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Trading idea
Portfolio
Key figures
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Top Global Brands

Albrech & Cie. Vermögensverw. AG

Last Login: 08/05/2022


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+149.3%
since 03/31/2014

-11.9%
1 Year

+11.6%
Ø-Perf. per year

-32.0%
Max loss

0.61
Risk factor


Portfolio

Details
wikifolio certificate

Sell

Buy

in EUR

Invested capital

EUR 1,292,078

First issuance

07/12/2014

Certificate fee per year

0.95%

Performance fee

5%

Liquidation indicator

0.0 days

Trading volume

EUR 6,118

This product is currently available in Germany.

wikifolio labels

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Trading Idea

In our experience, brand values grow over extended periods, as long as the brand is “in”. Furthermore, we assume that rising brand values go hand in hand with disproportionately rising stock prices. In our Top Global Brands wikifolio, companies that represent strong global brands should be directly invested in. The wikifolio should be supplemented with fast-growing regional brands. Companies with long-term increasing brand value and short-term rising earnings expectations should be included in the wikifolio on a preferential basis. Other selection criteria include, among others, a small debt, a high operating margin and high free cash flow return by industry standards. The focus is on liquid blue chips, mid-caps are admixed. As part of a wikifolio optimization, industry filters are used to ensure optimal diversification. Up to about 40 stocks are to be included in the wikifolio. The investment ratio aimed at is basically at 90–100%.

This is a non-binding translation of wikifolio.

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Master data

Symbol

WFTOPBRAND

Date created

03/31/2014

Index level

-

High watermark

292.4

Investment Universe

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