Energy Dividend Select Fund

Performance

  • -28.4 %
    since 2012-04-14
  • +45.3 %
    1 Year
  • -3.4 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -67.7 %
    Maximum loss (to date)
  • 1.03×
    Risk factor
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Trading Idea

DIVVI investiert in ein spezifisches Portfolio an Energiefirmen mit einer Dividendenrendite von mindestens 3% p.a. in Nordamerika. Die Investmentstrategie ist eine Balance zwischen Rendite und Risiko sowie Upside der Einzeltitel zu finden. Der Anlagehorizont ist 5+ Jahre. show more
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Master data

Symbol
WF000DIVVI
Date created
2012-04-14
Index level
High watermark
73.8

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2012-04-14

Decision making

  • Fundamental analysis