+12.7%
since 9/10/2018
+2.1%
Ø-Perf. per year
+11.4%
Performance (1yr)
12.3%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
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Trading Idea
DHANA GERMANIA is a multi cap portfolio of German Enterprises built using multi-factor framework of Growth, Value, Alpha, Volatility and Momentum factors. It is aimed at medium to long term growth and capital appreciation over 3+ years. The portfolio shall be rebalanced monthly on 5%/25% to maintain asset allocation.
Master data
Symbol
WFDHGERMAN
Date created
09/10/2018
Index level
-
High watermark
114.2