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Main characteristics

Bloomberg Code SGIXGWP
Inception Date 30/05/2007
Return Type Price Return
Currency EUR
CALCULATED_BY S&P Dow Jones

Objective

SGI Global Wealth Effect aims to reflect the global wealth sector.

Mechanism

SGI Global Wealth Effect is a benchmark of the global wealth sector worldwide.
SGI Global Wealth Effect consists of the most representative companies in the fields of travel, fine dining, health, nutrition and beauty, as well as more traditional items such as watches, jewelry and accessories.
The index is designed to reflect precisely the wealth sector worldwide. Based on company disclosure, on the launch date the index is therefore invested 39% luxury goods, 29% leisure, 15% specialty retail, 10% autos, and the rest in well-being, cosmetics and wines/spirits.
This sectoral breakdown is expected to be fairly stable short-term, and yet may vary according to changes in the industry dynamics.
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.


The SGI Global Wealth Effect Index (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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