Privacy

Change Privacy Settings

Family Influenced Businesses Index

Valor: 44190851 ISIN: CH0441908511 Symbol PSTCWV
Average Community Rating:
Bid (Indicative)

- Size {{ priceHubData.bidSize }}

Ask (Indicative)

- Size {{ priceHubData.askSize }}

Currency

CHF

Updated at

- {{ priceHubData.timestamp | dateFormat('HH:mm:ss.SSS', '-') }}

Change

Change %

52-week low

76,03

52-week high

116,53

Family Influenced Businesses Index

The Index reflects the performance of a virtual investment managed on the basis of a Strategy. This Strategy is determined by the Index Sponsor and the Index Sponsor is solely responsible for it. The Index Calculation Agent neither advises nor assists the Index Sponsor in connection with the preparation or implementation of the Strategy. The Strategy of the Index Sponsor is to select shares of companies that have been qualified as family influenced businesses by Vontobel Wealth Management. The Index Sponsor defines family influenced businesses as companies in which the founding families hold between 15% and 35% of the voting rights. In the opinion of the Index Sponsor, this is sufficient to influence the business orientation and long-term strategy while being controlled by an independent body. A minority of Index components (less than 10% of the total weighting) may be outside these rules. The aim of the Strategy of the Index Sponsor is to achieve long-term capital growth. In addition, the Strategy is managed without reference to a benchmark, as there is no comparable one.

Vontobel Wealth Management

At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We operate a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we create optimal conditions to increase the entrusted assets over the long term while taking controlled risks.

Performance & Risk

Three Months YTD 2019 2017 2015 Since Inception
Family Influenced Businesses Index 2,89% 0,90% 21,88% - - 12,32%
Three Months
2,89%
YTD
0,90%
2019
21,88%
2017
-
2015
-
Since Inception
12,32%

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.

Index Composition

Breakdown

Master Data

Master Data

Product Type Tracker Certificate
Issue Date 13/11/2018
Issue Price 100,00
Ratio 1,044632
Index Family Influenced Businesses Index
Currency CHF
Markets(s) Bank Vontobel AG
Currency Hedged No
Index adjustments According to the Index Guide

Parties

Issuer Vontobel Financial Products Ltd., DIFC Dubai
Guarantor Vontobel Holding AG, Zurich

Costs

Management Fee 1,25
Performance Fee -

Documents

Factsheet

Factsheet

Deutsch
English
Español
Français
Italiano
Svenska
Termsheet

Termsheet

Deutsch
English
KID

KID

Čeština
Dansk
Deutsch
English
Español
Français
Italiano
Magyar
Nederlands
Norsk
Suomi
Svenska