Fonds

ISIN Name Performance Volatilität Sharpe Ratio
1 IE00BJFL7V00 New Capital Swiss Small and Mid-Cap Future Leaders Fund - GBP Unhedged Acc +22,34 % +12,82 % 1,59
2 LU2322288734 LO Funds - Swiss Equity, Syst. NAV Hdg, (USD) MA +19,62 % +13,41 % 1,32
3 IE00BJFL7R63 New Capital Swiss Small and Mid-Cap Future Leaders Fund - USD Hedged O Acc +19,76 % +14,28 % 1,25
4 LU1477743626 Bellevue Funds (Lux) - Bellevue Entrepreneur Swiss Small & Mid I EUR - Accumulating +18,52 % +13,35 % 1,24
5 LU1725388356 Bellevue Funds (Lux) - Bellevue Entrepreneur Swiss Small & Mid I2 CHF - Accumulating +18,40 % +13,88 % 1,19
71 LU0149524208 Schroder International Selection Fund Swiss Small & Mid Cap Equity C Accumulation CHF +11,48 % +15,20 % 0,62
96 LU2611736112 JSS Sustainable Equity - Swiss SME Plus C USD acc hedged +4,61 % +15,07 % 0,17
97 LU2611736971 JSS Sustainable Equity - Swiss SME Plus C EUR acc +0,77 % +14,24 % -0,09
98 LU2611735734 JSS Sustainable Equity - Swiss SME Plus I CHF acc +0,66 % +15,02 % -0,09
99 LU2611736625 JSS Sustainable Equity - Swiss SME Plus C CHF acc +0,43 % +15,01 % -0,10
100 LU2611734414 JSS Sustainable Equity - Swiss SME Plus P CHF acc -0,07 % +15,02 % -0,14