Wisdom AM Global Equity Opportunities Index
Open-EndEUR
EUR
Bid volume
EUR
Ask volume
Spread
Wisdom AM Global Equity Opportunities Index: 120.1431 EUR|Last Update:
Product Overview
Key figures
Return (since Inception) | 20.14% |
Volatility p.a. | 9.73% |
Maximum Drawdown | -18.18% |
Number of Positions | 56 |
Sharpe Ratio | 0.40 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 48.16% | |
| 44.29% | |
| 7.55% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
2.028% Vontobel (EUR) 2026-11-19 ISIN CH1611071817 | Countries: - | Sectors: Other | Currencies: EUR | Weight: 9.16% |
Cash EUR ISIN CASHEUR | Countries: - | Sectors: Other | Currencies: EUR | Weight: 8.78% |
Cash HKD ISIN CASHHKD | Countries: - | Sectors: Other | Currencies: HKD | Weight: 8.51% |
3.538% Vontobel (USD) 2026-11-19 ISIN CH1611071791 | Countries: - | Sectors: Other | Currencies: USD | Weight: 8.18% |
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 5.03% |
Cash GBP ISIN CASHGBP | Countries: - | Sectors: Other | Currencies: GBP | Weight: 4.92% |
Cash USD ISIN CASHUSD | Countries: - | Sectors: Other | Currencies: USD | Weight: 3.58% |
Cash CNY ISIN CASHCNY | Countries: - | Sectors: Other | Currencies: CNY | Weight: 0.00% |
Cash JPY ISIN CASHJPY | Countries: - | Sectors: Other | Currencies: JPY | Weight: 0.00% |
Subtotal Cash & Cash equivalent: | 48.16% | |||
China Mobile Limited ISIN HK0941009539 | Countries: China | Sectors: Telecommunications | Currencies: HKD | Weight: 3.17% |
Alphabet, Inc. ISIN US02079K3059 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 2.35% |
HSBC Holdings plc ISIN GB0005405286 | Countries: United Kingdom | Sectors: Financials | Currencies: HKD | Weight: 2.31% |
Wells Fargo & Company ISIN US9497461015 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.23% |
BOC Hong Kong (Holdings) Limited ISIN HK2388011192 | Countries: Hong Kong | Sectors: Financials | Currencies: HKD | Weight: 2.10% |
BlackRock, Inc. ISIN US09290D1019 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.93% |
ING Groep N.V. ISIN NL0011821202 | Countries: Netherlands | Sectors: Financials | Currencies: EUR | Weight: 1.92% |
Morgan Stanley ISIN US6174464486 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.82% |
Amazon.com Inc. ISIN US0231351067 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 1.44% |
Prudential Plc ISIN GB0007099541 | Countries: Hong Kong | Sectors: Financials | Currencies: GBP | Weight: 1.40% |
CK Hutchison Holdings Limited ISIN KYG217651051 | Countries: Hong Kong | Sectors: Industrials | Currencies: HKD | Weight: 1.30% |
Taiwan Semiconductor Manufacturing Co. Ltd ISIN US8740391003 | Countries: Taiwan | Sectors: Technology | Currencies: USD | Weight: 1.24% |
FinecoBank S.p.A. ISIN IT0000072170 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 1.23% |
Commerzbank AG ISIN DE000CBK1001 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 1.16% |
Standard Chartered PLC ISIN GB0004082847 | Countries: United Kingdom | Sectors: Financials | Currencies: HKD | Weight: 1.15% |
Tesla Inc. ISIN US88160R1014 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 1.15% |
Space Exploration Technologies Corporation ISIN US84615Q1031 | Countries: United States | Sectors: Telecommunications | Currencies: USD | Weight: 1.14% |
Micron Technology Inc. ISIN US5951121038 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.08% |
JPMorgan Chase & Co. ISIN US46625H1005 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.06% |
Broadcom Inc. ISIN US11135F1012 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.06% |
Industrial and Commercial Bank of China Limited ISIN CNE1000003G1 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.00% |
Intel Corp. ISIN US4581401001 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.98% |
Apple Inc. ISIN US0378331005 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.91% |
Visa Inc. ISIN US92826C8394 | Countries: United States | Sectors: Industrials | Currencies: USD | Weight: 0.87% |
Société Générale ISIN FR0000130809 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 0.81% |
Deutsche Bank AG ISIN DE0005140008 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 0.80% |
ASML Holding NV ISIN USN070592100 | Countries: Netherlands | Sectors: Technology | Currencies: USD | Weight: 0.78% |
Microsoft Corp. ISIN US5949181045 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.77% |
Intesa Sanpaolo SpA ISIN IT0000072618 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 0.74% |
NVIDIA Corp. ISIN US67066G1040 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.70% |
Schneider Electric SE ISIN FR0000121972 | Countries: France | Sectors: Industrials | Currencies: EUR | Weight: 0.65% |
Meta Platforms Inc. ISIN US30303M1027 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.60% |
Bank of America Corporation ISIN US0605051046 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.49% |
Palo Alto Networks, Inc. ISIN US6974351057 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.47% |
China Life Insurance Company Limited ISIN CNE1000002L3 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 0.41% |
The Goldman Sachs Group, Inc. ISIN US38141G1040 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.40% |
ASML Holding NV ISIN NL0010273215 | Countries: Netherlands | Sectors: Technology | Currencies: EUR | Weight: 0.39% |
Alibaba Group Holding Limited ISIN KYG017191142 | Countries: Hong Kong | Sectors: Consumer Discretionary | Currencies: HKD | Weight: 0.28% |
Subtotal Share: | 44.29% | |||
SPDR® Gold Trust ISIN US78463V1070 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.08% |
SPDR® Gold Trust ISIN US78463V1070 | Countries: United States | Sectors: Financials | Currencies: HKD | Weight: 1.02% |
ETF Invesco QQQ Trust Series I ISIN US46090E1038 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.99% |
iShares MSCI Taiwan Index Fund ISIN US46434G7723 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.90% |
iShares Core S&P 500 UCITS ETF USD (Acc) ISIN IE00B5BMR087 | Countries: Ireland | Sectors: Financials | Currencies: EUR | Weight: 0.85% |
State Street Health Care Select Sector SPDR ETF ISIN US81369Y2090 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.82% |
iShares Core MSCI Europe UCITS ETF EUR (Acc) ISIN IE00B4K48X80 | Countries: Ireland | Sectors: Financials | Currencies: EUR | Weight: 0.72% |
Vanguard FTSE Developed Europe UCITS ETF EUR D ISIN IE00BK5BQX27 | Countries: Ireland | Sectors: Other | Currencies: EUR | Weight: 0.68% |
State Street Consumer Staples Select Sector SPDR ETF ISIN US81369Y3080 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.49% |
Subtotal Fund: | 7.55% | |||
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