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Real Asset Income

Finding value in diversified real asset strategies

The Securian AM Real Asset Income strategy seeks to deliver an attractive long-term total return relative to inflation by investing in a diversified portfolio of real asset classes and sectors.

Real Asset Income

For institutional investors

Securian AM Real Asset Income seeks to deliver a high income, multi-asset strategy, while reducing volatility of individual sectors and protecting real asset values.

Potential key benefits

Inflation & interest rate protection

Real assets provide possible inflation protection and diversification to other asset classes. 

Low volatility

Asset allocation and diversification may drive lower volatility than S&P 500.™ 

Enhanced income

Diversified sources of income can produce higher current yield than traditional equity benchmarks such as the S&P 500™.

Strategy highlights

Asset allocation 

  • Common and preferred stocks 
  • Master Limited Partnerships 
  • TIPS and corporate bonds
  • REITs
  • Utilities 
  • Oil and gas 
  • Infrastructure 
  • Other high-yielding components of the broader equity market

Learn more about our expertise in real assets.

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Related links

Securian AM Funds

The Real Asset Income team

Joseph Betlej, bio photo

Joseph Betlej, CFA

Vice President & Portfolio Manager

Lowell Bolken, bio photo

Lowell Bolken, CFA

Vice President & Portfolio Manager

Craig Stapleton, bio photo

Craig Stapleton, CFA, FRM

Chief Investment Officer, Investment Strategies & Quantitative Research

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We believe all industries are essentially now tech industries and green initiatives are an essential part of future investments, this requires constant research and surveillance for successful real asset investment.

The Economy and the Markets Third Quarter 2021

We expect solid but decelerating growth at the same time inflation may be stickier than expected. With fundamentals likely to hold up, this is a not a bad backdrop for risk assets, but a steady hand from policymakers is needed to wind down unconventional supports.

The case for diversified liquid real assets

Diversified real assets portfolio can achieve an investor’s objective of inflation protection with low relative volatility.