Historically, wealth managers structured client portfolios by diversifying across stocks, bonds and alternatives. By adding real assets, investors can diversify portfolios across fundamental economic drivers:
Demand for infrastructure is driven by modernization, the energy transition and digitalization.
Demand for farmland is driven by rising food demand and resource scarcity.
Because these assets are tied to different long-term forces—and have historically shown low correlation to each other and to public markets—they can serve as powerful building blocks in multi-asset portfolios.
Different drivers. Different cycles. Better balance.
Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC. For important information about the Fund, please click here.