Long Term Global Growth

Performance

  • +27.7 %
    since 2020-02-28
  • +11.5 %
    1 Year
  • +16.2 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -23.1 %
    Maximum loss (to date)
  • 0.60×
    Risk factor
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Trading Idea

This is a long-term growth portfolio consisting entirely of ETFs. The focus is to outperform the MCSI World Index over the long-term. This is achieved through a core-satellite approach. The core of the portfolio focuses on USA (S&P 500), UK (FTSE 250) and Emerging Markets with satellite holdings in a variety of themes/sectors. show more

Master data

Symbol
WF00LTGG01
Date created
2020-02-28
Index level
High watermark
129.7

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2020-02-28