+4.5%
since 11/4/2021
+1.5%
Ø-Perf. per year
+18.8%
Performance (1yr)
11.1%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
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Trading Idea
The goal of the IONIC Sustainable Wealth is the sustainable asset growth. The Wikifolia follows a long-term strategy which means an investment horizon of at least five years. The sustainable creation of values is achieved by investing mainly in productive assets. For this purpose, the Wikifolia attempts to skim off the profits of the global economy in a diversified manner. A smaller part of the Wikifolia is invested in little or no volatile assets in order to have the opportunity to rebalance in phases of a weak global economy.
Master data
Symbol
WF00180401
Date created
11/04/2021
Index level
-
High watermark
104.4