Church Investments

Investment Opportunities

• Money Market Fund

  The MMF is designed to achieve money market rates of return.  This fund will invest only in short term cash instruments.  The primary objective is to preserve capital through all market cycles.  This Fund is not screened. The custodian is Merrill Lynch who will also provide the money market products.

• Fixed Income Fund

  For investors who seek a greater portion of their investment return from current income, but exhibit willingness to incur some risk for the potential of modest capital appreciation. The fund’s objective is to earn current income by investing in a broad mix of fixed-income instruments including bonds and loans.  This fund is screened.

• Global Equity Fund

  For investors who seek long-term investment growth through exposure to the broad U.S. public equities market, with some international market exposure, and who are willing to accept the risk of possible fluctuations in the unit price of the fund. This fund is screened.

• Multiple Asset Fund

  For investors who seek long-term investment growth and income from exposure to a broadly diversified portfolio of stocks, bonds, real estate, and various other investments. Investors should be willing to experience some fluctuations in the value of the fund, though not as much as a fund comprised exclusively of common stocks.  This fund is screened.

• Global Allocation Fund

  The GAF is designed to attain current income and capital appreciation by investing in a broad mix of different types of investments with a relatively long time horizon.  Investors should be willing to experience some fluctuations in the value of the fund, though not as much as from holding a fund comprised exclusively of common stocks. This Fund is screened.

• Need help figuring out which fund is best for your church?

   

  Contact Us