Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE000CGMU1E8 Neuberger Berman US Large Cap Value Fund USD I4 Distributing +24,64 % +13,87 % 1,64
2 IE000YZ914N6 Neuberger Berman US Large Cap Value Fund GBP I Distributing +23,68 % +13,89 % 1,56
3 IE000VWPWUH3 Neuberger Berman US Large Cap Value Fund GBP P Distributing +23,73 % +13,94 % 1,56
4 IE00B94QL475 Heptagon Fund ICAV - Yacktman US Equity Fund ID USD +19,00 % +11,58 % 1,47
5 IE00B959F873 Heptagon Fund ICAV - Yacktman US Equity Fund AD USD +18,59 % +11,58 % 1,43
108 LU0827886549 BGF US Basic Value Fund D4 GBP +11,91 % +15,52 % 0,64
417 IE00BG0RDH01 Polen Capital Focus U.S. Growth Fund D Institutional GBP -15,29 % +19,49 % -0,89
418 IE000ZKS0D46 GQG Partners U.S. Equity Fund Class R USD Distributing -9,92 % +13,35 % -0,90
419 IE00BD058W30 Polen Capital Focus U.S. Growth Fund Institutional Unhedged Distributing GBP -15,47 % +19,49 % -0,90
420 IE000RCXXHX9 GQG Partners U.S. Equity Fund Class R GBP Distributing -18,12 % +13,66 % -1,48
421 IE0000FQ6I42 GQG Partners U.S. Equity Fund Class R EUR Distributing -21,62 % +14,76 % -1,60