Ascend Wealth Global Large Cap Index
Open-End | Currency: USDUSD
USD
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Ascend Wealth Global Large Cap Index: –|Last Update:
Spread
Ascend Wealth Global Large Cap Index: –|Last Update:
Return (since Inception) | 32.28% |
Volatility p.a. | 20.80% |
Maximum Drawdown | -22.46% |
Number of Positions | 27 |
Sharpe Ratio | 0.85 |
| 99.83% | |
| 0.17% |
| Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Apple Inc. ISIN US0378331005 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 10.13% |
Alphabet, Inc. ISIN US02079K3059 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 9.99% |
NVIDIA Corp. ISIN US67066G1040 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 9.59% |
Microsoft Corp. ISIN US5949181045 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 9.32% |
Amazon.com Inc. ISIN US0231351067 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 7.41% |
Taiwan Semiconductor Manufacturing Co. Ltd ISIN US8740391003 | Countries: Taiwan | Sectors: Technology | Currencies: USD | Weight: 5.69% |
Broadcom Inc. ISIN US11135F1012 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 5.41% |
Meta Platforms Inc. ISIN US30303M1027 | Countries: United States | Sectors: Technology | Currencies: USD | Weight: 4.86% |
Tesla Inc. ISIN US88160R1014 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 4.25% |
Walmart Inc. ISIN US9311421039 | Countries: United States | Sectors: Consumer Discretionary | Currencies: USD | Weight: 3.71% |
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