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March 1, 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.

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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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