Individuals > Charitable Giving Plans > Charitable Trusts > Life Income Balanced Fund

Life Income*

Balanced Fund

GENERAL INVESTMENT PROFILE

The Life Income Balanced Fund will balance investments in the stock, bond, and short-term/money market asset classes to achieve diversification and reduce volatility.  Stock investments will provide capital growth to outpace inflation, while bond investments will provide a measure of stability and an income component.  Stocks and bonds often complement each other by softening the effects of normal, but unpredictable, declines in any one market.  Using bonds in a diversified portfolio generally reduces volatility, because historically, bonds have performed differently than stocks at different times.  An allocation to the short-term or money market asset class provides further diversification and liquidity to invest in other asset classes as opportunities arise.

INVESTMENT OPTIONS

The Life Income investment options are comprised of funds that are selected from the broad market of mutual funds or of funds selected from mutual fund companies that make an effort to limit their holdings to the stock of companies providing goods and services benefiting society with limited negative effect to the natural environment.

CALENDAR YEAR TOTAL RETURNS as of 09/30/2008**

* The Common Trust Funds are invested in mutual funds selected by the Brethren in Christ Foundation. The Foundation will also select the mutual fund money market or bank money market for the Money Market Common Trust Fund.

** Past performance is no guarantee of future results.

*** Socially Responsible Investing options are available on request.
 

Account Login

To obtain a user id and password please Contact Us at (717) 796-4788.

(To view fund investment allocation, login using "donor" as user id with  "bicf" as password.)

Last Modified on October 17, 2008 | Brethren in Christ Foundation, Inc. All rights reserved.