Leonteq AG / Key word(s): Product Launch
Leonteq AG: Leonteq launches three ETPs+ on the Finanz und Wirtschaft Index Family

05.06.2023 / 07:00 CET/CEST


PRESS RELEASE | LEONTEQ LAUNCHES THREE ETPs+ ON THE FINANZ UND WIRTSCHAFT INDEX FAMILY

Zurich, 5 June 2023

Leonteq today announced the launch of three exchange traded products (ETPs) on indices replicating the FuW model portfolios (FuW-Risk-Portfolio, FuW-Value Portfolio and FuW Eco Portfolio).

Leonteq and Finanz und Wirtschaft (FuW) are further expanding their successful collaboration following the launch of a series of investment products which recorded a solid interest among investors and are now launching three new ETPs+ respectively on the FuW Risk Portfolio Index NTR, FuW Value Portfolio Index NTR and FuW Eco Portfolio Index NTR. The ETPs+ are listed on SIX Swiss Exchange AG and are available to institutional and retail investors in Switzerland.

ETP+ ON THE FuW RISK PORTFOLIO INDEX NTR

The FuW Risk Portfolio, launched in 1995, primarily focuses on undervalued Swiss equities (large, mid and small caps) with a higher degree of risk and a short to medium investment horizon. The selection of model portfolio components is made by the FuW editorial team based on fundamental analysis and aiming to achieve a higher return than the Swiss Performance Index by investing in riskier equities.

ETP+ ON THE FuW VALUE PORTFOLIO INDEX NTR

The FuW Value Portfolio, launched in 2008, is an international equity portfolio focusing on both European and North American markets. The model portfolio components are chosen from all sectors, replicating investments in global value stocks with medium to long investment horizon. Allocation of components is made by the FuW editorial team relying on a proprietary model based on fundamental analysis, aiming to achieve a better risk and return profile than the S&P 500, the STOXX EUROPE 50 and the Swiss Market Index.

ETP+ ON THE FuW ECO-PORTFOLIO INDEX NTR

The FuW Eco Portfolio, launched in 2020, includes Swiss, European and US companies that pursue an environmentally sustainable strategy, particularly focused on carbon emission reduction. The model portfolio components must meet both sustainable and financial requirements, such as having an attractive valuation and a sound balance sheet with low debt.

Alessandro Ricci, Head Investment Solutions of Leonteq, states: “We are pleased to announce the expansion of our cooperation with Finanz und Wirtschaft, a leading Swiss editorial group. These new ETPs+ will allow investors to gain exposure to different investment themes with short, medium and long investment horizons and to an attractive, yet well differentiated, offering. This collaboration further enhances Leonteq’s position in the Swiss ETP market as an innovative investment solutions provider.”

DIFFERENTIATING FACTORS TO EXISTING ETP ISSUERS

Leonteq is the first issuer of ETP products in Switzerland which is licensed as a securities firm by FINMA. Furthermore, the company has an investment grade rating assigned by Fitch Ratings Ltd., an ESG-Rating of “A” assigned by MSCI, a strong shareholders’ equity totalling around CHF 870 million at end-2022, and a proven track record spanning more than 15 years.

ETP+ provides investors with enhanced safety, by using collateral held by SIX SIS AG and monitored by SIX Repo AG. Both custodian and collateral agent are  based in Switzerland and daily independent checks contribute to mitigate the issuer risk.

Jan Schwalbe, Editor-in-Chief of Finanz und Wirtschaft, comments: "We are delighted to launch this new series of ETPs+ with Leonteq, following the great success of the tracker certificates and the first ETP+ launched on the FuW Swiss 50 Index NTR last year. All these indices grant access to the most promising investment themes, thanks to the variety of the stocks included. We strongly believe that the  launch of ETP+ by Leonteq will offer significant added value to ETP investors in terms of issuer safety and collateral robustness."

Founded in 1928, Finanz und Wirtschaft is aimed at savvy private and professional investors who work in or with the global financial markets. Switzerland's largest specialist business editorial team explains the complex interrelationships of the global economy and national and international stock market activity on a daily basis digitally and twice a week - on Wednesdays and Saturdays - with the newspaper edition. FuW analyzes all companies listed in Switzerland as well as global companies that are important for investors. In addition to the main editorial office in Zurich, the publishing house maintains its own editorial offices in New York and Shanghai.

Learn more about the ETPs+ linked to the FuW Risk Portfolio Index, FuW Value Portfolio Index and FuW Eco Portfolio Index.


CONTACT

Media Relations 
+41 58 800 1844
media@leonteq.com
Investor Relations 
+41 58 800 1855
investorrelations@leonteq.com


LEONTEQ

Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product categories. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries, through which it serves over 50 markets. Leonteq Securities AG is the main operating subsidiary of Leonteq AG. The company is a securities firm regulated by the Swiss Financial Market Authority FINMA and is a member of the Swiss Structured Product Association. Leonteq AG is listed on the SIX Swiss Exchange (SIX: LEON).

www.leonteq.com

Disclaimer


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End of Media Release


1648657  05.06.2023 CET/CEST

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