Anglican Funds Management plays a crucial role in assisting churches with diversified investment options, offering them opportunities to effectively manage their financial resources for the advancement of their causes.
Through its various investment funds and the Community Fund, Anglican Funds Management provides churches with tailored solutions to meet their specific needs and objectives.
Anglican Funds Management supports charitable organisations by providing diversified investment options tailored to their financial needs and objectives.
Through its two distinct investment funds, the Enhanced Income Fund and the Endowment Fund, Anglican Funds Management offers avenues for charitable organisations to maximise the impact of their financial donations and bequests.
Anglican Funds Management serves as a valuable resource for Christian schools, offering diversified investment options to effectively manage their financial resources and support their long-term goals.
Through its two distinct investment funds, the Enhanced Income Fund and the Endowment Fund, as well as the Community Fund, Anglican Funds Management provides Christian schools with tailored solutions to meet their specific needs and objectives.
Our Enhanced Income Fund is perfect for medium-term investments, focusing on generating regular income with minimal capital fluctuation. This fund ensures financial stability, allowing schools to smoothly manage their cash flow.
For long-term growth, our Endowment Fund offers a diversified portfolio with a higher proportion of growth assets. This fund targets a combined return of income and capital growth of 5% per annum above CPI, after fees. Schools can choose regular income distribution at a target rate of 5% or opt for income reinvestment, aligning with their financial strategies and goals.
Investment statements can be accessed from the Investment Fund Login via our secure online portal.
Our Endowment Fund is ideal for churches with a medium-term investment horizon of 5+ years. This diversified fund targets a return of CPI + 5%, providing regular income while maintaining minimal capital fluctuation. It’s designed to ensure financial stability and support your church’s mission.
For shorter-term cash flow needs, our Enhanced Income Fund offers consistent income generation with minimal risk. This allows churches to manage their day-to-day financial operations smoothly and efficiently.
Anglican parishes also have access to the Community Fund, which includes Monthly Income Accounts, Term Investments, and Lending options. This fund offers flexibility to meet various financial needs, from managing cash flow to planning for future projects.
For medium-term investment horizons of 5+ years, our Endowment Fund is ideal. This fund aims to provide a target income rate of 5%, with the remaining earnings contributing to capital growth. Charities can choose to receive this income or reinvest the earnings for potentially greater growth, aligning with their financial strategies and long-term goals.
For shorter-term cash flow needs, our Enhanced Income Fund offers consistent income generation with minimal risk. This fund helps charities manage their operational expenses smoothly, ensuring financial stability and supporting their ongoing activities.