Strategic Certificate

    Belvédère Swiss Perpetuals Index

    Open End | Währung: CHF

    Product Overview

    Underlying
    Key figures
    Return (since Inception)
    5.36%
    Volatility p.a.
    3.08%
    Maximum Drawdown
    -4.99%
    Number of Positions
    20
    Sharpe Ratio
    0.90

    Index Overview

    Index Allocation

    Bond
    86.79%
    Cash
    13.21%

    Index Composition: Top Constituents

    InstrumentCountriesSectorsCurrenciesWeight

    Fiduciary Call CHF, 1.150%, 31.08.2023, TC BNP Paribas, Luxembourg (61486628)

    ISIN

    Countries: -Sectors: OtherCurrencies: CHFWeight: 9.91%

    3% UBS Group AG (CHF)

    ISIN CH0506668869

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 6.69%

    3.375% UBS Group AG (CHF)

    ISIN CH1160680174

    Countries: SwitzerlandSectors: FinancialsCurrencies: CHFWeight: 6.53%

    2.375% Julius Baer Grp (CHF)

    ISIN CH0481013784

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.65%

    1.75% Swiss Life (CHF)

    ISIN CH0598928759

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.55%

    1.5% Helvetia Swiss Ins (CHF)

    ISIN CH0521617305

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.53%

    2.125% ZKB (CHF)

    ISIN CH0361532945

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 5.07%

    1.75% Helvetia Swiss Ins (CHF)

    ISIN CH0579132959

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 4.86%

    1.7% St.Galler KB (CHF)

    ISIN CH0373476115

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 4.67%

    2.25% Raiffeisen Schweiz (CHF)

    ISIN CH1101825797

    Countries: SwitzerlandSectors: OtherCurrencies: CHFWeight: 4.65%

    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