The wf €urozone Portfolio was launched on January 1, 2017 with the objective of outperforming the broadest indexes.
The portfolio invests in Euro-denominated Equities, ETFs, Bonds, or Derivatives within the Euro Zone.
The portfolio managers combine over 50 years in securities trading with prime global financial institutions such as Banque Indosuez, Cheuvreux de Virieu, Merrill Lynch International or Salomon Smith Barney.
The wf €urozone Portfolio fees are:
1% Management Fee
20% Performance Fee
wf €urozone Portfolio
Historical Data & Performance
2025
2017 +9.54% Jan +7.10%
2018 -6.78% Feb +1.82%
2019 +9.76% Mar -3.63%
2020 +13.94% Apr
2021 +6.02% May
2022 -13.52% Jun
2023 +1.39% Jul
2024 -5.55% Aug
2025* +5.67% Sep
* 3 months Oct
Nov
Dec
EURO STOXX 50 5,248 -1.56%
CAC 40 7,791 -1.58%
Asset Allocation
February 28, 2025 March 31, 2025
+9% Cash +6%
+10% Consumer Cyclical +9%
+13% Basic Materials +14%
+6% Consumer Defensive +7%
+10% Industrials +10%
+4% Energy +4%
– Financial Services +3%
+4% Communications +5%
+3% Technology +2%
+9% Spider Euro STOXX 50 +9%
+32% Spider CAC 40 +31%
February 28, 2025 March 31, 2025
+84% France +85%
+6% Germany +6%
+10% Euro Zone +9%