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Advertum

Last Login: 02/03/2022

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+40.1%
since 7/1/2013

+3.0%
Ø-Perf. per year

+7.0%
Performance (1yr)

13.4%
Volatility (1yr)

0.2
Return/Risk



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Trading Idea

Das Ziel dieses Portfolios ist die Trends und Bewegungen an internationalen Märkten zu nutzen und dabei stets auch das Risiko zu beachten. Dabei sollen überwiegend aktiv gemanagte Anlagemöglichkeiten jedweder Art erworben werden. Der in Aktien und Aktienfonds investierte Anteil kann bis zu 100% des Portfoliovermögens betragen. Sämtliche Portfolioentscheidungen des Fondsmanagements sollen auf der Basis einer umfassenden qualitativen und quantitativen Analyse getroffen werden. Das Portfolio ist auf einen langfristigen Anlagehorizont ausgerichtet.

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Master data

Symbol

WF00000CLA

Date created

07/01/2013

Index level

-

High watermark

147.1

Investment Universe

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