FTSE Russell Capped Indices

Transparent, rules-based capping approaches designed to address concentration and support diversification objectives.

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  1. Overview
  2. Index performance
  3. Key resources
  4. Research and Insights
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FTSE Russell capped indices apply transparent, rules-based limits to company weights to address concentration. The offering includes approaches developed in consideration of UCITS, RIC and 40 Act requirements, alongside single level, two level and other index-specific capping methodologies.

Capping is applied across a broad range of FTSE and Russell indices covering global and regional markets, individual countries, industries, styles, real estate and sustainable investment.

Explore the Capping Methodology below for details of the approaches and indices covered.

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Explore related index families

Index

FTSE Global Equity Index Series

Provides coverage of global equity markets from large cap to micro-cap, across developed and emerging markets.

Index

Russell US Indexes

Designed to represent the performance of the US equity market across size segments, investment styles and sector.

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Russell 1000 ICB Industry Capped Indices

Designed to measure the performance of US large-cap companies in the Russell 1000 Index, classified by ICB industry, with regulatory capping applied.

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FTSE UK Index Series

Designed to represent the performance of companies across all capital and industry segments of the UK equity market.

Index

FTSE EPRA Nareit Global Real Estate Index Series

The FTSE EPRA Nareit Global Real Estate Index Series is designed to represent general trends in eligible real estate equities worldwide.

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FTSE TWSE Taiwan Index Series

Designed to represent the performance of the Taiwanese capital market with exposure to different size segments, sectors, themes and strategies.

Index performance

Key resources

Index announcements

Stay up-to-date and read the latest index change notices and announcements.

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Research and Insights

FTSE Russell Insights

When is an index too concentrated?

What past episodes of market concentration reveal about diversification and index design.

FTSE Russell Insights

Taking the heat out of the US growth stock surge

Why FTSE Russell introduced RIC capping for the Russell US Style Indexes.

FTSE Russell Research

FTSE Taiwan RIC Capped Index

A closer look at company concentration and industry diversification in Taiwan’s equity market.

FTSE Russell Insights

How methodology affects US technology index performance

How capping and industry classification can shape technology index holdings and performance.

FTSE Russell Insights

How and when do we cap indexes?

What past episodes of market concentration reveal about diversification and index design.

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