Swissquote Swiss Small Gems Reference Portfolio
Open-EndCHF
CHF
Bid volume
CHF
Ask volume
Spread
Swissquote Swiss Small Gems Reference Portfolio: –|Last Update:
Product Overview
Key figures
Return (since Inception) | -12.92% |
Volatility p.a. | 14.89% |
Maximum Drawdown | -41.84% |
Number of Positions | 22 |
Sharpe Ratio | -0.08 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 98.97% | |
| 1.03% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Investis Holding AG Namen ISIN CH0325094297 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 9.76% |
Romande Energie Holding SA Registered ISIN CH1263676327 | Countries: Switzerland | Sectors: Utilities | Currencies: CHF | Weight: 9.47% |
APG SGA SA ISIN CH0019107025 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 8.40% |
HIAG Immobilien Holding AG Namen ISIN CH0239518779 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 8.09% |
Valiant Holding AG ISIN CH0014786500 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 7.82% |
Bossard Holding AG ISIN CH0238627142 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.25% |
Mobilezone Holding AG ISIN CH0276837694 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 4.94% |
Dottikon ES Holding AG ISIN CH0582581713 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 4.34% |
Burkhalter Holding AG ISIN CH0212255803 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 4.04% |
Medacta Group Ltd ISIN CH0468525222 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 3.92% |
Jungfraubahn Holding AG Namen ISIN CH0017875789 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 3.86% |
Zehnder Group AG Namen ISIN CH0276534614 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 3.80% |
ARYZTA AG ISIN CH1425684714 | Countries: Switzerland | Sectors: Consumer Staples | Currencies: CHF | Weight: 3.47% |
Kardex AG ISIN CH0100837282 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 3.32% |
Inficon Holding AG ISIN CH1431598916 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 3.26% |
Burckhardt Compression Holding Ltd. ISIN CH0025536027 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 3.23% |
Implenia AG ISIN CH0023868554 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 3.16% |
Accelleron Industries AG ISIN CH1169360919 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 2.69% |
Comet Holding AG ISIN CH0360826991 | Countries: Switzerland | Sectors: Technology | Currencies: CHF | Weight: 2.19% |
Cicor Technologies Ltd. ISIN CH0008702190 | Countries: Switzerland | Sectors: Technology | Currencies: CHF | Weight: 2.13% |
Huber + Suhner AG ISIN CH0030380734 | Countries: Switzerland | Sectors: Telecommunications | Currencies: CHF | Weight: 1.84% |
Subtotal Share: | 98.97% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 1.03% |
Subtotal Cash: | 1.03% | |||
Total : | 100.00% | |||
Product Information
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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