-11.2%
since 10/1/2020
-3.3%
Ø-Perf. per year
+1.0%
Performance (1yr)
9.6%
Volatility (1yr)
-0.2
Return/Risk
Portfolio chart
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Trading Idea
A risk-managed equity holding offering exposure to the long term growth potential of equities using a multi-factor approach designed in efforts to have lower volatility and better risk-adjusted returns relative to the market. Proprietary sector allocation and risk models are evaluated on a monthly basis so the portfolio can be responsive to changing market conditions. Concentration risk is reduced by maintaining full sector diversification and using embedded downside risk management.
Master data
Symbol
WF00ISLAND
Date created
10/01/2020
Index level
-
High watermark
90.3