• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Exceed Investments

Exceed Investments

Let us be your Options Expert

  • Why Exceed
  • Strategy Spotlight
  • Who We Are
  • Blog
  • Contact
April 25, 2016

SHIELD FUND MARKS ONE YEAR SINCE LAUNCH

(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.

Primary Sidebar

Recent News

  • Where are Those “Top 10” Companies Now? – “2010” Focus
  • You Made a Fortune in One Investment. Now What?
  • Can AI Search Destroy Google’s Value?
  • How to Impress Your Largest Clients and Unlock Liquidity
  • Tax Lessons Learned From Tesla

Get In Touch

  • 646-580-7046
  • 79 Madison Avenue 3rd floor,
    New York, NY 10016

Footer

Get in Touch

  • 79 Madison Avenue 3rd floor,
    New York, NY 10016
  • 646-580-7046

Legal

  • Privacy Policy
  • Terms and Conditions
  • Disclosures

Recent Posts

  • Where are Those “Top 10” Companies Now? – “2010” Focus
  • You Made a Fortune in One Investment. Now What?
  • Can AI Search Destroy Google’s Value?

Copyright © 2023 · Exceed Investments · Web Design Services by JSMT Media