Stableton Unicorn Index AMC
Access Leading Private Unicorns With One Product
Tap into the most innovative and high-growth privately held companies with the new Stableton Unicorn Index AMC, which aims to achieve the performance of the Morningstar® PitchBook® Unicorn Select 20 Index™ over time.
Exclusive Launch Partner for Retail
Independent Index Provider
Stableton Unicorn Index AMC
Access Leading Private Unicorns With One Product
Tap into the most innovative and high-growth privately held companies with the new Stableton Unicorn Index AMC, which aims to achieve the performance of Morningstar® PitchBook® Unicorn Select 20 Index™.
Exclusive Launch Partner for Retail
Independent Index Provider
Some of the Most Exciting Venture Companies
The Stableton Unicorn Index AMC gives access to some of the most innovative and fastest-growing companies by aiming to invest in the top 20 privately held unicorns from developed markets.
The Stableton Unicorn Index AMC efficiently replicates the cream of the private market universe by including only the top 20 unicorns.
All company logos and brand names are the property of their respective owners and used for identification purposes only. Use of these company logos and brand names does not imply endorsement or affiliation.
The Stableton Unicorn Index AMC
Higher Return Potential Than Public Markets
The Morningstar® Pitchbook® Unicorn Select 20 Index™ has substantially outperformed public equity indices with lower downside risk.
Benchmark Index Performance
Morningstar® PitchBook® Unicorn Select 20 Index™
Public Equities*
* as measured by the Morningstar® Developed Markets Target Market Exposure Index™
Please note that the information provided above is for illustrative purposes only and should not be construed as financial advice. Past performance is not indicative of future results, and historical data should not be relied upon as a guarantee of future performance. Furthermore, please be aware that the information presented is not intended to represent any specific product or investment, and is not intended to be a substitute for professional financial advice. This is not the actual product and should not be treated as such. Please consult with a licensed financial advisor before making any investment decisions.
Investment Benefits
Get ahead of the crowd - Access venture capital and tap into the growth potential of privately held unicorns before they go public. The Stableton Unicorn Index AMC is the perfect way to start your journey.
Access Unicorns via a Transparent Strategy
Tap into the potential of new innovations and technological advancement with our portfolio of privately held growth unicorns passively aiming to follow the index. Experience all the benefits of low-cost passive investing with low minimum investments.
Enhanced Returns and Liquidity, Lower Volatility
Maximize your return potential and enhance the risk-adjusted performance of your portfolio by reducing its overall volatility. Benefit from improved liquidity compared to conventional venture capital funds - no extended lockups and access to Stableton’s ‘best effort’ liquidity desk.
Participate in Innovative Disruption
Invest in companies at the cutting-edge of technological innovation and old-world disruption - the movers and shapers of tomorrow.
This product is not directly comparable to a public market index product. The product performance and composition may meaningfully deviate from the benchmark index due to limited availability and differences in actual market prices. The investment strategy aims to keep the difference to the benchmark index composition as low as possible by actively sourcing and executing private market transactions.
Venture Capital Value Creation
Private markets are the only route for investors to access the value creation of growth companies in the late stage of their evolution. Since ‘growth’ companies are now remaining in private hands for longer, a larger component of the overall value creation takes place before the company opens to the public. Until now, it has not been possible for investors to access this potential in an uncomplicated, efficient and cost-effective manner.
Enabling Efficient Exposure to Private Markets
One product, one investment decision, one complete, cost-effective, diversifying solution with enhanced liquidity.
Delivering genuine diversification
Increasing diversification via private markets, as public markets are becoming increasingly correlated.
Providing a unique, low-cost and efficient option
The world’s first private market product that aims to follow a passive selection logic, while offering improved liquidity and being open to all investors, including private clients.
Redefining the complexities of entry/exit
Low minimums, easy accessibility, improved liquidity and the possibility of secondary transactions through the Stableton Liquidity Desk.
Following the performance of private market luminaries
Easy access to a cross-selection of the most exciting tech companies in the world before they go public. We follow a transparent strategy, aiming to best represent the benchmark index holdings.
