Understanding Your Investment Choices
The MERS Retiree Health Funding Vehicle (RHFV) has added additional investment options to assist you in meeting your Plan’s asset allocation targets. This program offers you a simple solution to a complex problem: how to establish a qualified medical trust with cost-effective diversified investments. The Retiree Health Funding Vehicle helps employers set aside assets for funding their Other Post Employment Benefits (OPEB) liability, while benefitting from investing in MERS investment options.
RHFV Investment Menu
These Premium Select Options were actively selected for you by MERS. Here you have access to pre-built portfolios that MERS helps you manage by monitoring the investment managers and rebalancing the portfolio quarterly. It also gives you access to selected funds to help you build your own portfolio. Each portfolio has an allocation of stocks/bonds (in parenthesis below).
MERS Total Market Portfolio
MERS Global Stock Portfolio (100/0)
MERS Capital Appreciation Portfolio (80/20)
MERS Established Market Portfolio (60/40)
MERS Balanced Income Portfolio (40/60)
MERS Capital Preservation Portfolio (20/80)
MERS Diversified Bond Portfolio (0/100)
Funds to Build Your Own Portfolio