Vontobel Equity Research Top Swiss Selection of the Year Basket
Open-End | Devise: CHFCHF
CHF
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Vontobel Equity Research Top Swiss Selection of the Year Basket: –|Dernière modification:
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Vontobel Equity Research Top Swiss Selection of the Year Basket: –|Dernière modification:
Parité | 1.00 |
Rendement (depuis l'émission) | 77.44% |
Volatilité p.a. | 18.33% |
Baisse maximale | -30.10% |
Nombre de positions | 10 |
Sharpe Ratio | 0.58 |
| 100.00% |
Instrument | Pays | Secteurs | Devises | Poids |
|---|---|---|---|---|
Sika AG ISIN CH0418792922 | Pays: Suisse | Secteurs: Industriel | Devises: CHF | Poids: 11.90% |
Partners Group Holding AG ISIN CH0024608827 | Pays: Suisse | Secteurs: Secteur financier | Devises: CHF | Poids: 11.71% |
Nestlé SA ISIN CH0038863350 | Pays: Suisse | Secteurs: Biens de consommation de base | Devises: CHF | Poids: 11.70% |
Amrize Ltd ISIN CH1430134226 | Pays: Suisse | Secteurs: Industriel | Devises: CHF | Poids: 11.57% |
Compagnie Financière Richemont SA ISIN CH0210483332 | Pays: Suisse | Secteurs: Biens de consommation discrétionnaire | Devises: CHF | Poids: 11.49% |
Lonza Group AG ISIN CH0013841017 | Pays: Suisse | Secteurs: Secteur de la santé | Devises: CHF | Poids: 11.44% |
Givaudan SA ISIN CH0010645932 | Pays: Suisse | Secteurs: Matières premières | Devises: CHF | Poids: 10.98% |
Swiss Prime Site AG ISIN CH0008038389 | Pays: Suisse | Secteurs: Immobilier | Devises: CHF | Poids: 6.61% |
Sandoz Group AG ISIN CH1243598427 | Pays: Suisse | Secteurs: Secteur de la santé | Devises: CHF | Poids: 6.36% |
VAT Group AG ISIN CH0311864901 | Pays: Suisse | Secteurs: Industriel | Devises: CHF | Poids: 6.23% |
Subtotal Action: | 100.00% | |||
Total : | 100.00% | |||
Tracker certificates enable investors to invest in themes, strategies, regions, or countries, making it easier to diversify even with small amounts of money. Tracker 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. 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 tracker certificates are a great product for targeted investment in specific themes.