Return Enhancing Assets

Return enhancing assets are those assets whose primary purpose is to increase the overall return of the fund over the long term. Included in this category of assets are public and private equities, as well as other strategies principally designed to generate return, such as our currency overlay portfolio.

ATRF’s return enhancing assets are held in a variety of portfolios which are well diversified by geography, investment style, market capitalization and vintage year (for private equity). Despite challenges, return-enhancing assets were able to generate a positive return of 7.7% for the year, exceeding the benchmark return of 7.3%.