United Methodist Foundation of Western North Carolina, Inc. experiences exceptional returns

February 20, 2017

The Investment Team of the United Methodist Foundation of Western North Carolina, Inc. held their first quarterly meeting of the New Year on February 14, 2017.  During this meeting they received comprehensive reports from Callan, the investment consulting firm that assists the team in the creation and on-going monitoring of the foundation’s four fund options. The foundation board and staff are pleased to report that The Diversified Fund, created uniquely for endowment-type monies, had a December 31, 2016 return of 11.24% net of manager’s fees.  This represents a 2.61% excess return over that of the fund’s blended benchmark.  This return also places the foundation’s Diversified Fund in the top 3% of Callan’s peer group of approximately 300 foundations. The Diversified Fund is a mix of 70% equities and 30% fixed income/cash with returns exceeding the benchmark for the past nine years. To learn more about the investment options available through the foundation, please contact us at 888-450-1956 or visit our website at www.umfwnc.org.

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