Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 AT0000A33DK9 CONVERTINVEST Rendite (A) EUR +5,46 % +1,43 % 2,46
2 LU2034323217 UBS (Lux) Financial Bond Fund (USD hedged) Q 0.1-dist +12,10 % +4,25 % 2,39
3 LU2001707251 UBS (Lux) Financial Bond Fund (USD hedged) K-1 0.1-dist +12,09 % +4,25 % 2,39
4 LU2050655047 UBS (Lux) Financial Bond Fund (GBP hedged) K-1 0.1-dist +11,88 % +4,26 % 2,34
5 LU0770165032 JPMorgan Investment Funds - Global Convertibles Conservative Fund C (mth) - USD +8,63 % +2,80 % 2,39
28 LU1253562653 FISCH CONVERTIBLE GLOBAL SUSTAINABLE FUND Aktienklasse BE2 (EUR) +13,20 % +6,72 % 1,68
169 IE00BMW2DJ74 Lazard Global Convertibles Investment Grade Fund EA Dist EUR +4,91 % +6,87 % 0,43
170 LU1670708848 M&G (Lux) Global Convertibles Fund EUR B Inc +5,18 % +9,95 % 0,33
171 LU0727122938 Franklin Global Convertible Securities Fund - A (Ydis) EUR +4,79 % +27,34 % 0,10
172 FR0013414026 Lazard Convertible Global TD GBP +2,69 % +9,05 % 0,08
173 LU0895836913 Pictet - Global High Yield - I dm GBP +1,74 % +7,63 % -0,03