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Equity global diversified

trace666

Last Login: 02/13/2020


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+28.1%
since 4/30/2019

+5.1%
Ø-Perf. per year

+18.8%
Performance (1yr)

11.8%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

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Trading Idea

Diese Strategie folgt einer global diversifizierten Equity-Investment-Struktur. Es wird kein Timing des Marktes versucht und die Auswahl von Einzeltiteln steht nicht im Vordergrund. Allokation: 80% globale Equity-Indizes (USA, Europa, BRIC), 20% Einzelaktien Strategie: Hauptsächlich Partizipation an der Entwicklung der großen Aktien-Indizes. Ein kleinerer Anteil bleibt reserviert für opportunistische Einzeltitelauswahl und die Fokusierung auf einzelne Branchen.

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Master data

Symbol

WF00EQDTHB

Date created

04/30/2019

Index level

-

High watermark

129.0

Investment Universe

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