Understand emerging markets opportunities and the American Century advantage.
Robert V. Gahagan
2 Client Portfolio Managers
American Century Investments' Multi-Asset Real Return offers a comprehensive approach to inflation protection by investing in a mix of asset classes with the objective of hedging portfolios against multiple sources of inflation.
We believe that investing in a basket of diverse asset classes that historically have had low or negative correlation to the broad market can provide a holistic inflation solution while providing a more complete hedge against inflation than our competitors. As part of a broad asset allocation, the Multi-Asset Real Return strategy may help protect an investment portfolio against inflationary environments.
Investment capabilities are available to institutional clients through separate accounts, subadvised portfolios and commingled vehicles. Please contact us for availability in your region.
Sources: Bloomberg Index Services Ltd, FactSet
Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.
Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.
1 The stated benchmark for the Multi-Asset-Real Return composite is the Barclays U.S. Treasury 1-3 Month T-Bill.
2 Custom benchmark composition: 45% Barclays U.S. 1-5 Year TIPS 7.5% S&P North American Natural Resources, 7.5% S&P GSCI Total Return, 25% Custom Non-Dollar Benchmark (based on inverse of Federal Reserve Trade-Weighted U.S. Dollar Index), 10% MSCI AC World IMI/Real Estate, and 5% LBMA London PM Gold Fixing.
For a presentation that complies with the GIPS® standards, click here .
Returns are calculated and stated in U.S. dollars and may increase or decrease as a result of currency fluctuation. Index futures (and currency forwards and futures, where applicable or appropriate) are occasionally used to equitize cash and manage portfolio risk. Other derivative instruments may be used, as allowed, as part of the investment strategy.
For purposes of compliance with the Global Investment Performance Standards ("GIPS®"), the Firm is defined as American Century Investment Management, Inc. ("ACIM"). ACIM claims compliance with GIPS®. Strategic Inflation Protection invests in asset classes that have historically acted as a hedge to inflation and tactically adjust exposure to these asset classes based on economic and market conditions. Asset classes include inflation-linked bonds, non-U.S. dollar investments and commodity-related investments and global REITs. Additional asset classes may be included either strategically or tactically based on the appropriateness of the category given the objective of the strategy. Each asset class is managed by a team of investment professionals with specialized expertise in the asset class.
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Source: MSCI. Morgan Stanley Capital International (MSCI) makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.