LWM Balanced Model CHF Index
Open-EndCHF
CHF
Bid volume
CHF
Ask volume
Spread
LWM Balanced Model CHF Index: 100.0383 CHF|Last Update:
Product Overview
Key figures
Return (since Inception) | 0.04% |
Volatility p.a. | 1.64% |
Maximum Drawdown | -0.16% |
Number of Positions | 15 |
Sharpe Ratio | 0.74 |
Life Cycle
- Initial Fixing
- First trading date
- Today
- Open-End
Index Overview
Index Allocation
| 65.11% | |
| 34.89% |
Index Composition
Instrument | Countries | Sectors | Currencies | Weight |
|---|---|---|---|---|
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 65.11% |
Subtotal Cash: | 65.11% | |||
iShares S&P 500 CHF Hedged UCITS ETF (Acc) ISIN IE00B88DZ566 | Countries: Ireland | Sectors: Other | Currencies: CHF | Weight: 5.22% |
UBAM - Global High Yield Solution UHC CHF ISIN LU1273948734 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 4.62% |
Capital Group Gl High Inc Opps (LUX) Zh-CHF ISIN LU0817817967 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 3.75% |
Invesco Sust Pan European Systmtc Eq C CHF Hgd Acc ISIN LU0955867329 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 2.80% |
ZKB Gold ETF AAH CHF ISIN CH0139101601 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 2.60% |
BGF World Mining Fund D2 Hedged CHF ISIN LU0827889998 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 2.45% |
Vanguard Emerging Markets Bond Inst CHF Hgd Acc ISIN IE000T0AOV55 | Countries: Ireland | Sectors: Other | Currencies: CHF | Weight: 2.44% |
Impax Funds (Lux) - US Short Dur Resp HY C C CHF H ISIN LU1373146221 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 2.18% |
iShares SMI ETF (CH) ISIN CH0008899764 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 2.15% |
SaraSelect I CHF dist ISIN CH0272293413 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 1.63% |
Mirova Thematic Safety I/A CHF H ISIN LU1951222964 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 1.49% |
BDL Rempart CH ISIN FR0014012B70 | Countries: France | Sectors: Other | Currencies: CHF | Weight: 1.45% |
M&G (Lux) Optimal Income Fund CHF CH Acc ISIN LU1670724027 | Countries: Luxembourg | Sectors: Other | Currencies: CHF | Weight: 1.33% |
ZKB Silver ETF AAH CHF ISIN CH0183136024 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 0.78% |
Subtotal Fund: | 34.89% | |||
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