Large Cap and Growth

Performance

  • +96.2 %
    since 2016-12-11
  • +34.2 %
    1 Year
  • +15.2 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -37.6 %
    Maximum loss (to date)
  • -
    Risk factor
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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
197.8

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2016-12-11

Decision making

  • Technical analysis
  • Fundamental analysis