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Basisinvestment Stabilität

Last Login: 08/24/2024


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-0.4%
since 1/4/2019

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

Details
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Trading Idea

Das Portfolio dient dazu, stabile gleichbleibende Erträge zu generieren. Es kann als Basisinvestment in Dachportfolios und anderen gemischten Portfolios aufgenommen werden oder als Einzelanlage zur Wertsicherung. Die Anlage erfolgt in kurzlaufenden Zinsinstrumenten, Deep Discountern und ansonsten weitestgehend in Immobilienfonds. Um die Kosten zu minimieren, werden die Positionen möglichst langfristig gehalten.

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Master data

Symbol

WF00STABYL

Date created

01/04/2019

Index level

-

High watermark

98.9

Investment Universe

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For the composition of the virtual portfolio click here.