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

Explore the Portfolio

See the Target Allocations file under Quick Links for current holdings.

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.