Список акций индустрии Asset Management
Используйте Stock Screener от PortfoliosLab, чтобы отбирать акции по сектору, индустрии, динамике, оценке и продвинутым риск-метрикам, таким как волатильность, коэффициент Шарпа и максимальная просадка.
Сравнивайте акции между собой, анализируйте ключевые фундаментальные показатели в одной таблице и сразу добавляйте инструменты в портфель для оптимизации.
Отрасль Asset Management
Тикер | Full Name | Сектор | Отрасль | Доход с начала года | Доход за 10 лет (в годовом исчислении) | Дивидендный доход | Ранг риск-доходности | Макс. просадка | Коэф-т Шарпа | Коэф-т Сортино | Коэф-т Омега | Коэф-т Мартина | Коэф-т Кальмара | Индекс Язвы |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDI | Financial Services | Asset Management | -0.29% | 15.59% | 2.04% | 31 | ||||||||
| Iex Group NV | Financial Services | Asset Management | 3.77% | -5.71% | 0.00% | 57 | ||||||||
| Insignia Financial Ltd. | Financial Services | Asset Management | 4.17% | 0.02% | 0.00% | 57 | ||||||||
| Invesco Global Equity Income Trust plc | Financials | Asset Management | -3.50% | 8.42% | 0.04% | 53 | ||||||||
| Western Asset Investment Grade Defined Opportunity... | Financial Services | Asset Management | -0.16% | 2.43% | 5.24% | 51 | ||||||||
| IGM Financial Inc. | Financial Services | Asset Management | 9.56% | 12.08% | 3.44% | 93 | ||||||||
| IntegraFin Holdings plc | Financial Services | Asset Management | -11.08% | — | 3.61% | 44 | ||||||||
| Intuitive Investments Group plc | Financial Services | Asset Management | 22.96% | — | 0.00% | 80 | ||||||||
| Invesco Value Municipal Income Trust | Financial Services | Asset Management | -0.47% | 1.91% | 7.68% | 60 | ||||||||
| Innventure, Inc | Financial Services | Asset Management | 11.00% | — | 0.00% | 34 | ||||||||
| IP Group | Financial Services | Asset Management | -7.68% | -10.62% | 0.00% | 67 | ||||||||
| Heidelberger Beteiligungsholding AG | Financial Services | Asset Management | 51.88% | 74.30% | 31.63% | 76 | ||||||||
| Impax Asset Management Group plc | Financial Services | Asset Management | -15.99% | 16.14% | 9.90% | 15 | ||||||||
| Invesco Quality Municipal Income Trust | Financial Services | Asset Management | -2.52% | 2.40% | 7.95% | 53 | ||||||||
| Infrastructure Dividend Split Corp | Financial Services | Asset Management | 17.65% | — | 9.32% | 91 | ||||||||
| Invesco Ltd. | Financial Services | Asset Management | -7.37% | 2.21% | 3.48% | 82 | ||||||||
| JPMorgan Asia Growth & Income plc | Financial Services | Asset Management | 12.45% | 13.16% | 5.47% | 88 | ||||||||
| Julius Baer Group Ltd | Financial Services | Asset Management | -4.35% | 9.74% | 4.27% | 56 | ||||||||
| JPMorgan Japanese Investment Trust | Financial Services | Asset Management | 5.36% | 11.44% | 1.20% | 80 | ||||||||
| Janus Henderson Group plc | Financial Services | Asset Management | 8.26% | 10.06% | 2.33% | 81 |