Index | Bloomberg Wheat Leverage (2x) |
Investment focus | Commodities, Agriculture, Wheat |
Fund size | GBP 5 m |
Total expense ratio | 0.98% p.a. |
Replication | Synthetic (Swap-based) |
Legal structure | ETC |
Strategy risk | Leverage |
Sustainability | No |
Fund currency | USD |
Currency risk | Currency unhedged |
Volatility 1 year (in GBP) | 66.20% |
Inception/ Listing Date | 11 March 2008 |
Distribution policy | Accumulating |
Distribution frequency | - |
Fund domicile | Jersey |
Fund Provider | WisdomTree |
Fund Structure | - |
UCITS compliance | No |
Administrator | - |
Investment Advisor | - |
Custodian Bank | - |
Revision Company | - |
Fiscal Year End | - |
Swiss representative | - |
Swiss paying agent | - |
Germany | Unknown |
Switzerland | Unknown |
Austria | Unknown |
UK | Unknown |
Indextype | - |
Swap counterparty | - |
Collateral manager | - |
Securities lending | No |
Securities lending counterparty | - |
YTD | -15.37% |
1 month | +7.51% |
3 months | -5.47% |
6 months | -6.53% |
1 year | -35.85% |
3 years | -77.60% |
5 years | -77.60% |
Since inception (MAX) | -84.79% |
2023 | -73.54% |
2022 | +0.00% |
2021 | +0.00% |
2020 | +0.00% |
Volatility 1 year | 66.20% |
Volatility 3 years | 50.82% |
Volatility 5 years | 39.35% |
Return per risk 1 year | -0.54 |
Return per risk 3 years | -0.77 |
Return per risk 5 years | -0.66 |
Maximum drawdown 1 year | -60.45% |
Maximum drawdown 3 years | -81.81% |
Maximum drawdown 5 years | -81.81% |
Maximum drawdown since inception | -89.49% |
Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
---|---|---|---|---|---|
XETRA | EUR | 4RUJ | - - | - - | - |
gettex | EUR | 4RUJ | - - | - - | - |
Borsa Italiana | EUR | LWEA | - - | - - | - |
London Stock Exchange | USD | LWEA | - - | - - | - |