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
2026
2017 +9.54% Jan -0.94%
2018 -6.78% Feb +5.51%
2019 +24.76% Mar -8.41%
2020 +13.94% Apr +5.43%
2021 +16.02% May +1.31%
2022 -13.52% Jun +1.51%
2023 +1.39% Jul +0.23%
2024 -5.55% Aug -2.67%
2025 +10.73% Sep -3.41%
2026* -2.15% Oct -1.14%
*9 months Nov
Dec
EURO STOXX 50 6,208 +1.40%
CAC 40 7,922 +1.06%
Asset Allocation
September 30, 2026 October 16, 2026
+10% Cash +10%
+6% Consumer Cyclical +6%
+7% Basic Materials +6%
+2% Consumer Defensive +2%
+7% Industrials +6%
+5% Financial Services +3%
+9% Technology +8%
+8% Communications +8%
+5% Utilities +5%
+3% Healthcare +4%
+2% Europe ex-EMU +2%
+24% Spider Euro STOXX 50 +28%
+12% Spider CAC 40 +12%
September 30, 2026 October 16, 2026
+57% France +60%
+3% Europe ex-EU +2%
+40% Euro Zone +38%