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Portfolio

Investment Strategy

The investment philosophy of The Ministry Fund is to provide Christian ministries an institutionally managed, biblically screened investment portfolio that provides consistent income, offsets the negative impact of inflation, and manages market volatility through appropriate diversification. The investment objective of The Ministry Fund is to provide an average return of 7.5% over a full market cycle (5-7 years). This objective enables the portfolio to pay out approximately 5% annually and retain 2.5% in the portfolio to offset inflation.

Download the Investment Policy

Biblical Screening

As Christians, we are in the world but not of the world. Our goal as believers is to avoid the things of the world. Knowing that perfect avoidance is impossible until we stand before God. The Ministry Fund strives to invest in such a way that does not profit from activities counter to God’s Word. We commit to using the investment screens listed below to avoid investing in companies that significantly profit from the immorality of the world.*

Institutional Management

The Ministry Fund provides the opportunity for ministries with smaller accounts to invest with institutional class managers who would normally require much larger account sizes to access their services. The Ministry Fund is managed by a host of professional institutional investment managers with a track record of outperformance. The investment managers represent a variety of different asset classes with unique investment approaches.

Diversification

The Ministry Fund provides the opportunity for ministries with smaller accounts to invest with institutional class managers who would normally require much larger account sizes to access their services. The Ministry Fund is managed by a host of professional institutional investment managers with a track record of outperformance. The investment managers represent a variety of different asset classes with unique investment approaches.