There may be certain jurisdictions in which our ETPs are not available to investors. Please consult your local advisor to determine whether you are permitted to invest.
ADBI
Adaptivv Downside Control BITCOIN ETP+
ISIN: CH1314031258
Adaptivv Downside Control Bitcoin ETP+ (ADBI) offers a risk controlled Bitcoin exposure with the added protection of an "airbag" for market crises, utilizing the Adaptivv Stability Sensor® technology from ETH Zurich to measure market stability.
YTD Yield:
+36.35%
3 Months:
-1.05%
2023:
+44.02%
per End of September 2024
Performance since inception
+33.42%
Overview
The Adaptivv Downside Control Bitcoin ETP+ offers a balanced Bitcoin investment method, utilizing Adaptivv Sensor technology for stability checks to adjust crypto exposure accordingly. With non-Bitcoin assets placed in interest-bearing markets, this strategy minimizes Bitcoin's investment risks, presenting a foundational crypto asset for portfolios
Documents
Benefits
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Innovative Investment Approach
Blends direct investing in Bitcoin with cutting-edge technology from ETH Zurich to navigate the volatile cryptocurrency market.
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Protection against Crypto Winters
Aims to mitigate the emotional and financial strain of Bitcoin's historical drawdowns, which have reached nearly 80%.
-
Dynamic Exposure Control
Adjusts exposure dynamically (0% to 100%) based on market stability, ensuring maximum protection for investors.
-
High Liquidity and Security
ADBI is tradable daily on the SIX Swiss Exchange and BX Swiss, ensuring high liquidity. The ETP+ is fully collateralized, offering enhanced security to investors.
-
Proven Track Record
The Adaptivv Sensor® Technology has been operational since 2016, showcasing a strong and reliable performance history.
-
Participating in Bitcoin Growth
Bitcoin has been the best performing asset of the last 3 years. Get involved with a risk-control framework.
| Key Information | |
|---|---|
| Asset Class | Equity/Money Market |
| Investment Type | ETP+ |
| Currency | USD |
| Use of Income | Accumulating |
| Issue Date | 19.01.2024 |
| Maturity Date | Open-End |
| Listed | SIX Swiss Exchange PLC, Zurich, Switzerland |
| Management Fee (p.a.) | 0.75% (including issuer, index provider and index sponsor) |
| Performance Fee | 10% |
| Liquidity | Daily |
| Index Sponsor | Adaptivv Financial Technologies Ltd |
| Issuer | Leonteq Securities PLC, Guernsey Branch (collateralized) |
| Collateral Agent | SIX Repo Ltd, Zurich, Switzerland |
| Offering | Public offering only in Switzerland |
| Tickers | |
|---|---|
| Valor | 131403125 |
| ISIN | CH1314031258 |
| SIX Symbol | ADBI |
Performance
Ytd:
+48.38%
3 Month:
+1.61%
2023:
+44.02%
as of 23.02.2024
Dr. Tobias Setz, Partner Adaptivv
"The Adaptivv Downside Control Bitcoin ETP+ is the ideal crypto building block for any investment portfolio, without the daily worry about the next market crash"
How to invest: A step by step guide
①
Search for a specific ETP by using its ticker symbol, ISIN or name on the bank/broker platform
②
Select the number of ETP shares you wish to purchase and specify the order type (market order, limit order, stop loss, etc.)
⓷
Review your order to ensure accuracy and confirm the trade)
⓸
After the ETP order is executed, you can track the investment's performance through your brokerage account
Available Investment Products
Adaptivv Downside Control SWISS ETP
Adaptivv Downside Control WORLD ETP
Adaptivv Downside Control ETHEREUM AMC
Adaptivv Downside Control BITCOIN ETP
Adaptivv ALL SEASON ETP+
Adaptivv Downside Control US TECH ETP
This document constitutes advertising within the meaning of article 68 of the FinSA and is intended for information only and for personal use.
The financial products in this document do not qualify as units of a collective investment scheme in the meaning of Article 7 et seqq. of the Swiss Federal Act on Collective Investment Schemes (CISA) and are therefore neither supervised by the Swiss Financial Market Supervisory Authority (FINMA) nor registered with FINMA. Investors do not benefit from the specific investor protection provided under CISA.
No action has been or will be taken to permit a public offering of the financial products or possession or distribution of any offering material in relation to the financial products in any jurisdiction, where such action for that purpose is required. The most important jurisdictions where the financial products may not be publicly distributed are EEA, UK, Hong Kong and Singapore. The financial products may not be offered or sold within the USA, or to or for the account or benefit of US persons (as defined in Regulation S).
It does not constitute a public offering, an offer to sell or a solicitation to buy any financial instruments and it is not research. It is not intended to form investment, legal or tax advice and should not be used as the basis for investment decisions. Before making an investment decision, you should obtain professional advice. Past performance is no indicator or guarantee of the future performance of a financial instrument. Individual services and products are subject to legal restrictions in certain countries. They may therefore not be offered throughout the world without restriction. All information is made without warranty to its currency, accuracy, or completeness. Adaptivv reserves the right to alter its services, products, or prices at any time without prior notice. Adaptivv rejects any and all liability for incorrect or incomplete information. No responsibility is assumed in case of unsolicited delivery. Complete or partial reproduction without the express consent of Adaptivv is not permitted.
The relevant product documentation of the financial products can be obtained directly at Adaptivv via telephone: +41 44 552 49 09 or via email: info@adaptivv.com.
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