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Global Diversified Investments

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The OIP Investment Trust offers a globally diversified portfolio that reflects the mission of the Missionary Oblates of Mary Immaculate and of the participating Roman Catholic related organizations. The OIP Investment Trust portfolio currently holds investments in 80+ countries across multiple asset classes including traditional equities, hedge funds, fixed income, debt funds, real estate, and private markets including buyout, venture, secondary, debt and fund of funds. The investment portfolio also includes targeted impact investments and socially responsible investments. The OIP Investment Trust strives to provide competitive returns to our Participants.

Asset Classes

The OIP Investment Trust endeavors to balance its portfolio through a global diversification of assets, including type and location. Generally, the OIP has global investments in the following asset classes:

  • Equities - traditional equities, private equity, impact investment
  • Debt - fixed income, private market debt funds, socially responsible microfinance institutions
  • Real Estate and Infrastructure Funds

Fund Performance

OIP Indices

This is a chart of fund performance through the most current calendar year. Past performance is not an indication of future performance.

The asset allocation consciously strives to provide protection when markets decline (that is, the OIP should not lose as much value as the markets) and to capture gain in strong markets (that is, the OIP should slightly underperform the public equity markets in strong markets).  Historically (over the long term on an annualized basis) the OIP has outperformed at least four of the six market indices which portray different risk tolerances.

Global Diversification

Generally, the OIP Investment Trust has holdings in 80+ countries.  

The Trust not only invests in global developed markets but in the emerging and frontier markets.  The impact investing focus is on the emerging and frontier markets whose society will benefit the most from this targeted strategy. This diversification provides downside protection in weak markets while capturing most of the market gain in strong markets.

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