Returns were strong across all funds and continue to outpace their benchmarks in both the short-term and long-term periods. The growth means that our partner churches and institutions can do more for mission, scholarships, care programs, and other vital forms of ministry.
The Income Only Fund has proved to be a good option for those who want to stay out of the stock market or are still deciding where they want to place funds for the long term. This cash alternative option saw a 4.91% (annualized) return through August.
The Foundation has seen peaks and valleys many times since we began actively managing investments in 1985. Our four fund options offer varying levels of equities (stock) exposure. All are invested in socially responsible ways that offer competitive returns at competitively low administrative fees.
We encourage investors to make choices based on their specific goals, risk tolerance and time horizon – rather than short-term fluctuations in the market.
We are proud of our long-term record, thankful for the wisdom of the investment team – and ready to help you be the best steward of your financial resources. Click here to learn about ways we can serve you.
Balanced approach protects, grows your investment dollars
We are committed to maintaining discipline, balance, and, most importantly, a long-term focus in the decisions we make on your behalf.
The response continues: Lifting up our neighbors after Helene
As Western North Carolina moves toward the recovery stage, the Foundation is walking alongside partners – ensuring they have resources to fulfill God’s promise of deliverance.
Strong investment returns mean more ministry for those we serve
The Foundation’s four managed investment funds outperformed their respective benchmarks, resulting in a year of strong returns for our clients.
