Product Overview
Return (since Inception) | 13.98% |
Volatility p.a. | 10.34% |
Maximum Drawdown | -9.16% |
Number of Positions | 12 |
Sharpe Ratio | 0.71 |
Index Overview
Index Allocation
Fund | 97.68% |
Cash | 2.32% |
Index Composition: Top Constituents
Instrument | Countries | Sectors | Currencies | Weight |
---|---|---|---|---|
MFS Meridian Funds-Contrarian Value I1 USD ISIN LU1985812756 | Countries: Luxembourg | Sectors: Other | Currencies: USD | Weight: 10.10% |
Wellington Global Stewards N USD Acc Unhg ISIN IE00BH3Q8W13 | Countries: Ireland | Sectors: Other | Currencies: USD | Weight: 9.86% |
Dodge & Cox Worldwide Global Stock USD ISIN IE00B54PRV58 | Countries: Ireland | Sectors: Other | Currencies: USD | Weight: 9.82% |
Life Cycle
Product Information
Documents
Legal DocumentsAbout 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