The Pittsburgh Foundation

Performance

Investment performance is published here when the previous quarter's results are made available. The information below shows the latest quarterly investment updates for Legacy Perpetual, Intermediate and Grantmaking funds.

Legacy Perpetual Fund

Asset Allocation - 6/30/2017

Legacy Perpetual - 2nd quarter 2017

 

Investment Returns

  2nd Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) Annualized Since Inception (8/17/2009)
Legacy Fund

1.8

6.4 12.5 2.9 7.0 7.0
CPI + 5% 1.7 4.0 6.8 6.1 6.5 N/A
70% MSCI ACWI / 30% Barclays Aggregate 3.4 8.7 12.7 4.2 8.1 7.7
Blended Benchmark 1.7 5.6 10.4 2.4 6.5 6.4

Legacy Intermediate Fund

Asset Allocation - 6/30/2017

Legacy Intermediate - 2nd quarter 2017

 

Investment Returns

  2nd Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) Annualized Since Inception (8/17/2009)
Intermediate
Fund
1.8 4.9 6.9 2.5 3.5 4.3
CPI + 2% 1.0 2.5 3.7 3.7 3.4 N/A
MSCI ACWI (20%) / Barclays Aggregate (80%) 2.0 4.1 3.4 3.2 4.0 4.9

Legacy Grantmaking Fund

Asset Allocation - 6/30/2017

Legacy Grantmaking - 2nd quarter 2017

 

Investment Returns

  2nd Quarter YTD 1 Year 3 Years (Annualized) 5 Years (Annualized) Annualized Since Inception (8/17/2009)
Grantmaking
Fund
0.1 0.2 0.3 0.2 0.1 0.1
Bank of America
ML 91 day T-Bills
0.2 0.3 0.5 0.2 0.2 0.2

Questions about the investment data?

Contact our donor services staff to discuss how your fund is performing. Call our office at 412-394-2653, or contact us via email: 
development [at] pghfdn.org (email us)