PERAPlus 457 Plan

PERAdvantage Real Return Fund

Category: Real Return

Objective & Strategy: The fund seeks to provide broad exposure to real assets and Treasury Inflation Protected Securities (TIPS) and to produce a return over a full market cycle that exceeds the rate of inflation. The fund invests in U.S. TIPS, Real Estate Investment Trusts (REITs), commodities, and global natural resources and infrastructure stocks.

Subadvisors:
SSgA Real Assets Strategy 70%
SSgA U.S. TIPS Index 30%

Benchmark: Performance is measured against a composite of the following indices:
  • 25% Bloomberg Barclays U.S. Tips Index
  • 25% Bloomberg Roll Select Commodity Index
  • 25% S&P Global LargeMidCap Commodity and Resources Index
  • 15% Dow Jones U.S. Select REIT Index
  • 10% S&P Global Infrastructure Index
Total Asset-Based Fee: 0.20%

View the Fund Fact Sheet