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Peak Capital Balanced Income Index Total Return




The Index is designed to track an investment that allocates 95% of total risk to dividend paying stocks, REITs, and high yield bonds, and 5% of total risk to U.S. Treasuries. In addition the Index can short the S&P 500 and use cash to provide diversification and manage overall volatility.

    The custom indices published in the “Client Information” section are proprietary to the client. S&P Dow Jones Indices LLC (SPDJI) is not the “Benchmark Administrator” (as defined in the International Organization of Securities Commission Principles for Financial Benchmarks of July 2013 and ESMA/EBA Principles for Benchmark Setting Processes of June 6, 2013) for such indices and SPDJI does not assume any responsibilities of a Benchmark Administrator for such indices.

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