Available Sites

Please select your location and the type of investor you are so we can share the most relevant information with you.

For Institutional / Wholesale / Professional Clients

The content on this website is intended for institutional and professional investors in the United States only and is not suitable for individual investors or non-U.S. entities. Institutional and professional investors include pension funds, investment companies registered under the Investment Company Act of 1940, financial intermediaries, consultants, endowments and foundations, and investment advisors registered under the Investment Advisors Act of 1940.

TERMS AND CONDITIONS OF USE

Please read the information below. By accessing this web site of Thornburg Investment Management, Inc. ("Thornburg" or "we"), you acknowledge that you understand and accept the following terms and conditions of use.

Disclaimers

Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be licensed or available in all jurisdictions and there may be restrictions or limitations to whom this information may be made available. Unless otherwise indicated, no regulator or government authority has reviewed the information or the merits of the products and services referenced herein. Past performance is not a reliable indicator of future performance. Investments carry risks, including possible loss of principal.

Reference to a fund or security anywhere on this website is not a recommendation to buy, sell or hold that or any other security. The information is not a complete analysis of every material fact concerning any market, industry, or investment, nor is it intended to predict the performance of any investment or market.

All opinions and estimates included on this website constitute judgements of Thornburg as at the date of this website and are subject to change without notice.

All information and contents of this website are furnished "as is." Data has been obtained from sources considered reliable, but Thornburg makes no representation as to the completeness or accuracy of such information and has no obligation to provide updates or changes. Thornburg disclaims, to the fullest extent of the law, any implied or express warranty of any kind, including without limitation the implied warranties of merchantability, fitness for a particular purpose and non-infringement.

If you live in a state that does not allow disclaimers of implied warranties, our disclaimer may not apply to you.

Although Thornburg intends the information contained in this website to be accurate and reliable, errors sometimes occur. Thornburg does not warrant that the information to be free of errors, that the functions contained in the site will be uninterrupted, that defects will be corrected or that the site and servers are free from viruses or other harmful components. You agree that you are responsible for the means you use to access this website and understand that your hardware, software, the Internet, your Internet service provider, and other third parties involved in connecting you to our website may not perform as intended or desired. We also disclaim responsibility for damages third parties may cause to you through the use of this website, whether intentional or unintentional. For example, you understand that hackers could breach our security procedures, and that we will not be responsible for any related damages.

Thornburg Investment Management, Inc. is regulated by the U.S. Securities and Exchange under U.S. laws which may differ materially from laws in other jurisdictions.

Online Privacy and Cookie Policy

Please review our Online Privacy and Cookie Policy, which is hereby incorporated by reference as part of these terms and conditions.

Third Party Content

Certain website's content has been obtained from sources that Thornburg believes to be reliable as of the date presented but Thornburg cannot guarantee the accuracy, timeliness, completeness, or suitability for use of such content. The content does not take into account individual investor's circumstances, objectives or needs. The content is not intended as an offer or solicitation with respect to the purchase or sale of any security or other financial instrument or any investment management services, nor does it constitute investment advice and should not be used as the basis for any investment decision.

Suitability

No determination has been made regarding the suitability of any securities, financial instruments or strategies for any investor. The website's content is provided on the basis and subject to the explanations, caveats and warnings set out in this notice and elsewhere herein. The website's content does not purport to provide any legal, tax or accounting advice. Any discussion of risk management is intended to describe Thornburg's efforts to monitor and manage risk but does not imply low risk.

Limited License and Restrictions on Use

Except as otherwise stated in these terms of use or as expressly authorized by Thornburg in writing, you may not:

  • Modify, copy, distribute, transmit, post, display, perform, reproduce, publish, broadcast, license, create derivative works from, transfer, sell, or exploit any reports, data, information, content, software, RSS and podcast feeds, products, services, or other materials (collectively, "Materials") on, generated by or obtained from this website, whether through links or otherwise;
  • Redeliver any page, text, image or Materials on this website using "framing" or other technology;
  • Engage in any conduct that could damage, disable, or overburden (i) this website, (ii) any Materials or services provided through this website, or (iii) any systems, networks, servers, or accounts related to this website, including without limitation, using devices or software that provide repeated automated access to this website, other than those made generally available by Thornburg;
  • Probe, scan, or test the vulnerability of any Materials, services, systems, networks, servers, or accounts related to this website or attempt to gain unauthorized access to Materials, services, systems, networks, servers, or accounts connected or associated with this website through hacking, password or data mining, or any other means of circumventing any access-limiting, user authentication or security device of any Materials, services, systems, networks, servers, or accounts related to this website; or
  • Modify, copy, obscure, remove or display the Thornburg name, logo, trademarks, notices or images without Thornburg's express written permission. To obtain such permission, you may e-mail us at info@thornburg.com.

