Selection Criteria- IGWISI
Invest Green Wind & Solar Index
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IGWISI MAIN,
IGWISI 2010,
IGWISI 2009,
IGWISI 2008,
IGWISI 2007,
IGWISI 2006,
IGWISI 2005,
IGWISI 2004,
IGWISI 2003,
IGWISI 2000-2002,
- IGWISI 2010:
- Components include 2X pure wind and 2X pure solar ETFs and one mutual fund.
- IGWISI 2000-2009:
- Companies are either fully involved in wind or solar, such as for example Vestas, SolarWorld.
- Companies like BP, Shell, GE are included because dispite extensive other business, they are nonetheless amongst the largest wind or solar companies as well.
- Companies are picked early in January, listed, and then not changed for the year- a list and hold strategy that does not adjust the list for news, good or bad, as comes in through the year. The end result therefore could easily be improved upon by a bit of active management.
- The index is a passive, equal weighted index, with a mixture of global large, small, and ven cap constituents.
- Exchange rate fluctuations are also not taken into account.
- Past notes: September 2007 corrections made to average and cumulative return calculations.