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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

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HEINZ RAMMELMEYER

CIO

Heinz is responsible for the strategic asset allocation and the discretionary component.

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STEFAN RAMMELMEYER

Portfolio manager

Stefan is responsible for the tactical asset allocation and the quantitative factors of the strategy.

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

WINVEST ASSET MANAGEMENT AG, Gewerbestrasse 6, CH-6330 Cham

+41 41 630 11 27  |  info@winvestam.ch  |  CHE-109.849.108  |  

WINVEST ASSET MANAGEMENT AG has been a member of the VQF since it was founded in 2002 (or double supervision by the VQF) in its officially recognized functions  Self-regulatory organization  according to the Money Laundering Act (GwG) and  Industry organization for asset managers  with officially recognized rules of conduct (code of conduct) for independent asset managers.

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