HAWAII BAPTIST FOUNDATION     

    This is in a pool of some actively managed accounts and some actively and some passively managed mutual funds selected by HBF’s Investment Committee, with advice from its financial consultant at Morgan Stanley. The investments are diversified among most equity asset classes.  They do not include investments in companies known to be involved with alcoholic beverages, tobacco, gambling, or pornography.

 

    The return (income and price change) on investments in common stock are usually more volatile (they fluctuate up and down more) than investments in fixed income securities, such as bonds.  However, over the long term, investments in common stocks usually result in higher returns than in fixed income securities.

 

    Though past returns are no guarantee of future returns, the average annual returns of the investment vehicles in this pool were approximately 7.7% over the past ten years and 20% over the past five years ending in 2013.

Equity Pool

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