+41.4%
since 2/28/2020
+8.7%
Ø-Perf. per year
+15.2%
Performance (1yr)
13.1%
Volatility (1yr)
0.4
Return/Risk
Portfolio chart
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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.
Master data
Symbol
WF00LTGG01
Date created
02/28/2020
Index level
-
High watermark
143.1