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Fonds-Crashtest

DAS INVESTMENT kürt gemeinsam mit der Münchner Analysegesellschaft FWW Fundservices GmbH in jeder Ausgabe die besten Angebote einer Anlagekategorie (Aktien Global, Aktien Europa, Hochzinsanleihen etc.). Dabei berücksichtigt die Redaktion nur Fonds, die mindestens fünf Jahre alt sind und mindestens 10 Millionen Euro Volumen auf die Waage bringen. Punkten können die Testteilnehmer in drei Bereichen: Performance, Stressverhalten, Aktives Management. Die dort erzielten Ergebnisse fließen im Verhältnis 40/30/30 in das Endergebnis ein. Mehr Infos zum Testverfahren.

  Fonds Punkte
Gesamt
Pkt. Perfor-
mance
Pkt. Stress-
test
Pkt. Rating Perf. 3
Jahre
Max.
Verlust 3
Jahre
Vol. in
Mio. €
1 H.A.M. Global Convertible Bond Fund EUR 183 51 70 62 15.83 9.29 353
2 UBS Convert Global (EUR hedged) 140 38 27 75 11.91 12.81 3040
3 Aviva Gobal Convertibles Absolute Return EUR Hedged 140 22 98 20 4.48 7.38 113
4 Schroder Global Convertible Bond 138 68 15 55 33.63 11.73 1400
5 Jupiter Global Convertibles EUR 138 17 94 27 7.57 7.89 376
6 M&G Global Convertibles Fund A EUR 129 61 8 60 26.58 13.73 1990
7 Flossbach von Storch - Global Convertible Bond R 127 27 56 44 10.83 9.12 306
8 Deka-Wandelanleihen CF 116 49 7 60 15.99 13.84 108
9 F&C Global Convertible Bond A EUR Inc 111 55 0 56 21.31 15.22 666
10 Pioneer Investments Global Convertibles 100 31 27 42 13.46 10.86 39
11 CS (Lux) Global Balanced Convertible Bond Fund B 100 50 16 34 32.91 11.70 305
12 Franklin Global Convertible Securities Fund A (acc) USD 96 54 0 42 28.42 17.09 71
13 LO Funds - Convertible Bond Fund P A 93 -20 82 31 7.92 8.82 5050
14 JPM Global Convertibles (USD) A (acc) - USD 92 47 10 35 31.74 13.17 409
15 CONVERTIBLE GLOBAL DIVERSIFIED UI 89 20 32 37 9.26 13.88 35
16 LLB Wandelanleihen H EUR 88 19 34 35 10.78 11.17 314
17 DWS Convertibles LD 86 -4 85 5 3.90 8.20 271
18 Candriam Bonds Convertible Defensive C 85 -19 99 5 4.62 5.94 367
19 AXA WF - Framlington Global Convertibles A (thes.) 80 6 39 35 11.46 10.90 628
20 H.A.M. Convertible Growth Fund EUR 80 65 0 15 19.77 19.81 14
21 Aganola Global Convertibles Focus Investment Grade EUR H 77 -13 75 15 4.87 9.85 100
22 Aviva Investors - Global Convertibles Fund A 76 51 5 20 20.45 14.08 938
23 KBC Bonds Convertibles (thes.) 76 52 0 24 21.62 15.66 78
24 FISCH CB Global Defensive Fund AE 74 -15 84 5 2.70 10.15 1049
25 Deutsche Invest I Convertibles LC 73 -10 51 32 6.72 10.86 2541
26 Vontobel Fund - Global Convertible Bond B-EUR 72 -10 67 15 6.82 10.80 245
27 LUKB Global Convertible Bond Fund (EUR) B 71 -21 87 5 5.04 8.87 68
28 FISCH CB Sustainable Fund AC (CHF) 69 17 25 27 15.40 10.80 355
29 Morgan Stanley INVF Global Convertible Bond (USD) A 68 45 1 22 29.47 14.64 615
30 Swisscanto (LU) Bond Fund Global Convertible H EUR B 62 -14 56 20 6.83 10.98 117
31 Julius Baer Global Convert Bond Fund B 55 -25 80 0 -0.38 10.02 206
32 FISCH CB Global Opportunistic Fund AC 53 8 20 25 15.11 10.98 436
33 Oaktree Global Convertible Bond Fund H EUR B 53 16 32 5 3.78 14.11 678
34 AMUNDI FUNDS Convertible Global - AE (C) 51 -15 47 19 5.65 10.55 129
35 Oyster Global Convertibles EUR 45 -20 65 0 2.44 10.42 611
36 Parvest Convertible Bond World C RH (EUR) 39 0 34 5 4.71 13.45 1324
37 3BG EMCore Convertibles Global (T) 38 -25 63 0 0.60 10.26 143
38 RWC Funds - RWC Global Convertibles Fund Class A EUR 26 -15 32 9 6.34 12.32 1041
39 Man Convertibles Global D EUR Acc 22 -7 12 17 7.03 14.48 400
40 Salm - Salm Balanced Convertible V 15 -25 40 0 7.67 10.63 118
41 Salm - Salm Sustainability Convertible V 11 -15 26 0 9.73 11.88 47
42 JPM Global Convertibles (EUR) A (dist) - EUR 8 -15 18 5 5.30 14.08 1354
43 Volksbank-Convertible-Bond-Fund -1 -15 14 0 4.11 12.84 14
44 HWB Global - Convertibles Plus -2 -2 0 0 10.06 17.30 14
Punkte Outperformance
  Fonds Punkte
Perf.
