WEM Safe Haven
The WEM Safe Haven conservative portfolio allows clients to diversify their investments and offers an added degree of downside protection by investing in stable assets.
Average annual yield *
4.37 % p.a.
Overall yield *
Average annual yield
After selecting a benchmark from a dropdown list, the bottom performance chart will show you an overview of the alpha - the portfolio outperformance over a selected benchmark over a selected investment period.
Portfolios with no available benchmark will only have the "NONE" option available.
Gross and net performance
Net performance is gross performance net of fees, commissions, and taxes.
You can also see the current performance on the graph. Please note that the value of current yield on the graphs and the overall yield might not match, as the overall yield is calculated based on a specific and predefined period.
The WEM Safe Haven is a portfolio suitable for cautious investors or can also work well as a complement to the overall investment strategy to preserve capital amidst times of increased volatility and turbulence in equity markets.
|Risk level||2, lower risk|
|Target gross performance*||> 2% p.a.|
|Investment horizon||1 years +|
|Optimal deposit **||EUR 15,000|
* Calculated on the basis of historical performance before the deduction of fees, commissions and taxes.
** The optimal investment amount is an internally determined value sufficient for effective investment of the deposit. The minimum investment amount is EUR 5,000.
|Entry fee 1||1% from each deposit|
|Portfolio performance (p.a.)||Management fee 2||Success fee 3||Performance fee 4|
1. The entry fee shall be a third party fee and shall be paid in full to the financial agent who mediated the conclusion.
2. Managed portfolio contracts. WEM is entitled to charge the fee.
3. High-water mark is a principle of charging fees based on their highest cumulative past peak value. In this case, a fee will only be charged if the portfolio reaches a higher value of its cumulative returns or only from the part that exceeds the previous highest cumulative value of returns. Applied here is the sliding high-water mark for the past 2 periods (2 years).
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