LFAI
LifeX 2050 Longevity Income ETF
📎 Investment Objective
The LifeX 2050 Longevity Income ETF seeks to provide investors with a diversified portfolio of assets designed to generate sustainable income throughout their retirement years.
Overview
ETF tracking LifeX 2050 Longevity Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LifeX 2050 Longevity Income ETF seeks to provide investors with a diversified portfolio of assets designed to generate sustainable income throughout their retirement years.
🎯 Investment Strategy
The ETF invests in a mix of equities, fixed income, and alternative assets that are intended to provide growth and income potential. The asset allocation is adjusted over time to become more conservative as the target retirement year approaches.
✨ Key Features
- Targets retirement in the year 2050 with a gradual shift to more conservative investments over time
- Diversified portfolio across multiple asset classes to manage risk and generate income
- Actively managed to adapt to changing market conditions and investor needs
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk - The value of the ETF's holdings may decline due to general market conditions
- Longevity risk - Investors may outlive their retirement savings if the portfolio does not generate sufficient income
- Interest rate risk - Changes in interest rates can impact the value of fixed income holdings
- Reinvestment risk - Income generated by the portfolio may need to be reinvested at lower yields over time
👤 Best For
The LifeX 2050 Longevity Income ETF is best suited for investors who are planning for retirement in the year 2050 and seek a diversified portfolio designed to provide sustainable income throughout their retirement years. It may be appropriate for investors with a moderate to long-term investment horizon and a moderate risk tolerance.