Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +38,05 % +15,35 % 2,35
2 IE00B2368V55 iShares UK Index Fund (IE) Flex Dist GBP +28,54 % +11,78 % 2,25
3 IE00BL1GW631 iShares UK Index Fund (IE) Institutional Dist Dist GBP +28,35 % +11,78 % 2,24
4 LU2213480796 ClearBridge UK Equity Income Fund - A (Qdis) USD +33,71 % +14,19 % 2,23
5 LU2813159352 Artemis Funds (Lux) - UK Select - JI distribution USD +43,33 % +18,59 % 2,22
14 LU1775979708 Invesco UK Equity Fund A annual distribution - GBP +25,73 % +12,61 % 1,88
48 IE00BF29R976 Trojan Income (Ireland) X SGD +0,23 % +12,27 % -0,15
49 IE00BF29R539 Trojan Income (Ireland) X EUR -0,03 % +12,23 % -0,17
50 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -0,19 % +12,23 % -0,18
51 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -0,57 % +12,25 % -0,21
52 IE00BP4KBK77 Liontrust GF Special Situations Fund C6 GBP Distributing -0,97 % +12,99 % -0,23