Choices for Individuals:

Loan Fund Investment Options
Mortgage Loans for Pastors
Charitable Giving Plans

Trusts

Annuities

Gift Deposit Accounts
Individual Retirement Accts
Health Savings Accounts
Estate Planning and Wills

 

Print Version
 

Life Income*

Growth Fund

GENERAL INVESTMENT PROFILE

The Life Income Growth Fund invests primarily in the stock asset class to achieve  long-term capital appreciation with a secondary component in the bond asset class to achieve diversification and reduce volatility.  A small allocation to the short-term or money market asset class provides diversification and liquidity for investment 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 12/31/2009**

+++ 2004 2005 2006 2007 2008 YTD
Total Market Funds 9.28% 5.88% 13.79% 8.80% -28.01% 21.78%
Socially Responsible Investing*** N/A N/A N/A N/A N/A -

* 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.

 

 
 

Last Modified on January 27, 2010 | Brethren in Christ Foundation, Inc. All rights reserved.