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SMX - Debt Funds
Symbiotics Microfinance Index
SMX USD
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SMX EURO
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SMX CHF
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Methodology
Index eligibility criteria
a legal entity registered as an investment fund or sub-fund with shares denominated in USD, EUR or CHF.
available monthly net asset valuations or rate of return.
a majority of investments directly or indirectly related to micro, small and medium enterprise financing.
a majority of fixed income assets.
multi-country focus.
Index calculation methodology
each constituent fund or sub-fund is equally weighted in the index.
the index rate of return is calculated using the average monthly return of each constituent fund or sub-fund share price.
the monthly performance is calculated on the 10th of the following month.
the index assumes full capitalization of earnings.
Index Volatility
the volatility is calculated as the annualized monthly standard deviation of the index rate of return, using data since the index inception.
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