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Helios Equity Index




The Helios Equity Index is an aggressive tactical approach to investing in global equities that may exhibit heightened levels of defensive allocations based on short to mid-term market volatility. The Index positioning is determined by a rule based algorithm that analyzes prevailing economic and market data. The strategy seeks to participate up to 100% in equity markets during periods of measured economic strength. The Index will rotate to up to 100% defensive asset classes during periods of measured economic weakness. The strategy targets to outperform the global equity markets over a full market cycle by participating in positive markets while avoiding equities during significant market drawdowns.

    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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