Delivering genuine diversification
Increasing diversification via private markets, as public markets are becoming increasingly correlated.
Providing a unique, low-cost and efficient option
The world’s first private market product that aims to follow a passive selection logic, while offering improved liquidity and being open to all investors, including private clients.
Redefining the complexities of entry/exit
Low minimums, easy accessibility, improved liquidity and the possibility of secondary transactions through the Stableton Liquidity Desk.
Following the performance of private market luminaries
Easy access to a cross-selection of the most exciting tech companies in the world before they go public. We follow a transparent strategy, aiming to best represent the benchmark index holdings.
The Stableton Unicorn Index AMC aims to achieve the performance of the benchmark index over a period of time. The index tracks the performance of the largest 20 privately held, late-stage venture capital-backed companies with post-money valuations of at least USD 1 billion from developed market countries. The product offers a low-cost, more liquid, and transparent alternative to venture capital fund of funds, with the same high-return potential.
Public Market ETF | Stableton Unicorn Index AMC | VC Fund of Funds | |
Return Potential* | Medium | High | High |
Diversification Impact | Low | High | High |
Liquidity** | Liquid | Improved Liquidity | Illiquid |
Ongoing Investment | |||
Transparent Strategy | |||
Fees | Very Low | Low / Medium | High |
Innovative Product |
* Based on backtested data of the benchmark index. Past performance is not an indication or guarantee for future performances; the value of the investments may increase as well as decrease.** Significant redemption limitations may apply. For details, please consult the factsheet.
Frequently Asked Questions
Private market investments are a "must have" component of a modern diversified portfolio, looking beyond stocks and bonds. The Stableton Unicorn Index AMC is a perfect way to get started.
How can I invest?
You can invest directly via your bank or broker by purchasing the product via Swiss ISIN (CH1234846777). The Actively Managed Certificate (AMC) is open for public distribution in Switzerland and the product will be held in your bank or brokerage account. Orders should be placed as market orders or with a sufficiently high limit order to ensure fees are covered. The subscription is possible on a weekly basis.
How can I exit / redeem?
The certificate can be redeemed (to the issuer), or transferred to another buyer. Redemptions are possible on a weekly basis and require a notice period of 3 days. In the first 12 months after the product launch, no redemptions are possible. However, it may be possible to sell to other counterparties. Further restrictions may apply - for details please consult the factsheet. The product will likely also be listed (e.g. Vienna stock exchange) and we are working towards adding liquidity providers.
What does Stableton do?
Stableton is an award-winning fintech platform (Swiss Fintech Award 2022 in the Growth Stage Startup category) and investment firm specializing in private markets. The platform offers institutional and qualified investors unique investment opportunities in late-stage growth companies, with enhanced liquidity.
What is the Morningstar® PitchBook® Unicorn Select 20 Index™?
The Morningstar® PitchBook® Unicorn Select 20 Index™ was created with Stableton by Morningstar and is used as a benchmark for Stableton's unicorn investment offering. It relies on the same methodology as the Morningstar® PitchBook® Global Unicorn indexes, but includes only 20 components, is equally weighted, and targets developed markets. While maintaining a solid representation of the private market, those adjustments enable Stableton to carry out the investment strategy to mimic the index holdings as closely as possible and to potentially achieve the index performance over time.
How has the index performed historically?
Over the last 10 years, the Morningstar® PitchBook® Unicorn Select 20 Index™ outperformed public equities significantly (22.2% vs. 8.2% p.a.) while benefiting from a lower max drawdown (-19.5% vs. -25.1%). For further details, please consult the Morningstar® PitchBook® Unicorn Select 20 Index™ page. For this comparison, public equities are represented by the Morningstar® Developed Markets Target Market Exposure Index™, which covers public equities in developed markets.
Where can I find more details?
Further details (Factsheet, Final Terms, KID) can be found on the page of Disruptive Issuance.
Introducing the Stableton Unicorn Index AMC
Learn how an allocation to the most exciting and rapidly growing privately held companies can help to boost your portfolio.
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