Ascend Wealth Global Large Cap Index

    Open-End  |  Currency: USD

    USD
    Bid volume

    USD
    Ask volume

    Product Overview

    Underlying
    Key figures
    Return (since Inception)
    3.14%
    Volatility p.a.
    15.03%
    Maximum Drawdown
    -7.13%
    Number of Positions
    25
    Sharpe Ratio
    0.24

    Index Overview

    Index Allocation

    Share
    97.73%
    Cash
    2.27%

    Index Composition: Top Constituents

    InstrumentCountriesSectorsCurrenciesWeight

    Apple Inc.

    ISIN US0378331005

    Countries: United StatesSectors: TechnologyCurrencies: USDWeight: 13.72%

    Microsoft Corp.

    ISIN US5949181045

    Countries: United StatesSectors: TechnologyCurrencies: USDWeight: 12.26%

    NVIDIA Corp.

    ISIN US67066G1040

    Countries: United StatesSectors: TechnologyCurrencies: USDWeight: 11.78%

    Alphabet, Inc.

    ISIN US02079K3059

    Countries: United StatesSectors: TechnologyCurrencies: USDWeight: 8.56%

    Amazon.com Inc.

    ISIN US0231351067

    Countries: United StatesSectors: Consumer DiscretionaryCurrencies: USDWeight: 8.50%

    Meta Platforms Inc.

    ISIN US30303M1027

    Countries: United StatesSectors: TechnologyCurrencies: USDWeight: 5.65%

    Berkshire Hathaway Inc.

    ISIN US0846707026

    Countries: United StatesSectors: FinancialsCurrencies: USDWeight: 4.41%

    Tesla Inc.

    ISIN US88160R1014

    Countries: United StatesSectors: Consumer DiscretionaryCurrencies: USDWeight: 4.27%

    Taiwan Semiconductor Manufacturing Co. Ltd

    ISIN US8740391003

    Countries: TaiwanSectors: TechnologyCurrencies: USDWeight: 3.33%

    Broadcom Inc.

    ISIN US11135F1012

    Countries: United StatesSectors: TechnologyCurrencies: USDWeight: 3.05%

    Life Cycle

    Initial FixingFirst trading dateOpen-End

    Product Information

    Key Information Document
    Termsheet
    Base Prospectus
    Factsheet
    Index Guide

    About 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