Asset manager

Advertum

Der Stuttgarter Portfoliomanager AdVertum Vermögensmanagement AG wurde 1999 gegründet und ist Teil der AdVertum Gruppe. Als freier und bankenunabhängiger Vermögensverwalter verfügen wir über ein stabiles Netzwerk. Wir bieten Ihnen ein umfassendes Leistungsspektrum und treffen sämtliche Anlageentscheidungen ausschließlich auf der Basis der Kundenwünsche und aus dem Blickwinkel der ganzheitlichen Vermögensverwaltung.

Experience in securities trading

Risk class 1:  3 or more years
Risk class 2:  3 or more years
Risk class 3:  3 or more years
Risk class 4:  3 or more years
Risk class 5:  3 or more years

All wikifolios of AdVertum

Status: Investable

Trader: AdVertum
Date created 2015-02-13
Performance since creation +6.4 %
Performance 1 month -3.0 %
Maximum loss (to date) -23.0 %
First issuance 2015-05-06
Performance fee 10 %
Symbol WF0OOOOBOS
Invested capital EUR 98,816.62
Focus EUROPE
Trader: AdVertum
Date created 2013-07-01
Performance since creation +33.3 %
Performance 1 month -2.2 %
Maximum loss (to date) -26.0 %
First issuance 2014-02-03
Performance fee 5 %
Symbol WF00000CLA
Invested capital EUR 26,598.42
Actively diversified
Focus GERMANY
Medium to long term
Trader: AdVertum
Date created 2013-07-01
Performance since creation +42.1 %
Performance 1 month -1.8 %
Maximum loss (to date) -17.9 %
First issuance 2014-02-14
Performance fee 5 %
Symbol WF00INVCLA
Invested capital EUR 18.64
Medium to long term
Trader: AdVertum
Date created 2015-09-25
Performance since creation +7.0 %
Performance 1 month +0.8 %
Maximum loss (to date) -27.1 %
First issuance 2015-12-03
Performance fee 10 %
Symbol WFOOOOOBUK
Invested capital EUR 18.20
Dividend strategy
Focus EUROPE
Medium to long term
The invested capital may differ from the actual value due to the conversion of several currencies.