Global Diversification with NEW Morgan Stanley Index
Experience upside potential through the Morgan Stanley Dynamic Global Index (MSDG).
Sponsored by one of the leading global financial services firms and Fortune 500 companies, the exclusive MSDG Index includes provisions intended to address the unique risk and return characteristics of each asset class by having asset class specific overlays that seek to deliver consistent performance in different economic and market environments.
The MSDG Index seeks to provide diversified exposure across multiple asset classes representing global equities, global government bonds, and diversified commodities. It uses modern portfolio theory to seek the highest expected returns for a given level of risk.
Check out the Index portfolio breakdown here:
Global equities
- US equities
- European equities
- Japanese equities
Global government bonds
- 5 Yr. U.S. Treasuries
- 5 Yr. German Bonds
- 10 Yr. Japanese Government Bonds
Commodities
- Smart Beta
- Commodity Index
Including Energy, Agriculture, Precious Metals, Industrial Metal, and Livestock
Available now on NAC VersaChoiceSM 10and Performance Choice® 8 fixed index annuities.
VersaChoice 10
13 uncapped index strategies from strong financial brands with net 1 illustrated rates from 5.38% – 14.36%
(as of May 17, 2022) (subject to a participation rate or index margin. Based on last 10 years2)
Performance Choice 8
13 uncapped index strategies from strong financial brands with net1 illustrated rates from 4.31% – 14.07%
(subject to a participation rate or index margin. Based on last 10 years3)
1. Net illustrated rate reflects applicable crediting rate parameters and strategy charges.
2. Based on hypothetical projected illustrated rates, last 10 years, high band of $75,000+, and applicable crediting rate parameters and strategy charges as of May 17, 2022. Hypothetical illustrated rates are not intended to predict future performance. The use of alternate assumptions could produce significantly different results.
3. Based on hypothetical projected illustrated rates, last 10 years, and applicable crediting rate parameters and strategy charges as of April 26, 2022. Hypothetical illustrated rates are not intended to predict future performance. The use of alternate assumptions could produce significantly different results.