- Higher probability of greater return over a long term
- Funds consist of a variety of stock/bond types and classes
- Market funds – possibility of negative returns
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.
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.
Historical performance of the BFSC Equity Fund against relevant benchmarks is available upon request.