The FuW-Value-Portfolio Index NTR tracks the model FuW-Value-Portfolio published regularly in the Swiss «Finanz und Wirtschaft» newspaper. 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.
As from now, Leonteq is offering investors a simple, transparent and low-cost way of bringing the FuW-Value-Portfolio into their own custody account by purchasing the investment product on the FuW-Value-Portfolio Index NTR – and from an investment of as little as CHF 25. Net dividends will be reinvested in the index.
Management fee: 0.92% p.a.
Index Sponsor: Tamedia Finanz und Wirtschaft AG
Issuer: Leonteq Securities AG
Founded in 1928, “Finanz und Wirtschaft” (FuW) is targeted at experienced private and professional investors who work in or with global financial markets. The largest business editorial team in Switzerland provides insightful background information on the global economy and events on both national and international stock markets daily for digital channels and twice weekly – on Wednesdays and Saturdays – in the newspaper edition. FuW analyses all businesses quoted in Switzerland as well as global companies of significance for investors. In addition to its headquarters in Zurich, the publisher also has dedicated editorial offices in London, New York and Hong Kong.
We look forward to answering all of your questions about our products and how they are traded. Please don't hesitate to get in touch! Phone: 058 800 11 11, email info@leonteq.com or contact us here.