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Eagles -Balanced Investment

Last Login: 07/25/2025


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+7.0%
since 10/1/2020

+1.0%
Ø-Perf. per year

+8.8%
Performance (1yr)

14.3%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

Details
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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

108.7

Investment Universe

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For the composition of the virtual portfolio click here.