Great-West Trust Collective Investment Trusts

Fund Disclosure Documents

 

What is a Collective Investment Trust (CIT)?

A CIT is a trust created and administered by a bank or trust company that commingles assets from multiple clients. A CIT is not registered with the Securities and Exchange Commission (SEC), therefore it is not subject to the Investment Company Act of 1940. A CIT is, however, subject to banking regulations.

Why Great-West Trust for CITs?

Great-West Trust CITs are designed exclusively for the qualified retirement plan market. Great-West Trust CITs include both actively managed and passively managed (index) underlying options, allowing qualified retirement plans to benefit from the strengths of both investment approaches.

Through its affiliation with Great-West Life & Annuity Insurance Company (GWL&A), Great-West Trust also offers the scale, experience, and expertise to help plan sponsors meet their fiduciary obligations and help participants prepare for a more financially secure retirement. Some of the key advantages of this relationship include the following:

  • Deep asset management experience
  • Strength and stability you can rely on
  • A collaborative approach to asset allocation
  • Innovative asset allocation solutions