Strategic Certificate

    Forum Capital Swiss Market Basket Index

    Open End | Währung: CHF

    CHF
    Bid volume --,---

    CHF
    Ask volume --,---

    Spread

    Forum Capital Swiss Market Basket Index: 126.75 CHF|Last Update:

    Product Overview

    Underlying
    Key figures
    Return (since Inception)
    9.86%
    Volatility p.a.
    14.30%
    Maximum Drawdown
    -26.43%
    Number of Positions
    18
    Sharpe Ratio
    0.15

    Index Overview

    Index Allocation

    Share
    97.45%
    Cash
    2.55%

    Index Composition: All Constituents

    InstrumentCountriesSectorsCurrenciesWeight

    Holcim Ltd

    ISIN CH0012214059

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 7.76%

    Georg Fischer AG

    ISIN CH1169151003

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 6.89%

    Compagnie Financière Richemont SA

    ISIN CH0210483332

    Countries: SwitzerlandSectors: Consumer DiscretionaryCurrencies: CHFWeight: 6.70%

    EMS-Chemie Holding AG

    ISIN CH0016440353

    Countries: SwitzerlandSectors: Basic MaterialsCurrencies: CHFWeight: 6.28%

    Zurich Insurance Group Ltd

    ISIN CH0011075394

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 6.25%

    Schindler Holding AG

    ISIN CH0024638212

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 5.93%

    Partners Group Holding AG

    ISIN CH0024608827

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 5.85%

    The Swatch Group AG

    ISIN CH0012255151

    Countries: SwitzerlandSectors: Consumer DiscretionaryCurrencies: CHFWeight: 5.77%

    Sika AG

    ISIN CH0418792922

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 5.55%

    Nestlé SA

    ISIN CH0038863350

    Countries: SwitzerlandSectors: Consumer Staples Currencies: CHFWeight: 5.38%

    Bucher Industries AG

    ISIN CH0002432174

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 5.36%

    SGS SA

    ISIN CH1256740924

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 5.33%

    Swisscom AG

    ISIN CH0008742519

    Countries: SwitzerlandSectors: TelecommunicationsCurrencies: CHFWeight: 5.07%

    Roche Holding AG

    ISIN CH0012032048

    Countries: SwitzerlandSectors: Health Care Currencies: CHFWeight: 4.97%

    Bâloise Holding AG

    ISIN CH0012410517

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 4.92%

    Kuehne + Nagel International AG

    ISIN CH0025238863

    Countries: SwitzerlandSectors: IndustrialsCurrencies: CHFWeight: 4.90%

    Barry Callebaut AG

    ISIN CH0009002962

    Countries: SwitzerlandSectors: Consumer Staples Currencies: CHFWeight: 4.56%
    Subtotal Share:
    97.45%

    Cash CHF

    ISIN CASHCHF

    Countries: -Sectors: OtherCurrencies: CHFWeight: 2.55%
    Subtotal Cash:
    2.55%
    Total :
    100.00%

    Life Cycle

    Initial FixingFirst trading dayOpen-End

    Product Information

    Key Information Document
    Termsheet
    Base Prospectus
    Factsheet
    Index Guide

    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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    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.