VantageTrust PLUS Fund Overview

The VantageTrust PLUS Fund (PLUS Fund) seeks to offer its investors a competitive level of income consistent with preservation of capital. The PLUS Fund’s historical returns compare favorably within the stable value fund universe. But returns are only part of what investors seek. Capital preservation is also an important objective. In addition, the PLUS Fund seeks to manage risk and investment liquidity by establishing credit requirements, diversifying PLUS Fund assets among issuers, contract types, maturities, and third-party fixed income management firms. Ongoing due diligence is conducted on the financial soundness of the contract issuers and capabilities of fixed income management firms.