CV Aktienstrategie Index
Open-End | Currency: CHFCHF
Bid volume
CHF
Ask volume
Spread
CV Aktienstrategie Index: –|Last Update:
Product Overview
Key figures
Return (since Inception) | 13.89% |
Volatility p.a. | 4.34% |
Maximum Drawdown | -7.78% |
Number of Positions | 17 |
Sharpe Ratio | 0.71 |
Life Cycle
- Initial Fixing
- First trading date
- Today
- Open-End
Index Overview
Index Allocation
| 98.19% | |
| 1.81% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
5.20% BRC on SMI/SPX/SX5E (CHF) ZKB Finance Guernsey 2026-09-28 ISIN CH1425301244 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 9.48% |
4.80% BRC on NKY/SPX/SX5E/UKX (CHF) Zurcher Kantonalbank 2026-07-03 ISIN CH1329143007 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 9.44% |
4.25% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2026-10-16 ISIN CH1358060429 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 9.43% |
5.12% BRC on NKY/SMI/SPX/SX5E (CHF) Luzerner KB 2026-11-04 ISIN CH1352603307 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 9.40% |
5% Reverse Convertible HSBC 18.11.26 on SX5E Index/NKY Index/SMI Index/SPX Index ISIN XS3205206223 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 9.31% |
4.30% BRC on SMI/SPX/SX5E (CHF) ZKB Finance Guernsey 2026-08-21 ISIN CH1358046865 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 7.07% |
4.00% BRC on SMI/SPX/SX5E (CHF) ZKB Finance Guernsey 2027-01-07 ISIN CH1446518826 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 5.95% |
4.10% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2026-08-21 ISIN CH1394337716 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 5.13% |
4.12% BRC on NKY/SMI/SPX/SX5E (CHF) Luzerner KB 2026-10-19 ISIN CH1300742355 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 4.96% |
4.25% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2026-08-14 ISIN CH1358042914 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 4.94% |
3.25% BRC on SMI/SPX/SX5E (CHF) UBS London 2026-10-30 ISIN CH1385470856 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 4.90% |
5% Reverse Convertible Merrill Lynch 27.07.27 on Indices ISIN XS3045707844 | Countries: Netherlands | Sectors: Other | Currencies: CHF | Weight: 4.85% |
6.50% BRC on ALV/CS/SREN/ZURN (CHF) UBS London 2026-12-18 ISIN CH1390261225 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 4.23% |
6.50% BRC on ENI/REP/SHELL (CHF) UBS London 2026-08-24 ISIN CH1353415792 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 3.19% |
8.55% BRC on BMW/DTG/VOW3 (CHF) HSBC 2026-10-05 ISIN XS3097198918 | Countries: Germany | Sectors: Other | Currencies: CHF | Weight: 3.14% |
6.25% Reverse Convertible UBS London 05.02.27 on Swiss Re N/Novartis N/Roche Hldg DR/Zurich Insur Gr ISIN CH1382168107 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 2.75% |
Subtotal Structured Product: | 98.19% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 1.81% |
Subtotal Cash: | 1.81% | |||
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