Overview
Announcements

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.