Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 AT0000A33DK9 CONVERTINVEST Rendite (A) EUR +5,78 % +1,47 % 2,53
2 LU0770165032 JPMorgan Investment Funds - Global Convertibles Conservative Fund C (mth) - USD +8,41 % +2,74 % 2,32
3 LU2034323217 UBS (Lux) Financial Bond Fund (USD hedged) Q 0.1-dist +11,55 % +4,18 % 2,28
4 LU2001707251 UBS (Lux) Financial Bond Fund (USD hedged) K-1 0.1-dist +11,54 % +4,18 % 2,27
5 LU2050655047 UBS (Lux) Financial Bond Fund (GBP hedged) K-1 0.1-dist +11,37 % +4,18 % 2,23
27 LU1017300424 Redwheel Global Convertibles Fund R GBP DIST HDG +14,13 % +7,57 % 1,60
170 LU1670708418 M&G (Lux) Global Convertibles Fund EUR A Inc +6,17 % +9,91 % 0,42
171 LU1670708848 M&G (Lux) Global Convertibles Fund EUR B Inc +5,64 % +9,91 % 0,36
172 LU0727122938 Franklin Global Convertible Securities Fund - A (Ydis) EUR +5,64 % +12,96 % 0,28
173 AT0000A2KUE5 CONVERTINVEST A.R.S. Fund (R) (A) +5,53 % +14,42 % 0,24
174 LU1036033238 UBS (Lux) Bond SICAV - Convert Global (EUR), Anteilsklasse (CHF hedged) I-A2-dist, CHF +3,71 % +6,85 % 0,24