br> Equity Securities in the Fund**<br>|
| <br> Alix Foulonneau<br>| <br> A<br>|
| <br> Adam Jokich<br>| <br> A<br>|

---

***Effective immediately, the third paragraph in the section of the Fund's Statement of Additional Information entitled "Investment Advisory and Other Service Providers – The Investment Sub-Adviser – Other Portfolio Manager Information" is replaced with the following:***

The following table indicates the number of accounts and assets under management (in millions) for each type of account for the portfolio managers as of March 31, 2025.

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| | **Registered Investment<br> <u>Companies</u>** | **Registered Investment<br> <u>Companies</u>** | **Other Pooled Investment<br> <u>Vehicles</u>** | **Other Pooled Investment<br> <u>Vehicles</u>** | **<br> <u>Other Accounts</u>** | **<br> <u>Other Accounts</u>** |
| **<br> Portfolio Manager**<br>| **Number of Accounts**<br>| **<br> Total Assets**<br>| **Number of Accounts**<br>| **<br> Total Assets**<br>| **Number of Accounts**<br>| **<br> Total Assets**<br>|
| All Accounts | All Accounts | All Accounts | All Accounts | All Accounts | All Accounts | All Accounts |
| Alix Foulonneau<br>| 0<br>| 0<br>| 1<br>| $39.6M<br>| 2<br>| $352.9M<br>|
| Adam Jokich<br>| 3<br>| $450.6M<br>| 23<br>| $14,857.9M<br>| 6390<br>| $33,928.4M<br>|
| Accounts with Performance-Based Advisory Fee | Accounts with Performance-Based Advisory Fee | Accounts with Performance-Based Advisory Fee | Accounts with Performance-Based Advisory Fee | Accounts with Performance-Based Advisory Fee | Accounts with Performance-Based Advisory Fee | Accounts with Performance-Based Advisory Fee |
| Alix Foulonneau<br>| 0<br>| $0<br>| 0<br>| $0<br>| 0<br>| $0<br>|
| Adam Jokich<br>| 0<br>| $0<br>| 0<br>| $0<br>| 0<br>| $0<br>|

---

For further information, please contact the Fund toll-free at 1-800-683-8529. You may obtain additional copies of the Prospectus, Summary Prospectus, and Statement of Additional Information, free of charge, by visiting the Fund's website at funds.greenfi.com.

#### Investors Should Retain This Supplement for Future Reference