LT Strategy Fund

Performance

  • +28.9 %
    since 2018-09-14
  • +19.1 %
    1 Year
  • +8.1 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -38.5 %
    Maximum loss (to date)
  • 0.64×
    Risk factor
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Trading Idea

The portfolio managers intends to achieve an attractive positive return over the medium term with a well diversified equity portfolio. While seeking a healthy balance between risk and return, the bulk of the assets will be held in ETF’s and Funds, the remainder in selectively picked stocks. The DAX index will be used as an orientation for gauging relative performance. show more

Master data

Symbol
WF00LBJAR1
Date created
2018-09-14
Index level
High watermark
133.1

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-09-07

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis