Mobile Payments

Now entering mass adoption phase

While the mobile payment infrastructure is now in place (NFC-enabled phones and POS terminals, various platforms such as Apple Pay), we are about to enter the second phase of growth for the theme, which is mass adoption of payment solutions by consumer.

Theme Description

While the mobile payment infrastructure is now in place (NFC-enabled phones and POS terminals, various platforms such as Apple Pay), we are about to enter the second phase of growth for the theme, which is mass adoption of payment solutions by consumer.

Increasing marketing and improving ergonomics, security and value-added services (such as rewards, loyalty and couponing) should give a major boost to consumer engagement.

Mass adoption is not a question of if, but when:

  • the example of e-commerce says it all: despite initial concerns around security, now most consumers make online transactions,
  • new forms of mobile payments will expand the total addressable market: in-car payments and VR shopping.

Government incentives for a cashless society are another major catalyst: increasing number of limits on cash transactions all around the world.

Performances
All Time High All Time Low
PRICE: 464.4 DATE: 17-Feb-2021 PRICE: 94.6 DATE: 16-Oct-2014
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec annual
2022 -13.21% -9.76% 3.59% -11.15% -2.14% -13.33% 11.38% -0.66% -9.48% 2.42% -37.28%
2021 -3.79% 5.21% -4.14% 4.58% -5.00% 8.96% -1.53% 3.50% -8.97% -3.93% -12.90% -5.29% -22.77%
2020 4.71% -4.12% -18.15% 21.15% 12.50% 5.50% 2.94% 5.38% -0.02% -3.91% 14.47% 4.03% 46.65%
2019 13.84% 5.78% 5.14% 5.29% -4.32% 4.49% 6.19% -2.68% -3.79% -1.52% 6.22% -0.55% 37.86%
2018 7.29% -1.11% -2.26% 2.41% 10.69% 0.49% 2.15% 10.64% 1.90% -14.92% 1.97% -10.30% 5.85%
2017 4.37% 7.07% 3.03% 2.02% 4.09% -1.75% 3.73% -0.60% 3.54% 8.57% -0.79% -0.17% 37.88%
2016 -5.61% -1.42% 1.69% 0.36% 7.54% -3.86% 2.22% -0.74% 1.60% -0.25% -1.07% 0.18% 0.06%
2015 6.10% 4.91% 4.76% 1.00% 6.48% -8.95% 2.91% -4.13% -2.95% 9.38% 8.54% -3.75% 24.95%
2014 0.20% 5.59% 2.08% -6.11% 4.44% -1.13% 8.31% -1.76% 11.40%
All Time High All Time Low
PRICE: 448.84 DATE: 17-Feb-2021 PRICE: 0 DATE: 29-Sep-2022
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec annual
2022 -13.23% -9.79% 3.55% -11.19% -2.18% -13.37% 11.34% -0.70% -9.52% 2.42% -37.51%
2021 -3.83% 5.17% -4.18% 4.54% -5.04% 8.92% -1.57% 3.46% -9.01% -3.97% -12.94% -5.33% -23.15%
2020 4.67% -4.16% -18.18% 21.10% 12.46% 5.46% 2.90% 5.34% -0.07% -3.95% 14.42% 3.99% 45.92%
2019 13.79% 5.74% 5.09% 5.25% -4.36% 4.45% 6.15% -2.72% -3.83% -1.56% 6.18% -0.59% 37.17%
2018 7.23% -1.15% -2.31% 2.37% 10.64% 0.45% 2.10% 10.60% 1.86% -14.96% 1.93% -10.34% 5.32%
2017 4.32% 7.04% 2.89% 1.55% 4.10% -1.49% 3.84% -0.65% 3.50% 8.53% -0.83% -0.21% 37.21%
2016 -5.64% -1.46% 1.64% 0.32% 7.49% -3.87% 2.14% -0.77% 1.56% -0.29% -1.11% 0.14% -0.44%
2015 6.04% 4.84% 4.78% 0.93% 6.44% -9.00% 2.93% -4.15% -3.05% 9.36% 8.49% -3.79% 24.33%
2014 0.60% 5.17% 1.98% -6.12% 4.34% -1.23% 8.33% -1.86% 11.00%
All Time High All Time Low
PRICE: 400.43 DATE: 16-Feb-2021 PRICE: 0 DATE: 29-Sep-2022
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec annual
2022 -14.47% -9.62% 2.57% -15.80% -0.66% -15.48% 8.60% -2.07% -11.86% 2.67% -46.05%
2021 -4.41% 5.13% -7.22% 7.08% -3.55% 5.64% -1.57% 2.99% -10.67% -4.11% -15.31% -4.36% -28.46%
2020 3.47% -4.70% -18.26% 19.79% 15.08% 5.86% 8.16% 6.06% -2.04% -4.47% 17.21% 6.05% 56.94%
2019 13.73% 5.14% 4.89% 4.54% -4.91% 7.52% 3.21% -3.84% -4.78% 0.73% 4.93% 1.20% 35.50%
2018 10.66% -2.52% -1.73% 0.73% 7.07% 0.16% 3.24% 10.09% 1.99% -17.11% 2.12% -9.97% 1.16%
2017 6.99% 5.39% 3.57% 3.29% 6.93% -0.03% 6.39% 0.69% 1.98% 7.56% 0.87% 0.48% 53.59%
2016 -6.01% -1.27% 6.59% 0.85% 4.09% -4.14% 2.77% -1.03% 3.47% -3.82% -4.65% -0.02% -3.94%
2015 -0.86% 6.13% 0.29% 5.76% 3.91% -7.69% 1.52% -2.33% -3.25% 7.72% 4.44% -0.72% 14.69%
2014 0.60% 3.88% 2.39% -7.94% 2.54% -4.06% -1.86% 7.89% -3.85% -1.35%
All Time High All Time Low
PRICE: 199.9 DATE: 16-Feb-2021 PRICE: 64.85 DATE: 26-Sep-2022
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec annual
2022 -14.63% -9.96% 3.65% -17.69% -1.28% -14.26% 7.52% -2.52% -11.75% 2.60% -47.32%
2021 -4.17% 5.36% -7.46% 7.25% -3.68% 5.69% -1.69% 3.01% -10.72% -4.05% -15.25% -4.40% -28.29%
2020 3.57% -4.60% -18.22% 18.85% 15.69% 6.23% 8.52% 6.32% -1.94% -4.22% 17.24% 6.17% 59.18%
2019 14.08% 3.50% 5.04% 4.61% -4.95% 7.68% 2.84% -3.42% -4.75% 0.90% 5.00% 1.26% 34.77%
2018 -8.08% -9.66% -16.96%
Statistics
data as of 30-Sep-2022
sharpe ratio 0.36
reference index MSCI ACWI Net TR (EUR)
correlation 0.67
beta 1.13
data as of 30-Sep-2022
sharpe ratio 0.34
reference index MSCI ACWI Net TR (EUR)
data as of 30-Sep-2022
sharpe ratio 0.12
reference index MSCI ACWI Net TR (USD)
data as of 30-Sep-2022
sharpe ratio -0.35
reference index MSCI ACWI Net TR (USD)
correlation 0.81
beta 1.42
Characteristics
  • currency EUR
  • isin CH0239656462
  • bloomberg ticker IND1AMPE
  • number of holdings 23
  • management fees 1%
  • performance fees 12%
  • cut-off time 13:00:00
  • risk scale 5*
  • TICKER IND1AMPE
  • TRADE DATE T
*The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back
  • currency EUR
  • isin CH0239656603
  • bloomberg ticker IND1AMPE
  • number of holdings 23
  • management fees 1.5%
  • performance fees 12%
  • cut-off time 13:00:00
  • risk scale 5*
  • TICKER IND1AMPE
  • TRADE DATE T
*The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back
  • currency USD
  • isin CH0239657494
  • bloomberg ticker IND1AMPU
  • number of holdings 23
  • management fees 1.5%
  • performance fees 12%
  • cut-off time 13:00:00
  • risk scale 5*
  • TICKER IND1AMPU
  • TRADE DATE T
*The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back
  • currency USD
  • isin XS1668108845
  • bloomberg ticker JMLNARMP
  • number of holdings 23
  • management fees 1.3%
  • performance fees 15%
  • cut-off time 13:00:00
  • risk scale 5*
  • TICKER JMLNARMP
  • TRADE DATE T
*The actual risk can vary significantly if you cash in at an early stage and you may get back less. You may not be able to sell your product easily or you may have to sell at a price that significantly impacts on how much you get back
Holdings & Breakdowns
GEOGRAPHICAL BREAKDOWN
INDUSTRY EXPOSURE

