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Vontobel Swiss Research Basket

Valor: 30188932 ISIN: CH0301889322
Average Community Rating:
Bid (Indicative)

-

Ask (Indicative)

-

Currency

CHF

Updated at

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Change

Change %

52-week low

122,70

52-week high

162,60

Strategy

Vontobel is the market leader in Swiss equity research. This multiple-award-winning expertise is now available to all investors – via the dynamic Swiss Research Basket   With just a single transaction, you can take advantage of current and future buy recommendations. The dynamic concept of the Swiss Research Basket draws on a pool of currently 120 Swiss companies that are part of the SPI®. Only those equities with sufficient liquidity are taken into consideration. Thanks to the three weighting classes, the basket is more balanced than a capitalization-weighted Swiss equity index, and the market coverage is more realistic. Large caps do not dominate, and the potential of promising smaller companies can be better harnessed. The basket is adjusted on the basis of the defined rules, with only those stocks that have a buy recommendation from the analysts being included. Stocks that lose their buy recommendation are always eliminated. Any such ratings changes are published in the morning, and the corresponding basket adjustments are made the same day. The net dividends are reinvested in the same stock on the distribution date. The basket is compiled on the basis of the current “Buy” recommendations of Vontobel's research / sell-side analysis team. Adjustments are made on the basis of ratings changes by financial analysts. In preparing financial analysis, both Vontobel and its analysts disclose any conflicts of interest; these may be viewed at any time at derinet.ch/researchdisclaimer.

Performance & Risk

Three Months YTD 2018 2016 2014 Since Inception
Vontobel Swiss Research Basket 3,73% 27,59% -17,21% - - 61,40%
Three Months
3,73%
YTD
27,59%
2018
-17,21%
2016
-
2014
-
Since Inception
61,40%

The figures given refer to past performance. Past performance is not a reliable indicator of future performance and should not be the sole decision factor in the selection of a financial instrument. The performance of the financial instrument is displayed on the basis of valuation prices in the investment currency, with reinvested net income. Due to currency fluctuations, your return may be higher or lower if you invest in a currency other than the one in which the past performance has been calculated. All price information relates to the product unless otherwise indicated.

Risk Indicator

The risk indicator is a guide to the level of risk of this product compared to other products.

Basket Composition

Breakdown

Master Data

Master Data

Product Type Tracker Certificate
Issue Date 01/02/2016
Issue Price 101,50
Ratio 1,00
Basket Vontobel Swiss Research Basket
Currency CHF
Markets(s) Bank Vontobel AG
Currency Hedged No

Parties

Issuer Bank Vontobel AG, Zurich

Costs

Management Fee 1,20
Performance Fee -

Documents

Factsheet

Factsheet

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Termsheet

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KID

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