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
2024
2017 +9.54% Jan +1.54%
2018 -6.78% Feb +2.75%
2019 +9.76% Mar +2.09%
2020 +13.94% Apr -3.85%
2021 +6.02% May +0.03%
2022 -13.52% Jun -6.20%
2023 +1.39% Jul +0.74%
2024* -6.93% Aug +1.59%
* 11 months Sep -0.51%
Oct -4.87%
Nov -0.72%
Dec +0.67%
EURO STOXX 50 4,862 -0.34%
CAC 40 7,274 -0.27%
Asset Allocation
November 30, 2024 December 21, 2024
+14% Cash +14%
+7% Consumer Cyclical +10%
+13% Basic Materials +13%
+8% Consumer Defensive +8%
+8% Industrials +8%
+4% Energy +3%
+4% Communications +4%
– Technology +2%
+8% Spider Euro STOXX 50 +8%
+29% Spider CAC 40 +29%
November 30, 2024 December 21, 2024
+83% France +78%
+7% Germany +7%
+10% Euro Zone +10%