Global Equity Value Investment

Performance

  • -11.0 %
    since 2018-12-17
  • -20.9 %
    1 Year
  • -6.5 %
    Ø-Performance per year
All fees have already been deducted

Risk

  • -38.6 %
    Maximum loss (to date)
  • 0.37×
    Risk factor
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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
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Master data

Symbol
WFEQTVALUE
Date created
2018-12-17
Index level
High watermark
119.9

Rules

wikifolio labels

Investment Universe

Trader

Registered since 2018-12-11