+58.2%
since 10/28/2019
+10.6%
Ø-Perf. per year
+24.0%
Performance (1yr)
16.1%
Volatility (1yr)
0.6
Return/Risk
Portfolio chart
DetailsFeed
Trading Idea
This Wikifolio aims to invest into global and regional trends through equities of companies which are directly or indirectly exposed to those trends. We are seeking to have a balanced weight between growth and value positions. Furthermore, the fund may hold ETF positions to participate in growing thematical and geographical trends on a macro basis. For our investment decisions, we use a variety of sources including overall market data and fundamental analysis of independent and individual issuers. The targeted investment trends may change over time.
Master data
Symbol
WFMEGAT001
Date created
10/28/2019
Index level
-
High watermark
165.4