Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE00BJFL7V00 New Capital Swiss Small and Mid-Cap Future Leaders Fund - GBP Unhedged Acc +22,80 % +12,79 % 1,62
2 LU2322288734 LO Funds - Swiss Equity, Syst. NAV Hdg, (USD) MA +20,12 % +13,39 % 1,35
3 IE00BJFL7R63 New Capital Swiss Small and Mid-Cap Future Leaders Fund - USD Hedged O Acc +20,13 % +14,26 % 1,27
4 LU1477743626 Bellevue Funds (Lux) - Bellevue Entrepreneur Swiss Small & Mid I EUR - Accumulating +18,18 % +13,33 % 1,23
5 LU1240788064 UBS (Lux) Equity SICAV - Swiss Opportunity (CHF), Anteilsklasse (EUR) Q-acc, EUR +17,34 % +12,82 % 1,20
23 LU1477743543 Bellevue Funds (Lux) - Bellevue Entrepreneur Swiss Small & Mid B CHF - Accumulating +16,07 % +13,85 % 1,03
109 LU2611736112 JSS Sustainable Equity - Swiss SME Plus C USD acc hedged +5,13 % +15,05 % 0,21
110 LU2611736971 JSS Sustainable Equity - Swiss SME Plus C EUR acc +1,47 % +14,23 % -0,04
111 LU2611735734 JSS Sustainable Equity - Swiss SME Plus I CHF acc +1,13 % +15,00 % -0,06
112 LU2611736625 JSS Sustainable Equity - Swiss SME Plus C CHF acc +0,90 % +14,99 % -0,07
113 LU2611734414 JSS Sustainable Equity - Swiss SME Plus P CHF acc +0,40 % +15,00 % -0,11