Portfolio Management
______________________________________________

The Portfolio Managers combine over 50 years in
securities trading with prestigious institutions such
as Banque Indosuez, Cheuvreux de Virieu, Merrill
Lynch, or Salomon Smith Barney.
The Managers enforce a strict Absolute Return
management style without any allocation (sector or
geographic).
2% Management Fee.
20% Performance Fee (high water mark).
Historical Performance & Data
_________________________________________________

2017
2018
2019
2020
*
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
-0.27%
2021
wf €urozone Portfolio
______________________________________________

The
wf €urozone Portfolio was launched on
January 1, 2017 with the objective of
outperforming the broadest index, the Euro
STOXX® Index.
The Portfolio invests in Euro-denominated Equities,
ETFs, Bonds, and Derivatives of the Euro Zone.
The Portfolio will have the ability to maintain long
and short positions.
December 31, 2020
Cash
Consumer Cyclical
Consumer Defensive
Communication
Financials
Basic Materials
Index Short
Index Long
+27%
+15%
+7%
+13%
+9%
+15%
+4%
+9%
France
Germany
+61%
+39%
___________
____________________
____________________
Cash
Consumer Cyclical
Consumer Defensive
Communication
Financials
Basic Materials
Index Short
Index Long
+27%
+1
6%
+7%
+1
3%
+9%
+15%
+4%
+9%
+60%
+
40%
France
Germany
____________________
walnutfinance
__________________________________________________________
+9.54%
-6.78%
+9.76%
+13.94%
*1 month
Source Swissquote
Risk
Expected Return
Alternative Investments House
wf €urozone Portfolio
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January 23, 2021