Swiss Performance Index (SPI®) Family
The SPI® Family: SPI® and SPI EXTRA® SPI® The SPI Family comprises various indices compiled and The SPI includes all shares in the index family and is also published by the SIX Swiss Exchange. The underly- broken down into various sub-indices. In addition to a ing share universe includes approximately 230 equity grouping into sector-specific indices. these sub-indices issues. For a company’s shares to be included in the are also calculated according to total market capitalisa- SPI universe. the company must be primary listed in tion: i.e. SPI Large. SPI Mid and SPI Small. Switzerland and the shares must have a free-float equal to or greater than 20%. In 1998. all investment com- SPI EXTRA® panies were taken out of the SPI Family and put into The SPI EXTRA. which has been published since 2004. the specially designed Investment Index. The Swiss All comprises all of the SPI issues with the exception of Share Index, which includes the entire spectrum of pri- Swiss blue chips. The latter are reflected in the SMI. The mary listed shares on the SIX Swiss Exchange, has also SPI EXTRA has rapidly evolved into an indispensable been compiled and published since 1998. benchmark for those portfolio managers who invest their clients’ funds in small and medium-sized companies.
Equity index structure
Number of Shares SPI® Family SMI® Family SLI® SXI® Family 0 SXI * SXI® ** SXI Swit erland SPI® Large SPI 20® SMI® SLI Swiss Leader Real Estate® Special Sustainability 25® Industry 20 SPI SMI Index® 30 Multi Expanded® Premia® SMIM® 50 SPI® Mid
SPI® 100 Swiss SPI EXTRA® All Share SPI ex SLI® Index
SPI® Small