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Investment - Strategies Email or Print this page
Investment - Strategies

A Choice of Strategies to Meet Your Investment Needs

Municipal Money Market Strategy 0-1 year

  • Seeks capital preservation and liquidity
  • Designed to outperform the average tax exempt money market mutual fund using short-term tax-exempt securities

Money Market Strategy 0-1 year*

  • Designed to outperform 90-day Commercial Paper Index and produce higher returns than average U.S. money market mutual fund
  • Preservation of capital and liquidity

Enhanced Money Market Strategy 0-2 year

  • Designed to outperform the Merrill Lynch U.S. Notes and Bonds 0-1 Year Index
  • Intended to capture additional income using broader range of short-term securities
  • Appropriate for clients seeking increased income and willing to allocate a portion of total fixed income portfolio to less liquid securities

Ultra Short-Term Strategy 0-3 year

  • Designed to outperform the Merrill Lynch 1-3 Year Index and provide high level of income by investing in extended short-term securities
  • Flexible strategy seeks to capture higher yields using range of short-term instruments
  • Appropriate for clients with a longer-term time horizon

Total Return Short / Intermediate-Term Strategy 0-10 year

  • Designed to outperform the Barclays Capital Intermediate Government/Credit Index and seeks to achieve return volatility levels below its benchmark
  • Appropriate for institutions looking for a core fixed income investment process that will provide exposure to a wide array of fixed income investment alternatives

Total Return Broad Market Strategy

  • Managed on a total return basis to exceed the Barclays Capital Government/Credit Index over the course of a full market cycle
  • Invests in various types of investment grade fixed income securities with a maturity range of 1-30 years

*Strategy can switch between taxable and tax-free issues based on tax requirements

Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, or any other bank or entity, and are subject to risks, including a possible loss of the principal amount invested.



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