JEFFERSON NATIONAL AND EXCEED INVESTMENTS LAUNCH FIRST “DEFINED OUTCOME” FUND WITHIN TAX-DEFERRED WRAPPER TO HELP RIAS AND FEE-BASED ADVISORS MANAGE LOW YIELD, HIGH VOLATILITY MARKET

 In Press Room - Main

(New York, March 1, 2016)Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments.

  • First fund to provide controlled market exposure with a preset, defined level of downside protection within a tax-deferred wrapper
  • Focuses on a conservative exposure to the S&P 500, targeting a limit on losses to no more than 12.5% on an annualized basis while capping annual upside participation at a maximum gain of 15%
  • Seeks to track the performance of the Nasdaq Exceed Defined Protection Index (EXPROT)

For further information please see the press release.

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