Sustainable Wealth Management, Ltd.

July 03, 2012 09:10 ET

SWM Rebalances Oil Sands Indices, Forward Yield Increases

CALGARY, ALBERTA--(Marketwire - July 3, 2012) - Sustainable Wealth Management, Ltd. (SWM), an independent provider of energy-focused investment indexes, today announced the rebalance of its three oil sands related indices. The indices include the Sustainable Oil Sands Sector Index® (SOSSI), the SWM Canadian Energy Income Index® (SWMEI), and the Sustainable North American Oil Sands Index® (SNAOSI).

The Sustainable Oil Sands Sector Index (SOSSI) tracks the largest, most liquid Canadian based energy companies with production in Canada's oil sands regions. After the June 29, 2012 rebalance, there are 13 constituents in the index. The index has a 1.97% forward dividend yield after the rebalance. The complete list of holdings can be viewed at www.swmindex.com/oilsands/holdings.

"The SOSSI index represents a concentrated, pure play on the key Canadian oil sands producers," stated index creator, Derek Gates.

The SWM Canadian Energy Income Index (SWMEI) tracks both oil sands and high yield Canadian energy companies. The index oscillates between the two sectors based on the trend in WTI Crude oil spot prices. The recent massive drop in crude oil prices resulted in a switch to the Bear Mode allocation, 30% oil sands companies and 70% Canadian high yield energy companies. The forward yield jumps to 4.76% and the number of constituents increases to 40. The list of holdings can be viewed at www.swmindex.com/canadianenergy/holdings.

"The SWMEI index has one of the highest yields in the energy index sector and has a diversified portfolio of growth focused Canadian energy companies," stated Derek Gates.

The Sustainable North American Oil Sands Index (SNAOSI) tracks the widest range of companies involved in the Canadian oil sands sector. The companies cover all aspects of the sector including production, pipelines, energy services, engineering/construction and refinery/integrated oil. As of the current rebalance, there are 34 companies in the index and the forward yield is 3.12%. The list of holdings can be viewed at www.swmindex.com/snaosi/constituents.

"The SNAOSI index is a high yield, diversified energy index focused on the rapidly growing Canadian oil sands sector. The index is diversified by energy sub-sectors and includes companies from Asia, Europe and North America that are listed on the major Canadian and US exchanges," stated Gates.

The following are ETFs and certificates linked to Sustainable Wealth Management's indexes:

SYMBOL SPONSOR INDEX
SNDS on NYSE Arca Exchange Traded Concepts, LLC SNAOSI
www.swmetfs.com/funds/SNDS
ENY on NYSE Arca Guggenheim Investments SWMEI
www.guggenheimfunds.com/etf/fund/eny
CLO on TSX Blackrock/iShares Canada SOSSI
ca.ishares.com/product_info/fund/overview/CLO.htm
OILSN Royal Bank of Scotland SOSSI

SWM has recently posted the following commentary on the energy sector that might be of interest to investors:

www.swmindex.com/in-the-news/oilsands-review-commentary

SWM's Oil Price Trends & Support Levels Canada: Global Oil Export Leader

Contact Information

  • Sustainable Wealth Management, Ltd.
    Derek Gates
    President
    (832) 316-5110
    www.SWMindex.com