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Investment Strategy

The investment philosophy of The Ministry Fund is to provide Christian ministries an institutional managed, biblically screened investment portfolio that provides consistent income, offsets the negative impact of inflation, and manages market volatility through appropriate diversification. The investment objective of The Ministry Fund is to maintain a portfolio with a high probability of providing an average return of 7.5% over a full market cycle (5-7 years). By reaching this objective, the portfolio has the ability to pay out approximately 5% in income annually for ministry purposes and retain 2.5% in the portfolio to offset inflation.

Investment Philosophy
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