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EAP_SS21_Veek

Last Login: 01/16/2022


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+66.7%
since 1/31/2021

+9.8%
Ø-Perf. per year

+27.4%
Performance (1yr)

30.2%
Volatility (1yr)

0.3
Return/Risk



Portfolio chart

Details
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Trading Idea

This Fund follows a core-satellite strategy and will be actively participating in asset classes including ETFs, stocks, crypto, gold and cash. In particular, 50% of the assets will be invested in the core portfolio which consists of a ETF selection, covering the most important stock markets in the world, and alternatives, such as gold and crypto. This will also ensure that our mainly equity focussed portfolio is well-diversified across industries, countries and currencies. The other 50% will be invested in the satellite part of the portfolio which consists of an individual growth stocks selection. The growth stocks were picked according to a top-down approach with a focus on industry selection.

Master data

Symbol

WF00VEEK21

Date created

01/31/2021

Index level

-

High watermark

182.5

Investment Universe

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For the composition of the virtual portfolio click here.