wf | €urozone Portfolio

Portfolio Management
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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
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2017
2018
2019
2020**

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

+1.13%
-4.98%
-14.10%
+3.59%
+13.03%
+13.14%

2020

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.

April 30, 2020

Cash
Financials
Index Short

+29%
+12%
+59%

France
Germany
Euro Zone

+24%
+6%
+70%

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Cash
Financial Goods
Induatrials
Index Short

+6%
+10%
+6%
+79%

+24%
+4%
+72%

France
Germany
Euro Zone

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