Long-term Growth Risky Assets

Performance

  • +69.5 %
    since 2017-12-28
  • +42.3 %
    1 Year
  • +18.0 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -30.6 %
    Maximum loss (to date)
  • 0.84×
    Risk factor
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Trading Idea

The strategy is very simple, we invest in the future of a particular instrument (Equities and ETFs) only. Typical investment horizon of an investment is 2 years unless the manager believes there is a solid reason to hold on the position. Meaning that no positions would be evaluated (unless any significant news occur) before the 2 year horizon.

When it comes to asset allocation, the fund has no pre-set rules or guidelines. The fund targets to hold at least 8 positions, with the most risky positions holding less than 5% of the allocation.

This is deemed as a risky fund, with no use of leverage.

We aim to entirely depend on the Bloomberg Terminal as well as EIKON Thomson Reuters as main sources for the analysis performed. show more

Master data

Symbol
WF0HIGHRSK
Date created
2017-12-28
Index level
High watermark
176.2

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2017-12-22

Decision making

  • Technical analysis
  • Fundamental analysis
  • Other analysis