+8.5%
since 3/18/2025
+2.6%
Ø-Perf. per year
-4.2%
Performance (1yr)
22.2%
Volatility (1yr)
0.1
Return/Risk
Portfolio chart
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Trading Idea
The strategy employs a robust, quantitatively driven multi-factor model to systematically identify high-potential investment opportunities within the German small-cap equity universe. On a quarterly basis, the model selects the top 10-15 securities that exhibit the most favorable factor characteristics, ensuring a disciplined and data-driven approach to portfolio construction. The portfolio is rebalanced every quarter to maintain optimal exposure to evolving market dynamics. The focus on small-cap equities is driven by their historically higher return potential, as companies with lower market capitalizations often exhibit greater inefficiencies and growth opportunities compared to their large-cap counterparts.
Master data
Symbol
WFSCDEU000
Date created
03/18/2025
Index level
-
High watermark
121.9


