Global Innovation Leaders Fund

Cornerstones: In accordance with the principle of risk diversification, the security portfolio invests the majority of its assets directly or indirectly in exchange-traded equity securities that are domiciled in North America or Europe or conduct the majority of their economic activities in these regions. The portfolio acquires and sells investment instruments based on an assessment of the economic and capital market situation and the stock market outlook. The portfolio may also invest in commodities (directly or indirectly), money market instruments and structured products as well as use derivatives for investment and hedging purposes. Assets: We will trade a wide range of equities and ETFs within the Wikifolio investment universe, selecting assets based on financial stability and innovation. Our portfolio will include Europe market securities, U.S. markets securities and targeted ETFs across global markets and sectors. Criteria: Decisions are informed by a multi-factor analysis, focusing on financial performance and market trends, complemented by technical analysis for market timing. Our approach prioritizes macroeconomic indicators and company performance, to optimize returns and manage risk. Holding Period: The strategy will be dynamic, with a mix of short-term (1-12 weeks) holdings, adjusted according to market conditions and the performance of individual investments. Sources: Decision-making will be informed by a range of sources, including financial news outlets, industry reports, market analysis from leading financial institutions, and direct company communications. We will also use advanced analytical tools to monitor market sentiment and trends.