Contact the Foundation
770.449.6726 or 877.220.5664Fax: 770.449.6680
E-mail: info@gumf.org
Savannah Office:
912.236.9266
Investment Services
The Foundation manages over $76 million in investments on behalf of churches, agencies and institutions within the North and South Georgia Conferences of The United Methodist Church. All investments are kept under the watchful eyes of the Foundation's investment committee, competent staff and professional investment managers.
Investors may choose from the following Investment Funds designed to meet a variety of financial objectives. The Development Fund is the only fund that is open to individual investors.
• The Money Market Fund invests in short-term debt securities such as Treasury bills, certificates of deposit and commercial paper. This fund offers competitive returns, low investment risk and immediate liquidity.
• The Fixed Income Fund consists of between three and five different bond mutual funds including the Intermediate Bond Fund, SEIX High Yield Fund and SEIX Floating Rate High Income Fund. This fund offers lower risk because of its diversification.
• The Equity Fund consists of many mutual funds that are combined to provide a high level of diversification and exposure to large cap growth and value funds along with mid cap, small cap, international and alternative (real estate) funds. This fund, which is designed for long-term socially responsible growth, offers higher returns and greater investment risk.
• The Development Fund invests in loans to United Methodist churches and agencies to support the construction of new buildings, renovation of existing facilities, acquisition of property and reduction of debt. This fund, which offers above-average returns when compared with certificates of deposit, is also available to individual investors.