+18.5%
since 3/16/2020
+4.2%
Ø-Perf. per year
+6.8%
Performance (1yr)
9.3%
Volatility (1yr)
0.3
Return/Risk
Portfolio chart
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Trading Idea
BAM is an Equity Fund which invest's mainly in the Swiss and North-American market. The strategic asset allocation is 80% equities, 10% other high liquid assets and 10% cash. For the tactical asset allocation, BAM follows a minimum-variance approach. Means 80% of BAM's Fund are allocated in a mean-variance efficient way. Because of the current market turmoils, BAM holds 10% in cash. This provides more flexibility in the further course of the coming months. Especially, for Portfolio rebalancing which takes places quarterly. 10% of the remaining assets will be selectively invested by BAM's Asset Managers.
Master data
Symbol
WF0BAMICAR
Date created
03/16/2020
Index level
-
High watermark
122.2