Forum Capital Europa Growth Basket Index
Open-EndEUR
EUR
Bid volume
EUR
Ask volume
Spread
Forum Capital Europa Growth Basket Index: 130.6152 EUR|Last Update:
Product Overview
Key figures
Return (since Inception) | 7.24% |
Volatility p.a. | 13.86% |
Maximum Drawdown | -26.73% |
Number of Positions | 18 |
Sharpe Ratio | -0.07 |
Life Cycle
- Initial Fixing
- First trading day
- Today
- Open-End
Index Overview
Index Allocation
| 95.64% | |
| 4.36% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Fresenius SE & Co. KGaA ISIN DE0005785604 | Countries: Germany | Sectors: Health Care | Currencies: EUR | Weight: 6.87% |
Münchener Rückversicherungs AG ISIN DE0008430026 | Countries: Germany | Sectors: Financials | Currencies: EUR | Weight: 6.62% |
Hermes International ISIN FR0000052292 | Countries: France | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 6.44% |
Air Liquide SA ISIN FR0000120073 | Countries: France | Sectors: Basic Materials | Currencies: EUR | Weight: 6.40% |
AXA SA ISIN FR0000120628 | Countries: France | Sectors: Financials | Currencies: EUR | Weight: 6.39% |
Inditex SA ISIN ES0148396007 | Countries: Spain | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 6.12% |
Vinci SA ISIN FR0000125486 | Countries: France | Sectors: Industrials | Currencies: EUR | Weight: 5.97% |
Henkel AG & Co. KGaA ISIN DE0006048432 | Countries: Germany | Sectors: Basic Materials | Currencies: EUR | Weight: 5.72% |
Kerry Group PLC ISIN IE0004906560 | Countries: Ireland | Sectors: Consumer Staples | Currencies: EUR | Weight: 5.59% |
Amadeus IT Holding SA ISIN ES0109067019 | Countries: Spain | Sectors: Technology | Currencies: EUR | Weight: 5.50% |
Compagnie de St-Gobain ISIN FR0000125007 | Countries: France | Sectors: Industrials | Currencies: EUR | Weight: 5.49% |
SAP SE ISIN DE0007164600 | Countries: Germany | Sectors: Technology | Currencies: EUR | Weight: 5.37% |
Sanofi SA ISIN FR0000120578 | Countries: France | Sectors: Health Care | Currencies: EUR | Weight: 5.37% |
Cie Générale des Etablissements Michelin ISIN FR001400AJ45 | Countries: France | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 5.21% |
L´Oréal International ISIN FR0000120321 | Countries: France | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 5.14% |
Volkswagen AG ISIN DE0007664039 | Countries: Germany | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 3.73% |
Capgemini SE ISIN FR0000125338 | Countries: France | Sectors: Technology | Currencies: EUR | Weight: 3.70% |
Subtotal Share: | 95.64% | |||
Cash EUR ISIN CASHEUR | Countries: - | Sectors: Other | Currencies: EUR | Weight: 4.36% |
Subtotal Cash: | 4.36% | |||
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