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1 | SAMBA WATCH LIST | 4/22/2022 | ||||||||||||||||||||||||
2 | Country | Title | Curr | ISIN | Details | Date | Value | |||||||||||||||||||
3 | USA | UBS(Irl)ETFplc Factor MSCI USA Quality UETF USD Ad | USD | IE00BX7RRJ27 | The objective of the Fund is to seek to track the alternatively weighted equity market performance of the US market. The investment policy of the Fund is to seek to track the performance of the MSCI USA Quality Index. In order to seek to achieve this investment objective, the Investment Manager, on behalf of the Fund, will invest, using the Replication Strategy, primarily in the securities of the Index in the approximate weightings of the Index. | |||||||||||||||||||||
4 | USA | iShares MSCI USA SRI UCITS ETF USD (Acc) | USD | IE00BYVJRR92 | The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the MSCI USA SRI Select Reduced Fossil Fuel Index. | |||||||||||||||||||||
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6 | Europe | DPAM INVEST B Equities Euroland V | EUR | BE6246056327 | The objective of the fund is to offer you, by way of an active portfolio management, an exposure to equity securities of eurozone companies. The fund mainly invests (without any sectorial restrictions) in shares and/or other equity securities of companies which have their registered office and/or a significant part of their assets, activities, profit centres or decision-making centres in a eurozone EU Member State. | |||||||||||||||||||||
7 | Europe | UBS LFS - MSCI EMU Soc Responsible U ETF (EUR) Ad | EUR | LU0629460675 | The fund generally invests in stocks contained in the MSCI EMU SRI Low Carbon Select 5% Issuer Capped Total Return Net Index. The relative weightings of the companies correspond to their weightings in the index. | |||||||||||||||||||||
8 | Europe | Lyxor Euro Stoxx 50 Daily (2x) Leveraged UCITS ETF Acc (LVE) | EUR | FR0010468983 | EURO STOXX 50 Daily Leverage Index / LYXOR LEV is a 2x instrument on the STOXX EUROPE 50 (SX5P) | 4/21/2022 | 31.53 | |||||||||||||||||||
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10 | Switzerland | AXA WF Framlington Switzerland F CHF C | CHF | LU0087657408 | To seek long-term growth of your investment, in CHF, from an actively managed listed equity, equity-related securities and derivatives portfolio. 30% Pharma, 20% FS, 20% Consumer goods | |||||||||||||||||||||
11 | Switzerland | Sara Select Wiss SME Fund / SaraSelect P CHF dist Fonds | CHF | CH0001234068 | Small and Mid Cap equities of Switzerland | |||||||||||||||||||||
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13 | Indonesia | Lyxor Msci Indonesia Ucits Etf - acc | USD | LU1900065811 | Beating expectations, Indonesia's economy grows 5 percent in Q4. Southeast Asia's largest economy grew 3.69 percent for the whole of 2021. Inflation is low and with IR at the min. (so margin to control inflation in case it rises. The Sub-Fund is an index-tracking UCITS passively managed. The Reference Currency of the Sub-Fund is the Euro (EUR). The investment objective of the Sub-Fund is to track both the upward and the downward evolution of the MSCI Indonesia Net Total Return index (the “Index”) denominated in US Dollars, and representative of the Indonesian equity market, while minimizing the volatility of the difference between the return of the Sub-Fund and the return of the Index (the “Tracking Error”). The anticipated level of the tracking error under normal market conditions is expected to be up to 2%. | |||||||||||||||||||||
14 | China | Xtrackers Csi300 swap index Etf 1c | USD | LU0779800910 | The Investment Objective of the Sub-Fund is to track the performance of the Reference Index, which is the CSI300 Index | |||||||||||||||||||||
