Global Long Term Opportunities

Performance

  • +4.8 %
    since 2019-09-12
  • +1.3 %
    1 Year
  • +2.9 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -19.7 %
    Maximum loss (to date)
  • 0.20×
    Risk factor
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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

wikifolio labels

Investment Universe

Trader

Registered since 2019-08-31

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis