In Press Room - Main

(New York, April 18, 2016) – Exceed Investments, a New York-based boutique asset management firm pioneering “defined outcome” investing solutions, today marked the one-year anniversary of its Exceed Defined Shield Index Fund (“The Fund”; “The Shield Fund”) (Tickers: SHIIX, SHIEX), a large-cap based mutual fund that seeks to track the performance of the Nasdaq Exceed Defined Protection Index (“The Index”)(Ticker: EXPROT).

  • 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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