Temp.Gl.Balanced Fd.W-H1 GBP H/ LU1212702267 /
| NAV13.06.2024 | Diff.-0.0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 12.0600GBP | -0.74% | thesaurierend | Mischfonds weltweit | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.98 | -3.49 | 1.49 | 1.28 | -3.70 | 4.32 | 4.23 | -4.06 | -3.87 | -3.27 | 8.03 | 5.28 | +14.84% |
| 2024 | -3.06 | 1.40 | 3.20 | -1.43 | 3.40 | -0.82 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.73% | 9.14% | 9.73% | -% | -% |
| Sharpe Ratio | 0.24 | 0.84 | 0.48 | - | - |
| Bester Monat | +5.28% | +5.28% | +8.03% | - | - |
| Schlechtester Monat | -3.06% | -3.06% | -4.06% | - | - |
| Maximaler Verlust | -4.27% | -4.92% | -11.65% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Franklin Templeton Investment Fu... | ausschüttend | 13.1500 | +7.65% | -0.93% | |
| Temp.Gl.Balanced Fd.W-H1 GBP H | thesaurierend | 12.0600 | +8.36% | - | |
| Temp.Gl.Balanced Fd.F USD | ausschüttend | 10.8000 | +7.05% | -2.24% | |
| Franklin Templeton Investment Fu... | thesaurierend | 14.2100 | +8.89% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 13.5500 | +8.92% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 14.2100 | +9.10% | +3.28% | |
| Franklin Templeton Investment Fu... | thesaurierend | 23.2900 | +8.17% | +12.03% | |
| Temp.Gl.Balanced Fd.Z USD | thesaurierend | 13.2800 | +8.76% | +2.31% | |
| Temp.Gl.Balanced Fd.W EUR | thesaurierend | 13.5900 | +9.60% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 14.4700 | +9.04% | +3.14% | |
| Franklin Templeton Investment Fu... | thesaurierend | 10.3200 | +5.52% | -8.35% | |
| Franklin Templeton Investment Fu... | thesaurierend | 20.6700 | +6.11% | -6.93% | |
| Franklin Templeton Investment Fu... | thesaurierend | 34.4600 | +8.71% | +13.73% | |
| Franklin Templeton Investment Fu... | thesaurierend | 36.9900 | +8.19% | +0.76% | |
| Franklin Templeton Investment Fu... | ausschüttend | 23.5600 | +8.16% | +0.75% |
Performance
| lfd. Jahr | +2.55% | ||
|---|---|---|---|
| 6 Monate | +5.51% | ||
| 1 Jahr | +8.36% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +15.19% | ||
| Jahr | |||
| 2023 | +14.84% | ||
