SAWKM
•
Multi-Asset
LEONTEQ ETP ON SAW SMARTADAPT PORTFOLIO KONSERVATIV INDEX
TER (Basispunkte):
80
AUM (USD Mio.):
0
ISIN:
CH1467581570
Domizil:
Switzerland
Währung der Anteilsklasse:
CHF
ESG:
No
Geografischer Fokus:
Global
Stand:
-
Klimafonds:
No
Benchmark
The SaW SmartAdapt Portfolio Konservativ Index follows a conservative investment strategy. This means that the allocation is tilted toward less risky asset classes (such as bonds and cash), while allowing for meaningful exposure to riskier asset classes (such as equities and precious metals) in response to changing market conditions. Exposure to the various asset classes is implemented through liquid and listed instruments (e.g. ETFs), which serve to represent these asset classes and enable active management of the portfolio allocation. The Index aims to achieve a more favorable risk/return profile than a passive portfolio allocation across the various asset classes, while seeking to reduce drawdowns during severe market crises. The model assigns weights based on the assumption that an asset class may experience sudden changes (regime shifts) in its price dynamics, with the portfolio allocation dynamically adjusted using a rules-based methodology that incorporates variance-weighted trend indicators corrected for such regime shifts. Real estate exposure may be maintained at a fixed allocation.
PERFORMANCE
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