Perf. 1
Jahr
Pkt.
Perf. 1
Jahr
Perf. 3
Jahr
Pkt.
Perf. 3
Jahr
Perf. 5
Jahr
Pkt.
Perf. 5
Jahr
ges. 1.
Jahr
2.
Jahr
3.
Jahr
4.
Jahr
5.
Jahr
1 Schroder Global Convertible Bond 68 -0.67 10 33.63 22 65.64 16 20 0 5 5 5 5
2 H.A.M. Convertible Growth Fund EUR 65 2.25 24 19.77 13 55.69 13 15 5 -5 5 5 5
3 M&G Global Convertibles Fund A EUR 61 0.73 17 26.58 17 55.54 12 15 5 5 5 -5 5
4 F&C Global Convertible Bond A EUR Inc 55 -0.31 14 21.31 15 49.89 11 15 5 5 5 -5 5
5 Franklin Global Convertible Securities Fund A (acc) USD 54 3.44 26 28.42 18 0 10 5 5 5 0 -5
6 KBC Bonds Convertibles (thes.) 52 -0.56 13 21.62 16 41.76 8 15 5 5 5 -5 5
7 H.A.M. Global Convertible Bond Fund EUR 51 5.45 29 15.83 11 40.67 6 5 5 -5 -5 5 5
8 Aviva Investors - Global Convertibles Fund A 51 -0.57 12 20.45 14 44.44 10 15 5 5 5 -5 5
9 CS (Lux) Global Balanced Convertible Bond Fund B 50 -0.81 9 32.91 21 60.42 15 5 -5 5 5 -5 5
10 Deka-Wandelanleihen CF 49 1.71 23 15.99 12 41.96 9 5 5 5 -5 5 -5
11 JPM Global Convertibles (USD) A (acc) - USD 47 -2.33 0 31.74 20 66.33 17 10 -5 5 5 0 5
12 Morgan Stanley INVF Global Convertible Bond (USD) A 45 -1.04 7 29.47 19 57.60 14 5 -5 5 5 -5 5
13 UBS Convert Global (EUR hedged) 38 1.19 21 11.91 7 37.71 5 5 5 -5 5 5 -5
14 Pioneer Investments Global Convertibles 31 0.17 15 13.46 8 36.35 3 5 5 5 -5 5 -5
15 Flossbach von Storch - Global Convertible Bond R 27 2.57 25 10.83 5 34.42 2 -5 5 -5 -5 -5 5
16 Aviva Gobal Convertibles Absolute Return EUR Hedged 22 3.75 27 4.48 0 21.15 0 -5 5 -5 -5 -5 5
17 CONVERTIBLE GLOBAL DIVERSIFIED UI 20 0.78 18 9.26 1 33.83 1 0 5 -5 0 5 -5
18 LLB Wandelanleihen H EUR 19 1.00 20 10.78 4 29.32 0 -5 5 -5 -5 5 -5
19 FISCH CB Sustainable Fund AC (CHF) 17 -3.18 0 15.40 10 41.22 7 0 -5 5 -5 5 0
20 Jupiter Global Convertibles EUR 17 1.64 22 7.57 0 25.61 0 -5 5 -5 -5 5 -5
21 Oaktree Global Convertible Bond Fund H EUR B 16 0.34 16 3.78 0 0 0 0 0 0 0 0
22 FISCH CB Global Opportunistic Fund AC 8 -5.21 0 15.11 9 36.58 4 -5 -5 5 -5 5 -5
