The Baptist Foundation offers three simplified and well-balanced socially screened investment funds with different investment objectives and characteristics. Institutions maintaining agency account relationships have the opportunity to choose to invest in one individual fund or choose any combination, or blend, of multiple individual investment funds to meet their particular investment objectives.
All Baptist Foundation of South Carolina investment portfolios are socially restricted, to eliminate issuers whose primary business and preponderance of income is derived from the production and sale of tobacco products, gambling-related products and services, alcoholic consumables, or sexually-oriented publications or materials.
Below is a summary of the Foundation's three investment funds as they compare to relative benchmarks.
Baptist Foundation of SC Equity and Fixed Fund Returns (12/31/2011)
-
Higher probability of greater return over a long term
-
Funds consist of a variety of stock/bond types and classes
-
Market funds - possibility of negative returns
|
Fund Name
|
Qtr
|
1 Year
|
3 Years
|
5 Years
|
10 Years
|
|
BFSC Equity Fund
Blended Equity Composite
|
9.1%
8.8%
|
-5.4%
-5.1%
|
13.3%
13.8%
|
-1.0%
-0.7%
|
4.7%
4.5%
|
|
BFSC Fixed Income Fund
Blended Fixed Composite
|
0.9%
0.3%
|
5.3%
2.9%
|
6.0%
3.7%
|
5.7%
4.8%
|
4.9%
4.3%
|
- Funds are not FDIC insured and may lose value.
- Past performance is not a guarantee of future results.
- Returns are net of money management fees.
- For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.
Baptist Foundation of SC Money Market Fund (12/31/2011)
|
Fund Name
|
12/11 |
11/11 |
10/11 |
09/11 |
08/11 |
07/11 |
06/11 |
05/11 |
04/11 |
03/11 |
02/11 |
01/11 |
12 Mo Avg |
|
BFSC Money Market Fund
Blended MM Composite
|
0.14%
0.06% |
0.14%
0.05% |
0.11%
0.05% |
0.08%
0.04% |
0.06%
0.04% |
0.07%
0.03% |
0.09%
0.04% |
0.10%
0.05% |
0.12%
0.06% |
0.15%
0.07% |
0.15%
0.07% |
0.17%
0.07% |
0.12%
0.05%
|
- Funds are not FDIC insured.
- Past performance is not a guarantee of future results.
- Returns are net of money management fees.
- For your information, the invested funds managed by the Foundation are exempt from registration requirements of the federal securities laws.
