Participation | May 2023

Invest like the experts

Investment product 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.

Highlights

  • Invest like the experts from CHF 25
  • Best-known portfolio of the editors of «Finanz und Wirtschaft»
  • Swiss equity portfolio with track record of many years
  • Daily tradable on the 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.

Investment product 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 investment product on the FuW Risk Portfolio Index – and from an investment of as little as CHF 25. 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) 117 179 723. 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
Product category Exchange Traded Product (ETP)
Collateral custodian SIX SIS AG
Collateral agent SIX Repo AG
Underlying FuW-Risk-Portfolio Index
Currency CHF
Rebalancing dates quarterly
Maturity Open end
Management fee 0.82% p.a.
Dividend treatment Net dividends are reinvested
Listing SIX Swiss Exchange AG
Minimum investment 1 Product
Valor/SIX symbol 117179723/FUWRP

More information

FuW Risk Portfolio and Swiss Performance Index

FuW Invest Risk Performance
Source: Finanz und Wirtschaft, Reuters, as at 11.03.2023 (indexed to 100, logarithmic display)
Historical data is not a reliable indicator of future performance

Risks

  • The investor may suffer losses in the amount of the negative performance of the underlying between the time of purchase and the time of sale of the exchange traded product.
  • The investor bears the credit risk of the issuer Leonteq. The respective current equivalent value of the ETP is secured with a collateral, which is deposited with SIX SIS AG.

Composition of the FuW Risk Portfolio Index on 24.05.2023

Index MemberWeighting in %Sector/Activity
ams-OSRAM3.61Semiconductors, Electronics
Arbonia4.64Focused building supplier
Aryzta4.68Food
Autoneum2.06Auto parts
Cembra Money Bank6.28Bank
Comet5.15Electrical engineering
Credit Suisse3.19Bank
DocMorris0.73Mail order pharmacy
Gurit5.13Materials
Huber + Suhner5.44Communications, fiber optics, cable technology
Idorsia3.68Pharmaceuticals
Komax8.66Technology
Logitech6.66Software, Computer accessories
Schindler7.21Elevators and escalators
Sonova3.55Medical devices
SoftwareOne5.03IT
Swatch Group8.27Watches, Microelectronics
U-Blox4.95Technology
Ypsomed11.78Injection and infusion systems
Cash Component Fr.2.49-
Source: Leonteq Securities AG, fuw.ch
Historical data is not a reliable indicator of future performance