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Main characteristics

Bloomberg Code SGIXGSND
Inception Date 31/07/2007
Return Type Net Return
Currency USD
CALCULATED_BY S&P Dow Jones

Objective

The SGI Global Seniors index aims at capturing the total return performance of stocks issued by companies which are expected to benefit the most from the increasing ageing of the World population.

Mechanism

SGI Global Seniors is a global benchmark of the various sectors linked to the seniors’ consumption. SGI Global Seniors consists of the most representative companies in the fields of assisted living residences, personal care as well as leisure, casinos golf, etc.
The index is designed to reflect precisely the seniors sector worldwide. Constituents are included with the objective to allocate 40% of the index to Health, 30% to Leisure, 15% to Housing/Services and 15% to Finance.
An additional consideration is given to the overall geographic exposure of the index, with higher weightings allocated to the USA and Europe. These proportions are subject to review if deemed appropriate in the face of changing economic dynamics. Stocks are equally weighted within their respective sector.
The index composition is reviewed every six months by Société Générale (the index sponsor). The index is also reviewed to meet liquidity, and other tradability constraints.


Le SGI Global Senior (USD - TR) (the “Index”) is the property of SG, which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) (“S&P Dow Jones Indices”) to maintain and calculate the Index. S&P® is a registered trademarks of Standard & Poor’s Financial Services LLC (“SPFS”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed to S&P Dow Jones Indices. “Calculated by S&P Dow Jones Indices Custom” and its related stylized mark(s) are service marks of S&P Dow Jones Indices and have been sublicensed for certain purposes by SG. Neither S&P Dow Jones Indices, SPFS, Dow Jones nor any of their affiliates shall be liable for any errors or omissions in calculating the Index.
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