Strategic Certificate

    CV Aktienstrategie Index

    Open End | Währung: CHF

    CHF
    Bid volume --,---

    CHF
    Ask volume --,---

    Spread

    Product Overview

    Underlying
    Key figures
    Return (since Inception)
    6.60%
    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

    InstrumentCountriesSectorsCurrenciesWeight

    5.75% BRC on NKY/SMI/SPX/SX5E (CHF) Luzerner KB 2025-01-10

    ISIN CH1254452316

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 10.31%

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

    ISIN CH1274473631

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 10.30%

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

    ISIN CH1276886178

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.34%

    4.75% BRC on SMI/SPX/SX5E (CHF) UBS London 2025-03-31

    ISIN CH1246307370

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.16%

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

    ISIN CH1279009992

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.15%

    6.00% BRC on SMI/SPX/SX5E (CHF) CS London 2025-04-14

    ISIN CH1245995027

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 5.13%

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

    ISIN CH1273459334

    Countries: GuernseySectors: OtherCurrencies: CHFWeight: 5.11%

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

    ISIN CH1273455092

    Countries: GuernseySectors: OtherCurrencies: CHFWeight: 5.11%

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

    ISIN CH1254457323

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.10%

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

    ISIN CH1225284111

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.08%

    6.20% BRC on NKY/SPX/SX5E (CHF) Vontobel 2024-04-12

    ISIN CH1254556926

    Countries: United Arab EmiratesSectors: OtherCurrencies: CHFWeight: 4.94%

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

    ISIN CH1293016858

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 3.08%

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

    ISIN CH1266480784

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 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 EmiratesSectors: OtherCurrencies: CHFWeight: 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: GuernseySectors: OtherCurrencies: CHFWeight: 3.02%

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

    ISIN CH1301064817

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 3.00%

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

    ISIN CH1189608321

    Countries: United KingdomSectors: OtherCurrencies: CHFWeight: 2.84%
    Subtotal Structured Product:
    84.73%

    Cash CHF

    ISIN CASHCHF

    Countries: -Sectors: OtherCurrencies: CHFWeight: 15.27%
    Subtotal Cash:
    15.27%
    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

    Stay updated

    Subscribe to receive information about structured products

    Your personal data will be processed to provide information as per Vontobel Privacy Policy.

    newletter overlay image

    Stay updated

    Subscribe to receive information about structured products

    Your personal data will be processed to provide information as per Vontobel Privacy Policy.

    Vontobel Markets – Bank Vontobel AG and/or affiliates. All rights reserved.

    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.