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IONIC Sustainable Growth

LeonardGottwald

Last Login: 08/28/2023


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+4.5%
since 11/4/2021

+1.5%
Ø-Perf. per year

+18.8%
Performance (1yr)

11.1%
Volatility (1yr)

0.1
Return/Risk



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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

Investment Universe

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To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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