Consolidated Trust Funds


Important Change! Effective January 1, 2018

New Hampshire Conference UCC

Click here
if you are from
New Hampshire

In order to better serve all participants, we have selected Atlantic Fund Services, LLC to be the new funds administrator.  Announcement letter for Connecticut participants.  To facilitate the transition, we are asking all Connecticut participants to complete and return a new Participant Agreement.  Instructions for completing Participation Agreement. Completion of the Agreement will 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 confirmation.  In addition, you will be able to process most routine transactions online.  Separate registration is required for online access.  Important information regarding online access. If you have any questions about this change, please contact Charlie Kuchenbrod at charliek@ctucc.org or 860.761.7111.

A History of Service

Since 1956, the Connecticut Conference has 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, the Total Return Fund (click here to learn more) and the Eden Fund. The Eden Fund incorporates a Fossil Fuel Free investment strategy (click here to learn more about the Eden Fund.)

View the most recent Annual Report to Participants  (Report for 2017)

Investment Policy  Revised February 3, 2018

Performance

As of 3/31/17 (6/30/18 results should be posted on 8/1/18. Email charliek@ctucc.org if posting is delayed.)

Performance, net of fees 3 Months YTD       1 Year 3 Years 5 Years 10 years
Total Return Fund Performance -1.19% -1.19% 10.02% 5.40% 6.63% 6.10%
Total Return Fund Benchmark -1.35% -1.35%   9.22% 5.81% 6.89% 6.10%
Eden Fund Performance -1.56% -1.56%   9.85%      
Eden Fund Custom Benchmark -0.87% -0.87% 10.28%      

 

View the most recent Quarterly Performance - Total Return Fund  3/31/18 Report

View the most recent Quarterly Performance - Eden Fund  3/31/18 Report

Transaction Forms

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.  If we are uncertain about your instructions, we will contact you or feel free to contact us. 

CTF (CTUCC) Transaction Form: [PDF]  [Microsoft Word]

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

About Us

The Consolidated Trust Funds really are trust funds.  The Missionary Society of Connecticut, the business arm of the Connecticut Conference, is the Trustee.  View the Amended Agreement and Declaration of Trust

Our Fiduciary Partner (see the Investment Policy for the responsibilities of the Fiduciary Partner) is Fiduciary Investment Advisors.  Our relationship with FIA started in December of 2017.  Prior to that, we worked with U.S. Trust and predecessor companies.

The funds follow the Socially Responsible Investment guidelines adopted by the Connecticut Conference's Board of Directors. Resolution – Expanding Authorized Investment Strategies To More Fully Reflect the Conference’s Commitment To A Just World For All

View the CTF Financial Statements.

Cultivating Healthy Endowments, an endowment management workshop

Workshop Main Topics:

  • Common pitfalls.
  • Gift classification.
  • 7 steps to a healthy endowment.
  • UPMIFA (the law governing endowment management.)
  • Investment Comm best practices
  • UCC investment options

This workshop is led by Charlie Kuchenbrod, Executive Associate Conference Minister.  For more information or to schedule a workshop email Charlie at charliek@ctucc.org or call 860.761-7111.