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Wednesday, December 15, 2010

The WSJ Explores a Real Asset Fund

News summary by MFWire's editors

Fundsters looking for insurance against the eventual rising tide of inflation may want to check out tolday's Wall Street Journal Fund Track column.

In the column, Bradley Davis sheds some light on AllianceBernstein's Real Asset Strategy Fund [see profile], which aims to protect against a rise in inflation by betting on commodity futures, global commodity-linked stocks, the stocks of companies connected to global real estate as well as inflation-linked bonds, such as Treasury inflation-protected securities, or TIPS.

As to fundsters' entry point into the fund, Jon Ruff, one of the fund's portfolio managers, was quoted as saying: "When do you want to buy flood insurance? When water is coming through your front door?"

The fund's largest holdings include the Dow Jones-UBS Commodity Index. It currently also bets on Exxon Mobil, Rio Tinto and Sun Hung Kai Properties, providing exposure to Hong Kong and mainland China real estate.

The fund launched in March of this year and has reportedly attracted a modest $17.4 million in assets, as of Dec. 10, according to data from research firm Morningstar. It had three-month trailing returns of about 13 percent, according to Morningstar.  

Edited by: Hung Tran

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