Vontobel Equity Research Top Swiss Selection of the Year Basket
Open End | Währung: CHFSpread
Spread
Ratio | 1.00 |
Return (since Inception) | 48.37% |
Volatility p.a. | 19.01% |
Maximum Drawdown | -30.10% |
Number of Positions | 10 |
Sharpe Ratio | 0.55 |
Share | 100.00% |
Instrument | Countries | Sectors | Currencies | Weight |
---|---|---|---|---|
Holcim Ltd ISIN CH0012214059 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 13.55% |
Givaudan SA ISIN CH0010645932 | Countries: Switzerland | Sectors: Basic Materials | Currencies: CHF | Weight: 12.84% |
Swiss Re AG ISIN CH0126881561 | Countries: Switzerland | Sectors: Financials | Currencies: CHF | Weight: 12.71% |
Compagnie Financière Richemont SA ISIN CH0210483332 | Countries: Switzerland | Sectors: Consumer Discretionary | Currencies: CHF | Weight: 12.70% |
ABB Ltd ISIN CH0012221716 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 12.60% |
Novartis AG ISIN CH0012005267 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 11.37% |
Kuehne + Nagel International AG ISIN CH0025238863 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 9.93% |
Flughafen Zürich AG ISIN CH0319416936 | Countries: Switzerland | Sectors: Industrials | Currencies: CHF | Weight: 6.74% |
PSP Swiss Property AG ISIN CH0018294154 | Countries: Switzerland | Sectors: Real Estate | Currencies: CHF | Weight: 6.18% |
Siegfried Holding AG ISIN CH0014284498 | Countries: Switzerland | Sectors: Health Care | Currencies: CHF | Weight: 1.38% |
Subtotal Share: | 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.
Learn more about Tracker Certificates