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16 | World | iShares MSCI World SRI UCITS ETF CHF Hedged (Dist) | CHF | IE00BMZ17V16 | iShares MSCI World SRI Select Reduced Fossil Fuels (CHF Hedged) Index | |||||||||||||||||||||
17 | World | iShares MSCI World UCITS ETF USD (Dist) | USD | IE00B0M62Q58 | ||||||||||||||||||||||
18 | World | CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF BH (CHF) | CHF | IE00BKKFT292 | ||||||||||||||||||||||
19 | World | Multiflex SICAV - The Singularity Fund D1 Fonds | USD | LU1779697538 | Global Standard Equities Growth fund in USD | 4/21/2022 | 145.04 | |||||||||||||||||||
20 | World | Seilern World Growth CHF H C Fonds | CHF | IE00BMPRPT37 | Global World Equities Growth fund in CHF | |||||||||||||||||||||
21 | World | Invesco S&P 500 High Dividend Low Volatility UCITS ETF (CHF Hdg) | CHF | IE00BYVTMX06 | Global World Equity ETF in CHF | 4/21/2022 | 31.65 | |||||||||||||||||||
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23 | World Tech | ARK Innovation ETF (ARKK) | USD | US00214Q1040 | ARKK is an actively managed Exchange Traded Fund (ETF) that seeks long-term growth of capital by investing under normal circumstances | 4/21/2022 | 53.4 | |||||||||||||||||||
24 | World Tech | Food & Water | USD | CH0385843740 | THEME TRADING: FOOD & WATER | |||||||||||||||||||||
25 | World Tech | Robotic & AI | USD | CH0467720428 | THEME TRADING: ROBOTICS & AI | |||||||||||||||||||||
26 | World Tech | 5G Revolution | USD | CH0467720410 | THEME TRADING: 5G REVOLUTION | |||||||||||||||||||||
27 | World Tech | Cyber Security | USD | CH0355198026 | THEME TRADING: CYBERSECURITY | |||||||||||||||||||||
28 | World Tech | E-Mobility | USD | CH0572904743 | THEME TRADING: EMOBILITY | |||||||||||||||||||||
29 | World Tech | Rear Earth Metals | USD | CH0434695042 | THEME TRADING: RARE EARTH METALS | |||||||||||||||||||||
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31 | Commodity | L&G Longer Dated All Commodities UCITS ETF | CHF | IE00B4WPHX27 | Global Commodity ETF in CHF | 4/21/2022 | 24.33 | |||||||||||||||||||
32 | Commodity | iShares Agribusiness UCITS ETF USD (Acc) | USD | IE00B6R52143 | S&P Commodity Producers Agribusiness Index | 4/21/2022 | 60.26 | |||||||||||||||||||
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34 | Equity | Engie | EUR | FR0010208488 | Moving towards green energy financed by dept and sales of business units (high dividend) -> ex SUEZ | 4/21/2022 | 12.01 | |||||||||||||||||||
35 | Equity | Sanofi | EUR | FR0000120578 | Revenues +7% in 2021, six potentially transformative therapies. Acquisition of Translate Bio (clinical-stage mRNA therapeutics company) | 4/21/2022 | 102.36 | |||||||||||||||||||
36 | Equity | Lufthansa (LHA) | EUR | DE0008232125 | German airline | 4/21/2022 | 7.66 | |||||||||||||||||||
37 | Equity | Logitech (LOGN) | CHF | CH0025751329 | Electronic equipment producer | 4/21/2022 | 67.7 | |||||||||||||||||||
38 | Equity | Alibaba Group Holding (BABA) | USD | US01609W1027 | Largest China Supplier Base for Machinery, Consumer Electronics, Packaging & Printing, Lights & Lighting, Apparel | 4/21/2022 | 85.57 | |||||||||||||||||||
39 | Equity | Tesla | USD | US88160R1014 | Pure EV vehicle producer | 4/21/2022 | 1017.94 | |||||||||||||||||||
40 | Equity | BYD | USD | CNE100000296 | Tesla competitor in the field of EV vehicles | 4/21/2022 | 28.76 | |||||||||||||||||||
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42 | Option | 0 % NOTES GRANITESHS FINL 2020/01-JUL-2070/STRUCTURED | USD | XS2193972671 | Tesla short 3x | |||||||||||||||||||||
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44 | Bonds | iShares $ Treasury Bond 20+yr UCITS ETF USD (Dist) | USD | IE00BSKRJZ44 | US Treasury 20+ years (TLT) | 4/21/2022 | 4.48 | |||||||||||||||||||
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