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Small & Midcaps CH - EQ-S

Joel Gerber

 | GerberPM

Last Login: 03/21/2024


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+84.6%
since 1/18/2019

+8.0%
Ø-Perf. per year

+18.8%
Performance (1yr)

21.4%
Volatility (1yr)

0.4
Return/Risk



Portfolio chart

Details
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Trading Idea

Small & Midcaps CH Wie Sie bereits dem Titel entnehmen können, soll dieses Wikifolio ausschließlich in den schweizer Markt investieren. Das Anlageuniversum des Wikifolios beschränkt sich auf Aktien,die Small & Midcaps sind. Mit der hohen Aktienquote (ca. 90%) im Wikifolio wird unter einem mittel- bis langfristigen Anlagehorizont eine hohe Performance angestrebt. Bei der Entscheidungsfindung setzt dieses Wikifolio hauptsächlich auf die fundamentale Analyse sowie auf das Newstrading.

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Master data

Symbol

WF00SMCHEQ

Date created

01/18/2019

Index level

-

High watermark

184.4

Investment Universe

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