Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE00B2368V55 iShares UK Index Fund (IE) Flex Dist GBP +20,15 % +11,82 % 1,53
2 IE00BL1GW631 iShares UK Index Fund (IE) Institutional Dist Dist GBP +19,97 % +11,82 % 1,51
3 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +25,46 % +16,02 % 1,46
4 IE000R902PU3 J O Hambro Capital Management UK Dynamic Fund Y USD +25,65 % +16,26 % 1,45
5 LU0605513679 Fidelity Funds - UK Special Situations Fund I-GBP +20,97 % +13,00 % 1,45
26 IE00B39J2Y63 iShares UK Index Fund (IE) Flex Dist EUR +12,82 % +13,99 % 0,77
48 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -2,43 % +12,26 % -0,37
49 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -2,76 % +12,27 % -0,40
50 LU2238021682 Schroder International Selection Fund UK Equity C Distribution EUR -4,89 % +14,35 % -0,49
51 LU2238021500 Schroder International Selection Fund UK Equity A Distribution EUR -5,45 % +14,35 % -0,53
52 IE00BP4KBK77 Liontrust GF Special Situations Fund C6 GBP Distributing -6,14 % +13,13 % -0,63