IAATFX Global Dividend Sustainability Portfolio

Objective

The Portfolio seeks above average capital appreciation. The Sponsor cannot guarantee that the Portfolio will achieve its objective.

Strategy Description

The Portfolio seeks to achieve its objective by investing in a portfolio of stocks of foreign and domestic companies selected by applying three separate specialized strategies. The Dividend Sustainability Strategy will make up approximately 60% of the initial Portfolio, while the International Dividend Sustainability Strategy and the European Dividend Sustainability Strategy will each comprise approximately 20%.

Summary Data

Label Value
Symbol IAATFX
Status
Sponsor
Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style