Objectives of the Fund
Objective I: Near-term Returns
Achieve a rate of return during the current, active/passive
management period in excess of the following weighted average benchmark:
MSCI ACWI (0.70) + Barclays Global Aggregate Bond
Objective II: Long Term Gains
Achieve a rate of return over the longer term which ranks
above average when compared to a representative universe of other, similarly
managed balanced/blended portfolios.
Allay unnecessary risk exposure through active management, while
seeking compensatory gains for risks accepted.
Even with diversified funds, there is exposure to weakness in the broad
market, a particular industry, or specific holdings. The market as a whole can
decline for many reasons, including adverse political or economic developments
in the U.S. or abroad, changes in investor psychology, or heavy institutional
selling. Likewise, the prospects for an industry or a company may also deteriorate.
Among the principal risks to which the Fund is exposed are market risk,
industry/sector risk, capitalization risk, interest rate risk and credit risk.
Investments in foreign securities have foreign risk, country/geographic risk
and currency risk.
Objective IV: Compliance
The assets managed by Osprey Financial Group shall be invested and
reinvested only in securities that comply with the guidelines for equity and
fixed income securities contained in the University of North Florida
Foundation, Inc. Statement of Investment Policies and Objectives.
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