Participation | January 2023

Invest like the experts

Tracker certificate on the FuW Risk Portfolio Index

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.


  • Invest like the experts from Fr. 100
  • Best-known portfolio of the editors of «Finanz und Wirtschaft»
  • Swiss equity portfolio with track record of many years
  • Can be traded on SIX Swiss Exchange

About «Finanz und Wirtschaft»

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.

Tracker certificate on the FuW Risk Portfolio Index

«Finanz und Wirtschaft» has been offering direct investment recommendations within the Swiss equity universe and publishing them regularly in the FuW Risk Portfolio since as long ago as March 1995. The FuW Risk Portfolio Index replicates the performance of the underlying equities. When selecting the portfolio components, FuW’s editorial team focuses largely on undervalued Swiss equities (large, mid and small caps) with a short to medium investment horizon. Allocation decisions are made by the FuW team based on a combination of fundamental and technical analysis. The aim of the investment in high-risk equities is to achieve a better return profile than the Swiss Performance Index®.

The composition of the index is reviewed quarterly by the Index Committee created specifically for that purpose. The Index Committee comprises the FuW editor-in-chief, the heads of department and the relevant editors.

As from now, Leonteq is offering investors a simple, transparent and low-cost way of bringing the FuW Risk Portfolio into their own custody account by purchasing the tracker certificate on the FuW Risk Portfolio Index – and from an investment of as little as Fr. 100. Net dividends will be reinvested in the index.

Purchase instructions

The FuW investment certificate is listed on the SIX Swiss Exchange (the Swiss stock exchange) and can be bought and sold daily between 9:15 am and 5:15 pm. You can place the stock market order via your house bank. To do this, use the securities number (Valor) 37 270 457. This enables your bank to execute the order and book the investment certificates into your securities custody account. You can also use the securities number to enter the stock market order via your online banking application. Ticker symbol FWRPTQ is used to identify the investment certificates in addition to the securities number.

General product details

Issuer Leonteq Securities AG, Zürich
SSPA category Tracker certificate (1300)
Underlying FuW-Risk-Portfolio-Index
Index sponsor Verlag Tamedia Finanz und Wirtschaft AG
Currency Fr.
Initial fixing date 03.01.2019
First exchange trading date 18.01.2019
Maturity Open End
Management fee 0,70% p.a.
Listing SIX Swiss Exchange AG
Price at initial fixing Fr. 100.00
Valor/SIX symbol 37270457/FWRPTQ

More information

FuW Risk Portfolio and Swiss Performance Index

FuW Invest Risk Performance
Source: Finanz und Wirtschaft, Reuters, as at 06.01.2023 (indexed to 100, logarithmic display)
Historical data is not a reliable indicator of future performance


  • The investor may suffer losses in the amount of the negative performance of the underlying between the initial fixing and maturity.
  • The investor bears the credit risk of the issuer.

Composition of the FuW Risk Portfolio Index on 06.01.2023

Index MemberWeighting in %Sector/Activity
ams-OSRAM4.12Semiconductors, Electronics
Arbonia5.96Focused building supplier
Autoneum1.5Auto parts
Cembra Money Bank6.81Bank
Comet4.43Electrical engineering
Credit Suisse3.19Bank
Huber + Suhner6.1Communications, fiber optics, cable technology
Logitech6.6Software, Computer accessories
Schindler6.8Elevators and escalators
Swatch Group8.11Watches, Microelectronics
Ypsomed9.82Injection and infusion systems
Zur Rose0.63Mail order pharmacy
Cash Component Fr.2.45-
Source: Leonteq Securities AG,
Historical data is not a reliable indicator of future performance