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WWK Select Balance B

Ranked 115 out of 393 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Objective

The aim of the fund is to achieve a favorable risk-reward ratio. The fund buys investment units of target funds, which expect the yield and / or the growth. The fund invests mainly in equity and commodity equity funds (including exchange traded funds, so called Exchange Traded Funds) and in bond or liquidity funds. The fund has no geographic, industrial or sector specific priorities.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 1.8% 0.1%
2017 5.7% 2.3% 0.4% 0.2% 2.7%
2016 3.4% -4.3% -1.0% 4.9% 4.0%
2015 3.9% 8.0% -1.1% -8.2% 6.0%
2014 11.2% 1.7% 2.7% 2.9% 3.5%
2013 12.4% 5.4% -0.6% 4.3% 2.9%
2012 13.4% 9.1% -1.6% 4.4% 1.2%
2011 -4.6% -1.2% -1.0% -8.6% 6.7%
2010 12.6% 5.4% -1.1% 1.5% 6.4%
2009 17.3% -1.6% 8.1% 6.8% 3.3%
2008 -25.5% -8.4% -1.2% -6.3% -12.1%
2007 2.1% 0.7% 3.7% -0.8% -1.5%
2006 6.0% 3.4% -5.9% 4.3% 4.5%
2005 16.2% 2.4% 5.7% 4.2% 3.1%
2004 5.6% 3.7% -0.2% -0.2% 2.3%
2003 6.2% -4.1% 6.3% 2.5% 1.6%
2002 -14.5% 1.5% -8.7% -6.9% -0.9%
2001 -13.0% 9.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date31/05/2001
  • Share Class size78Mn
  • Base currencyEUR
  • ISIN LU0126855641

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).