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MZ Bond-Werte weltweit

Manuel Zeuch

 | MZAsset

Last Login: 04/17/2024


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Trading idea
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+0.2%
since 2/9/2014

-
Ø-Perf. per year

-
Performance (1yr)

-
Volatility (1yr)

-
Return/Risk



Portfolio chart

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Trading Idea

Ziel ist es eine positive jährliche Rendite zu jeder Marktlage zu erwirtschaften. Es wird eine Zielrendite von 3% über Eonia angestrebt. Dazu darf das Portoliomanagement in Anleihenindices, Rentenfonds und Mischfonds aller Bonitätsklasse investieren. Um Zinsänderungsrisiken zuvermeiden werden kurzlaufende Bonds verwendet und es darf zusätzlich bis zu 50% Kasse gehalten werden. Der Anlagehorizont sollte mindestens 3-5 Jahre betragen.

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Master data

Symbol

WFMZAL0006

Date created

02/09/2014

Index level

-

High watermark

104.3

Investment Universe

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