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Heritage Fund

Last Login: 12/27/2025


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+43.0%
since 4/15/2023

+10.7%
Ø-Perf. per year

+9.2%
Performance (1yr)

13.1%
Volatility (1yr)

0.6
Return/Risk



Portfolio chart

Details
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Trading Idea

Das Wikifolio investiert hauptsächlich in etablierte Unternehmen mit einem bewehrtem Geschäftsmodell. Dabei wird Wert auf eine attraktive Bewertung gelegt. Kurzfristig, sollte sich die Gelegenheit ergeben, wird versucht das Portfolio von Abwährtsbewegungen zu schützen indem Short-Positionen eingegangen oder Optionen gezeichnet werden.

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Master data

Symbol

WF000B0830

Date created

04/15/2023

Index level

-

High watermark

143.9

Investment Universe

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For the composition of the virtual portfolio click here.