Product Overview

Key figures

Return (since Inception)
8.78%
Volatility p.a.
10.03%
Maximum Drawdown
-8.87%
Number of Positions
14
Sharpe Ratio
1.33

Life Cycle

  • Initial Fixing
  • First trading date
  • Today
  • Open-End

Index Overview

Index Allocation

Fund
99.84%
Cash component
0.16%

Index Composition

Instrument
Countries
Sectors
Currencies
Weight

Dodge & Cox Worldwide Global Stock USD

ISIN IE00B54PRV58

Countries: IrelandSectors: OtherCurrencies: USDWeight: 10.00%

Goldman Sachs Glo Millennials Eq Pf I Acc USD

ISIN LU0786609700

Countries: LuxembourgSectors: OtherCurrencies: USDWeight: 9.79%

MFS Meridian Funds-Contrarian Value I1 USD

ISIN LU1985812756

Countries: LuxembourgSectors: OtherCurrencies: USDWeight: 9.76%

Product Information

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

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