23 AXA WF - Framlington Global Convertibles A (thes.) 6 -2.82 0 11.46 6 0 0 0 0 0 0 0
24 Parvest Convertible Bond World C RH (EUR) 0 -3.13 0 4.71 0 0 0 0 0 0 0 0
25 HWB Global - Convertibles Plus -2 -3.43 0 10.06 3 25.04 0 -5 -5 -5 5 -5 5
26 DWS Convertibles LD -4 -0.63 11 3.90 0 16.81 0 -15 0 -5 -5 -5 0
27 Man Convertibles Global D EUR Acc -7 -1.02 8 7.03 0 29.17 0 -15 -5 -5 -5 5 -5
28 Vontobel Fund - Global Convertible Bond B-EUR -10 -1.21 5 6.82 0 23.22 0 -15 -5 -5 -5 5 -5
29 Deutsche Invest I Convertibles LC -10 -4.19 0 6.72 0 29.68 0 -10 -5 -5 0 5 -5
30 Aganola Global Convertibles Focus Investment Grade EUR H -13 -1.64 2 4.87 0 22.77 0 -15 -5 -5 -5 5 -5
31 Swisscanto (LU) Bond Fund Global Convertible H EUR B -14 -1.66 1 6.83 0 23.02 0 -15 -5 -5 -5 5 -5
32 Volksbank-Convertible-Bond-Fund -15 -5.33 0 4.11 0 23.43 0 -15 -5 0 -5 0 -5
33 RWC Funds - RWC Global Convertibles Fund Class A EUR -15 -2.63 0 6.34 0 23.94 0 -15 -5 -5 -5 5 -5
34 JPM Global Convertibles (EUR) A (dist) - EUR -15 -3.88 0 5.30 0 27.81 0 -15 -5 -5 -5 5 -5
35 AMUNDI FUNDS Convertible Global - AE (C) -15 -4.08 0 5.65 0 24.73 0 -15 -5 -5 -5 5 -5
36 FISCH CB Global Defensive Fund AE -15 -2.76 0 2.70 0 24.11 0 -15 -5 -5 -5 5 -5
37 Salm - Salm Sustainability Convertible V -15 -1.52 3 9.73 2 23.79 0 -20 -5 0 -5 -5 -5
38 Candriam Bonds Convertible Defensive C -19 -1.08 6 4.62 0 14.69 0 -25 -5 -5 -5 -5 -5
39 LO Funds - Convertible Bond Fund P A -20 -2.64 0 7.92 0 25.39 0 -20 -5 -5 -5 0 -5
40 Oyster Global Convertibles EUR -20 -2.13 0 2.44 0 19.01 0 -20 -5 -5 -5 0 -5
41 LUKB Global Convertible Bond Fund (EUR) B -21 -1.32 4 5.04 0 0 -25 -5 -5 -5 -5 -5
42 Julius Baer Global Convert Bond Fund B -25 -4.90 0 -0.38 0 13.10 0 -25 -5 -5 -5 -5 -5
43 3BG EMCore Convertibles Global (T) -25 -4.67 0 0.60 0 15.24 0 -25 -5 -5 -5 -5 -5
44 Salm - Salm Balanced Convertible V -25 -2.70 0 7.67 0 18.29 0 -25 -5 -5 -5 -5 -5
  Fonds Pkt
Stresstest
Vola 3 Jahre Pkt.
Vola 3 Jahre
Max. Draw-down
3 Jahre
Pkt.
Max. Drawdown
3 Jahre
Beta Faktor
3 Jahre
Pkt.
