Spread
Product Overview
Return (since Inception) | 6.60% |
Volatility p.a. | 2.02% |
Maximum Drawdown | -1.08% |
Number of Positions | 18 |
Sharpe Ratio | 1.92 |
Index Overview
Index Allocation
Structured Product | 84.73% |
Cash | 15.27% |
Index Composition: All Constituents
Instrument | Countries | Sectors | Currencies | Weight |
---|---|---|---|---|
5.75% BRC on NKY/SMI/SPX/SX5E (CHF) Luzerner KB 2025-01-10 ISIN CH1254452316 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 10.31% |
5.25% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-07-07 ISIN CH1274473631 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 10.30% |
5.00% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-08-18 ISIN CH1276886178 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 5.34% |
4.75% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-03-31 ISIN CH1246307370 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 5.16% |
7.00% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-07-21 ISIN CH1279009992 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 5.15% |
6.00% BRC on SMI/SPX/SX5E (CHF) CS London 2025-04-14 ISIN CH1245995027 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 5.13% |
4.30% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2025-03-20 ISIN CH1273459334 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 5.11% |
5.10% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2025-03-04 ISIN CH1273455092 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 5.11% |
5.21% BRC on SMI/SPX/SX5E (CHF) Luzerner KB 2025-03-07 ISIN CH1254457323 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 5.10% |
5.30% BRC on 1321:JT/SMI/SPX/SX5E (CHF) Basler KB 2026-03-17 ISIN CH1225284111 | Countries: Switzerland | Sectors: Other | Currencies: CHF | Weight: 5.08% |
6.20% BRC on NKY/SPX/SX5E (CHF) Vontobel 2024-04-12 ISIN CH1254556926 | Countries: United Arab Emirates | Sectors: Other | Currencies: CHF | Weight: 4.94% |
8.46% BRC on ENEL:IM/ENGI:FP/IBE (CHF) UBS London 2025-03-27 ISIN CH1293016858 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 3.08% |
9.00% BRC on BP/:LN/SHELL:NA/TTE:FP (CHF) UBS London 2024-09-05 ISIN CH1266480784 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 3.04% |
7.00% BRC on BALN:SE/Helvetia Holding AG Namen/SLHN:SE/SREN:SE/ZURN:SE (CHF) Vontobel 2025-09-01 ISIN CH1283322076 | Countries: United Arab Emirates | Sectors: Other | Currencies: CHF | Weight: 3.02% |
10.00% BRC on CFR:SE/LISP:SE/NESN:SE/PGHN:SE/ROG:SE (CHF) Bank Julius Baer 2025-06-06 ISIN CH1292534448 | Countries: Guernsey | Sectors: Other | Currencies: CHF | Weight: 3.02% |
9.50% BRC on BHPU/GLEN:LN/RIO:LN (CHF) UBS London 2025-06-06 ISIN CH1301064817 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 3.00% |
9.00% BRC on CFR:SE/SLHN:SE/UHR:SE (CHF) UBS London 2024-06-10 ISIN CH1189608321 | Countries: United Kingdom | Sectors: Other | Currencies: CHF | Weight: 2.84% |
Subtotal Structured Product: | 84.73% | |||
Cash CHF ISIN CASHCHF | Countries: - | Sectors: Other | Currencies: CHF | Weight: 15.27% |
Subtotal Cash: | 15.27% | |||
Total : | 100.00% |
Life Cycle
Product Information
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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