Investtechs modelporteføljer gav i andet kvartal et gennemsnitligt afkast på linje med referanceindeks. Porteføljen for Holland gjorde det imidlertid bedre end gennemsnittet og slog indekset med 5,1 procentpoint. Især porteføljen i Tyskland trak gennemsnittet ned med afkast 8,3 procentpoint svagere end indeks.
Marked | Merafk. Q1* | Merafk. Q2* | Merafk. Q3* | Merafk. Q4* | Merafk. 2019 |
Stockholm | +0,4 | +3,4 | +3,9 | ||
Helsingfors | +8,8 | +0,4 | +9,3 | ||
Amsterdam | -9,0 | +5,1 | -3,9 | ||
København | -1,1 | -1,4 | -2,4 | ||
Oslo | +0,1 | -1,2 | -1,1 | ||
Frankfurt/CDAX | +2,9 | -8,3 | -5,4 | ||
Snit | +0,4 | -0,3 | 0,0 | ||
Oslo Hold-dig-fra-portefølje | +6,8 | -11,2 | -4,4 | ||
København Hold-dig-fra-portefølje | -4,7 | -0,9 | -5,6 |
*Merkafkast i kvartalet for portefølje før kurtage i forhold til referanceindeks. Beregnes som procentpoint merafkast hidtil i år minus merafkast per forrige periode.
I hele perioden er der lagt vægt på, at aktierne i porteføljerne skulle genspejle markedssammensætningen, og risikoen i porteføljerne har været på linje med markedet.
Strategien:
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