September 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of September 2020, provided by our Chief Investment Strategist David A. Klassen.

Q3-2020 Client Account Statements

Account statements as of September 30, 2020, are available via the Client Access link. We have also prepared the Q3 investor letter from Charles Buck, President and CEO.

August 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of August 2020, provided by our Chief Investment Strategist David A. Klassen.

UCF Investment Manager Updates – Q2 2020

At UCF, we are constantly communicating with and evaluating the investment managers we utilize within our funds, and we have made some significant change in the first half of 2020. We have eliminated Fiduciary Management and added Nuveen’s Core Impact Bond Strategy to our Fixed Income Fund.

July 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of July 2020, provided by our Chief Investment Strategist David A. Klassen.

Q2-2020 Town Hall Meeting

On July 28, 2020, United Church Funds hosted a Townhall meeting for its clients. The recording and presentation are now ready for viewing and download.

June 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of June 2020, provided by our Chief Investment Strategist David A. Klassen.

May 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of May 2020, provided by our Chief Investment Strategist David A. Klassen.

April 2020 Market Review

This article summarizes the markets and our funds’ performance for the month of April 2020, provided by our Chief Investment Strategist David A. Klassen.

Q1 2020 Market Update and Review

Matt Wagner, Director, Institutional Relationships, discussed with David Klassen, Chief Investment Strategist, the impact of COVID-19 on the global market, what recovery looks like and the benefits of diversification.