Investments

The Finance and Investments Committee meets regularly with the Foundation’s investment managers to monitor and evaluate investment performance relative to internal, asset class, and peer group benchmarks.  CFGNB is pleased to present the investment performance of the funds CFGNB is invested in.

 As of 6/30/14 

Year to Date

(%)

1 Year to
6/30/14
(%)

3 Years to
6/30/14
(%)

5 Years to
6/30/14
(%)

Corporate Portfolio       
Corporate Portfolio (1)

4.20

13.36

8.2

11.33

Corporate Benchmark 

4.55

14.23

7.52

10.28

Trust Manager         
Trust Investments - TD (2) 

5.05

17.00

10.44

13.32

TD Benchmark

5.62

16.98

11.02

13.02

Johnstone Vance 5.01 16.84 10.38 13.29
Vance Benchmark 5.62 16.98 11.02 13.02
UBS 3.67 11.28  N/A  N/A
UBS 5.67 15.18  N/A  N/A

Website returns are audited. 

Footnotes:
(1)  Investments at GMO and TIFF as of 1/1/2010
(2)  Trust assets invested at TD BankNorth since 7/1/2005 

 

 

 

Asset Allocation

CFGNB Asset Allocation  
Model allocation
Equities: 56%
Fixed Income: 30%
Alternatives: 8%
Cash:        6%
TOTAL 100%

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