—Curated picks
—Avg 5Y Sharpe
—HK-listed (SEHK)
Model portfolios
Suggested allocations built from the picks below.
The picks
—Factsheet-verified beaters
—Benchmark = index variant
—Cheapest share class on IBKR
—Median Sharpe 3Y
Featured (issuer factsheets)
Verified benchmark beaters
| Name | Ccy | Mgmt fee | Official benchmark | Match | Excess 1Y | Excess 3Y | Excess 5Y | Sharpe 1Y | Sharpe 3Y | Sharpe 5Y | Vol 3Y | MaxDD 5Y | Ret 5Y | Classes |
|---|
—Total funds
—Fee < 1%
—Top decile in own ccy (Sharpe)
| Name | ISIN | House | Ccy | Mgmt fee | Exp ratio | IBKR Sharpe | vs ccy peers % | Lipper | AUM | Txn |
|---|
—Total ETFs
—5Y Sharpe > 1
—With benchmark alpha data
| Name | ISIN | Ccy | Sharpe 1Y | Sharpe 3Y | Sharpe 5Y | Ret 3Y | Benchmark | Alpha 3Y | Category | vs peers 3Y |
|---|