Product Overview
Key figures
Return (since Inception) | 14.27% |
Volatility p.a. | 10.94% |
Maximum Drawdown | -17.69% |
Number of Positions | 41 |
Sharpe Ratio | 0.22 |
Life Cycle
- Initial Fixing
- First trading date
- Today
- Open-End
Index Overview
Index Allocation
| 95.08% | |
| 3.19% | |
| 1.73% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Reed Elsevier PLC ISIN GB00B2B0DG97 | Countries: United Kingdom | Sectors: Technology | Currencies: GBP | Weight: 3.12% |
Visa Inc. ISIN US92826C8394 | Countries: United States | Sectors: Industrials | Currencies: USD | Weight: 3.06% |
Unilever PLC ISIN GB00BVZK7T90 | Countries: United Kingdom | Sectors: Consumer Staples | Currencies: GBP | Weight: 3.04% |
Roche Holding AG ISIN CH1499059983 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 2.98% |
L´Oréal International ISIN FR0000120321 | Countries: France | Sectors: Consumer Discretionary | Currencies: EUR | Weight: 2.90% |
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