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Inflation Protection Fund

The Inflation Protection Fund seeks exposure to multiple asset classes and markets, which may include the following: floating debt rate, commodities, inflation-protected debt (including U.S. Treasury Inflation-Protected Securities) and real estate debt and equity securities. The objective is to provide, over a full market cycle, a real rate of return that exceeds inflation.

The Inflation Protection Fund is closed as of April 1, 2020.

Investment Returns

Returns shown for 1 Year, 3 Years, 5 Years, and 10 Years are annualized.

Quarter 1/1/20 to 3/31/20 (18.65%)
1 Year 4/1/19 to 3/31/20 (15.31%)
3 Years 4/1/17 to 3/31/20 (3.58%)
5 Years 4/1/15 to 3/31/20 (1.84%)
10 Years 4/1/10 to 3/31/20 1.97%

Unit Value

January 2021: N/A

Unit Value Historical Data

Asset Allocation

as of March 31, 2020

$50 Million

Asset Allocation in Millions
Inflation Protection Fund 100% $50

Benchmark Comparison

For benchmark comparison information, please access the Fund Profiles booklet.