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Helios Dynamic Risk 7% Index




The Helios Dynamic Risk 7% Index is a moderately conservative tactical approach to investing in a diversified basket of equites, bonds and other investments. The Index positioning is determined by a rule based algorithm focused on the level of implied volatility existing within the market. The Index will shift the level of equity exposure over the course of a market cycle in the attempt to create a more efficient compounding effect in the long run relative to standard buy-and-hold strategies.

    The custom indices published in the “Client Information” section are proprietary to the client. S&P Dow Jones Indices LLC (SPDJI) is not the “Benchmark Administrator” (as defined in the International Organization of Securities Commission Principles for Financial Benchmarks of July 2013 and ESMA/EBA Principles for Benchmark Setting Processes of June 6, 2013) for such indices and SPDJI does not assume any responsibilities of a Benchmark Administrator for such indices.

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