Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE0005DYIEB4 Neuberger Berman US Large Cap Value Fund GBP I4 Distributing Unhedged +39,43 % +10,93 % 3,39
2 IE000NVI0WF0 Neuberger Berman US Large Cap Value Fund GBP Y Distributing Unhedged +39,11 % +10,93 % 3,36
3 IE000EA4KHA8 Neuberger Berman US Large Cap Value Fund GBP I Distributing Unhedged +39,12 % +10,97 % 3,35
4 IE000ALURE78 Neuberger Berman US Large Cap Value Fund EUR I4 Distributing Unhedged +37,65 % +11,45 % 3,08
5 IE000FHWYOY7 Neuberger Berman US Large Cap Value Fund GBP I2 Distributing +36,92 % +11,36 % 3,04
215 LU0281483486 JPMorgan Funds - US Select Equity Plus Fund A (dist) - GBP +17,77 % +11,99 % 1,28
407 IE00035DZ9R0 Polen Capital Focus U.S. Growth Fund D Institutional Distributing USD -10,22 % +16,12 % -0,78
408 LU0035763456 Vontobel Fund - US Equity A USD -6,86 % +11,45 % -0,81
409 LU1484763575 BL American Small & Mid Caps Klasse AM -10,45 % +15,53 % -0,83
410 LU1484763229 BL American Small & Mid Caps Klasse A -10,81 % +15,53 % -0,85
411 LU1725742628 Vontobel Fund - US Equity AHI (hedged) EUR -8,11 % +11,45 % -0,92