Skip to main content

State Street Multi-Asset Real Return ETF Portfolio

Key Facts

  • Seeks to achieve real return consisting of capital appreciation and current income by investing in securities with inflation-hedging potential and broad diversification
  • Employs a tactical asset allocation approach that combines quantitative and qualitative analysis
  • Typically rebalanced monthly, but rebalancing may occur more or less frequently depending on market conditions

Objective

Seeks to achieve real return by investing in securities with inflation-hedging potential. Asset allocation decisions are based on a proprietary model, which incorporates macroeconomic, financial, and market data to arrive at a projected return forecast for each asset class. These projections are used to determine the weightings of each asset class.

Evaluation Frequency

12-20 times per year

Get More Information

Get in Touch

Contact the State Street Models Team for more information or call a State Street ETF representative at 866-787-2257.

Read More

Visit our Insights page to access our latest thinking.