FRANKFURT, Germany (January 31, 2023) – MarketVector IndexesTM ("MarketVector") announces the following rule changes effective with implementation of the quarterly review in March, or the following semi-annual June review, respectively:

The following indexes will have their review announcement date a day later (on the second Friday of the month):


In addition, the following of these indexes will also change their rebalance date to the third Friday of the respective month:


Share changes that result from M&As will impact all indexes that contain affected companies on the merger effective date with no WCF change; the 10% share change restriction is removed.

FIIs (Fundo de Investimento Imobiliário) in Brazil will become ineligible.

Liquidity overlay update: The nominal value used in the liquidity overlay may be adjusted downward to allow the aggregate weight of all index components to equal to 100% while satisfying all other capping scheme constraints.

For the BlueStar® Israel Global Technology Index (BGTH) and its subindex, BlueStar® Israel Global Technology North America Index (BGTNA), the special rebalance rule (rebalancing if the weight of a company reached 15%) will be removed.


Kind regards,
MarketVector Indexes GmbH