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April 14, 2015

Exceed Investments Redefines the Future of Risk and Return with the Launch of the Exceed Structured Shield Index Strategy Fund

(New York, April 14, 2015) – Exceed Investments announced today the launch of its new mutual fund which is designed to provide increased control for advisors with specific levels of participation and downside protection.

  • The Exceed Structured Shield Index Strategy Fund seeks to track the performance of the Nasdaq Exceed Structured Protection Index (EXPROT).
  • The Fund focuses on a clearly defined conservative exposure to the S&P 500 (Tickers: SHIEX, SHIIX).
  • The Fund seeks to provide a risk/reward profile, in which the risks of an investment are, in the Advisor’s opinion, somewhat limited, as are the potential rewards.
  • Regular rebalancing of the underlying assets in the EXPROT Index is intended to assist with the Fund’s defined risk/return exposure over time.

For further information please see our press release.

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Recent Posts

  • Podcast: Greg Poapst, of Fundviews Capital, interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever “Update” episode. He has partnered with Exceed Investments to offer Option-Based solutions to the very fragmented RIA space across the United States.
  • Case Study: How Options Investing Can Go Right (and Wrong) Using ARKK As an Example
  • John Beldy Joins Exceed as Partner, Separate Managed Account Program Launch Marks Next Chapter of Exceed’s Option Offerings

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