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S&P 500® Index (SPX) Widely regarded as the best single gauge of the large cap U.S. equities market since the index was first published in 1957. The index includes 500 leading companies in leading industries of the U.S. economy. Barclays Transitions 6 VC Index TM (BXIITR6E) The Barclays Transitions 6 VC Index TM (the “Index”) starts its allocation with exposure to broad US equities and then uses trend signals to determine the allocation amongst fixed income, commodities and cash for diversification. The goal is to follow the equities market and capture as much upside as possible. The Index is rules-based and aims to limit its annual volatility to a 6% target using Barclays proprietary intraday forecasting volatility technology. Barclays Transitions 12 VC Index TM (BXIITR12) The Barclays Transitions 12 VC Index TM (the “Index”) starts its allocation with exposure to broad US equities and then uses trend signals to determine the allocation amongst fixed income, commodities and cash for diversification. The goal is to follow the equities market and capture as much upside as possible. The Index is rules-based and aims to limit its annual volatility to a 12% target using Barclays proprietary intraday forecasting volatility technology.
Barclays Transitions Indices featuring exclusive Dynamic Trend Rotation TM The Barclays Transitions Indices start by offering 60% fixed equity exposure and feature the exclusive “Dynamic Trend Rotation TM ” to help manage risk. Using Dynamic Trend Rotation, the remaining 40% is allocated daily into one of three combinations (called “Trend Scenes”). This allows the index exposure to shift completely out of bonds when interest rates are rising and gain additional exposure to commodities during inflationary environments. Dynamic Trend Rotation TM allows the index to manage risk during changing marketing conditions in real time based on rules, not discretion.
35949Z-1
5
PRT 2-24
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