Short Term Pool

The investment objective of the pool is income and capital preservation with a goal to earn a total return in excess of money market returns. The Short Term Pool is designed for funds that will be distributed within the next 2 to 3 years, and for donors and nonprofits with funds at SVCF who seek to avoid exposure to more volatile asset classes such as equities and alternative investments

Asset Allocation GraphAsset Allocation

The pool seeks to achieve its objective by investing in a diversified portfolio of U.S. and non-U.S. fixed income funds with a dollar-weighted average portfolio maturity of 1-3 years.

 

 

 

 

Investment Strategies

Investment Strategies

Portfolio expense ratio 0.25%

Expenses are subject to change due to changes in investment policy, investment managers or service providers.