The financial instruments mentioned in this document are derivative instruments. They do not qualify as units of a collective investment scheme pursuant to art. 7 et seqq. of the Swiss Federal Act on Collective Investment Schemes (CISA) and are therefore neither registered nor supervised by the Swiss Financial Market Supervisory Authority FINMA. Investors do not benefit from the specific investor protection provided under the CISA.
Founded in 1928, “Finanz und Wirtschaft” (FuW) is targeted at experienced private and professional investors who work in or with global financial markets. The largest business editorial team in Switzerland provides insightful background information on the global economy and events on both national and international stock markets daily for digital channels and twice weekly – on Wednesdays and Saturdays – in the newspaper edition. FuW analyses all businesses quoted in Switzerland as well as global companies of significance for investors. In addition to its headquarters in Zurich, the publisher also has dedicated editorial offices in London, New York and Hong Kong.
The Eco-Portfolio is the third sample portfolio to be launched and supported by FuW, following the Risk and the Value Portfolios. We are convinced that businesses which contribute to the more sparing use of natural resources should be able to profit financially from this.
The focus is on companies that follow a CO2 reduction strategy. As well as ecological criteria, however, new additions must also meet financial criteria. These include an attractive valuation and solidity in the form of a low debt-to-equity ratio and attractive profitability. Featuring a selection of twenty equally weighted stocks, the portfolio was launched at the start of June 2020. Swiss and European names are currently over-represented, but there are no regional limitations in principle.
FuW will review the composition of the index on a quarterly basis. Companies which have taken backward steps in sustainability or who- se potential for financial performance and price has been exhausted will be replaced.
As of now Leonteq is giving investors a simple, transparent and low- cost opportunity to bring the FuW-Eco-Portfolio into their own invest- ment portfolio by buying the investment product on the FuW-Eco- Portfolio Index. The minimum investment is just CHF 25 and net dividends will be reinvested in the index.
| Issuer | Leonteq Securities AG, Zürich |
| Product category | Exchange Traded Product (ETP) |
| Collateral custodian | SIX SIS AG |
| Collateral agent | SIX Repo AG |
| Underlying | FuW-Eco-Portfolio Index |
| Currency | CHF |
| Rebalancing dates | quarterly |
| Maturity | Open end |
| Management fee | 0.97% p.a. |
| Dividend treatment | Net dividends are reinvested |
| Listing | SIX Swiss Exchange AG BX Swiss AG |
| Minimum investment | 1 Product |
| Valor/SIX symbol | 117179725/FUWEP |