Forum Capital Swiss Market Basket Index
Open-End | Currency: CHFCHF
Bid volume
CHF
Ask volume
Spread
Forum Capital Swiss Market Basket Index: 129.38 CHF|Last Update:
Product Overview
Key figures
Return (since Inception) | 12.42% |
Volatility p.a. | 14.06% |
Maximum Drawdown | -26.43% |
Number of Positions | 18 |
Sharpe Ratio | 0.14 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 98.88% | |
| 1.12% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Roche Holding AG ISIN CH0012032048 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 6.81% |
EMS-Chemie Holding AG ISIN CH0016440353 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 6.50% |
Alcon Inc. ISIN CH0432492467 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 6.38% |
Compagnie Financière Richemont SA ISIN CH0210483332 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 6.10% |
Novartis AG ISIN CH0012005267 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 6.08% |
Georg Fischer AG ISIN CH1169151003 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.93% |
SFS Group AG ISIN CH0239229302 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.91% |
Flughafen Zürich AG ISIN CH0319416936 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.87% |
ABB Ltd ISIN CH0012221716 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.85% |
Zurich Insurance Group Ltd ISIN CH0011075394 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.78% |
Clariant AG ISIN CH0012142631 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 5.76% |
Logitech International SA ISIN CH0025751329 | Countries: Switzerland | Sectors: Technology | Currencies: CHF | Weight: 5.76% |
Givaudan SA ISIN CH0010645932 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 5.55% |
Schindler Holding AG ISIN CH0024638212 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.21% |
Partners Group Holding AG ISIN CH0024608827 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.20% |
Accelleron Industries AG ISIN CH1169360919 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.20% |
Swiss Re AG ISIN CH0126881561 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.00% |
Subtotal Share: | 98.88% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 1.12% |
Subtotal Cash: | 1.12% | |||
Total : | 100.00% | |||
Product Information
Documents
Legal DocumentsAbout this product
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Learn more about Strategic Certificates