Wisdom AM Global Equity Opportunities Index
Open-EndEUR
EUR
Bid volume
EUR
Ask volume
Spread
Wisdom AM Global Equity Opportunities Index: 123.6094 EUR|Last Update:
Product Overview
Key figures
Return (since Inception) | 23.61% |
Volatility p.a. | 9.79% |
Maximum Drawdown | -18.18% |
Number of Positions | 59 |
Sharpe Ratio | 0.48 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 71.11% | |
| 26.36% | |
| 2.53% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
BNP Paribas ISIN FR0000131104 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 2.98% |
The Goldman Sachs Group, Inc. ISIN US38141G1040 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.97% |
China Mobile Limited ISIN HK0941009539 | Countries: China | Sectors: Telecommunications | Currencies: HKD | Weight: 2.57% |
ING Groep N.V. ISIN NL0011821202 | Countries: Netherlands | Sectors: Financials | Currencies: EUR | Weight: 2.43% |
UniCredit SpA ISIN IT0005239360 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 2.32% |
ABN AMRO Bank N.V ISIN NL0011540547 | Countries: Netherlands | Sectors: Financials | Currencies: EUR | Weight: 2.30% |
Wells Fargo & Company ISIN US9497461015 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.26% |
Bank of New York Mellon Corp. ISIN US0640581007 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.07% |
JPMorgan Chase & Co. ISIN US46625H1005 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 2.04% |
Société Générale ISIN FR0000130809 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 1.99% |
Taiwan Semiconductor Manufacturing Co. Ltd ISIN US8740391003 | Countries: Taiwan | Sectors: Technology | Currencies: USD | Weight: 1.97% |
Bank of America Corporation ISIN US0605051046 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.88% |
Julius Bär Gruppe AG ISIN CH0102484968 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 1.80% |
Alphabet, Inc. ISIN US02079K3059 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.79% |
Apple Inc. ISIN US0378331005 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.75% |
Morgan Stanley ISIN US6174464486 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.74% |
Barclays Plc ISIN GB0031348658 | Countries: United Kingdom | Sectors: Financials | Currencies: GBP | Weight: 1.73% |
ASML Holding NV ISIN NL0010273215 | Countries: Netherlands | Sectors: Technology | Currencies: EUR | Weight: 1.71% |
Prudential Plc ISIN GB0007099541 | Countries: Hong Kong | Sectors: Financials | Currencies: GBP | Weight: 1.59% |
Broadcom Inc. ISIN US11135F1012 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.59% |
FinecoBank S.p.A. ISIN IT0000072170 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 1.56% |
Citigroup Inc. ISIN US1729674242 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.54% |
Microsoft Corp. ISIN US5949181045 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 1.40% |
Agricultural Bank of China Limited ISIN CNE100000Q43 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.39% |
Crédit Agricole SA ISIN FR0000045072 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 1.36% |
AstraZeneca Group PLC ISIN GB0009895292 | Countries: United Kingdom | Sectors: Health Care | Currencies: GBP | Weight: 1.35% |
Allianz SE ISIN DE0008404005 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 1.31% |
BlackRock, Inc. ISIN US09290D1019 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 1.30% |
PICC Property and Casualty Company Limited ISIN CNE100000593 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.24% |
China Construction Bank Corporation ISIN CNE1000002H1 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.22% |
Tesla Inc. ISIN US88160R1014 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 1.18% |
Intesa Sanpaolo SpA ISIN IT0000072618 | Countries: Italy | Sectors: Financials | Currencies: EUR | Weight: 1.17% |
AXA SA ISIN FR0000120628 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 1.09% |
China CITIC Bank Corporation Limited ISIN CNE1000001Q4 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.03% |
Industrial and Commercial Bank of China Limited ISIN CNE1000003G1 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 1.02% |
Deutsche Bank AG ISIN DE0005140008 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 1.01% |
Advanced Micro Devices Inc. ISIN US0079031078 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.99% |
Berkshire Hathaway Inc. ISIN US0846707026 | Countries: United States | Sectors: Financials | Currencies: USD | Weight: 0.95% |
SAP SE ISIN DE0007164600 | Countries: Germany | Sectors: Technology | Currencies: EUR | Weight: 0.92% |
Amazon.com Inc. ISIN US0231351067 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 0.91% |
Contemporary Amperex Technology Co., Limited ISIN CNE100006WS8 | Countries: China | Sectors: Industrials | Currencies: HKD | Weight: 0.85% |
London Stock Exchange Group Plc ISIN GB00B0SWJX34 | Countries: United Kingdom | Sectors: Financials | Currencies: GBP | Weight: 0.79% |
China Minsheng Banking Corp., Ltd. ISIN CNE100000HF9 | Countries: China | Sectors: Financials | Currencies: HKD | Weight: 0.78% |
American Express Company ISIN US0258161092 | Countries: United States | Sectors: Industrials | Currencies: USD | Weight: 0.70% |
ASML Holding NV ISIN USN070592100 | Countries: Netherlands | Sectors: Technology | Currencies: USD | Weight: 0.69% |
Meta Platforms Inc. ISIN US30303M1027 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 0.65% |
STMicroelectronics NV ISIN NL0000226223 | Countries: Switzerland | Sectors: Technology | Currencies: EUR | Weight: 0.56% |
AIA Group Limited ISIN HK0000069689 | Countries: Hong Kong | Sectors: Financials | Currencies: HKD | Weight: 0.38% |
NetEase, Inc. ISIN KYG6427A1022 | Countries: China | Sectors: Consumer Discretionary | Currencies: HKD | Weight: 0.30% |
Subtotal Share: | 71.11% | |||
Cash USD ISIN CASHUSD | Countries: - | Sectors: Other | Currencies: USD | Weight: 7.27% |
Cash EUR ISIN CASHEUR | Countries: - | Sectors: Other | Currencies: EUR | Weight: 5.77% |
Cash HKD ISIN CASHHKD | Countries: - | Sectors: Other | Currencies: HKD | Weight: 4.78% |
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 3.37% |
1.9% Vontobel (HKD) 2026-07-30 ISIN CH1572277932 | Countries: - | Sectors: Other | Currencies: HKD | Weight: 2.48% |
3.22% Vontobel (USD) 2026-07-30 ISIN CH1572277924 | Countries: - | Sectors: Other | Currencies: USD | Weight: 1.95% |
Cash GBP ISIN CASHGBP | Countries: - | Sectors: Other | Currencies: GBP | Weight: 0.74% |
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: | 26.36% | |||
Tracker Fund of Hong Kong ISIN HK2800008867 | Countries: Hong Kong | Sectors: Financials | Currencies: HKD | Weight: 2.53% |
Subtotal Fund: | 2.53% | |||
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