{"date":"2023-06-02T00:00","headerImageUrl":"https://structuredproducts-ch-pub-uat.leonteq.com/product-news/product-homepage-banner/fuw_invest_etp+_leonteq-structured-products_product+homepage+banner.jpg","subTitle":"The Risk-, Value- and Eco-Portfolios as ETP+","windowTitle":"New ETP+ with Finanz und Wirtschaft","category":"etp","title":"Proven portfolios in a new label","body":"

Leonteq and Tamedia Finanz und Wirtschaft AG<\/a> are further expanding their successful collaboration following the successful launch of a series of investment products which recorded solid interest among investors and are now launching the renowned portfolios: Risk, Value and Eco as Exchange Traded Products (ETP) on the SIX Swiss Exchange (ETP Segment) under the new label ETP+.<\/p>\n

The FuW-Risk-Portfolio<\/h3>\n

\u201cFinanz und Wirtschaft\u201d 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\u2019s 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®.<\/p>\n

Highlights<\/h3>\n
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  • Best-known portfolio of the editors of \u201cFinanz und Wirtschaft\u201d<\/li>\n
  • Swiss equity portfolio with track record of many year<\/li>\n<\/ul>\n

    The FuW-Value-Portfolio<\/h3>\n

    The FuW-Value-Portfolio-Index tracks the model FuW-Value-Portfolio launched in 2008. The index replicates investment in global value stocks (focusing on North America and Europe) from all sectors and with a medium to long-term investment horizon. 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. The allocation decisions are taken by the index sponsor using a proprietary model that is based on fundamental analysis and aims to achieve a better risk and return profile than the S&P 500, the STOXX EUROPE 50 and the Swiss Market Index. <\/p>\n

    Highlights<\/h3>\n
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    • Known portfolio of the editors of \u201cFinanz und Wirtschaft\u201d<\/li>\n
    • International equity portfolio with a focus on Europe and North America<\/li>\n<\/ul>\n

      The FuW-Eco-Portfolio<\/h3>\n

      The Eco-Portfolio is the third model portfolio launched and managed since 2020 by FuW after the Risk and Value Portfolios. The focus is on companies that pursue a CO2 reduction strategy. In addition to ecological criteria, new acquisitions must also meet financial criteria. These include an attractive valuation and solidity in the form of a low debt ratio and attractive profitability. The portfolio was launched at the beginning of June 2020 with a selection of twenty equally weighted stocks. Swiss and European names are currently overrepresented, but in principle there is no regional restriction.<\/p>\n

      Highlights<\/h3>\n
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      • An ingenious and sustainable investment: the Eco-Portfolio from \u201cFinanz und Wirtschaft\u201d<\/li>\n
      • International equity portfolio with a sustainability strategy<\/li>\n<\/ul>\n

        ETP+ on the Risk-, Value- and Eco-Portoflio-Index NTR<\/h3>\n
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