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Dernière VNI (23/05/13) : EUR 13.67 Souscription
Graphique - Pespectives - Performances - Allocation
Graphique
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Pespectives
Perspectives - l'avis du gérant

Geneva, 06/05/2013 – The unprecedented stimulus announcements in Europe (ECB’s OMT) and the US (Fed’s QE3) have reduced the perceptions of systemic risk in the global economy, particularly in Europe. The tailwind provided by accommodative monetary policies comforts our positive view on industries that represent pockets of strength in a slow growth world. Among the investment themes we continue to like: global consumer stocks, US shale oil & gas plays, cloud computing, 3D printing, dividend aristocrats, US homebuilders, legacy technology stocks that have undergone a 10-year P/E contraction (from 2000 to 2010) and are now resuming their uptrend. We also monitor very closely out of favor investments themes (for instance, some selected European financial stocks) that might continue to see their ratings improve following the measures recently announced by the central banks.

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Performances
Périodes glissantes
1 mois 1 an 3 ans 5 ans Depuis le lancement
W-Trade Winds 3.2% 16.3% 17.0% 6.8% 36.7%
MSCI World Euro 3.9% 22.2% 36.0% 20.0% 10.3%

Années de calendrier
Ytd 2013 2012 2011 2010 2009
W-Trade Winds 14.2% 6.0% -13.9% 16.7% 25.6%
MSCI World Euro 13.9% 11.2% -4.7% 17.5% 23.6%

Sur 36 mois
Volatilité Rendement annualisé Sharpe Ratio
W-Trade Winds 3.65 % 5.38 % -0.03
MSCI World Euro 2.84 % 10.78 % 0.51

La performance du fonds ne tient pas compte des commissions et frais perçus lors de l’émission et du rachat des parts.

Allocation
Positions principales
SAMSUNG ELE 3.3%
STRATASYS LTD 2.8%
HOOSIERS HLD 2.6%
SAWAI PHARMA 2.5%
FAST RETAIL 2.4%
VISA INC 2.0%
EISAI 2.0%
PROTO LABS INC 2.0%
HARLEY DAVI 1.9%
AMERICAN EL 1.9%
Allocation par secteur
Consomm. courante 17.3%
Banque et finance 16.8%
Industrie, commerce 14.1%
Consomm. durable 11.9%
Santé & pharma 11.9%
Cash 4.6%
Allocation par pays
U.S.A 46.6%
Japan 11.6%
United Kingdom 5.7%
France 5.5%
Norfolk Island 3.4%
Cash 4.6%