![Berkshire Taconic Community Foundation - [image: Children Cross Country Skiing]](/img/h_xcountry.jpg)
facebookInvestments
Investment Pools and Performance
Investment Returns
Current Market Review as of April 30, 2013As of March 31, 2012
Pool |
Q1 2013 |
1-Yr Return |
3-Yr Return |
5-Yr Return |
Managed Pool |
4.0 |
8.2 |
7.5 |
5.0 |
Income Pool |
0.4 |
7.2 |
6.1 |
6.9 |
Money Market |
0.0 |
0.0 |
0.0 |
0.2 |
Managed Pool Benchmark |
4.4 |
8.3 |
6.6 |
2.5 |
Managed Pool
Managed Pool Current Performance as of April 30, 20137.7% 10-year annual return*
Created for the bulk of our Funds’ assets and structured on the premise that a bias toward quality equity investments will insure the best total return over time, although it can be more volatile over the short-term. As of March 31, 2013, the asset mix was: 56.5% global public equity, 7.0% global private equity, 14.5% flexible capital, 18.9% credit strategies, 1.4% inflation hedging and 1.7% liquid capital. The average annual investment management fee is 1.0%.
| Performance | |
2012 |
12.4% |
2011 |
-3.1% |
2010 |
13.5% |
2009 |
27.2% |
2008 |
-26.0% |
2007 |
9.9% |
2006 |
13.7% |
| 2005 |
6.64% |
2004 |
13.13% |
| 2003 |
18.34% |
2002 |
-10.59% |
2001 |
-4.85% |
2000 |
-0.85% |
Income Pool
Income Pool Current Performance as of March 31, 20136.2% 10-year annual return*
Appropriate for funds where minimizing risk and not being subject to short-term equity volatility is important. This pool does not take advantage of potential long-term equity growth. The average annual investment management fee is 0.46% and the allocation is 100% fixed income and cash equivalents
Money Market Pool
Money Market Pool Current Performance as of March 31, 20130.0% annualized yield as of January, 2013
0.5% 5-year average annual return*
Accommodates funds that are generally short term in nature and are focused on investment of capital with minimal risk. The return fluctuates with daily money market rates. The investment management fee is 0.0% for this Pool.
Socially Responsible Investment (SRI) Pool
SRI Pool Current Performance as of March 31, 20135.2% 3-year annual return*
Created in March 2008 for those individuals or organizations that want fund assets invested in a socially responsible manner and are willing to forgo annual return potential to take advantage of the social aspects of this investment. The average annual investment management fee is 0.37% and the allocation is 60% equities and 40% fixed income and cash equivalents.
* Net of investment manager fee
NOTE: Past performance is no guarantee of future returns
