Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601038818 Invesco UK Equity Fund A accumulation - USD +38,05 % +15,38 % 2,34
2 IE0001200165 iShares UK Index Fund (IE) Flex Accu GBP +28,54 % +11,78 % 2,25
3 IE00BD0NCQ93 iShares UK Index Fund (IE) D Accumulating GBP +28,48 % +11,78 % 2,25
4 IE00B1W56R86 iShares UK Index Fund (IE) Inst Accu GBP +28,35 % +11,78 % 2,24
5 LU2213480101 ClearBridge UK Equity Income Fund - A (acc) USD +33,78 % +14,26 % 2,23
20 LU2489332325 Invesco UK Equity Fund C (USD hedged) accumulation +26,91 % +12,62 % 1,97
127 IE00B96MWN96 Trojan Income Fund (Ireland) O EUR Accumulation -0,87 % +12,01 % -0,24
128 IE00B76P4R28 Liontrust GF Special Situations Fund C1 GBP Accumulating -2,05 % +12,99 % -0,31
129 IE00BL6VHG89 Liontrust GF Special Situations Fund A3 EUR Accumulating -3,79 % +14,73 % -0,39
130 IE00B87MS887 Liontrust GF Special Situations Fund A1 EUR Accumulating -4,74 % +14,73 % -0,46
131 IE00B5L7K045 Liontrust GF Special Situations Fund A2 EUR Accumulating -3,98 % +12,95 % -0,46