LFAW
LifeX 2060 Longevity Income ETF
📎 Investment Objective
The LifeX 2060 Longevity Income ETF seeks to provide investors with a diversified portfolio of assets designed to generate stable income and growth over the long term, with a focus on supporting financial needs throughout retirement.
Overview
ETF tracking LifeX 2060 Longevity Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LifeX 2060 Longevity Income ETF seeks to provide investors with a diversified portfolio of assets designed to generate stable income and growth over the long term, with a focus on supporting financial needs throughout retirement.
🎯 Investment Strategy
The ETF invests in a mix of equities, fixed income, and alternative assets, with a glide path that gradually shifts to a more conservative allocation as the target retirement year approaches. The fund aims to balance growth potential with risk management to support sustainable withdrawals in retirement.
✨ Key Features
- Target retirement date of 2060, suitable for investors with a long time horizon
- Diversified portfolio across multiple asset classes to manage risk
- Actively managed glide path that adjusts the asset allocation over time
- Focus on generating stable income and growth for retirement needs
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may fluctuate due to changes in the broader market
- Interest rate risk: Changes in interest rates can impact the value of fixed income holdings
- Longevity risk: The risk of outliving one's retirement savings
- Withdrawal risk: The risk of making unsustainable withdrawals from the portfolio
👤 Best For
This ETF is best suited for investors with a long-term investment horizon, such as those planning for retirement in the year 2060 or later. It may be appropriate for investors seeking a diversified, actively managed solution to generate stable income and growth to support their financial needs throughout retirement.