BFSC COMPOSITE INVESTMENT PORTFOLIO

Who Should Invest:  Investors seeking long-term capital appreciation complimented by competitive income by investing in a portfolio of high quality domestic and international equities, real estate and fixed income.

Strategy:  To provide long-term growth with competitive income by investing in a diversified portfolio of securities designed to capture multi-national, multi-market returns.  This disciplined approach is designed to provide above-average, long-term growth in client's portfolios, with a lower degree of variability versus portfolios with a single asset class.

(Period ending March 31, 2008)

A brief record of the historical performance of the BFSC Composite Investment Portfolio (yellow) against the relevant benchmark (white) follows:

 

Historical Performance

Baptist Foundation of SC Composite Portfolio

Composite Index

Qtr

-5.0%

-5.2%

1 Yr

-0.5%

-0.6%

3 Yrs

7.7%

7.4%

5 Yrs

12.1%

11.6%

10 Yrs

5.3%

4.6%

2007

6.9%

6.7%

2006

14.9%

14.4%

2005

7.0%

6.3%

2004

11.6%

11.1%

2003

24.0%

25.1%

2002

-8.7%

-10.9%

 

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