Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +36,81 % +15,32 % 2,27
2 IE000R902PU3 J O Hambro Capital Management UK Dynamic Fund Y USD +35,63 % +15,83 % 2,12
3 LU1775980466 Invesco UK Equity Fund Z annual distribution - GBP +26,38 % +12,35 % 1,98
4 LU1775980037 Invesco UK Equity Fund C annual distribution - GBP +26,17 % +12,38 % 1,95
5 LU2601037505 Invesco UK Equity Fund A (USD hedged) semi-annual distribution +26,03 % +12,32 % 1,95
34 LU0045667853 Schroder International Selection Fund UK Equity A Distribution GBP AV +4,01 % +12,25 % 0,16
47 IE00BF29RB98 Trojan Income (Ireland) X SGD -6,92 % +11,90 % -0,75
48 IE00BF29R539 Trojan Income (Ireland) X EUR -8,54 % +12,19 % -0,86
49 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -8,68 % +12,19 % -0,88
50 IE00BF29R976 Trojan Income (Ireland) X SGD -8,77 % +12,29 % -0,88
51 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -9,25 % +12,23 % -0,92