Severability, Governing Law

Failure by Thornburg to enforce any provision(s) of these terms and conditions shall not be construed as a waiver of any provision or right. This website is controlled and operated by Thornburg from its offices in Santa Fe, New Mexico. The laws of the State of New Mexico govern these terms and conditions. If you take legal action relating to these terms and conditions, you agree to file such action only in state or federal court in New Mexico and you consent and submit to the personal jurisdiction of those courts for the purposes of litigating any such action.

Termination

You acknowledge and agree that Thornburg may restrict, suspend or terminate these terms and conditions or your access to, and use, of the all or any part this website, including any links to third-party sites, at any time, with or without cause, including but not limited to any breach of these terms and conditions, in Thornburg's absolute discretion and without prior notice or liability.

Please read through all of the Terms and Conditions of Use above to continue.

Region

Americas

Asia Pacific

Europe

Rest of the World

Unsubscribe

Confirm you would like to unsubscribe from this list

You have unsaved changes on the page. Would you like to save them?

Remove strategy

Confirm you would like to remove this strategy from your list
Investments
Capabilities
Insights
By Topic
By Media Type
Resources
Resources
About Us
Home Capabilities Collective Investment Trusts
Give Us a Call

Fund Operations
800.847.0200

FIND ANOTHER CONTACT
cit-capabilities-hero-3

Collective Investment Trusts

Thornburg CITs

Since 2008, Thornburg has offered access to our investment expertise through Collective Investment Trusts (CITs), a cost-effective vehicle available exclusively to qualified retirement plans, including 401(k) defined contribution plans and certain governmental plans.

 

Our CIT lineup gives financial professionals and institutions more flexibility to align client portfolios with Thornburg’s 40+ years of active investment management experience. Whether you utilize mutual funds, ETFs, separate accounts, or CITs, Thornburg provides a range of solutions to help meet your clients’ retirement goals.

 

SEI Trust Company serves as Trustee of the Thornburg/SEI Multiple Investment Trust.

cit-capabilities-promo-bw
Explore our International and Fixed Income Line-Up
Fund Name Benchmark Asset Class
Thornburg Developing World Fund MSCI Emerging Markets Index Equity
Thornburg Global Equity Fund MSCI All Country World Index Equity
Thornburg International Equity Fund II MSCI ACWI ex-US Index Equity
Thornburg International Growth Fund MSCI ACWI ex-US Growth Index Equity
Thornburg Multisector Opportunistic Fund Bloomberg U.S. Universal Index Fixed Income

Understanding CITs

Collective Investment Trusts (CITs) are pooled investments like mutual funds, but CITs are tax-exempt vehicles that are supported by fiduciary trustees focused on the retirement plan market. Thornburg’s CITs deliver our capabilities in a lower-cost, flexible vehicle for investors.

CIT Basics: What You Need to Know

If you’re new to CITs, or need a quick refresher, here’s a breakdown of the essentials:

What are Collective Investment Trusts (CITs)?

CITs are pooled investment vehicles available only to qualified retirement plans, such as 401(k)s. They are managed by a bank or trust company and offer professional portfolio management similar to mutual funds, but often at a lower cost.

How are CITs different from mutual funds?

CITs typically offer lower expenses than mutual funds, in part because they have lower administrative, marketing, and/or distribution costs. This makes them a cost-effective option for retirement plans focused on long-term outcomes.

Who can invest in a CIT?

Only participants in employer-sponsored retirement plans — such as 401(k)s, 403(b)s, or certain government plans — are eligible to invest in CITs. They are not available to retail investors.

Are CITs regulated?

Yes. CITs are managed by fiduciary trustees, such as trust companies or banks, and are subject to oversight by the Office of the Comptroller of the Currency (OCC). For ERISA-covered plans, they must also comply with fiduciary standards under ERISA.

How can I access Thornburg CITs?

Thornburg CITs are available through SEI Trust Company and can be accessed via your platform or advisor relationship. For more information, contact us at 877.215.1330.
Call Now

Let’s Explore Our Solutions Together

If you’re a plan sponsor, advisor, or consultant, please contact us at 877.215.1330 to learn more about Thornburg’s CIT offerings and how they may benefit your investors.