BulletShares^® Indices

Indices engineered to perform like bonds, only better

BulletShares^® Indices represent the performance of an investment in a diversified, held-to-maturity portfolio of fixed income securities. Investment products based on BulletShares^® Indices serve as diversified substitutes for individual bonds, providing advisors with the ability to build traditional laddered portfolios or to structure customized portfolios that address the cashflow needs of particular investors.

Investment products based on BulletShares^® Indices provide investors the ability to create customized fixed income portfolios without sacrificing the benefits of diversification

Benefits of BulletShares^® - based products:

• Return of Investment Capital: BulletShares^® based products meet the future consumption needs of investors by returning investment funds upon maturity
• Customization: BulletShares^® based products are powerful tools advisors can use to create customized fixed income portfolios with cash flows that match the lifestyle needs of investors.
• Precision: BulletShares^® based products provide targeted exposure to portfolios of bonds that mature in a particular calendar year allowing Advisors to select the maturity profile that makes sense for their clients.
• Diversification: BulletShares^® based products are well-diversified portfolios of individual bonds allowing Advisors and their clients to reduce the impact of concentration risk in their portfolios.
• Tax Efficiency: BulletShares^® based products benefit from reduced portfolio turnover, thereby reducing the potential impact of capital gains in the portfolio.