The Ohio State University

Office of Investments

Returns for The Ohio State University LTIP, net of fees, as of June 30, 2017

Latest Quarter:

   
Asset CategoryActualBenchmark 1
Global Equities 4.28%    4.45%
Global Fixed Income 1.12%    1.45%
Real Assets 6.54%   1.65%
Total Portfolio 3.56%

  3.27%

     

Fiscal Year June 30, 2017:

   
Asset CategoryActualBenchmark 1
Global Equities 19.65%    19.42%
Global Fixed Income   4.51%     -0.31%
Real Assets   15.44%     6.88%
Total Portfolio   14.46%     11.93%

Total Portfolio Returns for The Ohio State University LTIP FY 2017

 1 Year3 Years5 Years
The Ohio State University LTIP 14.46% 4.69% 7.95%

1 Benchmarks are
   Global Equities: MCSI ACWI
   Global Credit: Barclays US Agg Bond Index
   Real Assets: CPI + 5%
   Total Portfolio: 60% ACWI / 30% Agg / 10% CPI + 5%