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Fondswerte Konservativ Welt

Bernhard Simperl

 | IncomeInvestors

Last Login: 07/20/2023


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-8.0%
since 7/21/2015

-0.9%
Ø-Perf. per year

-1.0%
Performance (1yr)

0.0%
Volatility (1yr)

-20.7
Return/Risk



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Trading Idea

Handelsidee: Investition soll in ausgewählte Fonds aus dem Anlageunversum erfolgen. Fortlaufendes Controlling hinsichtlich Güte Rendite der Fondsauswahl vorgesehen. Fondswechsel, soll erfolgen, sobald dies der fortlaufende Screening-Prozess erfordert. Werte : Primäre Anlage soll in konservative Renten- und Mischfonds, weltweites Anlageuniversum erfolgen. Kriterien : Konservative Anlageausrichtung geplant. Anlagedauer: zeitlich unbegrenzt angestrebt, es sei denn Screening-Prozess erfordert Austausch, insbesondere bei nachlassender Rendite, Wechsel des Managements, externe und interne Vorkommnisse geplant. Quellen zur Auswahl : Internet, ausgesuchte Investment-pools, Fondspicklisten aus speziellen  Maklerpools und Kontakten.

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Master data

Symbol

WF000TMFKW

Date created

07/21/2015

Index level

-

High watermark

92.2

Investment Universe

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