Methodology Change | Julius Baer Indices | Effective Date 29/03/2022
Today, on the 15/03/2022, Solactive announces the following changes to the methodology of the following Indices (the ‘Affected Indices’):
NAME |
RIC |
ISIN |
Julius Baer Next Generation Future Cities Index PR |
.JBNGFCP |
DE000SL0CJX3 |
Julius Baer Next Generation Future Cities Index TR |
.JBNGFCT |
DE000SL0CJZ8 |
Julius Baer Next Generation Future Cities Index NTR |
.JBNGFCN |
DE000SL0CJY1 |
Julius Baer Next Generation Healthy Living Index PR |
.JBNGHLP |
DE000SL0DY27 |
Julius Baer Next Generation Healthy Living Index TR |
.JBNGHLT |
DE000SL0DY43 |
Julius Baer Next Generation Healthy Living Index NTR |
.JBNGHLN |
DE000SL0DY35 |
Julius Baer Next Generation Automation & Robotics Index PR |
.JBNGARP |
DE000SL0DYT8 |
Julius Baer Next Generation Automation & Robotics Index TR |
.JBNGART |
DE000SL0DYV4 |
Julius Baer Next Generation Automation & Robotics Index NTR |
.JBNGARN |
DE000SL0DYU6 |
Julius Baer Next Generation Future Mobility Index PR |
.JBNGFMP |
DE000SL0CJ01 |
Julius Baer Next Generation Future Mobility Index TR |
.JBNGFMT |
DE000SL0CJ27 |
Julius Baer Next Generation Future Mobility Index NTR |
.JBNGFMN |
DE000SL0CJ19 |
Rationale for Methodology Change
The Indices are thematic strategies that provide the trend of different themes: Future Cities, Healthy Living, Automation & Robotics and Future Mobility. The underlying thematic universes have grown significantly since the launch of the Indices and the definition of the number of constituents. However, theses thematic universes have grown significantly, and it is not possible to ensure the necessary diversification of the Indices as the concentration in some sub-segments may be too strong. Hence, the expansion of the constituents is considered as a needed improvement to the Indices. Increasing the number of constituents would enable to fully capture the theme and represent the thematic universe in the Indices.
Changes to the Index Guideline
The following Methodology changes will be implemented in the following points of the Index Guideline (ordered in accordance with the numbering of the affected sections):
Changes to the guideline of Julius Baer Next Generation Future Cities Index:
Section: 2.2. SELECTION OF THE INDEX COMPONENTS:
From (old version):
The 20 highest ranking stocks are selected for the final INDEX
To (new version):
The 25 highest ranking stocks are selected for the final INDEX
Changes to the guideline of Julius Baer Next Generation Healthy Living Index:
Section: 2.2. SELECTION OF THE INDEX COMPONENTS:
From (old version):
The 20 highest ranking stocks are selected for the final INDEX
To (new version):
The 30 highest ranking stocks are selected for the final INDEX
Changes to the guideline of Julius Baer Next Generation Automation & Robotics Index:
Section: 2.2. SELECTION OF THE INDEX COMPONENTS:
From (old version):
The 20 highest ranking stocks are selected for the final INDEX
To (new version):
The 25 highest ranking stocks are selected for the final INDEX
Changes to the guideline of Julius Baer Next Generation Future Mobility Index:
Section: 2.2. SELECTION OF THE INDEX COMPONENTS:
From (old version):
The 20 highest ranking stocks are selected for the final INDEX
To (new version):
The 30 highest ranking stocks are selected for the final INDEX
Defined terms used in this announcement, but not defined herein, have the meaning assigned to them in the respective index guideline of the Affected Indices. The amended version of the index guideline will be available on the effective date : 29/03/2022.