Product Overview
Index Overview
Index Allocation
Share | 61.47% |
Fund | 33.31% |
Cash | 5.22% |
Index Composition: All Constituents
Instrument | Countries | Sectors | Currencies | Weight |
---|---|---|---|---|
Patrimonium Swiss Real Estate Fund ISIN CH0034995214 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 14.17% |
Realstone SA ISIN CH0039415010 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 13.08% |
Procimmo SA ISIN CH0033624211 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 10.88% |
Bonhôte-Immobilier ISIN CH0026725611 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 10.04% |
UBS (CH) Property Fund - Direct Residential ISIN CH0026465366 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 7.28% |
Solvalor 61 ISIN CH0002785456 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 6.03% |
Subtotal Share: | 61.47% | |||
Edmond de Rothschild Real Estate SICAV - Swiss ISIN CH0124238004 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 15.30% |
SF Sustainable Property Fund ISIN CH0120791253 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 11.99% |
Résidentia ISIN CH0100612339 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 6.02% |
Subtotal Fund: | 33.31% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 5.22% |
Subtotal Cash: | 5.22% | |||
Total : | 100.00% |
Life Cycle
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.