Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE0005DYIEB4 Neuberger Berman US Large Cap Value Fund GBP I4 Distributing Unhedged +33,15 % +10,65 % 2,91
2 IE000NVI0WF0 Neuberger Berman US Large Cap Value Fund GBP Y Distributing Unhedged +32,95 % +10,63 % 2,89
3 IE000EA4KHA8 Neuberger Berman US Large Cap Value Fund GBP I Distributing Unhedged +32,88 % +10,64 % 2,88
4 IE00B1GHC616 Vanguard U.S. Opportunities Fund - GBP Investor Dist Shares +51,96 % +17,31 % 2,88
5 LU0827887430 BGF US Flexible Equity Fund D4 GBP +44,45 % +14,95 % 2,83
404 LU1800206598 Morgan Stanley Investment Funds US Growth Fund - ZHX (EUR) -0,49 % +27,30 % -0,10
423 IE00BG0RDH01 Polen Capital Focus U.S. Growth Fund D Institutional GBP -7,23 % +15,37 % -0,61
424 IE00BD058W30 Polen Capital Focus U.S. Growth Fund Institutional Unhedged Distributing GBP -7,28 % +15,42 % -0,62
425 LU0304956328 Edgewood L Select US Select Growth I EUR Distributing -9,95 % +16,77 % -0,73
426 LU1484763575 BL American Small & Mid Caps Klasse AM -13,43 % +15,58 % -1,00
427 LU1484763229 BL American Small & Mid Caps Klasse A -13,78 % +15,58 % -1,03