IABTBX Inflation Hedge Portfolio


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 that consists of exchange-traded funds ("ETFs") and closed-end investment companies (known as "closed-end funds" and collectively with the ETFs, the "funds"). The funds invest in domestic and foreign stocks, fixed income securities, commodities, inflation-protected securities which includes Treasury Inflation-Protected Securities ("TIPS") and World Inflation-Protected Securities ("WIPS"), master limited partnerships ("MLPs") and real estate investment trusts ("REITs") and other real estate companies.

Summary Data

Label Value
Series 2020-1
Asset Class
Investment Strategy/Goal
Investment Type/Style