Defensive Cross Opportunity Fund
A listed fund with a structured product mandate
Key features
The Defensive Cross Opportunity Fund (“DCOP”) is an actively managed fund, listed on the Swiss stock exchange, with a structured product mandate.
DCOP invests in proprietary, custom-designed structured products, underwritten by Leonteq AG and accessible through Swissquote. The fund's primary goals are to minimise downside risk while optimising upside participation in select investment sectors.
To achieve these goals, the fund uses a basket of credit-linked notes (CLNs) to create a baseline return and allocates excess capital into long-term OTC options (LEAPs) to generate upside participation.
Seeded by Stewards Investment Capital in March 2023, DCOP was created to meet the needs of clients seeking managed long-side exposure with limited downside risk.
Designed for investors who
Aim for medium-term capital growth with managed downside risk
Are comfortable with financial derivatives
Plan to invest for a period longer than three years
