UBS AG FI Enhanced Large Cap Growth ETN

Yield per half year: 0%
Commission: 1.29%
Category: Leveraged Equities

943.29 $

0 $ 0%

Main settings

3 year return 167.54
5 year return 482.05
Annual return 45.47
Asset size Large-Cap
Asset type Equity
Average P/E 0.02
Beta 2.12
Commission 1.29
Currency usd
Focus Large Cap
Foundation date Jun 11. 2014
Full name UBS AG FI Enhanced Large Cap Growth ETN
Index Russell 1000 Growth Index (200)
Number of companies 445
Owner UBS
Region North America
Region U.S.
Strategy Growth
Top 10 issuers, % 44.48
segment Leveraged Equity: U.S. - Large Cap Growth
Change per day 0% (943.29)
Change per week 0% (943.29)
Change per month 0% (943.29)
Change per 3 month 0% (943.29)
Change per half year 0% (943.29)
Change per year 0% (943.29)
Change per year to date 0% (943.29)

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Top companies

Title Industry Share, % P/BV P/S P/E EV/Ebitda Dividend yield
#1 Apple Apple Technology 11.23 63.04 9.18 38.3 27.32 0.4411
#2 Microsoft Corporation Microsoft Corporation Technology 9.47 10.37 12.64 34.97 23.37 0.6861
#3 Amazon Amazon Consumer Discretionary 8.14 8.3 3.72 40.04 19.58 0
#4 First National Bank Alaska First National Bank Alaska Financials 3.84 1.36 3.57 10.53 0 7.05
#5 Alphabet Inc. Alphabet Inc. Technology 2.08 7.32 6.8 23.78 17.6 0.3588
#6 Google Alphabet Google Alphabet Technology 2.06 7.38 6.85 23.96 17.73 0.3357
#7 Visa Visa Financials 2.05 14.25 15.53 28.26 22.15 0.6612
#8 NVIDIA NVIDIA Technology 1.91 55.6 33.8 60.52 34.12 0.0245
#9 Tesla Tesla Industrials 1.89 19.92 15.03 205.89 99.64 0
#10 Mastercard Mastercard Financials 1.81 74.78 17.3 37.84 29.59 0.5041

Structure ETF

Stock 51.26 %

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Description UBS AG FI Enhanced Large Cap Growth ETN

ETN UBS AG FI Enhanced Large Cap Growth (FBGX) стрСмится ΡƒΠ΄Π²ΠΎΠΈΡ‚ΡŒ Π΄Π½Π΅Π²Π½ΡƒΡŽ Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ Russell 1000 Growth Index, индСкса амСриканских ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ с большой ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ, Ρ‚Π°ΠΊΠΈΡ… ΠΊΠ°ΠΊ Microsoft, Apple ΠΈ Amazon.

Ноты ΠΏΡ€Π΅Π΄Π½Π°Π·Π½Π°Ρ‡Π΅Π½Ρ‹ для использования Π² качСствС инструмСнтов краткосрочной Ρ‚ΠΎΡ€Π³ΠΎΠ²Π»ΠΈ ΠΎΠΏΡ‹Ρ‚Π½Ρ‹ΠΌΠΈ инвСсторами. FBGX, ΠΊΠ°ΠΊ ΠΈ Π±ΠΎΠ»ΡŒΡˆΠΈΠ½ΡΡ‚Π²ΠΎ ΠΏΡ€ΠΎΠ΄ΡƒΠΊΡ‚ΠΎΠ² с ΠΊΡ€Π΅Π΄ΠΈΡ‚Π½Ρ‹ΠΌ ΠΏΠ»Π΅Ρ‡ΠΎΠΌ, балансируСт Π² ΠΊΠΎΠ½Ρ†Π΅ ΠΊΠ°ΠΆΠ΄ΠΎΠ³ΠΎ Ρ‚ΠΎΡ€Π³ΠΎΠ²ΠΎΠ³ΠΎ дня. На ΠΏΡ€Π°ΠΊΡ‚ΠΈΠΊΠ΅ это ΠΎΠ·Π½Π°Ρ‡Π°Π΅Ρ‚, Ρ‡Ρ‚ΠΎ ΠΏΠΎΠΊΠ°Π·Π°Ρ‚Π΅Π»ΠΈ FBGX Π±ΡƒΠ΄ΡƒΡ‚ Π·Π½Π°Ρ‡ΠΈΡ‚Π΅Π»ΡŒΠ½ΠΎ ΠΎΡ‚Π»ΠΈΡ‡Π°Ρ‚ΡŒΡΡ ΠΎΡ‚ Π±Π°Π·ΠΎΠ²Ρ‹Ρ… Π°ΠΊΡ†ΠΈΠΉ. Π•ΠΆΠ΅Π΄Π½Π΅Π²Π½Ρ‹ΠΉ сброс ΠΎΠ·Π½Π°Ρ‡Π°Π΅Ρ‚, Ρ‡Ρ‚ΠΎ FBGX ΠΌΠΎΠΆΠ΅Ρ‚ со Π²Ρ€Π΅ΠΌΠ΅Π½Π΅ΠΌ ΠΏΠΎΡ‚Π΅Ρ€ΡΡ‚ΡŒ дСньги, Π΄Π°ΠΆΠ΅ Ссли Π±Π°Π·ΠΎΠ²Ρ‹Π΅ Π°ΠΊΡ†ΠΈΠΈ ΠΏΠΎΠΊΠ°Π·Π°Π»ΠΈ ΠΏΡ€ΠΈΠ±Ρ‹Π»ΡŒ, Ρ‡Ρ‚ΠΎ ΠΌΠΎΠΆΠ΅Ρ‚ ΡΡ‚Π°Ρ‚ΡŒ Π³Ρ€ΡƒΠ±Ρ‹ΠΌ ΡΡŽΡ€ΠΏΡ€ΠΈΠ·ΠΎΠΌ для инвСсторов, ΠΏΡ€Π΅Π΄ΠΏΠΎΡ‡ΠΈΡ‚Π°ΡŽΡ‰ΠΈΡ… ΠΏΠΎΠΊΡƒΠΏΠ°Ρ‚ΡŒ ΠΈ Π΄Π΅Ρ€ΠΆΠ°Ρ‚ΡŒ.

