Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE000ALURE78 Neuberger Berman US Large Cap Value Fund EUR I4 Distributing Unhedged +34,38 % +11,54 % 2,76
2 IE000FHWYOY7 Neuberger Berman US Large Cap Value Fund GBP I2 Distributing +34,38 % +11,55 % 2,76
3 IE000VWPWUH3 Neuberger Berman US Large Cap Value Fund GBP P Distributing +34,26 % +11,51 % 2,76
4 LU1562330644 T.Rowe Price Funds SICAV US Large Cap Value Equity Fund Qds10 +33,07 % +11,13 % 2,76
5 LU2668077089 T.Rowe Price Funds SICAV US Large Cap Value Equity Fund Idqn (GBP) 1 +32,73 % +11,02 % 2,76
99 LU1807320558 Artemis Funds (Lux) - US Smaller Companies - FI distribution USD +35,99 % +21,39 % 1,57
413 IE000E60U4H4 Virtus GF U.S. Small-Mid Cap Fund M EUR Distributing -12,51 % +15,88 % -0,94
414 IE000BFC5U86 Virtus GF U.S. Small-Mid Cap Fund M USD Distributing -12,41 % +15,40 % -0,97
415 IE000WZPHSZ1 Virtus GF U.S. Small-Mid Cap Fund M GBP Distributing -13,27 % +15,43 % -1,02
416 IE00BG0RDH01 Polen Capital Focus U.S. Growth Fund D Institutional GBP -13,96 % +15,95 % -1,03
417 IE00BD058W30 Polen Capital Focus U.S. Growth Fund Institutional Unhedged Distributing GBP -14,03 % +15,97 % -1,03