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Wealth Effect Management
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Portfolios
WEM Equity Global
Dynamic portfolio
Average annual yield
30,74% p.a.
WEM Equity US
Dynamic portfolio
Average annual yield
26,16% p.a.
WEM Balanced
Balanced portfolio
Average annual yield
14,92% p.a.
WEM Balanced ETF
Balanced portfolio
Average annual yield
12,07% p.a.
WEM High Yield Bonds
Conservative portfolio
Average annual yield
4,43% p.a.
WEM Investment Grade Bonds
Conservative portfolio
Average annual yield
5,37% p.a.
WEM Safe Haven
Conservative portfolio
Average annual yield
4,37% p.a.
WEM SFT – Dynamic
Investment savings
Average annual yield
11,98% p.a.
WEM SFT – Balanced
Investment savings
Average annual yield
6,36% p.a.
WEM SFT – Conservative
Investment savings
Average annual yield
1,58% p.a.
WEM Investment Opportunities – Gaming
Thematic portfolio
Average annual yield
15,98% p.a.
WEM Investment Opportunities – Emerging Markets
Thematic portfolio
Average annual yield
16% p.a.
WEM Investment Opportunities – Oil *CLOSED*
Thematic portfolio
Average annual yield
44,58% p.a.
WEM Investment Opportunities – Payments Ecosystem *CLOSED*
Thematic portfolio
Average annual yield
41,86% p.a.
WEM Investment Opportunities – Artificial Intelligence *CLOSED*
Thematic portfolio
Average annual yield
28,52% p.a.
WEM Investment Opportunities – Defense and Aerospace *CLOSED*
Thematic portfolio
Average annual yield
-0,06% p.a.