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%
|
