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Fund Management Options

SBTF Balanced Fund

The SBTF Balanced Fund provides diversification for accounts with long term objectives with a balanced approach related to growth and income. Assets of this fund may include high quality fixed income instruments, common stocks, preferred stocks, managed futures, cash equivalents and other assets. The fund provides income in the form of periodic dividends. This fund is recommended for accounts with at least a 5 year investment horizon.

SBTF Defensive Strategies Fund

The SBTF Defensive Strategies Fund provides active management with investments in defensive-type equities and convertible bonds with a growth objective sought with less volatility. This fund can be utilized as a component of a diversified long-term portfolio which includes various asset classes.

SBTF Endowment Fund

The SBTF Endowment Fund provides diversification for accounts with long term objectives. Assets of this fund may include high quality fixed income instruments, common stocks, preferred stocks, managed futures, cash equivalents and other assets. This fund provides income in the form of a quarterly dividend. This fund is recommended for accounts with at least a 5 year investment horizon.

SBTF Enhanced Cash Fund

The SBTF Enhanced Cash Fund is maintained to facilitate the management of funds for various accounts and provide preservation of capital, liquidity of investments, and withdrawal requests. This fund is recommended for accounts with a 3 year or less investment horizon.

SBTF Group Equity Fund

The SBTF Group Equity Fund provides active management with investments in a diversified portfolio of domestic and international stocks with a growth objective instead of income. This fund can be utilized as a component of a diversified long-term portfolio which includes various asset classes.

SBTF Group Income Fund

The SBTF Group Income Fund provides active management with investments in a diversified portfolio of domestic and international fixed income instruments with an income objective instead of growth. This fund can be utilized as a component of a diversified long-term portfolio which includes various asset classes.

SBTF Growth Fund

The SBTF Growth Fund provides diversification for accounts with long term objectives with a growth approach and secondary priority on income. Assets of this fund may include high quality fixed income instruments, common stocks, preferred stocks, managed futures, cash equivalents and other assets. It provides income in the form of periodic dividends. This fund is recommended for accounts with at least a 5 year investment horizon.

SBTF Income Fund

The SBTF Income Fund provides a positive income flow from interest on high quality corporate and government bonds. The fund minimizes volatility by not being exposed to the equities while striving to gain greater return than a cash or cash equivalent investment. This fund is recommended for accounts with at least a 3 year investment horizon.

Church Expansion Term Investments (CET)

Church Expansion Term Investments (CET) provide a higher yielding alternative to secular time deposit products. Money deposited into the CET accounts is invested in a loan pool consisting of the debt of Southern Baptist churches, SBTC affiliated ministries and other like-minded ministries. The CET Investment objective is to provide a current stream for a specified period of time while investing in local church expansion in Texas. Specifically, the Daily Savings Account provides daily liquidity.

GuideStone Funds

The SBTF makes GuideStone Funds available to your ministry. GuideStone Funds is a family of Christian-based, socially screened mutual funds for individual and institutional investors. With GuideStone Funds, ministries can make their own asset allocation and withdrawal decisions according to their individual fund management needs.

 

 

SBT Foundation Funds are not FDIC insured.

For more information about Fund Management, click here to enter contact information.

For Investment Guidelines and Investment Policy Statement, click here.
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Address: 4025 Woodland Park Blvd., Suite 380, Arlington, TX 76013
Toll Free 844-351-8804 * 682-347-4900 * 682-252-4769 (fax)
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