Amplia Strategy Certificates

Amplia launched in 2019, 2020 and 2021 strategy certificates on niche investment themes.

Equity strategy Nordic Conviction: a concentrated portfolio of up to 10 single equities of Swedish, Finnish, Norwegian or Danish listed companies that have a management with a solid track record, and whom we feel comfortable with to improve the performance of the enterprises they manage.

Equity strategy Winning Brands: a global equity strategy that seeks exposure to international large-cap companies possessing brands that help them achieve monopolistic returns on equity. Winning Brands was launched in September 2020.

Equity strategy Clean Growth: a basket of 20 shares of companies which we believe will exhibit strong growth in the future in the wake of new technologies, digitalisation of our society and shift towards green energy production. Companies with a strong environmental focus are favoured.

Bond strategy Northern European Fixed Income: a diversified Nordic Credit fund where we hand-pick Northern European corporate bonds into the portfolio.

The strategy certificates are managed by Amplia and have been issued by three trustworthy partners of ours:

Societe Generale Switzerland S.A. (S&P: A, Moody’s: A1) for Nordic Conviction, UBS AG, Zurich (S&P: A+, Moody’s: Aa2) for Winning Brands, and Bank Julius Baer & Co. Ltd, Guernsey Branch (Moody’s: A2) for Northern European Fixed Income.

 

For more information about the certificates, including regulatory documents and periodic NAVs, please see the below links:

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.

ADJUSTABLE AND DATA-BASED INVESTMENT STRATEGIES
TAILORED FOR YOU.