Weltportfolio Ausgewogen

PTAM Weltportfolio Ausgewogen is a balanced global fund that allocates approximately half of its investments to international equities and the other half to bonds. For the equity portion, the fund invests in a wide array of target funds worldwide, including institutional funds, ETFs, and index futures. It emphasizes investment styles based on small-cap, value, profitability, and momentum factors, aiming to achieve optimal risk-adjusted returns through broad diversification. The bond investments complement this strategy, helping to balance the overall portfolio performance.