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JK Small and Mid Caps Fund

Last Login: 03/07/2026


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-39.8%
since 7/12/2018

-
Ø-Perf. per year

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Performance (1yr)

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Volatility (1yr)

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Return/Risk



Portfolio chart

Details
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Trading Idea

In diesem wikifolio werden spannende Nebenwerte gehandelt, deren interessanten Perspektiven zweifellos entsprechende Risiken gegenüberstehen. Die Selektion fokussiert sich dabei auf Tilel abseits der Leitindizes. Durch Diversifikation der Assests soll die Volatilität etwas abgefedert werden, ohne die Dynamik der Titel übermäßig auszubremsen. Der Anlagehorizont ist mittel- bis langfristig, um nach Buy-and-Hold-Strategie, bestmöglich von der Potentialentfaltung zu profitieren. Nichts desto trotz beobachte ich die enthaltenen Titel wöchentlich.

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Master data

Symbol

WF0JKSCAPS

Date created

07/12/2018

Index level

-

High watermark

62.9

Investment Universe

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