Rogers International Commodity Index ® (RICI ®) by Jim Rogers, for Institutional Investors and Financial Professionals
Developed by legendary investor Jim Rogers, The Rogers International Commodity Index ® (RICI ®) is an international, diversified, and investable commodities and raw materials index.
Why The Rogers International Commodity Index ®?
- Constructed to represent worldwide commodity demand
- Broadest commodity index with 38 global commodities
- Most stable index with minimal changes in components since inception
- Rebalanced monthly, most other indices rebalance annually
- International index committee governs the RICI ®
- Superior performance compared to other recognized commodity indices
- Jim Rogers is one of the most recognized and respected authorities on the commodity asset class
Rogers PERFORMANCE VERSUS LEADING BENCHMARKS
AUGUST 1998 - June 2011
| Commodity Index | Compound Annual Return | Total Return | Annualized Standard Deviation | Sharpe Ratio |
|---|---|---|---|---|
| RICI ® | 11.20% | 294.05% | 19.62% | 0.44 |
| GSCI | 6.31% | 120.40% | 24.61% | 0.15 |
| DJ-UBS | 7.26% | 147.40% | 17.33% | 0.27 |
Portfolio diversification that performs
When used properly, investing in commodities such as the Rogers Commodity Index Fund ®, can provide powerful diversification and performance benefits to institutional investment portfolios. When RICI ® was added to a traditional portfolio of stocks and bonds, average annual returns for the time period August 1998 - June 2011 were higher than in stocks and bonds alone.
Dedicated institutional services group
At Uhlmann Price Securities, our Institutional Group services the unique investment needs of large institutional investors, including pension funds, endowments, insurance companies, and family offices.
There are multiple ways to access the commodity asset class for institutional investors including private funds and separately managed accounts. In addition, Uhlmann Price Securities is the lead selling agent for the Rogers International Raw Materials Fund, a public fund orientated to the retail investor.
To receive more information on the Rogers International Commodity Index ®, information specifically for institutional investors, or to speak with a registered representative, please complete the adjacent contact form or call 1-888-430-0043.
The RICI ® GSCI & DJ-UBS are long only, passively managed commodity indices. It is not possible to directly invest in them and their returns do not reflect the fees and expenses inherent in investing in a vehicle designed to replicate a particular commodity index. Detailed information on all of the indices is available upon request. Past results are no guarantee of future performance. Source; BarclayHedge, Ltd.
Jim Rogers conceived and developed the Rogers International Commodity Index®. "Jim Rogers", "James Beeland Rogers, Jr.", and "Rogers" are trademarks and service marks of, and "Rogers International Commodity Index®" and "RICI®" are registered trademarks and service marks of, Beeland Interests, Inc., and are used subject to license. The personal names and likeness of Jim Rogers/James Beeland Rogers, Jr. are owned and licensed by James Beeland Rogers, Jr.
Download your copy of the
RICI ® Brochure:
"Put the Power of Raw Materials to Work in Your Portfolio"