The Trustees of the Diocese provide shareholders with regular reports on the performance of the Diocesan Unit Trust Fund. View and download Investment Reviews below.
Downloads
- 2020 Third Quarter Investment Review
- 2020 Second Quarter Investment Review
- 2020 First Quarter Investment Review
- 2019 Fourth Quarter Investment Review
- 2019 Third Quarter Investment Review
- 2019 Second Quarter Investment Review
- 2019 First Quarter Investment Review
- 2018 Fourth Quarter Investment Review
- 2018 Third Quarter Investment Review
- 2018 Second Quarter Investment Review
- 2018 First Quarter Investment Review
- 2017 Fourth Quarter Investment Review
- 2017 Third Quarter Investment Review
- 2017 Second Quarter Investment Review
- 2017 First Quarter Investment Review
- 2016 Fourth Quarter Investment Review
- 2016 Third Quarter Investment Review
- 2016 Second Quarter Investment Review
- 2016 First Quarter Investment Review
If you have questions…
If you have questions regarding the Investment Policy Statement [IPS] or Diocesan Unit Trust Fund [DUT] holdings or positions in the marketplace and would like to contact the Investment Committee, Trustees of the Diocese of Vermont, please reach out to Wallace Good, Chair, by email rcptw2ln2t@gmail.com for assistance.