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Investments

Combining the offerings of Florida Baptist Foundation and Church Growth Investment Fund allows individuals as well as churches, associations and other ministries to create a diversified socially screened portfolio. Below is a listing of the investments that are available:

Common Funds

Opportunity Fund

This Fund is a balanced fund. The investment objective of the Opportunity Fund is a long-term growth of principal with emphasis on current income. Assets may be invested in equities, fixed income and cash equivalent securities. The preferred asset mix is 50% equities and 50% fixed income with the target return over a ten-year horizon of 9% on an annual basis. This fund is typically for fixed payment accounts where payments may be made from earned income, realized gains and principal, if necessary. 

For a copy of our investment policy for the Opportunity Fund, please click here.

Stability Fund

The investment objective of the Stability fund is current income with minimal emphasis on long-term growth of principal. Assets may be invested in equities, church loans, fixed income and cash equivalent securities. The preferred asset mix is 80% fixed income and 20% equities with the target return over a ten-year horizon of 7% on an annual basis. This fund is typically for net income type accounts where payments are made from earned income. 

For a copy of our investment policy for the Stability Fund, please click here.

Church Reserve Fund

The investment objective of this fund is to maximize current income through money market and cash equivalent securities. The preferred asset mix is 100% money market and cash equivalents. This fund is specifically for a church wanting maximum current income with minimal principal fluctuation. This is an excellent fund for a church's cash (money market) reserves. A church may have more than one segregated account.

Individual Accounts

An individual may want the Baptist Foundation to serve as trustee of certain stock/mutual fund assets they presently own or may own in the future. A revocable trust may be set up whereby these assets are held and managed for the individual. Assets may be added to or redeemed at the discretion of the individual.

For more information on these funds, contact us via email or by phone at (800) 780-0325 ext. 228.