Tax-Managed Real Assets Fund
Using tax strategies approach to real asset investing for taxable investors.
Seeks to provide long term capital growth on an after-tax basis.
Effective June 10, 2019, the RIC Tax-Managed Real Assets Fund was launched.
- Invests across real assets, focusing on U.S. real estate, global infrastructure and global natural resources to seek to provide equity-like returns over a market cycle while mitigating downside risk relative to equities.
- Combines experienced third-party money managers who specialize in a real assets sector.
- Implements tax-optimized strategies including tax-loss harvesting, turnover management, and yield reduction to seek to manage tax implications of the Fund.
- Seeks to adapt to changing market conditions through shifting assets across the real assets sectors.
Holdings for this fund will be available soon.