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The U.S. Treasury Strategy seeks to meet investors’ need for exposure to the U.S. Treasury market via a separately managed account. Breckinridge seeks to replicate, before fees, the performance of the Bloomberg U.S. Treasury Index.
For more information on performance, customization and other characteristics please submit this form and a member of our Consultant Relations team will be in touch.
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The information above is current as of 3/31/25.
There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.
