Who Should Invest: Investors seeking long-term capital appreciation by investing in a portfolio of high quality domestic and international equities and real estate. This investment will experience a level of volatility higher than treasuries, corporate bonds, money markets, and other fixed income investments.
Strategy: To provide long-term growth by investing in a diversified portfolio of stocks designed to capture multi-national, multi-market equity returns using a blended benchmark. 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 orientation.
Performance Summary
(Period ending March 31, 2008)
A brief record of the historical performance of the BFSC Equity Fund (yellow) against the relevant benchmark (white) follows:
|
Historical Performance
|
Baptist Foundation of SC Equity Fund
|
Composite Index
|
|
Qtr
|
-8.5%
|
-8.9%
|
|
1 Yr
|
-4.7%
|
-5.3%
|
|
3 Yrs
|
8.8%
|
8.2%
|
|
5 Yrs
|
15.7%
|
14.9%
|
|
10 Yrs
|
5.3%
|
4.3%
|
|
2007
|
6.7%
|
6.2%
|
|
2006
|
19.7%
|
19.0%
|
|
2005
|
9.7%
|
8.6%
|
|
2004
|
15.6%
|
14.9%
|
|
2003
|
32.9%
|
34.7%
|
|
2002
|
-16.5%
|
-19.3%
|
|
2001
|
-9.4%
|
-10.9%
|
