Solutions

Tracker Certificates

An ISIN wrapper that lets funds and illiquid strategies be booked, custodied and valued inside standard bank infrastructure, with NAV-based performance replication.

Key Features

What this structure gives you

NAV-based valuation

The certificate tracks the net asset value of the underlying strategy, so performance replication is transparent and rules-based.

Feeder or transitional structure

Use a tracker as a feeder into an existing fund or as a transitional wrapper ahead of a full launch.

Simplified investor onboarding

Investors access the strategy through a familiar ISIN-bearing security rather than a direct fund subscription.

Bank custody compatible

Booked and held within standard bank custody, removing the operational friction of holding the underlying directly.

Common Applications

Where Tracker Certificates fit

Fund feeder structures

Private equity access

Illiquid asset wrapping

Cross-border distribution

Frequently Asked Questions

How is a Tracker Certificate different from an AMC?

A tracker replicates the NAV of a defined underlying strategy or fund; an AMC gives the manager full discretion to compose and rebalance the portfolio.

Can a tracker wrap an existing fund?

Yes — a common use is a feeder tracker that gives bankable, ISIN-based access to an existing fund.

Ready to structure your next issuance?

Talk to our Swiss-based structuring team about your requirements, timeline, and optimal jurisdiction.