+14.6%
since 12/17/2018
+2.6%
Ø-Perf. per year
+14.8%
Performance (1yr)
11.9%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
*Global Equity Value Investment* Fully Systematic and Quantitative ETF Only Investment Vehicle Investment Universe consists of 30 Investible UCITS Country ETFs Top 10 Countries are selected by a combination of the following Value Metrics: CAPE, P/E, P/C,P/B, P/S, DY Rebalancing happens once a quarter Assets within the portfolio are equally weighted on a cash basis Targets: Uncorrelated returns, minimising trading costs, no discretionary element, exposure to global value, tilt away from market cap weighting to add true value to the clients entire portfolio
Master data
Symbol
WFEQTVALUE
Date created
12/17/2018
Index level
-
High watermark
113.9