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Global Mega Trends Fund

RFRW

Last Login: 12/11/2020


Overview
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Trading idea
Portfolio
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+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

Details

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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

Investment Universe

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