FS Invest - Equity Team

Performance

  • +13.6 %
    since 2018-06-20
  • +4.0 %
    1 Year
  • +5.3 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -30.2 %
    Maximum loss (to date)
  • 0.64×
    Risk factor
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Trading Idea

Our team is dividend in 8 sectors namely Materials, Financials, Consumer Goods, Healthcare, Industrials, Tech, Telecommunications and Utilities. Therefore, we invest in the above mentioned sectors. Currently, we do not under or overweight any sector but equally-weight our stocks. In order to find potential investment ideas, we use mainly fundamental analyses however, technical analyses is also a part of our portfolio construction. We are long-term oriented and more risk-averse then risk-loving. That is also why we like to invest in stable companies which have a strong track record. show more

Master data

Symbol
WF0FSINVEQ
Date created
2018-06-20
Index level
High watermark
113.6

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-06-20

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis