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8.75% p.a. JB Callable Multi Barrier Reverse Convertible (65%) on Swiss Life Holding AG, Zurich Insurance Group AG, AXA SA, Allianz SE

  • Valor 136733106
  • ISIN CH1367331068
  • Symbol MBOEJB
  • SVSP Category Yield enhancement
  • SVSP Type Barrier Reverse Convertibles
  • SVSP Code 1230

Bid

%

Volume:

Ask

%

Volume:

Price

as of:
The product is currently open for subscription.

Basic values

multiple Underlyings Yes
Summary Risk Indicator (SRI)*
1 2 3 4 5 6 7

*All statements without guarantee.

ESG

JB ESG Category Traditional investment
SFDR Alignment (JB View) No
EU Taxonomy Aligned No
% of EU Taxonomy Alignment 0.00%

Agenda

Initial fixing date 27/12/2024
Issue date 07/01/2025
Next coupon payment 07/04/2025
Maturity date 27/03/2026
Callability Yes

Key values at issue

Issuer Bank Julius Baer & Co. Ltd., Guernsey
Underlying Swiss Life Holding Ltd
Zurich Insurance Group Ltd
AXA SA
Allianz SE
Issue price 100.00
Currency CHF
Listing Yes
COSI No
Coupon p.a. 8.75%
Strike 100%
Barrier (%) 65.00%
Barrier observation continuous
Quanto Yes
Trigger Barrier 65.00%
Trigger Step-Down No

documents

PRIIPs KID

Terms

Termsheet

Description

Payment Scenario Barrier Reverse Convertibles
market expectation
characteristics
Payment Scenario Barrier Reverse Convertibles
  • Underlying moving sideways or slightly rising
  • Falling volatility
  • Underlying will not breach barrierduring product lifetime
  • Should the barrier never be breached, the nominal plus coupon is paid at redemption
  • Due to the barrier, the probability of maximum redemption is higher; the coupon, however, is smaller than for a Reverse Convertible
  • If the barrier is breached the product changes into a Reverse Convertible
  • The coupon is paid regardless of the underlying development
  • Reduced risk compared to a direct investment into the underlying
  • With higher risk levels, multiple underlyings (“Worst-of”) allow for higher coupons or lower barriers
  • Limited profit opportunity(cap)
>Please refer to SSPA website for more information

Performance

Underlying

Swiss Life Holding Ltd

  • Ticker SymbolSLHN SW
  • Valor1485278
  • ISINCH0014852781

688.40 CHF

Zurich Insurance Group Ltd

  • Ticker SymbolZURN SW
  • Valor1107539
  • ISINCH0011075394

533.00 CHF

AXA SA

  • Ticker SymbolCS FP
  • Valor486352
  • ISINFR0000120628

33.51 EUR

Allianz SE

  • Ticker SymbolALV GY
  • Valor322646
  • ISINDE0008404005

294.60 EUR

UnderlyingValorISINPriceStrikeBarrier absoluteRatio
Swiss Life Holding Ltd 1485278 CH0014852781 +0.00% 688.4 447.46
Zurich Insurance Group Ltd 1107539 CH0011075394 +0.00% 533 346.45
AXA SA 486352 FR0000120628 +0.00% 33.51 21.7815
Allianz SE 322646 DE0008404005 +0.00% 294.6 191.49

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