Strategic Certificate

    Swissquote Swiss Smart Beta Reference Portfolio

    Open-End | Valuta: CHF

    CHF
    Bid volume --,---

    CHF
    Ask volume --,---

    Spread

    Product Overview

    Underlying
    Key figures
    Return (since Inception)
    39.79%
    Volatility p.a.
    10.01%
    Maximum Drawdown
    -25.25%
    Number of Positions
    21
    Sharpe Ratio
    0.50

    Index Overview

    Index Allocation

    Share
    97.50%
    Cash
    2.50%

    Index Composition: All Constituents

    InstrumentCountriesSectorsCurrenciesWeight

    ABB Ltd

    ISIN CH0012221716

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 7.79%

    UBS Group AG

    ISIN CH0244767585

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 7.03%

    Holcim Ltd

    ISIN CH0012214059

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 6.61%

    Swisscom AG

    ISIN CH0008742519

    Countries: SwitzerlandSectors: TelecommunicationsCurrencies: CHFWeight: 6.44%

    Zurich Insurance Group Ltd

    ISIN CH0011075394

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 6.26%

    Novartis AG

    ISIN CH0012005267

    Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 6.20%

    Nestlé SA

    ISIN CH0038863350

    Countries: SwitzerlandSectors: Consumer Staples Currencies: CHFWeight: 6.16%

    Banque Cantonale Vaudoise Namen

    ISIN CH0531751755

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.45%

    Swiss Re AG

    ISIN CH0126881561

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 5.30%

    Basler Kantonalbank Partizipationsschein

    ISIN CH0009236461

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 4.95%

    Tradition Finanz Gesellschaft AG Inhaber

    ISIN CH0014345117

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 4.79%

    Roche Holding AG

    ISIN CH0012032048

    Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 4.54%

    DKSH Holding Ltd.

    ISIN CH0126673539

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 4.02%

    Mobimo Holding AG

    ISIN CH0011108872

    Countries: SwitzerlandSectors: Real EstateCurrencies: CHFWeight: 3.92%

    Swiss Life Holding AG

    ISIN CH0014852781

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 3.92%

    St. Galler Kantonalbank AG

    ISIN CH0011484067

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 3.47%

    Intershop Holding AG Registered

    ISIN ___Inactive__

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 3.43%

    BKW AG

    ISIN CH0130293662

    Countries: SwitzerlandSectors: UtilitiesCurrencies: CHFWeight: 3.03%

    Bystronic AG

    ISIN CH0244017502

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 2.43%

    Carlo Gavazzi Holding AG Namen

    ISIN CH1278877563

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 1.77%
    Subtotal Share:
    97.50%

    Cash CHF

    ISIN CASHCHF

    Countries: -Sectors: OtherCurrencies: CHFWeight: 2.50%
    Subtotal Cash:
    2.50%
    Total :
    100.00%

    Life Cycle

    Initial FixingFirst trading dayOpen-End

    Product Information

    Key Information Document
    Termsheet
    Base Prospectus
    Factsheet

    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