
SYSTEMATICALLY
DISCIPLINED
#SEYO
The slightly different "dividend strategy"
Together with Vontobel, we are launching the strategic tracker certificate (AMC) on the WAM Swiss Equity Yield Optimized Index as an index sponsor. Investors can “invest” in WINVEST's expertise in the area of yield optimization with structured products and / or options. The certificate is listed and tradable on the SIX.
The financial products mentioned on this website are derivative financial instruments. They do not qualify as units of a collective investment scheme within the meaning of Art. 7 ff. Of the Swiss Federal Act on Collective Investment Schemes (CISA) and are therefore neither registered nor monitored by the Swiss Financial Market Supervisory Authority FINMA. Investors do not enjoy the specific investor protection provided by the CISA.
SYSTEM-
STRATEGY
The strategy focuses on shares of companies listed in Switzerland whose future forecasts are attractive and / or whose balance sheets are strong.
The core of the strategy is a systematic mix of financial instruments consisting of stocks, structured products and / or options , with which an improved risk-return ratio is sought.
REGULAR
EARNINGS
As an index sponsor, WINVEST selects and weights the most suitable financial instrument based on proprietary quantitative and qualitative factors.
The focus is on the stable and regular income generated from this in the form of dividends, coupon payments and / or option premiums (reinvested). As a result, stable and sustainable growth in value with a low fluctuation range should be achieved over the medium to long-term investment horizon .
YIELD OPTIMIZATION
Yield optimization means yield optimization and describes the main focus of the index. The highest possible income in the form of:
Net dividends
Coupon payments
Option premiums
DIVERSIFICATION
The strategy diversifies across segments (large, mid and small caps), sectors / industries as well as risk / return ratios of the financial instruments used and is managed without reference to a benchmark.
RESPONSIBILITIES
DOCUMENTATION
RISKS
- The investor bears the issuer risk.
- The product is not capital protected - in the worst case scenario, a total loss of the capital invested is possible.
Legal notice : This website is for information purposes only and does not constitute investment recommendation or advice and contains neither an offer nor an invitation to submit an offer. It does not replace the qualified advice required before every purchase decision, in particular with regard to all associated risks.
This publication was produced by Winvest Asset Management AG and is not the result of a financial analysis. The “Guidelines for Ensuring the Independence of Financial Analysis” of the Swiss Bankers Association do not apply to this publication. Contents of this publication, which can be traced back to other companies or third parties, are marked as such by reference to the source. the Brochure “Special Risks in Securities Trading” can be obtained free of charge from www.swissbanking.org.
Past performance should not be taken as an indication or guarantee of future performance. This website and the performance figures and financial products presented therein are not intended for persons who are subject to a jurisdiction that restricts or prohibits the sale of financial products or the distribution of this publication or the information contained therein. All information is provided without guarantee.
October 19 © WINVEST ASSET MANAGEMENT AG. All rights reserved