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Investmentfonds-Werte Classic

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Last Login: 02/03/2022

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+37.7%
since 7/1/2013

+3.0%
Ø-Perf. per year

+10.1%
Performance (1yr)

14.9%
Volatility (1yr)

0.2
Return/Risk



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Trading Idea

Das Ziel dieses Fondsportfolios ist die Trends und Bewegungen an internationalen Märkten zu nutzen und dabei stets auch das Risiko zu beachten. Dabei sollen überwiegend aktiv gemanagte Zielfonds jedweder Art erworben werden. Der in Aktienfonds investierte Anteil kann bis zu 100% des Fondsvermögens betragen. Sämtliche Portfolioentscheidungen des Portfoliomanagements sollen auf der Basis einer umfassenden qualitativen und quantitativen Analyse getroffen werden. Das Portfolio ist auf einen langfristigen Anlagehorizont ausgerichtet.

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Master data

Symbol

WF00INVCLA

Date created

07/01/2013

Index level

-

High watermark

142.6

Investment Universe

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