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.
«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.
|Issuer||Leonteq Securities AG, Zürich|
|SSPA category||Tracker certificate (1300)|
|Index sponsor||Verlag Tamedia Finanz und Wirtschaft AG|
|Initial fixing date||03.01.2019|
|First exchange trading date||18.01.2019|
|Management fee||0,70% p.a.|
|Listing||SIX Swiss Exchange AG|
|Price at initial fixing||Fr. 100.00|
|Index Member||Weighting in %||Sector/Activity|
|Arbonia||5.96||Focused building supplier|
|Cembra Money Bank||6.81||Bank|
|Huber + Suhner||6.1||Communications, fiber optics, cable technology|
|Logitech||6.6||Software, Computer accessories|
|Schindler||6.8||Elevators and escalators|
|Swatch Group||8.11||Watches, Microelectronics|
|Ypsomed||9.82||Injection and infusion systems|
|Zur Rose||0.63||Mail order pharmacy|
|Cash Component Fr.||2.45||-|