Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +37,22 % +15,37 % 2,29
2 LU1775980466 Invesco UK Equity Fund Z annual distribution - GBP +29,17 % +12,36 % 2,20
3 LU1775980037 Invesco UK Equity Fund C annual distribution - GBP +28,98 % +12,39 % 2,18
4 LU2601037505 Invesco UK Equity Fund A (USD hedged) semi-annual distribution +28,86 % +12,34 % 2,18
5 LU1775979708 Invesco UK Equity Fund A annual distribution - GBP +28,24 % +12,33 % 2,13
31 LU0045667853 Schroder International Selection Fund UK Equity A Distribution GBP AV +5,72 % +12,36 % 0,30
44 IE00BF29RB98 Trojan Income (Ireland) X SGD -5,26 % +11,89 % -0,61
45 IE00BF29R539 Trojan Income (Ireland) X EUR -6,87 % +12,19 % -0,73
46 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -7,01 % +12,18 % -0,74
47 IE00BF29R976 Trojan Income (Ireland) X SGD -7,14 % +12,28 % -0,75
48 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -7,63 % +12,23 % -0,79