Treasury Earnings  - April 2013 

 

 

The April 2013 Trust Fund and Special Purpose Investment Account Statements will be available

Friday, May 10, 2013

The gross effective interest rate (annualized) for April 2013 is 1.7276%

 

 The breakdown of earnings is as follows: 

Internally Managed Liquidity Portfolio            

 

      Income Earned 

        $1,358,768.13

      Securities Lending   

            $54,780.18

      Realized Gains/Losses                    $0.00

 

 

Internally Managed Intermediate Portfolio

 

     Income Earned

         $1,551,069.19

     Securities Lending   

             $8,771.03

     Realized Gains/Losses

$770,161.80

   

 Internally Managed Bridge Portfolio

 

     Income Earned

          $905,297.00

     Securities Lending

              $4,853.42

     Realized Gains/Losses

      $539,680.30

 

 

Certificate of Deposit Program

 

     Income Earned                                         

        $508,097.53

 

 

Externally Managed Program

 

     Income Earned        

       $18,026,179.15

     Securities Lending     

         $61,899.52

     Realized Gains/Losses                             

      $6,353,929.41

TOTAL EARNINGS                                                        

$30,143,486.66

      

 

Fiscal year fund ledgers (2011-2012) are now available from the Treasury web site.  Use the “Interest

Apportionment Ledger" function on the investment transactions page. 

Please note:  Market conditions do affect investment portfolio earnings, which in turn directly affect the

participant rate. 

 

For more information, please call Melisa Hevey at 850-413-2761.