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Investment Performance

As of September 30, 2017

Quarterly Update: September 30, 2017

Fund for the 21st Century Strategy:

The Boston Foundation offers three separate investment pools within the Fund for the 21st Century.  These three pools allow donors to select the option that best matches the time horizon of their charitable giving plans.  Donors may also customize their asset allocation by investing among all three pools.  The Balanced Plus Pool asset mix is expected to produce the highest long-term investment return.  Accordingly, the Boston Foundation invests its endowment assets in the Balanced Plus Pool.

Review the Boston Foundation Investment Policy.

Chief Investment Officer: George Wilson.

Download a PDF of the most recent Quarterly Update for the 21st Century Fund.

Download a PDF of the most recent performance of each of the four mutual funds that are invested according to Socially Responsible Investing principles:

Total Assets: $1 billion as of September 30, 2017.

Investment Performance1 as of September 30, 2017. 

 Fund for the
21st Century
Investment Options:
Nine
Months 
One
Year
Three
Years
Five
Years
Ten
Years
Balanced Plus Pool 10.2% 11.7%  5.4% 7.7% 4.4%

Balanced Pool
(est. 2/1/11)

8.3% 9.2% 4.1% 6.3% n/a
Short-term Pool
(est. 1/1/10)
0.6% 0.6% 0.3% 0.2% n/a
 Benchmark          
65% MSCI A.C.
World/35%
Citigroup World
Bond Index
13.4% 10.8% 5.3% 6.5% 3.9%
MSCI All Country
World Stock Index
17.3% 18.6% 7.4% 10.2% 3.9%
S&P 500 Index
14.2% 18.6% 10.8% 14.2% 7.4%
Citigroup World
Bond Index
6.4% -2.7% 0.9% -0.4% 3.0%

Note:
1. Average annual returns are shown for periods longer than one year.  Performance is shown net of investment manager fees. Past performance is no indication of future results.




For additional information about the Fund for the 21st Century, email George Wilson, Chief Investment Officer, or call (617) 338-1626.

 

For more information on the Boston Foundation and how we work with donors, contact Kate Guedj, Vice President and Chief Philanthropy Officer