AAA Total Portfolio Tracker Certificate
Better returns, lower risks
The Swiss bank Leonteq has launched the AAA Total Portfolio Tracker Certificate which builds on our rules-based portfolio allocation strategy and expands the wealth of knowledge we gained from managing the Active Asset Allocation Fund. Interested in buying? Ask your wealth manager or contact us to find your distribution partner.
Risk is rewarded, when priced right
Insight one
Adapt your portfolio to the environment
Insight two
Reduce drawdowns
Insight three
Keep costs low
Insight four
Total Portfolio Approach
The Certificate Tracker implements a total portfolio approach. It focuses on what you care about: good returns, lower risk. We have simulated the strategy extensively. We generate 11% annually, max loss is 8%. Live track record since 2019.
attractive returns
Better than average
When asset classes are cheap, the strategy buys. When asset classes are expensive, the strategy sells. This simple.
lower risk
Lower risk
The worst returns happen when markets are expensive.
no emotions
Rules-based
Switch off human emotions.
Use our knowledge and experience
for your benefit
Let the AAA Total Portfolio Tracker Certificate adapt
your portfolio to the market environment.