The PEF's Investment Portfolio

The Pancretan Endowment Fund’s portfolio consists of a carefully supervised collection of sound quality stocks, bonds and other financial instruments. It is actively managed by the PEF Trustees.

The balance of the portfolio (as of May 29, 2007) was approximately $500,000.

The investment objectives put in place by the PEF Trustees are designed to preserve capital while also allowing for moderate growth potential. The carry-through of these objectives has delivered good and consistent results as exhibited by the growth of the fund and the history of the income it has generated.


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