Investment Funds

The Georgia United Methodist Foundation offers the following investment options, which are designed to meet a variety of objectives.
 

U.S. Equity Fund

Objective: The U.S. Equity fund seeks to earn long-term capital appreciation from a broadly diversified portfolio of primarily U.S. stocks.

Strategy: The U.S. Equity Fund holds securities of publicly-traded U.S.-based real estate investment trusts (REITS), limited partnership interests in private U.S. real esate and other private investments (venture capital, buyouts, etc.) of U.S. companies.

View U.S. Equity Fund Performance

 

International Equity Fund

Objective: The International Equity Fund seeks to earn long-term capital appreciation primarily from a broadly diversified portfolio of foreign equities.

Strategy: The International Equity Fund holds real estate in investment trusts (REITS) and interests in private real esate and private equity partnerships located in foreign countries.

View International Equity Fund Performance

 

Multiple Asset Fund

Objective: The Multiple Asset Fund seeks to maximize long-term investment returns, including current income and capital appreciation, while reducing short-term risk by investing in a broad mix of investments. 

Strategy: The Multiple Asset Fund holds a pre-specified allocation of units of the following Wespath funds: Fixed Income Fund (FIF), Inflation Protection Fund (IPF), International Equity Fund (IEF) and U.S. Equity Fund (USEF).

View Multiple Asset Fund Performance

 

Fixed Income Fund

Objective: The Fixed Income Fund seeks to earn current income by investing in a broadly diversified portfolio of fixed-income instruments.

Strategy: The Fixed Income Fund holds publicly traded U.S. fixed-income securities and fixed-income securities denominated in currencies other than the U.S. dollar. It also holds privately placed loans originated by the Positive Social Purpose Lending Program (e.g., affordable housing and community development loans).

View Fixed Income Fund Performance

 

Certificate Program

The Certificate Program offers investors an attractive fixed rate of interest while providing a source of funds that allows churches and ministries to borrow money at below-market rates. This ministry opportunity is ideal for churches, entities and individual investors who seek competitive returns yet wish to use 100 percent of their investment to help grow God's Kingdom.

View the current Certificate Program rates.