Data as of 30-Sep-2022

GEOGRAPHICAL BREAKDOWN
INDUSTRY EXPOSURE

Data as of 30-Sep-2022

GEOGRAPHICAL BREAKDOWN
INDUSTRY EXPOSURE

Data as of 30-Sep-2022

GEOGRAPHICAL BREAKDOWN
INDUSTRY EXPOSURE

Data as of 30-Sep-2022

Show all
Asset class EQUITY
Inception date 25-Apr-2014
Currency EUR
ISIN CH0239656462
Ticker IND1AMPE
Issue price 100
Last price 194.34
Factsheet Termsheet
PRICE: 30-Sep-2022 194.34
YTD performance -37.28 %
Asset class EQUITY
Inception date 25-Apr-2014
Currency EUR
ISIN CH0239656603
Ticker IND1AMPE
Issue price 100
Last price 186.35
Factsheet Termsheet
PRICE: 30-Sep-2022 186.35
YTD performance -37.51 %
Asset class EQUITY
Inception date 25-Apr-2014
Currency USD
ISIN CH0239657494
Ticker IND1AMPU
Issue price 100
Last price 134.97
Factsheet Termsheet
PRICE: 30-Sep-2022 134.97
YTD performance -46.05 %
Asset class EQUITY
Inception date 02-Nov-2018
Currency USD
ISIN XS1668108845
Ticker JMLNARMP
Issue price 100
Last price 65.59
Factsheet Termsheet
PRICE: 30-Sep-2022 65.59
YTD performance -47.32 %
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