Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2601037760 Invesco UK Equity Fund A semi-annual distribution - USD +37,42 % +15,35 % 2,31
2 LU1775980466 Invesco UK Equity Fund Z annual distribution - GBP +29,77 % +12,35 % 2,25
3 LU2601037505 Invesco UK Equity Fund A (USD hedged) semi-annual distribution +29,45 % +12,32 % 2,23
4 LU1775980037 Invesco UK Equity Fund C annual distribution - GBP +29,55 % +12,37 % 2,22
5 IE00B2368V55 iShares UK Index Fund (IE) Flex Dist GBP +27,98 % +11,75 % 2,21
11 LU2219351520 Fidelity Funds - UK Special Situations Fund A-GBP +27,71 % +12,60 % 2,05
44 IE00BF29RB98 Trojan Income (Ireland) X SGD -4,01 % +11,90 % -0,51
45 IE00BF29R539 Trojan Income (Ireland) X EUR -5,64 % +12,20 % -0,63
46 IE00B947ZW64 Trojan Income Fund (Ireland) O EUR Income -5,78 % +12,19 % -0,64
47 IE00BF29R976 Trojan Income (Ireland) X SGD -5,93 % +12,29 % -0,65
48 IE00BGM16D79 Trojan Income Fund (Ireland) O SGD Income -6,41 % +12,24 % -0,69