WISMEX

About WISMEX

IndexSelect Moderate 2035 Fund Class I is a collective investment trust designed as a target date solution for investors planning to retire around 2035. The fund’s primary purpose is to deliver a professionally managed, diversified asset allocation that becomes more conservative over time through a glidepath framework. It blends global equities with fixed income exposures, which may include U.S. inflation-protected bonds and other core bond sectors, to balance long-term growth with risk management as the target date approaches. The strategy emphasizes open-architecture manager selection and ongoing fiduciary oversight of underlying funds, aiming for broad market coverage at low cost. Positioned within the target date category, it serves as a turnkey core retirement holding for defined contribution plans, simplifying portfolio construction into a single, age-appropriate vehicle. The fund’s moderate risk profile targets a middle path between capital appreciation and downside mitigation, supporting accumulation in earlier years and increasing capital preservation closer to 2035.