Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE000J3SEMV7 Neuberger Berman US Large Cap Value Fund GBP I2 Distributing Unhedged +38,73 % +10,98 % 3,32
2 IE0005DYIEB4 Neuberger Berman US Large Cap Value Fund GBP I4 Distributing Unhedged +38,72 % +11,02 % 3,30
3 IE000NVI0WF0 Neuberger Berman US Large Cap Value Fund GBP Y Distributing Unhedged +38,54 % +11,02 % 3,29
4 IE000EA4KHA8 Neuberger Berman US Large Cap Value Fund GBP I Distributing Unhedged +38,37 % +11,07 % 3,26
5 IE00B1GHC616 Vanguard U.S. Opportunities Fund - GBP Investor Dist Shares +61,89 % +19,07 % 3,12
301 LU0647025211 JPMorgan Funds - US Growth Fund C (dist) - USD +21,17 % +17,15 % 0,90
407 IE00BD058W30 Polen Capital Focus U.S. Growth Fund Institutional Unhedged Distributing GBP -7,60 % +15,60 % -0,64
408 IE00035DZ9R0 Polen Capital Focus U.S. Growth Fund D Institutional Distributing USD -9,25 % +16,29 % -0,71
409 LU1484763575 BL American Small & Mid Caps Klasse AM -8,70 % +15,54 % -0,72
410 LU1725742628 Vontobel Fund - US Equity AHI (hedged) EUR -6,02 % +11,50 % -0,73
411 LU1484763229 BL American Small & Mid Caps Klasse A -9,06 % +15,54 % -0,74