Vontobel Equity Research Top Swiss Selection of the Year Basket

    Open-EndCHF

    CHF
    Bid volume

    CHF
    Ask volume

    Spread

    Vontobel Equity Research Top Swiss Selection of the Year Basket: |Last Update:

    Product Overview

    Key figures

    Ratio
    1.00
    Return (since Inception)
    70.99%
    Volatility p.a.
    18.34%
    Maximum Drawdown
    -30.10%
    Number of Positions
    10
    Sharpe Ratio
    0.52

    Life Cycle

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

    Index Overview

    Index Allocation

    Share
    100.00%

    Index Composition

    Instrument
    Countries
    Sectors
    Currencies
    Weight

    Amrize Ltd

    ISIN CH1430134226

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 12.12%

    Nestlé SA

    ISIN CH0038863350

    Countries: SwitzerlandSectors: Consumer Staples Currencies: CHFWeight: 12.02%

    Lonza Group AG

    ISIN CH0013841017

    Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 11.36%

    Partners Group Holding AG

    ISIN CH0024608827

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 10.83%

    Sika AG

    ISIN CH0418792922

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 10.17%

    Compagnie Financière Richemont SA

    ISIN CH0210483332

    Countries: SwitzerlandSectors: Consumer DiscretionaryCurrencies: CHFWeight: 10.07%

    Givaudan SA

    ISIN CH0010645932

    Countries: SwitzerlandSectors: Basic MaterialsCurrencies: CHFWeight: 9.98%

    VAT Group AG

    ISIN CH0311864901

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 8.26%

    Swiss Prime Site AG

    ISIN CH0008038389

    Countries: SwitzerlandSectors: Real EstateCurrencies: CHFWeight: 8.01%

    Sandoz Group AG

    ISIN CH1243598427

    Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 7.18%
    Subtotal Share:
    100.00%
    Total :
    100.00%

    Is your question still unanswered?

    You can reach us by phone from Monday to Friday, 8:00am - 6:00pm (CET).

    Vontobel Markets – Bank Vontobel AG and/or affiliates. All rights reserved.

    Please read this information before continuing, as products and services contained on this website are not accessible to certain persons. The information and/or documents offered on this website represent marketing material pursuant to Art. 68 of the Swiss FinSA and are provided for information purposes only. On request, further documents such as the key information document or the prospectus/issue documentation are available free of charge whenever you wish.