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When you make a gift to the New Hampshire Charitable Foundation, you expand its capacity to fulfill its philanthropic mission. Our goal is to preserve the future grantmaking capacity of your gift and provide sufficient funds to make current grants. Therefore, we invest your funds to deliver the same support in tomorrow's dollars as they do now, whether tomorrow is five, ten or fifty years away.
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Quarterly Investment Results - Combined Investment Fund 2007 Q4 Investment Results |
2007 Investment Performance
We are pleased to report 2007 returns for the New Hampshire Charitable Foundation’s Combined Investment Fund (CIF) relative to benchmarks and peers.
- Performance exceeded the Council on Foundation’s (COF) median for the one-, three- and five-year periods.
- Performance exceeded the Cambridge Associates Endowment median for the year and the trailing three-year and five-year periods.
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FY 2007 |
Trailing 3yr |
Trailing
5yr |
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Combined Investment Fund
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13.5% |
13.5% |
15.0% |
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COF* all asset sizes (n=number reporting)
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8.1
n=137 |
9.5
n=109 |
12.6
n=99 |
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COF* assets>$250MM (n=50)
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9.1 |
10.6 |
13.4 |
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Cambridge Associates Endowment Median**
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11.5 |
12.0 |
14.2 |
| S&P 500 |
5.5 |
8.6 |
12.8 |
*Council on Foundations (COF) investment survey - median of community foundations.
**The return figures are derived from quarterly surveys conducted by Cambridge Associates of its clients. The endowment universe includes colleges and universities, independent schools, museums and libraries, foundations, medical endowments and other endowed institutions. All clients in the sample were clients of the firm (and provided complete performance data) for the entire time periods displayed. Not all clients respond to the surveys. Some clients report returns net of investment-related fees and expenses, while others report only gross of fees.
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The preceding documents are in PDF format and you will need Adobe Acrobat Reader to view it. To download a free copy of Acrobat Reader, click here. | |
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