UUCEF Logo
  • About
    • About UUCEF
    • Team
    • News
    • Contact
  • Investing
    • Investing Overview
    • What Is the UUCEF?
    • Why Invest in the UUCEF?
    • How the Fund Works
    • How to Invest
    • Investment Objectives
    • Investment Policies and Guidelines
    • Managing Investment Risk
    • UUA Investment Managers
    • Investment Information Memorandum
    • Subscription Agreement
    • Operating Agreement
    • UUCEF Current & Historical Fees
    • Contribution and Payment Guide
  • Reports
    • Reports Overview
    • Monthly Market Commentary
    • Monthly Performance Reports
    • Performance
    • Holdings & Community Investments
    • Forms and Sign up for Online Statements
    • Investment and Socially Responsible Investment Committee Reports
    • Socially Responsible Investing Committee Reports
    • Audited Financial Reports
    • Resources
    • Online Access
  • Socially Responsible Investing
    • About SRI
    • Socially Responsible Investment Guidelines
    • How Investment Decsisions Get Made
    • Resources on Carbon Asset Risk
    • Frequently Asked Questions
    • History
    • Ten Things All UUs Should Know
    • Investment Screening
    • Shareholder Advocacy
    • Shareholder Resolution Presenter Form
    • Community Investment Guidelines & Policy
    • Community Development
    • Microfinance
    • Proxy Voting
    • Tools for Congregations
    • SRI Member Videos

Quarterly Performance Reports

  • About
  • Team
  • News
  • Contact

2011

  • June 2011
  • March 2011
  • December 2010
  • September 2010

2010

  • June 2010
  • March 2010
  • December 2009
  • September 2009

2009

  • June 2009
  • March 2009
  • December 2008
  • September 2008

2008

  • June 2008
  • March 2008
  • December 2007
  • September 2007

2007

  • June 2007
  • March 2007
  • December 2006
  • September 2006

2006

  • June 2006
  • March 2006
  • December 2005
  • September 2005

2005

  • June 2005
  • March 2005
  • December 2004
  • September 2004

2004

  • June 2004
  • March 2004

Essential Reading

Investment Information Memorandum & Operating Agreement
[PDF, 94 pages]

Audited Financial Statements Fiscal Year 2022
[PDF, 17 pages]

Subscription Agreement
[PDF, 11 pages]

UUCEF, LLC By-laws
[PDF, 4 pages]

Unitarian Universalist Association

24 Farnsworth St. | Boston, MA 02210
(617) 742-2100 | responsibleinvesting@uua.org

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