A Multi-Asset Index That Offers Upside Potential While Smoothing Out Market Volatility
The ML Strategic Balanced Index® (“the Index”) blends equity and fixed income indices to seek an attractive level of return for a given level of risk. A non-discretionary, rules-based process is used to adjust exposures to the S&P 500® Index and the Merrill Lynch 10-Year Treasury Futures (Total Return) Index. This process may help the Index generate positive returns while meeting a target volatility level.
3 Key Features of the ML Strategic Balanced Index
The ML Strategic Balanced Index is a blend of the S&P 500 Index and the Merrill Lynch 10-Year Treasury Futures Total Return Index. It offers:
Rules-Based Indexing
A non-discretionary process is used to adjust exposures between equity and fixed income indices. Weightings are derived from quantitative rules, allowing allocations to be made systematically without being impacted by biases or emotions.
Volatility Control
The Index employs two layers of volatility management to help reduce risk. Equity and fixed income are rebalanced semiannually. Cash positions are adjusted on a daily basis.
Dynamic Allocation
The Index has the flexibility to increase the combined equity and fixed income exposure to as high as 150% to help enhance growth potential.
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