Investment Pools and Performance

The Arizona Community Foundation takes great care in the stewardship of gifts entrusted to us, managing assets to provide for the long-term charitable needs of our communities while earning a competitive rate of return.

Options to suit each donor's objectives

The Arizona Community Foundation offers a variety of investment pools, allowing donors to select the option that best matches the growth and grantmaking goals and the time horizon of their charitable giving plans. 

While the majority of assets are held in the Long Term Pool, three other investment pool options are available to suit various objectives, and donors can even customize their asset allocation by investing among several pools.

ACF's professional Financial Services staff offer assistance in evaluating investment pool selections and guidance regarding the options, which include ACF's four investment pools described below.

Take a look at the reports at the bottom of this page for economic outlooks and market information, along with quarterly performance history for ACF investment pools.

ACF investment pools

Review ACF's Investment Policy Statement

Investment pool performance

The chart below illustrates preliminary monthly performance for the Arizona Community Foundation investment pools, as of February 28, 2017.

Investment Pools Fiscal YTD  (4/1/16 through 02/28/17) Calendar YTD 1
Year
3
Year
5
Year *
10
Year *
Since Inception
LONG TERM POOL Established
Jan. 1991
Actual 11.7% 3.1% 17.2% 4.1% 7.8% 4.5% 7.6%
Benchmark 9.5% 4.1% 15.5% 4.3% 6.5% 4.6% 7.8%
INTERMEDIATE POOL Established
Jan. 2005
Actual 10.1% 3.5% 14.1% 4.6% 7.5% 5.4% 6.1%
Benchmark 7.5% 3.2% 11.7% 4.8% 6.7% 5.3% 5.8%
SOCIALLY RESPONSIBLE POOL Established
Sept. 2011
Actual 11.4% 4.5% 16.3% 7.3% 9.7% N/A 8.4%
Benchmark 10.2% 3.9% 15.1% 7.5% 9.3% 6.6% 10.2%
SHORT TERM POOL Established
Dec. 2005
Actual 0.3% 0.1% 0.3% 0.1% 0.1% 0.7% 1.2%
Benchmark 0.3% 0.1% 0.3% 0.1% 0.1% 0.7% 1.2%

* Primary relative performance evaluation time periods per ACF's approved Investment Policy Statement (IPS)

 

Reports

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