Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +36,17 % +15,28 % 2,24
2 LU1775980466 Invesco UK Equity Fund Z annual distribution - GBP +27,49 % +12,32 % 2,07
3 LU1775980037 Invesco UK Equity Fund C annual distribution - GBP +27,34 % +12,35 % 2,05
4 LU2601037505 Invesco UK Equity Fund A (USD hedged) semi-annual distribution +27,09 % +12,30 % 2,04
5 LU0605513679 Fidelity Funds - UK Special Situations Fund I-GBP +27,26 % +12,60 % 2,00
9 LU2219351520 Fidelity Funds - UK Special Situations Fund A-GBP +25,93 % +12,64 % 1,89
47 IE00BF29RB98 Trojan Income (Ireland) X SGD -6,16 % +11,90 % -0,69
48 IE00BF29R539 Trojan Income (Ireland) X EUR -7,77 % +12,19 % -0,80
49 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -7,91 % +12,19 % -0,81
50 IE00BF29R976 Trojan Income (Ireland) X SGD -8,01 % +12,29 % -0,81
51 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -8,50 % +12,23 % -0,86