The investment strategy of the Community Foundation of Central Illinois Endowment is to emphasize total return; that is, the aggregate return from capital appreciation and dividend and interest income.
The primary objective for the investment management of Endowment assets shall be:
Long-Term Growth of Capital To emphasize long-term growth of principal while avoiding risk. Short-term volatility will be tolerated to the extent that it is consistent with the volatility of a comparable market index.
The chart below illustrates the Community Foundation of Central Illinois quarterly investment performance for the calendar year 2021.
Time-Weighted Returns 2nd Qtr 3rd Qtr 4th Qtr YTD 1Yr 3Yr 5Yr
Portfolio Return (annualized, Net of Fees) 5.02 -0.20 4.21 12.61 12.61 15.55 10.54
Benchmark 60% SP500 / 40% BarCap 5.84 0.40 6.57 15.86 15.86 17.54 12.62
CFCI Policy Benchmark (annualized) 4.71 -0.50 4.03 11.48 11.48 15.01 10.48
The CFCI Policy Benchmark consists of 30% S&P 500, 15% Russell 2000 Small Cap Index, 15% MSCI EAFE Index, and 40% Barclays Aggregate Bond Index, rebalanced and compounded monthly.
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