Beta Faktor
3 Jahre
1 Candriam Bonds Convertible Defensive C 99 3.41 30 5.94 40 0.50 29
2 Aviva Gobal Convertibles Absolute Return EUR Hedged 98 3.67 29 7.38 39 0.23 30
3 Jupiter Global Convertibles EUR 94 4.33 28 7.89 38 0.61 28
4 LUKB Global Convertible Bond Fund (EUR) B 87 4.41 26 8.87 35 0.64 26
5 DWS Convertibles LD 85 5.00 23 8.20 37 0.65 25
6 FISCH CB Global Defensive Fund AE 84 4.35 27 10.15 30 0.64 27
7 LO Funds - Convertible Bond Fund P A 82 4.92 24 8.82 36 0.73 22
8 Julius Baer Global Convert Bond Fund B 80 4.84 25 10.02 31 0.67 24
9 Aganola Global Convertibles Focus Investment Grade EUR H 75 5.38 20 9.85 32 0.72 23
10 H.A.M. Global Convertible Bond Fund EUR 70 5.70 17 9.29 33 0.74 20
11 Vontobel Fund - Global Convertible Bond B-EUR 67 5.17 22 10.80 24 0.73 21
12 Oyster Global Convertibles EUR 65 5.18 21 10.42 28 0.88 16
13 3BG EMCore Convertibles Global (T) 63 5.52 19 10.26 29 0.89 15
14 Flossbach von Storch - Global Convertible Bond R 56 5.93 15 9.12 34 0.98 7
15 Swisscanto (LU) Bond Fund Global Convertible H EUR B 56 5.58 18 10.98 19 0.76 19
16 Deutsche Invest I Convertibles LC 51 5.96 14 10.86 23 0.89 14
17 AMUNDI FUNDS Convertible Global - AE (C) 47 5.84 16 10.55 27 1.00 4
18 Salm - Salm Balanced Convertible V 40 6.69 5 10.63 26 0.98 9
19 AXA WF - Framlington Global Convertibles A (thes.) 39 6.35 8 10.90 21 0.98 10
20 Parvest Convertible Bond World C RH (EUR) 34 6.14 12 13.45 9 0.89 13
21 LLB Wandelanleihen H EUR 34 6.03 13 11.17 18 1.01 3
22 RWC Funds - RWC Global Convertibles Fund Class A EUR 32 6.48 7 12.32 13 0.95 12
23 CONVERTIBLE GLOBAL DIVERSIFIED UI 32 6.33 9 13.88 6 0.85 17
24 Oaktree Global Convertible Bond Fund H EUR B 32 6.21 11 14.11 3 0.84 18
25 Pioneer Investments Global Convertibles 27 6.97 3 10.86 22 1.09 2
26 UBS Convert Global (EUR hedged) 27 6.27 10 12.81 12 0.99 5
27 Salm - Salm Sustainability Convertible V 26 7.06 1 11.88 14 0.97 11
28 FISCH CB Sustainable Fund AC (CHF) 25 11.68 0 10.80 25 1.50 0
29 FISCH CB Global Opportunistic Fund AC 20 11.82 0 10.98 20 1.48 0
30 JPM Global Convertibles (EUR) A (dist) - EUR 18 6.62 6 14.08 4 0.98 8
31 CS (Lux) Global Balanced Convertible Bond Fund B 16 9.85 0 11.70 16 1.38 0
32 Schroder Global Convertible Bond 15 10.77 0 11.73 15 1.55 0
33 Volksbank-Convertible-Bond-Fund 14 6.97 2 12.84 11 1.10 1
34 Man Convertibles Global D EUR Acc 12 6.86 4 14.48 2 0.99 6
35 JPM Global Convertibles (USD) A (acc) - USD 10 10.68 0 13.17 10 1.53 0
36 M&G Global Convertibles Fund A EUR 8 8.51 0 13.73 8 1.33 0
37 Deka-Wandelanleihen CF 7 7.58 0 13.84 7 1.27 0
38 Aviva Investors - Global Convertibles Fund A 5 8.09 0 14.08 5 1.26 0
39 Morgan Stanley INVF Global Convertible Bond (USD) A 1 10.65 0 14.64 1 1.54 0
40 HWB Global - Convertibles Plus 0 9.09 0 17.30 0 1.34 0
41 F&C Global Convertible Bond A EUR Inc 0 7.24 0 15.22 0 1.14 0
42 KBC Bonds Convertibles (thes.) 0 7.56 0 15.66 0 1.18 0
43 H.A.M. Convertible Growth Fund EUR 0 8.67 0 19.81 0 1.34 0
44 Franklin Global Convertible Securities Fund A (acc) USD 0 10.52 0 17.09 0 1.56 0
