UCF Home Page
 
Foundation Investments
Asset Allocation Model for Union County Foundation
As of 01/01/2017
Goal: 58% Equities, 25% Fixed Income, 12% Alternatives, 5% Cash*
Contact the Foundation for a list of specific holdings.
 
Our investment return (before admin. fees) for the 2016 allocation model was -0.028 %
Our investment return (before admin. fees) for the 2015 allocation model was 7.08 %
Our investment return (before admin. fees) for the 2014 allocation model was 6.4 %
Our investment return (before admin. fees) for the 2013 allocation model was 16.27 %
Our investment return (before admin. fees) for the 2012 allocation model was 12.3 %
Our investment return (before admin. fees) for the 2011 allocation model was -1.59 %
Our investment return (before admin. fees) for the 2010 allocation model was 12.25 %
Our investment return (before admin. fees) for the 2009 allocation model was 22.04 %
Our investment return (before admin. fees) for the 2008 allocation model was -23.45 %
Our investment return (before admin. fees) for the 2007 allocation model was 6.96 %
Our investment return (before admin. fees) for the 2006 allocation model was 12.58 %
Our investment return (before admin. fees) for the 2005 allocation model was 6.1 %
Our investment return (before admin. fees) for the 2004 allocation model was 11.2 %
Our investment return (before admin. fees) for the 2003 allocation model was 15.5 %
Our investment return (before admin. fees) for the 2002 allocation model was -5.1 %
* The investment portfolio is directed and managed by the Union County Foundation’s Investment Committee. The investment strategy is one that uses a moderately conservative allocation model consistent with allocations applied by community foundations throughout the country as reported by data collected and disseminated by the National Council on Foundations. The investment strategy makes full use of index funds thus avoiding outside investment advisor fees. Current policy permits internal portfolio management through $5,000,000 asset levels. Please contact the Foundation for a list of the current Investment Committee members. Additional information is available upon request.
 
The Union County Foundation
David A. Vollrath, Executive Director
126 N. Main Street | P.O. Box 608, Marysville, Ohio 43040 | 937.642.9618 | info@UnionCountyFoundation.org
Hours: Monday - Friday, 9:00 a.m. to 4:30 p.m.
Council on Foundations National Standards
 
Copyright © 2017 The Union County Foundation