Choice of Funds

Investment Funds - Investment Philosophy and
Choice of Funds

Our investing practice is income with preservation of principal and long-term conservative growth . We invest in stock which is socially responsible in accordance with the Social Principles of the United Methodist Church which exclude those corporation whose major revenues are derived from alcohol, tobacco, gambling, production of nuclear armaments and pornography, etc.

As the Donor of endowment funds or the Depositor of long-term funds of churches, and church-related institutions, you will be able to decide into which of several Funds you wish to have your endowment trust or deposit account invested. The Foundation selects the investment manager(s) and monitors their performance. The permanent charitable trusts and long term deposit accounts are pooled together for investment purposes. This partnership offers the possibility of minimizing investment cost while maximizing investment returns.

The investment objectives and the types of investments used for these Funds are as follows:

Fund A (Income Fund) Fund A is 100% invested in fixed income investments (bonds). It is designed for those interested primarily in current income yield with a minimum of investment risk.	Fund B1 (Income with Growth) Fund B1 is invested 60% in fixed income (bonds), and 40% in equity investments (stocks). This Fund is designed for those interested primarily in current income yield, with modest capital growth and low investment risk.
Fund B2 (Balanced) Fund B2 is invested 55% in stocks and 45% in bonds. This Fund is designed for those primarily interested in maximizing total investment return, with a balance of current income yield and capital growth, and moderating investment risk.	Fund B3 (Growth with Income) Fund B3 is invested 65% in stocks and 35% in bonds. This Fund is designed for those primarily interested in long-term capital growth with the emphasis on capital appreciation rather than current income.

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