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Investment Services
Your United Methodist Foundation currently has approximately
$60 million under management. United Methodist churches and institutions
in the Alabama-West Florida Conference, as well as individual donors
who wish to benefit their favorite United Methodist ministry, have taken advantage
of the investment opportunities that the Foundation offers. The
Foundation’s investment options were built on conservative
guidelines and United Methodist Discipline. For a copy of the Foundation’s
investment policy, see Publications/Investment Goals & Guidelines.
- The Foundation seeks to match each investor’s objectives with
the investment strategy that will provide maximum returns with a
high regard for safety and exceptionally low fees.
- The Foundation offers three long-term investment
options: A growth fund with emphasis on long-term appreciation;
an income fund featuring maximum income with a high regard for
safety; and a fund directed to both growth and income to provide
current income and reasonable long term appreciation.
- Funds placed with the Foundation are professionally
managed and the Investment Committee of the Foundation board provides
additional review and evaluation.
Investment Results
As of 3/31/08
|
|
Equity Fund |
S&P 500 |
|
Income Fund |
ML G/C |
|
Balanced Fund |
60% / 40% Index |
|
1997 |
+32.3% |
+33.3% |
|
+9.1% |
+9.8% |
|
+24.9% |
+21.2% |
|
1998 |
+31.2% |
+28.5% |
|
+9.8% |
+9.5% |
|
+23.0% |
+19.4% |
|
1999 |
+25.3% |
+21.1% |
|
-1.9% |
-2.1% |
|
+14.0% |
+9.1% |
|
2000 |
-6.7% |
-9.1% |
|
+12.4% |
+12.0% |
|
+0.4% |
+1.2% |
|
2001 |
-12.0% |
-11.9% |
|
+7.5% |
+8.4% |
|
-4.2% |
-1.6% |
|
2002 |
-22.1% |
-22.1% |
|
+12.3% |
+11.0% |
|
-9.3% |
-5.6% |
|
2003 |
+16.5% |
+28.7% |
|
+3.2% |
+4.6% |
|
+11.4% |
+16.6% |
|
2004 |
+8.5% |
+10.9% |
|
+3.4% |
+4.2% |
|
+6.7% |
+8.2% |
|
2005 |
+3.9% |
+4.9% |
|
+2.6% |
+2.5% |
|
+3.5% |
+4.8% |
|
2006 |
+12.7% |
+15.8% |
|
+4.2% |
+3.8% |
|
+9.5% |
+11.0% |
|
2007 |
+10.3% |
+5.5% |
|
+8.0% |
+7.2% |
|
+9.7% |
+6.4% |
|
1st Qtr 2008 |
-8.2% |
-9.5% |
|
+3.3% |
+2.5% |
|
-4.1% |
-4.7% |
|
Since 2/90 |
+10.7% |
+10.1% |
|
+7.4% |
+7.4% |
|
+9.6% |
+9.2% |
Returns on
the three funds are shown compared to a similar target index. Past results are
no indication of future returns.
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