Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE0005DYIEB4 Neuberger US Large Cap Value Fund GBP I4 Distributing Unhedged +36,22 % +10,97 % 3,07
2 IE000J3SEMV7 Neuberger US Large Cap Value Fund GBP I2 Distributing Unhedged +36,11 % +10,95 % 3,07
3 IE000NVI0WF0 Neuberger US Large Cap Value Fund GBP Y Distributing Unhedged +35,98 % +10,97 % 3,05
4 IE000ALURE78 Neuberger US Large Cap Value Fund EUR I4 Distributing Unhedged +37,12 % +11,35 % 3,05
5 IE000EA4KHA8 Neuberger US Large Cap Value Fund GBP I Distributing Unhedged +35,86 % +11,06 % 3,02
254 LU0281483486 JPMorgan Funds - US Select Equity Plus Fund A (dist) - GBP +16,17 % +12,06 % 1,13
415 IE000WZPHSZ1 Virtus GF U.S. Small-Mid Cap Fund M GBP Distributing -8,33 % +15,85 % -0,68
416 LU1683485764 Vontobel Fund - US Equity AN USD -5,47 % +11,55 % -0,69
417 IE000BFC5U86 Virtus GF U.S. Small-Mid Cap Fund M USD Distributing -8,67 % +15,80 % -0,71
418 LU0035763456 Vontobel Fund - US Equity A USD -6,25 % +11,55 % -0,76
419 LU1725742628 Vontobel Fund - US Equity AHI (hedged) EUR -7,37 % +11,56 % -0,85