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Hershey Trust Company has generated consistently superior long-term investment
performance when compared with the appropriate benchmark equity
and fixed income indices. This is true of our in-house fixed income
and value equity styles of management as well as the differing styles
of top asset managers with whom we have created strategic alliances
to manage equity funds on behalf of our clients.
Hershey
Trust Company is not permitted to disclose its historical equity
and fixed income investment performance for the following reasons:
- Federal
securities laws prohibit public disclosure of the investment performance
for funds (called common trust funds) which are managed solely
on behalf of our private clients and which are not made available
for sale to the general public (called mutual funds).
- Individual
asset portfolios are customized and tailored for each Hershey
Trust client. Our Privacy Policy prohibits us from disclosing
clients' individual asset management performance.
Federal law does permit us to share certain historical investment
performance with prospects or clients who call to specifically request
such information, and we invite you to do so by calling 888-482-1905.
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