Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE000ALURE78 Neuberger US Large Cap Value Fund EUR I4 Distributing Unhedged +38,18 % +11,39 % 3,14
2 IE000J3SEMV7 Neuberger US Large Cap Value Fund GBP I2 Distributing Unhedged +36,08 % +10,98 % 3,06
3 IE0005DYIEB4 Neuberger US Large Cap Value Fund GBP I4 Distributing Unhedged +36,07 % +11,01 % 3,05
4 IE000NVI0WF0 Neuberger US Large Cap Value Fund GBP Y Distributing Unhedged +35,82 % +11,00 % 3,03
5 IE000EA4KHA8 Neuberger US Large Cap Value Fund GBP I Distributing Unhedged +35,79 % +11,09 % 3,00
103 LU1807320558 Artemis Funds (Lux) - US Smaller Companies - FI distribution USD +39,59 % +21,49 % 1,73
417 IE00BG0RDH01 Polen Capital Focus U.S. Growth Fund D Institutional GBP -7,05 % +16,01 % -0,93
418 IE00BD058W30 Polen Capital Focus U.S. Growth Fund Institutional Unhedged Distributing GBP -7,23 % +16,03 % -0,93
419 IE000BFC5U86 Virtus GF U.S. Small-Mid Cap Fund M USD Distributing -12,02 % +15,40 % -0,94
420 IE000E60U4H4 Virtus GF U.S. Small-Mid Cap Fund M EUR Distributing -12,54 % +15,88 % -0,95
421 IE000WZPHSZ1 Virtus GF U.S. Small-Mid Cap Fund M GBP Distributing -13,46 % +15,43 % -1,03