Forum Capital Swiss Market Basket Index
Open-EndCHF
CHF
Bid volume
CHF
Ask volume
Spread
Forum Capital Swiss Market Basket Index: 145.23 CHF|Last Update:
Product Overview
Key figures
Return (since Inception) | 26.83% |
Volatility p.a. | 13.98% |
Maximum Drawdown | -26.43% |
Number of Positions | 18 |
Sharpe Ratio | 0.25 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 89.99% | |
| 10.01% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Givaudan SA ISIN CH0010645932 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 6.26% |
Schindler Holding AG ISIN CH0024638212 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.57% |
Sonova Holding AG ISIN CH0012549785 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 5.55% |
Swiss Re AG ISIN CH0126881561 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.52% |
Roche Holding AG ISIN CH1499059983 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 5.49% |
Logitech International SA ISIN CH0025751329 | Countries: Switzerland | Sectors: Technology | Currencies: CHF | Weight: 5.40% |
Clariant AG ISIN CH0012142631 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 5.33% |
Novartis AG ISIN CH0012005267 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 5.32% |
Zurich Insurance Group Ltd ISIN CH0011075394 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.27% |
Geberit AG ISIN CH0030170408 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.20% |
Compagnie Financière Richemont SA ISIN CH0210483332 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 5.19% |
Flughafen Zürich AG ISIN CH0319416936 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.18% |
ABB Ltd ISIN CH0012221716 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 5.07% |
Lindt & Sprüngli AG ISIN CH0010570767 | Countries: Switzerland | Sectors: Consumer Staples | Currencies: CHF | Weight: 5.06% |
Helvetia Baloise Holding AG ISIN CH0466642201 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 5.01% |
Alcon Inc. ISIN CH0432492467 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 4.94% |
Partners Group Holding AG ISIN CH0024608827 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 4.60% |
Subtotal Share: | 89.99% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 10.01% |
Subtotal Cash: | 10.01% | |||
Total : | 100.00% | |||
Product Information
Documents
Legal DocumentsAbout 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