Diocesan Unit Trust Fund Overview
About the Diocesan Unit Trust Fund
The Diocesan Unit Fund (“the Fund”) holds investments of the Episcopal Diocese of Vermont, its parishes, its missions and its other institutions. The Fund is a “pooled” fund. Each investing institution owns shares in the Fund. The shares are pooled together in order to benefit from the advantages of being part of a larger investment group. Those advantages include:
- professional investment managers to enhance returns and ensure proper risk management;
- lower transaction and management costs;
- increased asset diversification to reduce risk.
The Fund is currently managed by Hickok & Boardman of Burlington, Vermont, who are independent, registered advisors. They in turn work with Raymond James Financial Services, one of the country’s largest and most respected financial service companies. The Trustees of the Episcopal Diocese of Vermont are charged with oversight of the Fund and make decisions about investment policies and managers of the Fund.
Videos
- Diocesan Unit Trust Stakeholders Meeting October 17, 2022
- Diocesan Unit Trust Stakeholders Meeting October 26, 2021
- Diocesan Unit Trust Stakeholders Meeting July 22, 2020
- Diocesan Unit Trust Stakeholders Meeting July 11, 2019
- Diocesan Unit Trust Fund Annual Performance Review – February 8, 2018 @ 7 PM
- Investing in the Vermont Branch of the Jesus Movement – Sept 14, 2017: Just What Is the Diocesan Unit Trust Fund and How Does It Work?
Investment Goals and Policies
Investment goals and policies are detailed in the Fund’s Investment Policy Statement (updated February, 2020). This Statement is available to both current and prospective shareholders.
Investment Reviews
- 2023 Second Quarter Investment Review
- 2023 First Quarter Investment Review
- 2022 Fourth Quarter Investment Review
- 2022 Third Quarter Investment Review
- 2022 Second Quarter Investment Review
- 2022 First Quarter Investment Review
- 2021 Fourth Quarter Investment Review
- 2021 Third Quarter Investment Review
- 2021 Second Quarter Investment Review
- 2021 First Quarter Investment Review
- 2020 Fourth Quarter Investment Review
- 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