| | Name | WKN | Diamond-Rating | Vola 1 Jahr | Vola 3 Jahre | Vola 5 Jahre | Sharpe Ratio 1J | Sharpe Ratio 3J | Sharpe Ratio 5J |
 |
Franklin Templeton Investment Funds Franklin Diversified Conservative Fund A (acc) EUR |
A12G2T |
 |
4,41% |
4,84% |
4,75% |
- |
- |
- |
|
Franklin Templeton Investment Funds Franklin Diversified Balanced Fund A (Ydis) EUR |
A12G2Q |
|
5,56% |
7,12% |
8,73% |
- |
- |
- |
|
Franklin Templeton Investment Funds Franklin Diversified Balanced Fund N (acc) EUR |
A12G2M |
|
5,66% |
7,18% |
8,77% |
- |
- |
- |
|
Franklin Templeton Investment Funds Franklin Diversified Balanced Fund A (acc) EUR |
A12G2N |
|
5,61% |
7,15% |
8,74% |
- |
- |
- |
|
Inovesta Opportunity |
511751 |
|
15,24% |
13,55% |
14,19% |
- |
- |
- |
|
Inovesta Classic |
511749 |
|
6,86% |
9,16% |
10,79% |
- |
- |
- |
|
Fidelity Funds - Global Multi Asset Dynamic Fund A |
987399 |
|
9,15% |
11,50% |
10,67% |
- |
- |
- |
|
Fidelity Funds - Global Multi Asset Dynamic Fund A (USD) |
A0LF0Z |
|
9,16% |
11,51% |
10,67% |
- |
- |
- |
|
Fidelity Funds - Sustainable Multi Asset Income Fund A |
766453 |
 |
5,58% |
6,07% |
7,11% |
- |
- |
- |
|
UniStrategie:Konservativ |
531410 |
|
3,71% |
3,98% |
4,24% |
- |
- |
- |
| | Name | WKN | Diamond-Rating | Vola 1 Jahr | Vola 3 Jahre | Vola 5 Jahre | Sharpe Ratio 1J | Sharpe Ratio 3J | Sharpe Ratio 5J |
|
PTAM Balanced Portfolio A |
987725 |
|
4,55% |
5,86% |
7,00% |
- |
- |
- |
|
UniStrategie:Dynamisch |
531412 |
|
6,65% |
8,39% |
9,92% |
- |
- |
- |
|
DWS Vermögensmandat Balance LD |
DWS0NL |
|
5,07% |
6,18% |
7,39% |
- |
- |
- |
|
DWS Vermögensmandat Dynamik LD |
DWS0NM |
|
6,89% |
9,41% |
11,21% |
- |
- |
- |
|
Franklin Templeton Investment Funds Templeton Global Balanced Fund A (acc) EUR |
A0B6ZK |
|
7,48% |
10,52% |
13,24% |
- |
- |
- |
|
Franklin Templeton Investment Funds Templeton Global Balanced Fund N (acc) EUR-H1 |
A0MZKU |
|
9,76% |
13,07% |
14,29% |
- |
- |
- |
|
Franklin Templeton Investment Funds Templeton Global Balanced Fund N (acc) EUR |
982587 |
|
7,49% |
10,53% |
13,26% |
- |
- |
- |
|
DWS ESG Dynamik LC |
DWS0RZ |
|
6,70% |
9,19% |
11,03% |
- |
- |
- |
|
Fidelity Funds - Sustainable Multi Asset Income Fund Y (USD) |
A0NGXR |
|
5,60% |
6,09% |
7,12% |
- |
- |
- |
|
FOS Rendite und Nachhaltigkeit A |
DWS0XF |
|
3,44% |
4,70% |
4,92% |
- |
- |
- |
