Consolidated Trust Funds

Consolidated Trust Funds

of the Missionary Society of Connecticut

 

Go to: 

New Hampshire Consolidated Investment Fund

 

COVID-19 Update: Stay the course, markets are resilient!

April 2020 Update: Our Investment Policy is built around our investment objectives.  We believe that it is essential to stick to our policy, even in or especially in stressful times.  History has shown that this is the prudent approach.  Our Fiduciary Partner, Fiduciary Investment Advisors, provided this March 31, 2020 Market Update. See especially pages 12 through 14.  February 2021: Update: Markets proved to be exceptionally resilient and equity markets are at record highs.  We are still sticking to our investment policy and staying focused on the long-term.  Our investment policy its not event driven, it is based on prudence.


Creation of the Southern New England Conference of the United Church of Christ

Effective January 1, 2020, the Connecticut Conference joined with the Massachusetts and Rhode Island Conferences to create the Southern New England Conference.  While the Connecticut Conference has been dissolved, the Consolidated Trust Funds were created --  before the Connecticut Conference even existed -- by the Missionary Society of Connecticut (MSC), which was established in 1798.  MSC has always been the Trustee of the Consolidated Trust Funds and continues to serve in this role.  MSC continues to be a covenantal partner of the Southern New England Conference.  Staff supporting the Consolidated Trust Funds continue to be in place and all of the partnership arrangements remain in place.
 

A History of Service

Since 1956, the Consolidated Trust Funds of the Missionary Society of Connecticut have been offering a convenient and cost-effective way for member churches and other eligible organizations connected with the United Church of Christ to invest their endowment and other capital resources in professionally managed portfolios. 

Today there are two funds:

Performance

As of 12/31/20 (3/31/21 results should be posted by 5/1/21.
Email kuchenbrodc@sneucc.org if posting is delayed.)

Performance, net of fees 3 Months YTD       1 Year 3 Years 5 Years 10 years
Total Return Fund Performance 12.2% 10.8% 10.8% 7.1% 8.6% 7.2%
Total Return Fund Benchmark 11.5% 12.9% 12.9% 8.1% 9.7% 7.8%
Eden Fund Performance 10.5% 12.3% 12.3% 7.6% 9.5%  
Eden Fund Custom Benchmark 11.0% 13.0% 13.0% 8.6% 10.0%  

 

View the most recent Quarterly Performance - Total Return Fund 12/31/20

View the most recent Quarterly Performance - Eden Fund 12/31/20 

Consolidated Trust Funds Financial Statements 2018 & 2019
 

Transaction Forms and Account Login for Current Investors 
 

Current investors can login here or by clicking the button at right

We try to keep things simple by using a single transaction form for all transactions.  If your transaction doesn’t “fit” feel free to adjust the form or add notes. Please feel free to contact our administrator, Apex Fund Services, at 844-209-4631

CTF (CT & RI) Transaction Form: [PDF]  [Microsoft Word]

CIF (NH) Transaction Form: [PDF] [Microsoft Word]

 

Supporting Documentation
 

Our Fiduciary Partner is Dimeo Schneider & Associates, LLC.  Our relationship with Fiduciary Investment Advisors, a predecessor company, started in December of 2017.  Prior to that, we worked with U.S. Trust and predecessor companies. 

  • Investment Policy  Revised Feb. 3, 2018
    Explains the responsibilities of the Fiduciary Partner

The Consolidated Trust Funds really are trust funds.  The Missionary Society of Connecticut, established in 1798, is the Trustee.   Amended Agreement and Declaration of Trust

The funds follow the Socially Responsible Investment guidelines adopted by the historic Connecticut Conference's Board of Directors.  Read the guidelines here. 
 

To Become a Participant and Establish Accounts

In order to better serve all participants, we selected Apex Fund Services, LLC (phone: 844-209-4631) to be the funds administrator.  

To become a participant, please complete and return a Participant Agreement.
(Download instructions here)

Completion of the Agreement will allow you to establish accounts and conduct transactions by mail or fax, permit transactions by telephone (unless you indicate otherwise), and also paves the way for online access to view balances, obtain transaction history, and sign up for electronic delivery of monthly statements and transaction confirmations.  In addition, you will be able to process most routine transactions online.

Separate registration is required for online access.  Read more information here regarding online access.
If you have any questions about online access, please contact Charlie Kuchenbrod at kuchenbrodc@sneucc.org or 860.490.7332.

 

Photo by Joshua Hoehne on Unsplash

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