What choices do I have when investing my Annuity Savings Account?
The Fund offers eight investment options for you to choose from in the Annuity Savings Account (ASA) program. Effective Aug. 2, 2010, you will be able to view daily valuations of your ASA contributions and make daily changes to your investment allocations. In the past you could do this only quarterly.
Investment Direction forms can be downloaded from this site or you may request a form from PERF.
Members have the choice of the following funds:
- Guaranteed Fund
- Money Market Fund
- Fixed Income Fund
- Large Cap Equity Index Fund
- Small/Mid Cap Equity Fund
- International Equity Fund
- Inflation-Linked Fixed Income Fund
- Target Date Funds
You are able to direct PERF to put a portion of your account (current contributions and future contributions) into any or all of the investment funds in 1 percent increments. Or, you can invest your current contributions and new contributions separately. This means you can direct both current fund balances and future contributions or leave current balances as they are and direct future contributions only. These investment options have grown in number over the years as the PERF Board of Trustees adds new asset classes to the investment of the overall PERF portfolio.
For further information on the self-directed investment options, and PERF’s investment activities, visit the Investments section of the Web site.
