Basel Economy Quintessence Certificate Tracker
Invest in a leading economy.
High value-added companies at the crossroads of Europe
The Basel Economy Quintessence Certificate is part of a medium- to long-term investment strategy in keeping with the BCGE Group's investment philosophy and designed to capitalise on the real economy. The Basel region has been the largest industrial region in Switzerland since the second half of the 19th century. Today, its economic area is one of the most innovative in Europe.
The Basel Economy Quintessence Certificate aims to reflect the economic dynamics of the region. It is composed exclusively of shares of companies listed on the Swiss stock exchange that have a strong link with the region's industries and services.
A selection of securities, actively managed
The selection and tracking of securities is carried out by the team of specialists at BCGE Asset Management. Like the Geneva Economy Quintessence Certificate, this Certificate is part of BCGE's investment strategy, which targets the most dynamic economic regions in Switzerland. It is intended for investors with a dynamic profile. This Certificate invests in shares of companies that play a leading role in the Basel region's economic centre. These companies operate in a variety of sectors, including the pharmaceutical, biotechnology, insurance and banking industries. BCGE Asset Management applies dynamic management based on economic and market conditions for this Certificate, which is known as the AMC "Actively Managed Certificate".
Source of income
The Certificate distributes the dividends paid by the companies once a year.
Universe of eligible securities
- The Basel Economy Quintessence Certificate only contains shares traded on the Swiss stock exchange in CHF. These are listed companies located in the Basel region (head offices, branches or subsidiaries) that represent the strength of this geographical area.
- The minimum market capitalisation of each company is set at CHF 500 million.
A three-pronged management approach
- The Certificate is actively managed according to a specific approach based on three allocation groups:
- « Core » - large caps
- « Dynamic » - mid caps
- « Value » - small caps
- The manager is responsible for the allocation of the three groups in order to better grasp the opportunities for creating and preserving value provided by each group. This is a dynamic process of identifying the sources of growth of the region's economy.
- The shares selected are, for the most part, large market capitalisations: the basket at launch represents more than CHF 560 billion in valuation. However, the basket contains a limited number of less liquid securities whose weight is capped to ensure optimal liquidity overall.
Management fees : 1.0%
Custody fees : Online trading 1816 free of charge, standard securities custody: -50%
Certificate's issue price : CHF 100
Investissement minimum : 1 Certificate
Maturity : Open-End Certificate (without maturity)
Distribution : the cumulative dividends are paid by the companies once a year at the end of June + 5 business days
Information and risks
The AMC Basel Economy Quintessence Certificate is a structured product. The content of this web page is a product description with no contractual value. Only BCV's Simplified Prospectus is valid. It does not constitute a call for tender, an offer to buy or sell, or a personal investment recommendation. We recommend that you contact your adviser for a specific review of your risk profile and inquire about the inherent risks prior to any transaction. In particular, we draw your attention to the fact that past performance cannot be taken as a guarantee of current or future performance. Banque Cantonale de Genève declines all responsibility for any direct or indirect loss, damage or harm that may result from the information contained in this document.
The Certificate is issued by Banque Cantonale Vaudoise, Lausanne and managed by Banque Cantonale de Genève. The simplified prospectus, the only valid prospectus, can be downloaded from the website www.bcge.ch or obtained directly from Banque Cantonale de Genève, Case postale 2251, 1211 Geneva 2, Switzerland, from the issuer Banque Cantonale Vaudoise/276 - 1598 / CP 300 / 1001 Lausanne, Switzerland, from the website www.bcv.ch/invest or by dialling the following number: 021 212 42 00.
This product is not a collective capital investment within the meaning of the Swiss federal act on collective capital investments, nor does the investor benefit from the protection that this law grants to investors in collective capital investment units; furthermore, this product is not subject to authorisation or supervision by the Swiss Financial Market Supervisory Authority (FINMA). Investors bear an issuer risk, namely that they are exposed to the risk of bankruptcy of the issuer and do not benefit from the protection of the invested capital. These products are not intended for distribution in the United States or to US persons. Certain transactions and/or the distribution of this document may be prohibited or subject to restrictions for persons under jurisdictions other than Switzerland for whom this information is not intended.
The risks are similar to a direct investment in the underlying securities (evolution of the share price, product holding period, price volatility etc.), i.e. the risk is that of a global equities basket.
The risks associated with certain investments, particularly derivatives, are not suitable for all investors. Investors are invited to conduct a specific review of their risk profile and ask their adviser about the inherent risks, in particular by consulting the SwissBanking brochure " Special Risks in Securities Trading " prior to any transaction.
Issuer's risk: the investor is exposed to the risk of the issuer's insolvency, which may result in the partial or total loss of the invested capital. The preservation of the value of the investment instrument depends not only on the evolution of the underlying(s) but also on the solvency of the issuer, which may change during the life of the structured product. The rating of the issuer indicated is in accordance with the situation at the time of issue and may change during the life of the product.
For more information, consult the simplified prospectus.
You can subscribe to the Basel Economy Quintessence Tracker Certificate by consulting a BCGE adviser or via the online trading platform 1816.
The investor should not invest without having read and understood the terms of the simplified prospectus. This document includes all the key data concerning the product and its provider and indicates the risks inherent in buying this product.
Securities number : 44352820
ISIN : CH0443528200
Issuer : Banque Cantonale Vaudoise, rating « S&P AA/stable »
Manager and distributor : Banque Cantonale de Genève
More information on the price