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Investment fund

Our diversified, trustee-directed fund is an excellent source of retirement benefits.

About the trustee-directed investment fund

The overriding investment objective of the Annuity Trust is to generate an appropriate level of risk-adjusted return over rolling five-year periods. In order to meet this objective, the Board of Trustees has established a long-term asset allocation which utilizes various asset classes such as bonds, stocks, real estate, etc.

Boilermakers National Annuity Trust Fund Fact Sheet

The chart below shows the Annuity Trust’s gross investment returns over various time periods from one year through the entire life of the Annuity Trust (inception). Please note, past investment performance is not a guarantee of future investment performance, which may be higher or lower than past performance.

This is a vertical bar chart with the title Boilermakers National Annuity Trust. The x axis represents 8 investment time periods, increasing in duration from left to right and all ending on December 31, 2017. The y axis represents the gross investment return, which ranges from 0 percent at the bottom to 10 percent at the top. There is no obvious trend shown but two observations can be made: The 1-year return of 9.64 percent was exceptionally high and all the other investment time periods returned between 4.5 percent and 6.7 percent. Here are the details.
  • The gross return for a 1-year investment ending on December 31, 2017 was 9.64 percent. This return ranks first out of all 8 time periods shown.
  • The 3-year investment returned 4.79 percent and ranks seventh out of 8.
  • The 5-year investment returned 6.14 percent and ranks third out of 8.
  • The 7-year investment returned 5.74 percent and ranks fourth out of 8.
  • The 10-year investment returned 4.5 percent and ranks eighth out of 8.
  • The 15-year investment returned 5.26 percent and ranks fifth out of 8.
  • The 20-year investment returned 5.23 percent and ranks sixth out of 8.
  • The nearly 30-year investment since inception in June 1987 returned 6.7 percent and ranks second out of 8.

All investing involves various risks including the possible loss of principal. You can lose money by investing in securities.

Historical investment results are shown for the fund included in your plan. The performance information represents past performance. Past performance is not a guarantee of future performance. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

The Boilermakers National Annuity Trust Fund is not a registered investment product but an account created specifically for the Plan. This account is not required to file a prospectus or registration statement with the SEC and accordingly neither is available. The Fund is managed by the Trustees of the Boilermakers National Annuity Trust.

Frequent exchanging between plan investment options may harm long‐term investors. Your plan or the plan's investment funds may have provisions to deter exchanges that may be abusive. These policies may require us to modify, restrict or suspend purchase or exchange privileges and/or impose redemption fees.

Amounts withdrawn are subject to income taxes and plan restrictions. Neither Prudential Financial nor any of its affiliates provide tax or legal advice for which you should consult your qualified professional.

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