All investment options are overseen by our seasoned Investment Committee, all of whom have a deep commitment to the Episcopal Church in Colorado. *Accounts are listed from lowest to highest risk.
LMIF (Limited Maturity Income Fund) Account
The Foundation manages this low-risk, short-term, investment fund for churches across the Diocese. This fund is invested primarily in publicly traded securities and mutual funds that focus on fixed income investments. The fund aims to produce a long-term, total return equal to or exceeding the Lehman Brother's one to three year Government Bond Index on a risk-adjusted basis, and a minimum total return that exceeds the rate of inflation by one percentage point.
Benefits:
Lower-risk account
Dividends automatically re-invested monthly
Low opening balance of $1,000
No restrictions on deposits or withdrawals
Account Management Forms:
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LMIF Returns for the last 12 months - as of 3/31/2024:
Total return 4.62% , Income return 3.80%
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Bond Fund
The Foundation manages a bond fund providing a mid-risk, pooled investment fund option for long-term investing, while providing current income. The funds are invested primarily in either publicly traded fixed income securities (bonds) and mutual funds that focus on fixed income investments.
Benefits:
Mid-risk account
Quarterly dividend payout
Low opening balance of $2,000
May withdraw and/or deposit at the end of each quarter
Equity Fund
The Foundation manages an equity fund providing a higher-risk, pooled investment fund option for long-term investing. The fund seeks long-term growth of capital with income as a secondary consideration. The funds are invested primarily in either publicly traded equity securities or mutual funds that focus on equity investments
Benefits:
Broad exposure to U.S. & International Stock Markets
Quarterly dividend payout
Low opening balance of $2,000
May withdraw and/or deposit at the end of each quarter