LIAU
LifeX 2060 Inflation-Protected Longevity Income ETF
📎 Investment Objective
The LifeX 2060 Inflation-Protected Longevity Income ETF seeks to provide a steady stream of inflation-adjusted income for investors with long-term retirement horizons.
Overview
ETF tracking LifeX 2060 Inflation-Protected Longevity Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LifeX 2060 Inflation-Protected Longevity Income ETF seeks to provide a steady stream of inflation-adjusted income for investors with long-term retirement horizons.
🎯 Investment Strategy
The fund invests in a diversified portfolio of inflation-protected securities, including TIPS, as well as longevity-linked assets designed to provide income that lasts throughout retirement. The asset allocation is optimized to balance growth, inflation protection, and longevity risk management.
✨ Key Features
- Targets retirement income needs for investors with a 2060 time horizon
- Invests in a mix of inflation-protected bonds and longevity-linked assets
- Aims to provide a steady, inflation-adjusted income stream in retirement
- Professionally managed to adapt the portfolio as retirement approaches
⚠️ Primary Risks
- Exposure to interest rate risk as bond prices fluctuate
- Potential for lower returns compared to more aggressive growth strategies
- Reliance on longevity-linked assets which may have limited liquidity
- No performance history to evaluate long-term outcomes
👤 Best For
This ETF is best suited for investors with a long-term retirement horizon, who are seeking a steady, inflation-protected income stream to support their lifestyle in retirement. It may be appropriate as a core holding in a diversified retirement portfolio.