03/01/2016

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

(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.