Index Resources

Provides access to the best-in-class stocks within the Franklin Templeton mutual fund universe. The Index seeks to provide consistent returns by implementing a responsive strategy that adapts its exposure to changing market environments. The Index combines a robust equity allocation model designed by Franklin Templeton with a proprietary volatility control mechanism engineered by Societe Generale that acts to further mitigate risk by targeting an annual volatility of 5%.

Widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization.

A USD excess return Index that is designed to combine a regime-based asset allocation strategy with an alternative investment strategy through exposure to two portfolios. The regime-based asset allocation strategy portfolio (US equities, duration-hedged inflation linked bonds, US treasuries, gold, and broad commodities) is rebalanced monthly based on inflationary and growth signals, while exposure to the sub-strategies in the alternative investment strategy portfolio remains static. Subject to an 8% volatility control feature and a 0.5% annualized deduction rate.

Aims to provide exposure to the S&P 500 through the use of E-mini S&P 500 futures, while applying an intraday volatility control and trend-following mechanism. The index rebalances up to 13 times daily using a time-weighted average price (TWAP).