Strategic Certificate

    Swissquote Swiss Smart Beta Reference Portfolio

    Open-EndCHF

    CHF
    Bid volume

    CHF
    Ask volume

    Spread

    Swissquote Swiss Smart Beta Reference Portfolio: –|Last Update:

    Product Overview

    Key figures

    Return (since Inception)
    77.87%
    Volatility p.a.
    10.00%
    Maximum Drawdown
    -25.25%
    Number of Positions
    24
    Sharpe Ratio
    0.66

    Life Cycle

    • Initial Fixing
    • First trading day
    • Today
    • Open-End

    Index Overview

    Index Allocation

    Share    		98.24%
    Cash component    		1.76%

    Index Composition

    Instrument
    Countries
    Sectors
    Currencies
    Weight

    PSP Swiss Property AG

    ISIN CH0018294154

    		Countries: SwitzerlandSectors: Real EstateCurrencies: CHFWeight: 7.17%

    Banque Cantonale Vaudoise Namen

    ISIN –

    		Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 6.66%

    Intershop Holding AG Registered

    ISIN ___Inactive__

    		Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 6.30%

    Swisscom AG

    ISIN CH0008742519

    		Countries: SwitzerlandSectors: TelecommunicationsCurrencies: CHFWeight: 6.30%

    St. Galler Kantonalbank AG

    ISIN CH0011484067

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 5.98%

    Nestlé SA

    ISIN CH0038863350

    		Countries: SwitzerlandSectors: Consumer Staples Currencies: CHFWeight: 4.89%

    Novartis AG

    ISIN CH0012005267

    		Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 4.29%

    Swiss Life Holding AG

    ISIN CH0014852781

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 4.08%

    BKW AG

    ISIN CH0130293662

    		Countries: SwitzerlandSectors: UtilitiesCurrencies: CHFWeight: 4.07%

    Helvetia Baloise Holding AG

    ISIN CH0466642201

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 4.04%

    UBS Group AG

    ISIN CH0244767585

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 4.00%

    SGS SA

    ISIN CH1256740924

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 3.92%

    Roche Holding AG

    ISIN CH1499059983

    		Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 3.87%

    Swiss Re AG

    ISIN CH0126881561

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 3.83%

    DKSH Holding Ltd.

    ISIN CH0126673539

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 3.82%

    Zurich Insurance Group Ltd

    ISIN CH0011075394

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 3.70%

    Geberit AG

    ISIN CH0030170408

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 3.68%

    Kuehne + Nagel International AG

    ISIN CH0025238863

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 3.19%

    Barry Callebaut AG

    ISIN CH0009002962

    		Countries: SwitzerlandSectors: Consumer Staples Currencies: CHFWeight: 2.97%

    Holcim Ltd

    ISIN CH0012214059

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 2.94%

    ABB Ltd

    ISIN CH0012221716

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 2.92%

    Partners Group Holding AG

    ISIN CH0024608827

    		Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 2.86%

    Sulzer AG

    ISIN CH0038388911

    		Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 2.77%
    Subtotal Share:
    98.24%

    Cash CHF

    ISIN CASHCHF

    		Countries: -Sectors: OtherCurrencies: CHFWeight: 1.76%
    Subtotal Cash:
    1.76%
    Total :
    100.00%

    Product Information

    About this product

    Strategic Certificates enable investors to invest in themes, strategies, regions, or countries, making it easier to diversify even with small amounts of money. Strategic Certificates replicate the performance of the underlying asset without leverage, a cap, or capital protection. Investors participate nearly 1:1 in rising and falling prices of the underlying asset. The underlying assets can especially be indices or equity baskets which could be active be managed. In this way, you can invest in a whole stock market or basket in only one transaction without having to buy all the individual stocks. This is why Strategic Certificates are a great product for targeted investment in specific themes.

    Learn more about Strategic Certificates

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