Global Long Term Opportunities
Last Login: 2020-11-19
Performance
-
+4.8 %since 2019-09-12
-
+1.3 %1 Year
-
+2.9 %Ø-Performance per year
Risk
-
-19.7 %Maximum loss (to date)
-
0.20×Risk factor
Trading Idea
The fund is structured to exploit global long term trends. Investments are thus based on macroeconomic trends and executed by usage of global equities and ETFs. To minimize large positions and enhance diversification effects, the maximum investment in one particular security is capped at 15% of AUM.
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Master data
Symbol
|
WF00GLOBLT |
Date created
|
2019-09-12 |
Index level | |
High watermark
|
105.0 |
Rules
Investment Universe
Trader
Registered since 2019-08-31
Decision making
- Technical analysis
- Fundamental analysis
- Other analysis