BBVA Gold Shield US Equity 11% USD Index
Financial assets offer different risk-return levels depending on the market conditions. Diversification across assets maximizes the return of a portfolio for a given amount of risk.
BBVA Gold Shield US Equity 11% USD Index is a rules based dynamic asset allocation strategy based on mid term trend signals across assets, that aims at offering exposure to the US equity market while improving the risk adjusted return, and flexibility to adapt to a variety of market conditions, including a market shock protection mechanism. It dynamically allocates weights between US Equities and Gold.
- Long-only, multi-asset (US Equities and Gold) allocator.
- It applies price trend signals to dynamically allocate weights in the different assets, overweighting the best-performing asset class.
- Market shock indicator to protect the portfolio in case of big sell offs.
- 11% volatility target.
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BBVA
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The BBVA Gold Shield US Equities Index (the “Derived Indices”) is a product of Banco Bilbao Vizcaya Argentaria, S.A. (“Licensee”) and use as a component thereof the Cboe Volatility Index® (VIX®), which is a product of S&P Dow Jones Indices LLC, its affiliates and/or third party licensors (“S&P DJI”) under license. S&P®, S&P 500®, US 500®, The 500®, iBoxx®, iTraxx®, and CDX® are registered trademarks of S&P Global Inc. or its affiliates (“S&P”), Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and VIX® and CBOE® are registered trademarks of Cboe Exchange, Inc. (“CBOE”). The trademarks have been licensed to S&P Dow Jones Indices and have been sublicensed for use for certain purposes by Licensee. The Derived Indices are not owned, endorsed, or approved by or associated with S&P Dow Jones Indices. The Derived Index Product is not sponsored, endorsed, sold or promoted by S&P DJI, S&P, Dow Jones, CBOE and S&P DJI, S&P, Dow Jones and CBOE does not make any representation regarding the advisability of investing in the Derived Index Product.