Obermatt Swiss Pearls Index ETP

Why Invest in the OMSP1?

Expertly managed, transparent, and data-driven: a superior, hands-off investment in the Swiss economy.

The Obermatt Method

Stocks in the OMSP1 are selected through Obermatt’s 360° View, a method that evaluates each company from multiple financial perspectives: Safety, Growth, Value, and Sentiment. This comprehensive approach ensures that only the top-performing, well-rounded Swiss companies make it into the index.

Data-Driven Investing

The OMSP1 is built on a data-driven investing approach, using objective financial metrics to evaluate each stock. Obermatt’s method removes speculation and focuses on measurable performance factors, ensuring that only the best 36 Swiss companies are included.

Transparency and Independence

Obermatt operates independently and without conflicts of interest, delivering objective stock rankings you can trust. Our transparent process clearly shows how each stock is evaluated, giving you full insight into the selection criteria. This commitment to openness and impartiality empowers you to invest confidently, knowing your portfolio is built on unbiased data.

True Reflection of the Swiss Economy

By selecting top-performing companies across diverse industries, the Swiss Pearls Index provides a true reflection of the Swiss economy. Focused on Switzerland’s strongest and most resilient businesses, this index captures the unique stability and strength of the Swiss market, offering investors a well-rounded view of the country's economic landscape.

Bigger is Not Always Better: SMI vs OMSP1

Graphic shows OMSP1 industry comparison and the superior industry diversification of the Obermatt Swiss Pearls Index (top) to the SMI, SPI, and Swiss GDP (bottom). The visual demonstrates that the Swiss Pearls Index provides a more balanced sector allocation and more accurately reflects the actual structure of the Swiss economy, unlike the SMI and SPI which heavily weight specific sectors like Pharma and Financials.

Don't Be Fooled by the SMI: The Real Swiss Index

A common misconception is that indices like the SMI and SPI accurately reflect the Swiss economy. However, these indices are heavily weighted towards the pharmaceutical sector and Nestlé. In contrast, the Obermatt Swiss Pearls Index (OMSP1) offers a more comprehensive representation of Switzerland's diverse economic sectors.

It encompasses a wider range of industries and minimizes sector-specific biases. This makes the OMSP1 a more authentic gauge of Swiss economic health, offering investors a more balanced and genuinely Swiss investment opportunity.

Beyond Large Caps: OMSP1’s Diversified Approach

The OMSP1 achieves a well-rounded balance by not investing only in Switzerland's 20 largest companies but also in a diverse range of large and mid-sized firms. Unlike the SPI, it deliberately avoids exposure to small and micro-cap stocks, which are often subject to high volatility and low liquidity.

This strategy enhances stability and broadens the investment scope, making the OMSP1 a more robust and versatile index for representing the Swiss economy.

Graphic comparing the company size distribution in the Obermatt Swiss Pearls Index OMSP1, SMI, and SPI indices. The Obermatt Swiss Pearls Index (top) shows a more balanced diversification across all company size classes (M, L, XL, XXL). The SMI (bottom left) is heavily concentrated on XXL companies, while the SPI (bottom right) has a broader spread but also includes smaller companies (S, XS).

Product Information

Symbol: OMSP1

Product Category: Exchange Traded Product (ETP)

Currency: Swiss Franc (CHF)

Management Fee: 0.98%

Rebalancing: At least once a year

Listing/Exchange: Listed on the SIX Swiss Exchange according to the Exchange Traded Product (ETP) Regulatory Standard.

ISIN Number: CH1272476750

Valor: 127247675

Issuer: Maverix Securities AG, Zurich, Switzerland

Collateral Provider (TCM): Maverix Securities AG, Zurich

Collateral Custodian (TCM): SIX SIS Ag, Olten, Switzerland

Collateral Agent (TCM): SIX Repo AG, Zurich

Cooperation Partners: (Advertising Partnership)

Index Sponsor: Amasus Investment AG, Zurich, Switzerland

First Exchange Trading Date: 19 September 2023

Cooperation Partners: (Advertising Partnership)

More Information

Transparent OMSP1 Transactions

Obermatt analysis uncovered these 36 stocks as having the strongest ranks. Reviewed monthly, the stock with the worst rank is sold and the one with the best rank is purchased as part of management by the ETP.

Date	Change
June 2025	Swisscom removed; Straumann added
May 2025	OC Oerlikon removed; Belimo added
April 2025	Landis+Gyr Group removed; Tecan Group added
March 2025	VAT removed; Sensirion Holding added
February 2025	Mobimo removed; SGS added
January 2025	Bucher removed; Inficon added
December 2024	Sonova removed; Swisscom added
November 2024	Novartis removed; Forbo added
October 2024	Schindler removed; Interroll added
September 2024	Partners Group removed; OC Oerlikon added
August 2024	Tecan Group removed; dormakaba added
July 2024	Inficon removed; Emmi added
June 2024	Swissquote removed; Allreal added
May 2024	LEM removed; VAT added
April 2024	Komax removed; DKSH added
March 2024	PSP Swiss Property removed; Bucher added
February 2024	Swiss Prime Site removed; Schindler added
January 2024	Holcim removed; Sonova added
December 2023	Julius Bär removed; Sandoz added
November 2023	Forbo removed; SFS added
October 2023	Aryzta removed; Partners Group added

Date

Change

June 2025

Swisscom removed; Straumann added

May 2025

OC Oerlikon removed; Belimo added

April 2025

Landis+Gyr Group removed; Tecan Group added

March 2025

VAT removed; Sensirion Holding added

February 2025

Mobimo removed; SGS added