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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 organization and of the participating Roman Catholic organizations. The OIP Investment Trust portfolio generally holds investments in 80+ countries across multiple asset classes including traditional equities, hedge funds, fixed income, debt funds, real estate, and private equities including buyout, venture, secondary, and fund of funds. The investment portfolio also includes targeted impact investments and socially responsible investments. The OIP Investment Trust delivers competitive returns to our Participants.   

Asset Classes

The OIP Investment Trust focuses on appropriate 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 funds
  • Debt - fixed income, illiquid debt funds, socially responsible microfinance institutions
  • Real Estate Funds

 

 

Fund Performance

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

The asset allocation consciously provides for protection when markets decline (that is, the OIP should not lose as much value as the markets) and capture most of the gain in strong markets (that is, the OIP should slightly underperform the public equity markets in strong markets).  The objective of the OIP is to outperform at least three of the six market indices which portray different risk tolerances over all time periods.

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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