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Rydex Variable Trust/SGI
At Rydex/SGI we are committed to offering investors greater potential to successfully navigate diverse market conditions. We believe that providing high-quality investment choices, insightful research and investor education is always in favor. Offering a wide array of alternative investment strategies in addition to index-based and fundamental strategies - including actively managed global, value, growth and fixed-income - we endeavor to put our investors first in all that we do.
Investment Option Firm/Funds
Rydex |
Asset Category |
Risk/Reward Potential |
Objective/Primary Investments |
| Government Long Bond 1.2x Strategy |
Long Government Bond |
1 2 3 4 5 |
Seeks to provide investment results that correspond 120% of the daily price movement of the Long Treasury Bond.1 |
| Inverse Government Long Bond Strategy |
Bear Market |
1 2 3 4 5 |
Seeks to provide total returns that will inversely correlate to the daily price movements of the Long Treasury Bond.2 |
| Inverse NASDAQ-100® Strategy |
Bear Market |
1 2 3 4 5 |
Seeks to provide investment returns that will inversely correlate to the daily performance of the NASDAQ 100 Index ®.2,3 |
| Inverse S&P 500 Strategy |
Bear Market |
1 2 3 4 5 |
Seeks to provide investment results that inversely correlate to the daily performance of the S&P 500 Index®.2,3 |
|
NASDAQ-100® |
Large Cap Growth |
1 2 3 4 5 |
Seeks to provide investment results that correspond to the daily performance of the NASDAQ 100 Index®.3,4 |
| Nova |
Large Cap Blend |
1 2 3 4 5 |
Seeks to provide investment results that correspond to 150% of the daily performance of the S&P 500 Index®.1,3 |
| Precious Metals |
Precious Metals |
1 2 3 4 5 |
Seeks to provide capital appreciation by investing in U.S. and foreign companies that are involved in the precious metals sector, including exploration, mining, production and development, and other precious metals-related services.4 |
| Russell 2000 1.5x Strategy |
Small-Cap Blend |
1 2 3 4 5 |
Seeks to provide investment returns that correlate to the performance of the Russell 2000 Index®. The fund will attempt to consistently apply leverage to increase the funds' exposure to 150% of its benchmark.1,3,5 |
|
U.S. Long Short Momentum Fund |
Large Cap Growth |
1 2 3 4 5 |
Seeks to provide long-term capital appreciation by investing in different sectors or industries using a long/short momentum strategy.4 |
Information on the risk ranking of investment options is provided by Ameritas Life Insurance Corp.'s Investment Products Group, and is provided as impersonal information, and not as investment advice. The Investment Products Group is not advising you personally concerning the nature, potential, value or suitability of any particular investment option. The provision of a risk ranking does not constitute a recommendation that any particular investment option is suitable for any specific person. Risk rankings are prepared from sources believed to be reliable, but the sources are not guaranteed and may not be accurate. Please consult with your own advisers concerning the advisability of selecting particular investment options within your policy. Risk rankings range from “1” (lower risk and lower reward potential) to “5” (higher risk and higher reward potential).
1 This fund invests to a significant extent in leveraged derivative instruments such as futures contracts; options on securities, future contracts and stock indices; and swap agreements. The fund is subject to a number of risks that may affect the value of its shares, including: active trading risk, counter party credit risk, derivatives risk, depository receipt risk, early closing risk, large-capitalization securities risk, leveraging risk, market risk, non-diversification risk, tracking error risk, and trading halt risk.
2 This fund engages in short sales of securities included in the underlying index and may invest to a significant extent in derivatives and other instruments whose performance is expected to be opposite of the underlying index, such as futures contracts; options on securities, future contracts and stock indices; and swap agreements. The fund is subject to a number of risks that may affect the value of its shares, and which may include: active trading risk, counter party credit risk, depository receipt risk, derivatives risk, early closing risk, industry concentration risk, large capitalization securities risk, market risk, non-diversification risk, short sales risk, technology sector risk, tracking error risk, and trading halt risk.
3 Indexes are unmanaged.
4 A portfolio that concentrates its investments in one economic sector or geographic region faces the risk of higher share-price volatility.
5 Small capitalization stocks have historically exhibited more volatility than larger-capitalization stocks.
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Ameritas No-Load Variable Annuity (Form 6150) and GLWB Rider (form 4901) are issued by Ameritas Life Insurance Corp. and underwritten by affiliate Ameritas Investment Corp. Product not available in NY.
Variable annuities are suitable for long-term investing, particularly for retirement, and are subject to investment risk, including possible loss of principal. Before investing, carefully consider the investment objectives, risks, charges, expenses and other important information about the policy issuer and underlying investment options. This information can be found in the policy prospectus and investment option prospectuses available on this website or by calling 800-555-0955. Read the prospectuses carefully before investing.
ADVAW 003 Rev. 5-11
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