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Defensives Kapitalwachstum

Markus Hessler

 | Freeconomist

Last Login: 03/15/2020


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+2.3%
since 8/31/2018

+0.4%
Ø-Perf. per year

+3.9%
Performance (1yr)

4.4%
Volatility (1yr)

0.1
Return/Risk



Portfolio chart

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Trading Idea

Das Portfolio ist gezielt defensiv und kontrolliert ausgerichtet. Es zielt auf stetiges, langfristiges Wachstum ohne große Risiken einzugehen. Angelegt wird im wesentlichen in Immobilien- und Rentenfonds. Eine Beimischung mit defensiven Aktienfonds kann in geringem Maße erfolgen.

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Master data

Symbol

WFDKAPITAL

Date created

08/31/2018

Index level

-

High watermark

103.6

Investment Universe

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