Walking through history into the future with Christ
 
We welcome all into a
Christ-centered community that nurtures and values each member.
 
We practice our faith through biblically-based liturgy, preaching and music.
 
We teach young and old about God through our Anglican tradition.
 
We reach out through our talents and resources to our visitors, our community and our world.
 
 
PORTFOLIO
  • Cash Accounts - for operating expenses
  • Equity Stock Funds – for capital growth and dividend income
  • Fixed Income Fund – for steady interest income flow
  • Alternative Investments – seeking above market returns
  • Real assets - real estate, natural resources, energy assets
  • Private Equity - equity ownership in non-public companies
 
NET ASSET VALUE (NAV)
2009   $11.1 mil
2010   $11.7 mil
2011   $11.3 mil
2012   $12.0 mil
2013   $12.9 mil
 
INVESTMENT POLICY
Overview
  • To preserve and increase the real value of the portfolio
  • To seek an average real total return of at least 6% over rolling 10-year periods
  • Provide allocation guidelines across investment categories to limit risk
  • Limit annual distribution to 4.5% of a three-year average of Net Asset Value (NAV)
This includes administrative expenses averaging $55,000 and grants to Bruton Parish Church.
 
Click here to view Investment Policy 
 
 
 
 
 
Last Published: March 26, 2015 2:10 PM