Wisdom AM Global Equity Opportunities Index
Open-End | Currency: EUREUR
Bid volume
EUR
Ask volume
Spread
Wisdom AM Global Equity Opportunities Index: –|Last Update:
Product Overview
Key figures
Return (since Inception) | 19.21% |
Volatility p.a. | 9.70% |
Maximum Drawdown | -18.18% |
Number of Positions | 70 |
Sharpe Ratio | 0.46 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 76.56% | |
| 18.40% | |
| 5.04% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
China Mobile Limited ISIN HK0941009539 | Countries: China | Sectors: Telecommunications | Currencies: HKD | Weight: 2.98% |
Zurich Insurance Group Ltd ISIN CH0011075394 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 2.94% |
Hermes International ISIN FR0000052292 | Countries: France | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 2.47% |
JPMorgan Chase & Co. ISIN US46625H1005 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.46% |
Allianz SE ISIN DE0008404005 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 2.32% |
Julius Bär Gruppe AG ISIN CH0102484968 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 2.30% |
Citigroup Inc. ISIN US1729674242 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.22% |
Bank of America Corporation ISIN US0605051046 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.14% |
Rolls-Royce Holdings PLC ISIN GB00B63H8491 | Countries: United Kingdom | Sectors: Industrials | Currencies: GBP | Weight: 2.11% |
AXA SA ISIN FR0000120628 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 2.07% |
Wells Fargo & Company ISIN US9497461015 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.98% |
Prudential Plc ISIN GB0007099541 | Countries: Hong Kong | Sectors: Financials | Currencies: GBP | Weight: 1.94% |
Agricultural Bank of China Limited ISIN CNE100000Q43 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.77% |
Hong Kong Exchanges and Clearing Limited ISIN HK0388045442 | Countries: Hong Kong | Sectors: Financials | Currencies: HKD | Weight: 1.73% |
Microsoft Corp. ISIN US5949181045 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.72% |
NVIDIA Corp. ISIN US67066G1040 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.71% |
Visa Inc. ISIN US92826C8394 | Countries: United States | Sectors: Industrials | Currencies: USD | Weight: 1.70% |
ABN AMRO Bank N.V ISIN NL0011540547 | Countries: Netherlands | Sectors: Financials | Currencies: EUR | Weight: 1.64% |
Meta Platforms Inc. ISIN US30303M1027 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.64% |
Morgan Stanley ISIN US6174464486 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.53% |
Intesa Sanpaolo SpA ISIN IT0000072618 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 1.47% |
Crédit Agricole SA ISIN FR0000045072 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 1.41% |
Commerzbank AG ISIN DE000CBK1001 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 1.39% |
ING Groep N.V. ISIN NL0011821202 | Countries: Netherlands | Sectors: Financials | Currencies: EUR | Weight: 1.37% |
Bank of New York Mellon Corp. ISIN US0640581007 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.35% |
UniCredit SpA ISIN IT0005239360 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 1.31% |
BNP Paribas ISIN FR0000131104 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 1.30% |
Airbus SE ISIN NL0000235190 | Countries: France | Sectors: Industrials | Currencies: EUR | Weight: 1.29% |
UBS Group AG ISIN CH0244767585 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 1.27% |
Tencent Holdings Limited ISIN KYG875721634 | Countries: China | Sectors: Technology | Currencies: HKD | Weight: 1.22% |
The Goldman Sachs Group, Inc. ISIN US38141G1040 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.21% |
Ryanair Holdings PLC ISIN IE00BYTBXV33 | Countries: Ireland | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 1.16% |
Amazon.com Inc. ISIN US0231351067 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 1.12% |
Apple Inc. ISIN US0378331005 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.07% |
