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Two New Investment Fund Options Now Available
(Friday, July 27, 2007)
In response to requests from Conference churches and agencies that utilize the Foundation’s Investment and Fund Administration Services, the Foundation has recently added two new Funds and created the opportunity for investors to establish the exact ratio of stocks and fixed income assets they desire for each of their church or agency investment accounts.
Previously, investors have had the option of selecting to be invested in the Conservative Fund (25% stocks and 75% fixed income), the Balanced Fund (50% stocks and 50% fixed income), the Long-Term Growth Fund (75% stocks and 25% fixed income), or a combination of two or three of those Funds.
The two new Funds are a Fixed Income Fund (100% fixed income securities) and an Equities Fund (100% stocks).
Investors can now choose to invest in any one individual Fund or can utilize percentages of the 100% Fixed Income Fund and the 100% Equities Fund to create the exact ratio of stocks and fixed income securities that they want to hold in any account.
Of particular significance has been the ability of the Foundation’s investment funds to match and exceed the universal benchmarks for similar types of funds over the past three- and five-year periods, while having a considerably lower risk level than similar funds.
Additional advantages of the Foundation’s Investment Services include the availability of individual accounts to meet the needs/goals of each account, separate quarterly reports for each account, deposits and withdrawals at any time, immediate access to funds, socially-responsible investments, no commissions, no sales charges, no front- or back-end loads, and no surrender charges or penalties for early withdrawals.
With absolutely no cost or obligation to you, we would appreciate having the opportunity to visit with the appropriate persons, committees, or boards in your church about the services available to you. Please contact us at your convenience whenever you would like to learn more about the Foundation’s services.
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