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Investment advisers tell Sun City West committee 2025 returns were strong as portfolio funds rec‑center expenses
Summary
CapTrust representatives told the Budget & Finance Committee that the association’s portfolio returned roughly $3.1 million in 2025, that allocations remain within IPS targets, and that a $2.267 million Q4 outflow paid for rec‑center expenditures.
CapTrust advisers presented the association’s investment results to the Sun City West Budget & Finance Committee on Feb. 3, saying the portfolio produced strong returns in 2025 while remaining aligned with the association’s investment policy statement (IPS).
"2025 was definitely a year to be invested," said Carol Romney of CapTrust, noting the S&P 500 finished the year up about 18 percent and that commodities and small‑cap segments also performed well. Romney said the portfolio returned just under $3.1 million for…
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