Deutsche Bank AG ISIN DE0005140008 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 1.07% |
Contemporary Amperex Technology Co., Limited ISIN CNE100006WS8 | Countries: China | Sectors: Industrials | Currencies: HKD | Weight: 1.06% |
Uber Technologies Inc. ISIN US90353T1007 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 1.00% |
HSBC Holdings plc ISIN GB0005405286 | Countries: United Kingdom | Sectors: Financials | Currencies: HKD | Weight: 0.96% |
Tesla Inc. ISIN US88160R1014 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 0.95% |
Alibaba Group Holding Limited ISIN KYG017191142 | Countries: Hong Kong | Sectors: Consumer Discretionary | Currencies: HKD | Weight: 0.91% |
CNOOC Limited ISIN HK0883013259 | Countries: China | Sectors: Energy | Currencies: HKD | Weight: 0.88% |
BAE Systems PLC ISIN GB0002634946 | Countries: United Kingdom | Sectors: Industrials | Currencies: GBP | Weight: 0.84% |
Lockheed Martin Corp ISIN US5398301094 | Countries: United States | Sectors: Industrials | Currencies: USD | Weight: 0.79% |
Crowdstrike Holdings Inc. ISIN US22788C1053 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.75% |
Netflix Inc. ISIN US64110L1061 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 0.74% |
Rheinmetall AG ISIN DE0007030009 | Countries: Germany | Sectors: Industrials | Currencies: EUR | Weight: 0.72% |
Alphabet, Inc. ISIN US02079K3059 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.71% |
American Express Company ISIN US0258161092 | Countries: United States | Sectors: Industrials | Currencies: USD | Weight: 0.67% |
New China Life Insurance Company Ltd. ISIN CNE100001922 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 0.66% |
Advanced Micro Devices Inc. ISIN US0079031078 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.63% |
Société Générale ISIN FR0000130809 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 0.63% |
Air Liquide SA ISIN FR0000120073 | Countries: France | Sectors: Basic Materials | Currencies: EUR | Weight: 0.59% |
Taiwan Semiconductor Manufacturing Co. Ltd ISIN US8740391003 | Countries: Taiwan | Sectors: Technology | Currencies: USD | Weight: 0.56% |
Oracle Corp. ISIN US68389X1054 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.53% |
Lonza Group AG ISIN CH0013841017 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 0.53% |
Sumitomo Corporation ISIN JP3404600003 | Countries: Japan | Sectors: Industrials | Currencies: JPY | Weight: 0.31% |
Marubeni Corp. ISIN JP3877600001 | Countries: Japan | Sectors: Industrials | Currencies: JPY | Weight: 0.31% |
Mitsubishi Corp. ISIN JP3898400001 | Countries: Japan | Sectors: Industrials | Currencies: JPY | Weight: 0.27% |
China Resources Power Holdings Company Limited ISIN HK0836012952 | Countries: Hong Kong | Sectors: Utilities | Currencies: HKD | Weight: 0.18% |
Subtotal Share: | 76.56% | |||
Cash HKD ISIN CASHHKD | Countries: - | Sectors: Other | Currencies: HKD | Weight: 10.38% |
Cash USD ISIN CASHUSD | Countries: - | Sectors: Other | Currencies: USD | Weight: 5.86% |
Cash EUR ISIN CASHEUR | Countries: - | Sectors: Other | Currencies: EUR | Weight: 1.30% |
Cash GBP ISIN CASHGBP | Countries: - | Sectors: Other | Currencies: GBP | Weight: 0.85% |
Cash JPY ISIN CASHJPY | Countries: - | Sectors: Other | Currencies: JPY | Weight: 0.01% |
Cash CNY ISIN CASHCNY | Countries: - | Sectors: Other | Currencies: CNY | Weight: 0.00% |
Subtotal Cash: | 18.40% | |||
SPDR® Gold Trust ISIN US78463V1070 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.33% |
iShares US Aerospace & Defense ETF ISIN US4642887602 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.23% |
CSOP Hang Seng Tech Index ETF ISIN HK0000642568 | Countries: Hong Kong | Sectors: Other | Currencies: HKD | Weight: 1.18% |
SPDR S&P 500 ETF ISIN US78462F1030 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.80% |
Global X Defense Tech ETF ISIN US37960A5294 | Countries: United States | Sectors: Other | Currencies: USD | Weight: 0.50% |
Subtotal Fund: | 5.04% | |||
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.
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