VIT Real Return Portfolio (Advisor Class)
The Portfolio seeks maximum real return, investing for both current income (bond coupons and dividends) and capital appreciation (bond price movements), consistent with preservation of real capital and prudent investment management.
- The Portfolio focuses on inflation-indexed, fixed income securities.
- The Portfolio’s duration (sensitivity to interest rates) normally varies with in two years (plus or minus) of the duration of the Lehman Brothers: U.S. TIPS Index.
- Investments are made primarily in inflation-indexed bonds issued by the U.S. and non-U.S. governments, their agencies or instrumentalities , and corporations.
- Inflation-indexed bonds are structured to protect against inflation. The interest paid on the securities is adjusted to track changes in an official inflation measure (the U.S. Treasury uses the Consumer Price Index).
Before investing, carefully consider the investment objectives, risks, fees, and charges. This and other important information about the policy and investment options are contained in the prospectus, which may be obtained from your financial professional or at www.omfn.com. Read the prospectus carefully and consider these factors before investing.
Beacon Advisor flexible premium variable annuity contract is offered on a group or individual basis as determined by state availability. Group Certificate OM FCDVA BA -C2007 and Individual Form OM FCDVA BA 2007, et al. Optional provisions and riders have limitations, restrictions and additional charges except where noted, and are subject to state availability. For the exact terms and conditions, refer to the contract.
