Large Cap and Growth

  • +33.6 %
    since 2016-12-11
  • +14.5 %
    1 Year
  • +10.2 %
    Ø-Performance per year
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Trading Idea

The Large Cap and Growth strategy seeks to provide a target return of 7 % to 10 % per annum.
A globally diversified portfolio, designed to take advantage of different market scenarios. By combining many different asset classes, traditional and alternative, we believe it can effectively reduce risk and achieve a return comparable to that of a global equity portfolio.
Rosen Dimitrov - Portfolio Manager
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Master data
Symbol
WF000WFROS
Date created
2016-12-11
Index level
High watermark
134.7

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2016-12-11

Decision making

  • Technical analysis
  • Fundamental analysis

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