Methodology Change | Solactive SoFi US 500 Growth Indices | Effective Date 12/02/2026
Today, on the 29/01/2026, Solactive announces the following changes to the methodology of the following index/Indices (the ‘Affected Indices’):
|
NAME |
RIC |
ISIN |
|
Solactive SoFi US 500 Growth Index Solactive SoFi US Next 500 Growth Index |
.SOLSFY .SOLSFYX |
DE000SLA71W9 DE000SLA71X7 |
Rationale for Methodology Change
Solactive has determined that, in order to guarantee the diversification of the indices, Solactive will to cap the final weights, so that cumulative weights for securities in excess of 5% are capped at 5%, the excess being redistributed to other securities with a weight of less than 5%
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):
Introduction
From:
The Index is owned, calculated, administered and published by Solactive AG (“Solactive”) assuming the role as administrator (the “Index Administrator”) under the Regulation (EU) 2016/1011 (the “Benchmark Regulation” or “BMR”). The name “Solactive” is trademarked.
To:
The Index is owned, calculated, administered and published by Solactive AG (“Solactive”) assuming the role as administrator (the “Index Administrator”) within the meaning of the Principles for Financial Benchmarks published by the International Organization of Securities Commissions in July 2013. The name “Solactive” is trademarked.
Section 2.3: Weighting of the Index Components
From:
[…]
[…]
To:
[…]
Cumulative Weights of the INDEX COMPONENTS in excess of 5% are capped at 25% and the excess weight will be redistributed proportionally among all INDEX COMPONENTS with a weight of less than 5%.
[…]
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.