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Excellent Rates of Returns

• Returns have closely matched or outperformed market benchmarks. 

Superior Performance with Lower Risk &  Fees

• Independent review (March 1999)  indicates that, over the past 3 and 5 years, our equity portfolio performance has ranked in the top 1% and 2% respectively of similar investment managers.

• This performance has been achieved with less risk than the Domini 400 Index, a socially responsible index.

• Our administrative fees (1%) p.a.) are less than 2/3 of the average socially conscious mutual fund fees 1.58% p.a. (Morningstar Inc.).  A portion of these fees support the additional services we provide to our local churches and agencies.

Broad Choice

• We offer six investment vehicles that provide churches and agencies with options that cater to their specific investment needs. See The Funds

Socially Responsible Investing (SRI)

• SRI screening avoids companies with significant revenues from tobacco, alcohol, gambling, armaments, and pornography, and includes companies making positive contributions to communities and persons.

Funding the Foundation Loan Program

• Providing loans to qualified local churches or United Methodist related agencies of the NEAC, where such loans are normally for the purchase, construction and/or repair of properties within NEAC boundaries.  Under current loan guidelines, which may be amended by the Investment Committee, loans may be made up to 10% of Fund assets under management when secured by real estate or other assets, with an additional 5% available for loans secured by liquid financial assets held by the Foundation.

Additional Services to Benefit Churches & Agencies