Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +36,36 % +15,31 % 2,25
2 IE000R902PU3 J O Hambro Capital Management UK Dynamic Fund Y USD +34,18 % +15,83 % 2,04
3 LU1775980466 Invesco UK Equity Fund Z annual distribution - GBP +26,87 % +12,34 % 2,02
4 LU1775980037 Invesco UK Equity Fund C annual distribution - GBP +26,69 % +12,37 % 2,00
5 LU2601037505 Invesco UK Equity Fund A (USD hedged) semi-annual distribution +26,53 % +12,32 % 2,00
19 IE00BK0SN042 Jupiter UK Alpha Fund (IRL), U2 GBP Inc +21,70 % +14,10 % 1,40
47 IE00BF29RB98 Trojan Income (Ireland) X SGD -6,17 % +11,92 % -0,69
48 IE00BF29R539 Trojan Income (Ireland) X EUR -7,80 % +12,22 % -0,80
49 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -7,93 % +12,21 % -0,81
50 IE00BF29R976 Trojan Income (Ireland) X SGD -8,03 % +12,31 % -0,82
51 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -8,50 % +12,26 % -0,86