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Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Institutional)

21,00 USD  +0,72 % (+0,15)
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Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Institutional)

WKN A2PTUE | ISIN IE00BYWHB920 |  Fonds
Factsheet
29.10.26
21,00 USD  +0,72 % (+0,15)
Polen Capital 5Perspectives U.S. Small Fund A Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund C Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund N Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP Class (Institutional Unhedged) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP D Class (Institutional Unhedged) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP D Class (Institutional) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP F Class (Institutional Unhedged) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP F Class (Institutional) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund EUR Class (Institutional) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund GBP Class (Retail) (thesaurierend) Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Institutional) (thesaurierend)
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Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 LU2608213349 T.Rowe Price Funds SICAV US Large Cap Value Equity Fund I +34,72 % +10,09 % 3,18
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2 LU2781071837 T.Rowe Price Funds SICAV US Large Cap Value Equity Fund A (EUR) +33,57 % +10,05 % 3,08
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3 LU1769942407 DWS Invest CROCI US Dividends TFC +40,73 % +13,52 % 2,81
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4 LU2801276044 AB SICAV I US Value Portfolio Class I +31,50 % +10,69 % 2,77
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5 IE000OCOXIH6 Neuberger US Large Cap Value Fund EUR I Accumulating Unhedged +30,70 % +11,13 % 2,73
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1228 IE00BYWHB920 Polen Capital 5Perspectives U.S. Small Fund US Dollar Class (Institutional) +8,98 % +31,69 % 0,20
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1749 IE00BYYP0W07 Polen Capital Focus U.S. Growth Fund Institutional Unhedged GBP -14,02 % +16,69 % -1,00
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1750 LU0469626211 Vontobel Fund - US Equity HI (hedged) CHF -9,53 % +11,95 % -1,02
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1751 IE00B99MMG94 Polen Capital Focus U.S. Growth Fund Retail EUR -15,34 % +17,43 % -1,03
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1752 IE00B9C5QC99 Polen Capital Focus U.S. Growth Fund CHF Institutional CHF -16,74 % +17,53 % -1,10
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1753 IE00B9C4BF45 Polen Capital Focus U.S. Growth Fund Retail CHF -17,27 % +17,48 % -1,14
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