Methodology Change | Julius Baer Next Generation Cloud Computing and AI Index | Effective Date 26/05/2025
Today, on the 14/05/2025, Solactive announces the following changes to the methodology of the following index (the ‘Affected Index’):
|
NAME |
RIC |
ISIN |
| Julius Baer Next Generation Cloud Computing and AI Index NTR |
.JBNGCCN |
DE000SL0CJS3 |
|
Julius Baer Next Generation Cloud Computing and AI Index TR |
.JBNGCCT |
DE000SL0CJT1 |
| Julius Baer Next Generation Cloud Computing and AI Index PR |
.JBNGCCP |
DE000SL0B3X8 |
Rationale for Methodology Change
The underlying thematic universe have grown significantly since we initially defined the number of
constituents to be 25. However, with only 25 constituents, we cannot ensure the necessary
diversification of the index as the concentration in some sub-segments would be too strong.
Furthermore, with only 25 constituents we struggle to fully represent the thematic universe in
these indexes. Hence, we see the expansion of the constituents as a needed improvement to this
index.
Changes to the Index Guideline
The following Methodology change is proposed in the following point of the Index Guideline
• Section 2.2 SELECTION OF THE INDEX COMPONENTS
Old:
“[…]
The 25 highest ranking stocks are selected for the final INDEX
[…]“
New:
“[…]
The 30 highest ranking stocks are selected for the final INDEX
[…]“