Investor Notice

ACCESS RESTRICTED TO QUALIFIED OR PROFESSIONAL INVESTORS

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Intended exclusively for qualified / professional investors within the meaning of FinSA/FinIA. This is neither an offer nor a recommendation.

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Haute New World
Multi-Assets (CHF) AMC

Haute New World
Multi-Assets (CHF) AMC

Haute New World
Multi-Assets (CHF) AMC

RESERVED FOR INSTITUTIONAL AND QUALIFIED INVESTORS

Factsheet

Termsheet

The product

Product
Description

The Haute New World Multi-Assets (CHF) AMC offers investors a diversified exposure to global financial markets, denominated in Swiss Francs. The strategy invests in a broad spectrum of liquid, listed instruments including equities, bonds, and ETFs, with a particular emphasis on innovation-driven sectors and transformative technologies.

Strategy

By combining traditional asset classes with forward-looking themes, the AMC seeks to balance stability and growth potential, providing investors with an adaptable solution that reflects both market resilience and future-oriented opportunities.

Guidelines &
Restrictions

The product maintains a conservative risk profile as there is no exposure to short selling or leverage through credit raising, derivatives, or other instruments, ensuring transparent and straightforward participation in the performance of the underlying assets.

HOW TO INVEST

01

Get to know
the product

The Haute New World Multi-Assets (CHF) AMC is available for qualified investor only. As with any financial product, it is important to review the official documentation, including the Term Sheet and the Key Information Document (KID), and ensure the AMC matches your personal investment objectives and risk profile.

02

Contact
your Bank

As the AMC is reserved for institutional and qualified investors, the ISIN may not appear directly in your bank or brokerage platform. To invest, please share the term sheet with your relationship manager and request activation of the ISIN (CH1449098792). Your bank will verify your investor qualification and, if confirmed, enable access to the product.

03

Watch your
Wealth grow

Once you give the instruction to your bank or broker, the AMC is purchased in Swiss Francs and credited to your securities account. From there, you can track its performance alongside your other investments, making it a seamless addition to your portfolio.

04

Liquidity and
Flexibility

The Haute New World Multi-Assets (CHF) AMC offers weekly liquidity. This means you can sell your investment at any time after the lock-up period using the same process, giving you flexibility and transparency in managing your wealth.

Investors informations

Factsheet

The factsheet provides a clear overview, including its strategy, performance, key figures, and conditions.

Factsheet

Termsheet

The termsheet contains the official product details, including structure, fees, risks, and legal terms.

Termsheet