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 UBS Convert Global (EUR hedged) 75 A 20 5 20 10 5 5 20 0 5 10
2 H.A.M. Global Convertible Bond Fund EUR 62 A 20 5 20 11 5 4 10 0 4 7
3 Deka-Wandelanleihen CF 60 C 5 5 20 13 5 5 20 0 5 10
4 M&G Global Convertibles Fund A EUR 60 B 10 5 20 15 10 4 10 0 5 10
5 F&C Global Convertible Bond A EUR Inc 56 C 5 5 20 16 10 4 10 2 7 3 4
6 Schroder Global Convertible Bond 55 C 5 5 20 14 10 4 10 0 5 10
7 Flossbach von Storch - Global Convertible Bond R 44 A 20 3 5 11 5 4 10 1 4 0
8 Pioneer Investments Global Convertibles 42 B 10 4 10 14 10 3 5 0 4 7
9 Franklin Global Convertible Securities Fund A (acc) USD 42 0 5 20 13 5 4 10 0 4 7
10 CONVERTIBLE GLOBAL DIVERSIFIED UI 37 C 5 4 10 10 5 4 10 0 4 7
11 JPM Global Convertibles (USD) A (acc) - USD 35 C 5 4 10 12 5 3 5 0 5 10
12 LLB Wandelanleihen H EUR 35 C 5 4 10 15 10 4 10 0 0
13 AXA WF - Framlington Global Convertibles A (thes.) 35 A 20 3 5 0 4 10 0 0
14 CS (Lux) Global Balanced Convertible Bond Fund B 34 C 5 4 10 15 10 3 5 0 3 4
15 Deutsche Invest I Convertibles LC 32 B 10 2 0 11 5 4 10 0 4 7
16 LO Funds - Convertible Bond Fund P A 31 C 5 3 5 11 5 3 5 2 7 3 4
17 Jupiter Global Convertibles EUR 27 C 5 4 10 9 0 3 5 2 7 2 0
18 FISCH CB Sustainable Fund AC (CHF) 27 B 10 2 0 10 5 3 5 0 4 7
19 FISCH CB Global Opportunistic Fund AC 25 C 5 1 0 11 5 3 5 0 5 10
20 KBC Bonds Convertibles (thes.) 24 D 0 4 10 12 5 3 5 0 3 4
21 Morgan Stanley INVF Global Convertible Bond (USD) A 22 C 5 3 5 12 5 2 0 0 4 7
22 Aviva Investors - Global Convertibles Fund A 20 D 0 4 10 13 5 3 5 0 2 0
23 Swisscanto (LU) Bond Fund Global Convertible H EUR B 20 C 5 3 5 11 5 3 5 0 0
24 Aviva Gobal Convertibles Absolute Return EUR Hedged 20 C 5 3 5 14 10 0 0 0
25 AMUNDI FUNDS Convertible Global - AE (C) 19 C 5 3 5 8 0 3 5 0 3 4
26 Man Convertibles Global D EUR Acc 17 C 5 2 0 8 0 3 5 0 4 7
27 H.A.M. Convertible Growth Fund EUR 15 C 5 4 10 9 0 0 0 0
28 Vontobel Fund - Global Convertible Bond B-EUR 15 D 0 3 5 11 5 3 5 0 2 0
29 Aganola Global Convertibles Focus Investment Grade EUR H 15 C 5 3 5 7 0 3 5 0 0
30 RWC Funds - RWC Global Convertibles Fund Class A EUR 9 D 0 2 0 8 0 3 5 0 3 4
31 JPM Global Convertibles (EUR) A (dist) - EUR 5 C 5 1 0 8 0 2 0 0 0
32 DWS Convertibles LD 5 D 0 1 0 10 5 0 0 1 0
33 FISCH CB Global Defensive Fund AE 5 C 5 1 0 0 0 2 0 0 2 0
34 Oaktree Global Convertible Bond Fund H EUR B 5 0 2 0 7 0 3 5 0 0
35 Candriam Bonds Convertible Defensive C 5 D 0 2 0 10 5 1 0 0 1 0
36 LUKB Global Convertible Bond Fund (EUR) B 5 D 0 3 5 9 0 1 0 0 0
37 Parvest Convertible Bond World C RH (EUR) 5 C 5 1 0 9 0 2 0 0 2 0
38 HWB Global - Convertibles Plus 0 0 1 0 7 0 2 0 0 0
39 Salm - Salm Balanced Convertible V 0 D 0 2 0 9 0 2 0 0 1 0
40 Volksbank-Convertible-Bond-Fund 0 0 1 0 8 0 2 0 0 1 0
41 Julius Baer Global Convert Bond Fund B 0 D 0 1 0 7 0 1 0 0 1 0
42 3BG EMCore Convertibles Global (T) 0 D 0 1 0 5 0 2 0 0 1 0
43 Salm - Salm Sustainability Convertible V 0 D 0 2 0 7 0 2 0 0 2 0
44 Oyster Global Convertibles EUR 0 D 0 2 0 7 0 2 0 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 2. November 2016), Wertentwicklung auf Euro-Basis