Exceed Indexes at a Glance

Exceed offers three index strategies based on the S&P 500, to satisfy a range of investor preferences.

Index Objective Target Exposure
NASDAQ Exceed Defined Protection Index
Objective Target Exposure
NASDAQ Exceed Defined Protection Index A predictable range of outcomes with a high level of protection, for conservative investors
  • Invests in a series of portfolios, each seeking the following characteristics on the S&P 500:
    • 12.5% maximum equity at risk exposure
    • Upside participation in S&P up to a cap of approximately 15%

NASDAQ Exceed Defined Hedge Index
Objective Target Exposure
NASDAQ Exceed Defined Hedge
Index
Partial protection with enhanced upside, for moderate investors
  • Invests in a series of portfolios, each seeking the following characteristics on the S&P 500:
    • 10% protection against initial downward moves
    • 150% upside participation in S&P up to a cap

NASDAQ Exceed Defined Enhancement Index
Objective Target Exposure
NASDAQ Exceed Defined Enhancement
Index
Significantly enhanced upside with no protection, for aggressive investors
  • Invests in a series of portfolios, each seeking the following characteristics on the S&P 500:
    • No protection against downward moves
    • 200% upside participation in S&P up to a cap