Who Should Invest: Investors seeking long-term capital appreciation complimented by competitive income by investing in a portfolio of high quality domestic and international equities, real estate and fixed income.

Strategy: To provide long-term growth with competitive income by investing in a diversified portfolio of securities designed to capture multi-national, multi-market returns. 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.

Notes:  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.

Performance Summary

(Period Ending May 31, 2017)

A brief record of the historical performance of the BFSC Composite Investment Portfolio (green) against the relevant benchmark follows:

Historical Performance Baptist Foundation of SC
Composite Portfolio
Composite Index
Qtr 2.0% 1.8%
1 Yr 8.8% 8.5%
3 Yr 3.0% 2.7%
5 Yrs 7.3% 6.5%
10 Yrs  3.8% 3.4%
2016 7.0% 7.6%
2015 -3.1% -4.2%
2014 6.7% 4.9%
2013 10.8% 10.0%
2012 13.3% 12.1%
2011 -1.9% -2.5%
2010 14.4% 13.6%
2009 23.7% 24.1%
2008 -25.9% -24.9%
2007  6.9% 6.7%
2006 14.9% 14.4%
2005  7.0% 6.3%
 2004 11.6% 11.1%
 2003 24.0% 25.1%
 2002 -8.7% -10.9%