Biblically Responsible Investment Pools
Every Dollar Has a Purpose
With The Signatry, you do not have to wait until you make a grant to charity to know your resources are making a difference. As part of our values-driven community, all of our investment pools are filtered through a biblically responsible investment philosophy. This means every opportunity in our investment pools is screened to ensure your resources further businesses that make ethical decisions and promote family values.
Invest in Alignment with Your Goals and Passions
What is your cause? Whether you are passionate about orphan care, health care, or something different, we have investment pools dedicated to supporting the companies and organizations making an impact for these causes. Invest in one pool or a combination while evaluating the level of risk and growth metrics you desire. We are here to help you every step of the way in making the best decisions to accomplish your goals.
Capital Preservation Pool is a diversified pool that pursues income with modest capital appreciation by allocating assets mostly to short-term investment-grade fixed income, and slight allocation of assets to opportunities for higher growth. This pool seeks to provide current income with low levels of return volatility and is generally recommended for donors whose giving time horizon is immediate or near-term.
This pool has a target allocation of:
Limited Term Bond Fund (87%)
Multi-Asset Income Fund (10%)
Money Market (3%)
Management Fees: 35 basis points (0.35%)
The Conservative Income Pool is a diversified pool that pursues slightly higher capital appreciation through a 25 percent allocation of equity, with the remaining assets allocated in fixed income. This pool has low to moderate risk and is generally recommended for donors whose giving time horizon is near-term.
This pool has a target allocation of:
Limited Term Bond Fund (58%)
Dividend Opportunities (5%)
Multi-Asset Income Fund (34%)
Money Market (3%)
Management Fees: 35 basis points (0.35%)
The Income & Growth Pool is a diversified pool that pursues a balance between income and capital appreciation by having equal percentages of assets allocated to both fixed income and equity. This pool’s risk level is moderate to moderately aggressive, and it seeks current income while maintaining the potential for long term capital appreciation. Balancing exposure to global stocks and bonds helps to moderate return volatility. It is generally recommended for donors whose giving time horizon is intermediate.
This pool has a target allocation of:
Limited Term Bond Fund (49%)
Dividend Opportunities (5%)
Gilead (5%)
Small Mid Cap (5%)
Index Funds (24%)
International Index (10%)
Money Market (2%)
Management Fees: 75 basis points (0.75%)
The Growth Model Pool is a diversified pool that is primarily invested for growth, with 70 percent of assets invested in equity, and a moderate allocation to fixed income. This pool’s risk level is moderately aggressive to aggressive, and it seeks long term growth through a global allocation to stocks and bonds. It is generally recommended for donors that have a longer-term giving time horizon.
This pool has a target allocation of:
Limited Term Bond Fund (25%)
Dividend Opportunities (7.5%)
Gilead (7.5%)
Index Funds (35.5%)
Small Mid Cap (7.5%)
International Index (15%)
Money Market (2%)
Management Fees: 75 basis points (0.75%)
The Aggressive Growth Pool is a diversified pool that is invested for growth has the highest risk/return asset allocation of all the pools, with a 95 percent allocation to equity. It seeks maximum expected return through allocations to growth stocks across all market caps. This pool’s risk level is aggressive, and it is generally recommended for donors that have a longer-term giving time horizon.
This pool has a target allocation of:
Index Funds (48%)
Gilead (13%)
International Index (20%)
Small Mid Cap (10%)
Healthcare & Life Sciences (5%)
Money Market (2%)
Management Fees: 75 basis points (0.75%)
This pool is designed to track the performance of the S&P 500 Index while screening for companies that meet biblically responsible investment criteria. The S&P 500 is a cap weighted equity index that measures the stock performance of 500 large capitalization companies listed on the stock exchanges in the United States. The pool’s risk level is aggressive, and it seeks long term growth through domestic equities. It is generally recommended for donors that have a longer-term giving time horizon.
This pool has a target allocation of:
Equities (95%)
Money Market (5%)
Management Fees: 45 basis points (0.45%)
The Money Market pool is allocated to various cash and money market investments characterized by their short maturities and minimal credit risk. The Money Market investment pool generally has the lowest level of risk.
Money Market (100%)
Management Fees: 5 basis points (0.05%)
