Why stop at the stock market? When we asked ourselves this question, little did we know that we had already envisioned something far greater than we initially thought—the WM-OPTA EQS Power Selection.

The design of this product line has its foundations in the essential principle that diversification should not come at the expense of return. By modifying slightly our first-rate technology and applying it to different asset classes, we were able to have the best of both worlds: an EQS Power Selection that combines investments in the world’s stock markets with investments in the world’s bond markets. And since we were so close to creating an all-encompassing balanced selection, we could not help but go the extra mile and include precious metals and real estate as additional asset classes in it.

The result is a selection of securities that knows very few rivals when it comes to consistency of returns and management of volatility. The WM-OPTA EQS Power Selection is rapidly becoming one of our most beloved product lines among asset managers and professional investors, thanks to its ability to provide safe and regularly-updated allocations for those who bear the responsibility of having to manage money with little to no room for mistakes to be made.


Performance

Clicking on the name of any element in the legend above shows/hides its plot

WMOPTA Selection
Performance
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SELECTION at: ↑↓1 month ↑↓3 months ↑↓6 months ↑↓YTD ↑↓since start
(2019-01-02)
↑↓
WMOPTA
Selection
0.52%3.40%7.73%4.48%18.71%
Fideuram Balanced Index-1.90%1.02%10.26%2.27%23.37%
WMOPTA Selection
Group contribution breakdown
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SELECTION Asset Class ↑↓1 week ↑↓1 month ↑↓3 months ↑↓6 months ↑↓1 year ↑↓3 years ↑↓since start
(2019-01-02)
↑↓
WMOPTA
Selection
0.32%0.52%3.40%7.73%5.31%1.00%18.71%
Growth – LargeCap-1.03%3.49%
Growth – MediumCap1.12%5.72%
Growth – SmallCap0.36%2.61%
TurnAround2.45%
Value – LargeCap-0.07%1.23%
Value – MediumCap0.47%1.12%
HY-EUR-0.06%0.63%
HY-Global-1.12%
HY-USD0.21%-0.60%
IG-EUR-0.19%-0.08%
IG-Global0.47%
IG-USD0.00%0.83%
Metals2.42%
EUR Currency0.00%0.02%0.07%0.09%0.09%0.08%-0.09%
GBP Currency0.00%-0.12%
USD Currency0.00%0.08%0.19%0.31%0.41%0.65%0.36%
Property0.25%0.72%
Precious Metals-0.34%-0.74%
SO – Financials0.16%0.15%
HY-EM-EUR0.24%0.23%
HY-EM-USD0.16%0.26%
IG-Global-USD0.11%0.09%
IG-Global-EUR0.29%0.39%
SO – Energy0.14%0.14%
SO – Industrials-0.03%0.03%
SO – Materials-0.05%0.03%
SO – RealEstate-0.04%0.01%
SO – Utilities0.00%0.00%
Innovation-1.48%-1.96%
SmallCap – Plus-0.42%-0.49%
Sector – Utilities0.12%0.14%
EM Income0.00%-0.08%0.00%0.81%0.52%-1.81%-2.13%
EU High Yield-0.24%-0.29%
U.S. High Yield0.05%0.06%0.29%0.34%
Real Estate0.03%-0.10%-0.01%0.49%-0.39%-0.89%-1.05%
Sector – Communication-0.52%-0.62%
Sector – Energy0.14%0.17%
Sector – HealthCare-0.30%-0.35%
Sector – Cons.Staples-0.01%-0.01%
Sector – Industrials-0.01%-0.02%
Sector – InformationTechnology-0.83%-0.98%
Sector – Cons.Discretionary-0.52%-0.62%
Sector – Materials0.00%0.00%
Sector – RealEstate-0.16%-0.19%
Sector – Financials-0.17%-0.20%
International – Developed0.01%-0.11%0.32%0.81%0.46%-0.32%-0.37%
U.S. Goverment0.00%-0.46%-0.48%0.44%0.42%1.06%1.25%
U.S. Corporate0.09%-0.02%-0.27%-0.32%
EU Goverments0.00%0.12%0.20%0.54%0.52%0.67%0.79%
Intl. Fixed Income-0.01%-0.02%0.02%0.03%0.18%0.19%0.22%
Materials-0.13%0.65%1.60%1.67%2.18%2.21%2.60%
Private Equity0.11%0.17%0.03%0.04%
Sector – All1.36%1.60%
U.S. Large Cap Value-0.01%-0.07%0.00%0.11%0.11%-0.06%-0.07%
Europe Large Cap Value0.01%0.01%0.07%0.10%-0.07%0.40%0.47%
Emerging Markets0.09%0.07%0.33%0.49%0.46%0.41%0.48%
SP500 LC-GW-0.10%-0.12%
FIRST LC-GW-0.61%-0.71%
SP500 LC-MA0.09%0.25%0.29%
SP400 MC-MA-0.01%0.40%0.47%
SP600 SC-MA-0.09%-0.03%-0.04%
FIRST FREE-0.45%-0.53%
FIRST HC-0.01%-0.32%0.39%0.75%0.39%0.37%0.44%
FIRST Analyst0.06%0.01%0.44%0.71%-0.19%-0.18%-0.21%
Commodity-0.13%-0.21%-0.21%-0.24%
FIRST ARG ADR0.19%0.25%0.52%0.69%0.68%0.65%0.76%
Market Inverse0.10%0.49%-0.25%-0.42%-0.41%-0.40%-0.47%

Information

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