NATIONWIDE PEAK® 10 FIXED INDEXED ANNUITY

Alliance Bernstein Growth and Value Balanced Index℠

Designed to deliver growth to investors, exclusively available within Nationwide Peak® 10 fixed indexed annuity.

Details

Objective: Generate consistent returns while maintaining balance to navigate changing markets

Approach: A focused equity approach that opportunistically rotates between growth and value stocks

Holdings: Domestic stocks and bonds

Features: Uses a risk-driven approach that allocates more assets into stocks when markets are calm and into bonds when markets are stressed

The combined stock/bond portfolio targets modest volatility

Equity and-fixed income sleeves are combined to form one portfolio…

…that’s managed to a modest 5% annualized volatility target using a risk-controlled process.

How the S&P 500® and Alliance Bernstein Growth and Value Balanced IndexSM can grow together

Understanding how Alliance Bernstein Growth and Value Balanced IndexSM can help your clients

Annual Performance

 

* This illustration is for hypothetical purposes only using back-testing. It is no guarantee of future performance.

Three ways the Alliance Bernstein Growth and Value Balanced IndexSM can help

 

L

Stays balanced to navigate changing markets

The Index uses a risk-driven approach, so it can tactically allocate more assets into stocks in calm markets and more assets into bonds when markets are stressed.

L

Unlocks equity return potential

The Index’s focused equity approach includes both growth and value stocks, using proprietary momentum signals to lean into outperformers and away from underperformers

L

Uses flexibility to adjust bond exposure

The Index can reduce interest-rate exposure when bonds struggle, which may help improve its overall performance.

Log On to your Agent Portal

Receive all your resources in a simple click including agent-facing tools and information to provide ease-of-use for agents when marketing Peak 10.