For private, professional and institutional clients

Quant Managed Certificates (AMC & ETI)

  • We offer our quant technology embedded in public and private certificates issued by the UBS AG (AMCs) or imaps AG (ETIs)
  • AMC are classical actively managed certificates issued by UBS AG
  • ETI are also certificates called exchange traded instruments that are fully insured by segregated accounts. They are issued by imaps AG
  • Both – AMCs and ETIs – are public traded certificates and listed at the stock exchange in Stuttgart and/or Frankfurt
  • As a private or professional client, you can buy the certificates into your portfolio

Within the Quant certificates, only data-driven investment decisions are executed by Quantmade.

AMC Issuer Partner

ETI Issuer Partner


Investors in Quant Managed Certificates?

  • High net worth individuals
  • Family office
  • Corporates & Holdings
  • Asset Managers
  • Private Investors

Overview of our Quantmade Investment Certificates

Attractive Returns at low drawdowns

Key Information


WKN: UBS1QM
ISIN: CH1296716207
VALOR: 129671620

Strategy Description


Quant Investment Strategy: defensive & balanced
Stock Universe: only US Large Cap Equities
Min. Invest: > 100 Euro / piece
Trading hours: Dialy tradable via exchange or OTC
Curreny: EUR/USD hedged
Interest: interst paid on free cash
more information

QUANT STRATEGY PERFORMANCE (SIMULATION)


This portfolio is actively managed using a set of mostly quant strategies trading the equity portfolio conservatively. The quants operate anticyclic in the market and cash level can vary between 0 and 100%. All systems used are turn-around algorithms or buy-the-dip systems, that time market entry based on probablitiy analysis of historic swing pattern. The systems have a portfolio turnover of ca. 7-10x and positions are mostly short duration between 10-20 days. As a result, the performance curve is signfiicantly smoothed vs. the benchmarks. This leads to a better predictiability of future returns.

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 buy the certificate at the present net asset value without exchange spread of ca. 0,5%.
In this case, pleae contact Quantmade via email or contact form.
Email: info@quantmade.com

What are AMCs ?

Actively Managed Certificates

Here are some key characteristics and features of the Quantmade AMCs:

  • Flexbility: You can buy and sell the AMC every day during the trading hours at the stock exchange
  • Easy Access: You can buy the AMC via your normal bank or broker account in the listed countries
  • Top Performance: The Quant Portfolios of Quantmade show much better performance figures that classical index ETFs on the same benchmark
  • Saving Plan: Start a saving plan and buy the AMC on monthly basis and build wealth for the future
  • No Extra Account: You do not need an extra account at an asset manager
  • No self-trading necessary: You do not need to do the trades yourself. Everything is managed by Quantmade and UBS.

What are ETIs?

Exchange Traded Instruments

Here are some key characteristics and features of the Quantmade ETIs:

  • Flexbility: You can buy and sell the ETI every day during the trading hours at the stock exchange
  • Easy Access: You can buy the ETI via your normal bank or broker account in the listed countries. They can also be bought via Interactive Brokers (For AMCs this is not possible)
  • Top Performance: The Quant Portfolios of Quantmade show much better performance figures that classical index ETFs on the same benchmark
  • Saving Plan: Start a saving plan and buy the AMC on monthly basis and build wealth for the future
  • No Extra Account: You do not need an extra account at an asset manager
  • No self-trading necessary: You do not need to do the trades yourself. Everything is managed by Quantmade and imaps.
  • Your capital is insured: Your capital is located on accounts segregated from the issuer and it is 100% insured by insurers.

TIPP

Like ETFs, AMCs or ETIs from Quantmade can also be bought periodically in small amounts to profit from cost-average effects. Combined with a quant-driven strategy, this is a perfect solution for a year-long saving plan

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.

Our Systems for Managed Accounts

The Quant Strategies

Investors can make use of six different quant-driven stock portfolio. These are a result of the combination of three quant strategies (CLIMB, COLLECT, RESIST) with two stock universe (TOP 100 US stocks = US 100, TOP US Tech stocks = US Tech 100). The quant eco-system of six different risk / return quant portfolios is used to design the optimal trading setup for investors by combining different quant portfolios with optimal risk / return and correlation structure.

CLIMB

Offensive Quant Trading System

  • max 20 positions.
  • offensive strategy
  • used mostly in low-vol market phases
  • focus is on above-benchmark returns
  • trades the S&P 100(R) and Nasdaq 100(R) universe

RESIST

Defensive Quant Trading System

  • max 20 positions.
  • defensive stock-picking turn-around strategy
  • focus is to avoid risks and drawdowns
  • used in all market phases
  • trades the S&P 100(R) and Nasdaq 100(R) universe
  • very low beta values and mostly uncorrelated returns to benchmarks

COLLECT

Balanced Quant Trading System

  • max 20 positions.
  • balanced strategy
  • used in all market phases
  • trades the S&P 100(R) and Nasdaq 100(R) universe
  • fokus is an attractive risk-return ratio

Let our Quantmade-associated asset management partners do the wealth management for you

With a Qunat Managed Account, you get access to all Quantmade investment strategies and our associated asset parters do the operative trading and account management for you. This way you need not to care for anything operationally and you can profit from the power of our technology within your own brokerage account


You are an asset manager or financial advisor?

We offer our collaboration to asset & wealth managers and financial advisors. Get in touch with us and lets discuss possible collaborations.
Email us at partners@quantmade.com