Strategic Certificate

    CV Aktienstrategie Index

    Open End | Währung: CHF

    CHF
    Bid volume --,---

    CHF
    Ask volume --,---

    Spread

    Product Overview

    Underlying
    Key figures
    Return (since Inception)
    6.67%
    Volatility p.a.
    2.02%
    Maximum Drawdown
    -1.08%
    Number of Positions
    19
    Sharpe Ratio
    1.79

    Index Overview

    Index Allocation

    Structured Product
    83.16%
    Cash
    16.84%

    Index Composition: All Constituents

    InstrumentCountriesSectorsCurrenciesWeight

    5.25% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-07-07

    ISIN CH1274473631

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 10.25%

    5.00% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-08-18

    ISIN CH1276886178

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.39%

    5.67% BRC on SMI/SPX/SX5E (CHF) Vontobel 2025-09-09

    ISIN CH1286954222

    Countries: United Arab EmiratesSectors: OtherCurrencies: CHFWeight: 5.23%

    5.00% BRC on SMI/SPX/SX5E (CHF) Vontobel 2025-12-29

    ISIN CH1300255069

    Countries: United Arab EmiratesSectors: OtherCurrencies: CHFWeight: 5.18%

    5.10% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2025-03-04

    ISIN CH1273455092

    Countries: GuernseySectors: OtherCurrencies: CHFWeight: 5.16%

    5.21% BRC on SMI/SPX/SX5E (CHF) Luzerner KB 2025-03-07

    ISIN CH1254457323

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.15%

    4.30% BRC on SMI/SPX/SX5E (CHF) Zurcher Kantonalbank 2025-03-20

    ISIN CH1273459334

    Countries: GuernseySectors: OtherCurrencies: CHFWeight: 5.15%

    5.00% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-09-22

    ISIN CH1289977287

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.14%

    5.30% BRC on 1321/SMI/SPX/SX5E (CHF) Basler KB 2026-03-17

    ISIN CH1225284111

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.13%

    7.00% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-07-21

    ISIN CH1279009992

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.11%

    5.28% BRC on SMI/SPX/SX5E (CHF) Luzerner KB 2026-03-04

    ISIN CH1300736472

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.10%

    9.50% BRC on BHPU/GLEN/RIO (CHF) UBS London 2025-06-06

    ISIN CH1301064817

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 3.10%

    8.46% BRC on ENEL/ENGI/IBE (CHF) UBS London 2025-03-27

    ISIN CH1293016858

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 3.07%

    9.00% BRC on BP//SHELL/TTE (CHF) UBS London 2024-09-05

    ISIN CH1266480784

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 3.06%

    6.50% BRC on ALC/NOVN (CHF) UBS London 2025-05-15

    ISIN CH1298102125

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 3.04%

    7.00% BRC on BALN/Helvetia Holding AG Namen/SLHN/SREN/ZURN (CHF) Vontobel 2025-09-01

    ISIN CH1283322076

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 3.03%

    10.00% BRC on CFR/LISP/NESN/PGHN/ROG (CHF) Bank Julius Baer 2025-06-06

    ISIN CH1292534448

    Countries: GuernseySectors: OtherCurrencies: CHFWeight: 3.02%

    9.00% BRC on CFR/SLHN/UHR (CHF) UBS London 2024-06-10

    ISIN CH1189608321

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 2.83%
    Subtotal Structured Product:
    83.16%

    Cash CHF

    ISIN CASHCHF

    Countries: -Sectors: OtherCurrencies: CHFWeight: 16.84%
    Subtotal Cash:
    16.84%
    Total :
    100.00%

    Life Cycle

    Initial FixingFirst trading dateOpen-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