Π˜Π½Π²Π΅ΡΡ‚ΠΎΡ€Π°ΠΌ, ΠΆΠ΅Π»Π°ΡŽΡ‰ΠΈΠΌ ΠΏΠΎΠ»ΡƒΡ‡ΠΈΡ‚ΡŒ долгосрочноС участиС Π² индСксС роста Russell 1000, Π±Ρ‹Π»ΠΎ Π±Ρ‹ Π»ΡƒΡ‡ΡˆΠ΅ с Ρ„ΠΎΠ½Π΄Π°ΠΌΠΈ Π±Π΅Π· использования Π·Π°Π΅ΠΌΠ½Ρ‹Ρ… срСдств, Ρ‚Π°ΠΊΠΈΠΌΠΈ ΠΊΠ°ΠΊ Vanguard Russell 1000 Growth ETF (VONG) ΠΈΠ»ΠΈ iShares Russell 1000 Growth ETF (IWF). БущСствуСт мноТСство Π΄Ρ€ΡƒΠ³ΠΈΡ… Π½Π΅Π΄ΠΎΡ€ΠΎΠ³ΠΈΡ… ETF Π½Π° Π°ΠΊΡ†ΠΈΠΈ роста, Π½Π°ΠΏΡ€ΠΈΠΌΠ΅Ρ€, Schwab U.S. Large-Cap Growth ETF (SCHG), ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ слСдуСт Π·Π° индСксом Dow Jones, ΠΈΠ»ΠΈ Vanguard Growth ETF (VUG), ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ слСдуСт Π·Π° индСксом CRSP.

ΠŸΠ»Π°Ρ‚Π° Π·Π° ΡƒΠΏΡ€Π°Π²Π»Π΅Π½ΠΈΠ΅ FBGX Π² Ρ€Π°Π·ΠΌΠ΅Ρ€Π΅ 85 базисных ΠΏΡƒΠ½ΠΊΡ‚ΠΎΠ² ΠΌΠΎΠΆΠ΅Ρ‚ ΠΏΠΎΠΊΠ°Π·Π°Ρ‚ΡŒΡΡ высокой ΠΏΠ»Π°Ρ‚ΠΎΠΉ Π·Π° пассивноС Π²Π»ΠΎΠΆΠ΅Π½ΠΈΠ΅, Π½ΠΎ это Π½Π΅ Π΄ΠΎΠ»ΠΆΠ½ΠΎ Π±Ρ‹Ρ‚ΡŒ ΡΠ΅Ρ€ΡŒΠ΅Π·Π½ΠΎΠΉ ΠΏΡ€ΠΎΠ±Π»Π΅ΠΌΠΎΠΉ для краткосрочной Ρ‚ΠΎΡ€Π³ΠΎΠ²Π»ΠΈ. Π’Π΅ΠΌ Π½Π΅ ΠΌΠ΅Π½Π΅Π΅, это Π΄ΠΎΡ€ΠΎΠΆΠ΅, Ρ‡Π΅ΠΌ ΠΏΠΎΡ‡Ρ‚ΠΈ ΠΈΠ΄Π΅Π½Ρ‚ΠΈΡ‡Π½Ρ‹Π΅ ΠΏΡ€ΠΎΠ΄ΡƒΠΊΡ‚Ρ‹, Ρ‚Π°ΠΊΠΈΠ΅ ΠΊΠ°ΠΊ ETN Credit Suisse FI Large Cap Growth Enhanced (FLGE) ΠΈ ETN GS Finance, привязанныС ΠΊ индСксу роста большой ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠΈ (FRLG), ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ являСтся самым Π΄Π΅ΡˆΠ΅Π²Ρ‹ΠΌ ΠΈΠ· всСх.