Invest like the experts

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.

More information

• Product details at FuW stock exchange data
• Product details at Leonteq
• Presentation of the FuW Risk Portfolio Index at Leonteq
• Factsheet (PDF)
• The Risk Portfolio is now available for purchase
• The Risk Portfolio – now available to everyone
• Article in «Payoff», the industry magazine (PDF)

Risks

• 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.