We can only outsmart ourselves

Wealthtech embedded in an investment certificate

With this certificate, you get a complete quant-driven investment solution in your own account.

The effectiveness of our algorithmic investing solutions stems from their methodical, unemotional approach, surpassing the limitations of human decision-making. Grounded solely in logic, data, and rule-based risk and money management, our algorithmic engines operate with impartiality, impervious to greed. This enables us to remain composed even amid market volatility and uncertainty, ultimately delivering superior investment performance outcomes.

Innovative and future-oriented

100% Systematic and data-driven Investing

Low volatile performance growth

Buy it with a savings plan

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Get all information about how innovative Quantmade is managing stocks within this certificate.

LUNCH BRIEFING
"DYNAMIC INVEST ONE"
Date: 15.05.2024
Time: 12.15 am - 1.00 pm CET

EVENING BRIEFING
"DYNAMIC INVEST ONE"
Date: 15.05.2024
Time: 6.00 pm - 7.00 pm CET

EVENING BRIEFING
"DYNAMIC INVEST ONE"
Date: 29.05.2024
Time: 6.00  - 6.45 pm CET

QUANTSHEET: Portfolio Certificates on the Quantmade DYNAMIC INVEST ONE Portfolio


DESCRIPTION


  • Quantmade is at the forefront of developing algorithmic trading and investing tools. Our strategy uses a blend of quantitative (quant) systems that are fine-tuned to respond to changes in the stock market. Our focus is on active trading of large cap US stocks, using algorithms primarily designed for swing trading. This involves actively managing the portfolio with a data-driven investment strategy that analyzes stock swing patterns and predicts price movements of stocks using predictive methods and probability analysis. The systems in this certificate invest in a single stock only if the proability-based calculation of the upside potential is substantially above the average.
  • As a universe, we use the S&P 100 stocks and the Nasdaq 100 stocks. The systems trade only in the long direction. No short positions are taken. The average time in a trade is 10-25 days.  The investment degree in the certificates varies form zero to 100% depending on market conditions.
  • Using this active quant-based investment strategy, the returns can be increased substantially versus passive investments that cover the whole universe as well as that the volatility can be reduced so that correlations are also reduced.
  • The systems used in this certificate have a year long track record in our business field are “Quant Managed Accounts”. (see: Quant Managed Account Portfolios)
  • Within this certificate, the Quant systems trade each stock individually (active single stock trading) without any shorts. Using improved timing methods, returns can be improved and volatiliy is reduced.
  • This UBS product is listed at the stock exchange in Stuttgart and Frankfurt and can be bought also by private investors to their bank or broker account

INVESTORS


PUBLIC OFFERING:
For institutional, professional and private investors

First Listing Date:
23. April 2024

This product is a public offering and available also for private investors


Key Information


WKN: UBS1DY
ISIN: CH1332119887
VALOR: 133211988

The certificate is listed on the stock exchanges in Stuttgart and Frankfurt and can be bought via almost all banks and brokers

Quant Strategy


Quant Investment Strategy: low volatile, turn-around strategy (long only)
Stock Universe: US mega large caps (S&P 100(R) and NASDAQ 100(R) equity universes)
Min. Invest: > 100 Euro / piece
Stock analysis frequency: daily
Currency: EUR/USD hedged
Interest: On free cash, interest is paid at Euribor level.

Important Links


Dokuments and Pricing Information on UBS Keyinvest

Current Performance & Price Information on UBS Keyinvest

SIMULATION OF THE BLENDED QUANT PORTFOLIO MIX USED IN THIS CERTIFICATE *

YTD Return (%)
3Y Return (%)
5Y Return (%)
CAGR (%)
Sharpe Ratio
Sortino Ratio
Alpha
Beta
YTD Return (%)
3Y Return (%)
5Y Return (%)
CAGR (%)
Sharpe Ratio
Sortino Ratio
Alpha
Beta
Date:
Performance:
Return (%):
Zoom
Jahr:
Quant Portfolio:
Large investors information

If you want to invest more than 100.000 Euro, the UBS offers you to lower the spread to 0 "zero". In this case, please contact Quantmade via email or contact form. Upon this request, we serve you with more information

Email: info@quantmade.com

*Disclaimer: As professional quant developers we test and verify the performance of investment systems using modern simulation and backtesting technology. The charts and information above are an indication of the performance. Past performance is no guaratee for future performance. We have not included costs and fees in the simulation.

Contact us if you have any questions about Quant-managed Certificates

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Legal Disclaimer:
This document is for informational purposes only and does not constitute an offer or solicitation to subscribe for or acquire shares of the participation certificate, nor does it constitute a recommendation to acquire them. The information provided here does not replace suitable investor- and product-specific investment advice or investment recommendations. The sole basis for the acquisition of shares is the sales documents. All product-related documents, especially the prospectus, any supplements thereto, and the final terms, are published on the issuer’s website (keyinvest-eu.ubs.com) in accordance with legal regulations. The sales documents are also available free of charge from Quantmade GmbH at www.quantmade.com and from Reitelshöfer Vermögensmanagement GmbH at www.wandelanleihen.de. The issuance of shares of this certificate is only allowed in jurisdictions where such an offer or sale is permissible. The distribution and publication of this document, as well as the offer or sale of shares of this certificate, may be subject to restrictions in other jurisdictions. If this document is shared with third parties, Quantmade GmbH and Reitelshöfer Vermögensmanagement GmbH disclaim any further liability in this regard. The validity of the information and recommendations is limited to the time of the creation of this document and may change at any time and without prior notice depending on market developments.
Publisher: Quantmade GmbH, Löwenburg 1, 40668 Meerbusch, acting as a tied agent (§ 3 para. 2 WpIG) on behalf, in the name, for the account, and under the liability of the responsible liability carrier Reitelshöfer Vermögensmanagement GmbH, Poppenreuther Straße 144, 90765 Fürth. Reitelshöfer Vermögensmanagement GmbH is authorized by the Federal Financial Supervisory Authority according to § 15 WpIG to provide investment advice pursuant to § 2 para. 2 no. 4 WpIG and investment brokerage pursuant to § 2 para. 2 no. 3 WpIG.
Risk Warning: You are exposed to the risk that the issuer may not be able to fulfill its obligations under the product, for example, in the event of insolvency (payment inability / over-indebtedness) or a regulatory order for resolution measures. Such an order by a resolution authority can be issued in advance of an insolvency proceeding in the event of a crisis of the issuer. The resolution authority has extensive intervention powers, including the ability to reduce investor claims to zero, terminate the product, convert it into the issuer’s shares, and suspend investor rights. A total loss of the capital invested is possible. As a debt security, the product is not covered by deposit insurance.