Sustainable Innovation CHF Reference Portfolio
The Reference Portfolio represents an investment strategy defined by the Portfolio Sponsor. The Portfolio Sponsor is solely responsible for the investment strategy, without the support or advice of the issuer and/or the calculation agent. The 17 Sustainable Development Goals of the UNO serve as a basis. Central aspects of the goals are the advancement of economic growth, the reduction of disparities in living standards, the creation of equal opportunities and the sustainable management of natural resources, which guarantees the preservation of ecosystems and strengthens their resilience. We see the 17 Goals as a catalyst for future innovation. They are on the agenda of 193 countries and thousands of companies, which could trigger demand. All investments in the portfolio are expected to contribute a substantial portion of sales to achieving these goals based on their area of activity, research or behavior. Stock selection follows a classic bottom-up process in which companies are evaluated based on financial metrics and growth prospects.
Aquila AG is the largest platform for independent asset managers in Switzerland. It has a banking license and is therefore subject to the supervision of the Swiss Financial Market Supervisory Authority FINMA. Aquila AG assumes management, coordination and control functions for its partners and provides central services in the areas of investments, operations and compliance. Within the Group, the Investment Team supports asset managers and family offices in all questions and tasks relating to investment and manages the assets of institutional and professional clients. The team has been managing a range of investment funds and structured products for several years.
Performance & Risk
|Three Months||YTD||2021||2019||2017||Since Inception|
|Sustainable Innovation CHF Reference Portfolio||-11,09%||-9,72%||7,72%||18,10%||-||20,28%|
|Product Type||Tracker Certificate|
|Index||Sustainable Innovation CHF Reference Portfolio|
|Markets(s)||Bank Vontobel AG|
|Index adjustments||According to the Index Guide|
|Issuer||Vontobel Financial Products Ltd., DIFC Dubai|
|Guarantor||Vontobel Holding AG, Zurich|