MHIGaims to offset the rising medical costs, rather than general inflation,through proprietary actuarial data and quantitative modeling. The fundanalysis relies on Mis extensive dataset of real healthcare claims, covering approximately 35 million insured individuals, to project healthcare inflation based on trends in medical and pharmacy costs. Investments consist of equities and fixed income securities across the healthcare supply chain, along with inflation-hedging instruments such as commodities, TIPS, and Treasury bonds. Typically, MHIP is rebalanced monthly using a quantitative model to reflect changes in US healthcare cost inflation. The strategy increases exposure to equities and commodities during periods of higher inflation and shifts toward debt when inflation is lower. Holdings may also include derivatives such as swaps, options, and futures, as well as ETFs.

資産クラス

債券

運用会社

Milliman

設定国

US

設定日

2026年4月21日

ISIN

US6008251034