Investing
Guaranteed Portfolio |
Funds in this stable value portfolio provide a guarantee of principal. The return is determined by the actual returns of the assets held in the portfolio. The objectives of this account should be pursued as a long term goal designed to maximize the returns with minimal exposure to risk. The manager's prime concern is preservation of principal. The goal of the fund is to achieve price returns in excess of the 2 year treasury note over the full market cycle, defined as a minimum of 36 to 60 months.
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Who should invest?
Guaranteed Portfolios are appropriate for churches and agencies that:
- Are seeking higher yields than money market rates
- Want to maintain a stable dollar value for their invested principal
- Take a very conservative approach to investment risk
- Are bound by specific restrictions by policy, trust documents, or donor restrictions that require a guaranteed or insured investment
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| For more information, please: |
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| NOTICE: All investments incur risk. Market corrections or declines can take multiple years to recover losses. Past performance is not a guarantee of future performance. For more details refer to the Comprehensive Investment Policy Statement of the United Methodist Foundation, which may be obtained upon request. |
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“Earn all you can, save all you can, give all you can.”
-John Wesley
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