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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 Nordea Multi-Asset Fund EUR 176 53 79 44 21.11 9.52 499
2 Deutsche Concept Kaldemorgen 170 51 72 47 14.90 10.38 3970
3 Bellevue BB Global Macro 168 48 90 30 17.29 6.92 206
4 Parvest Diversified Dynamic 154 36 76 42 11.37 9.52 289
5 JPM Global Macro Opportunities 146 38 84 24 23.00 7.50 6648
6 Eaton Vance Global Macro Fund A2 USD 136 71 51 14 29.87 6.64 55
7 Invesco Balanced-Risk Allocation Fund A thes. 130 28 72 30 7.71 13.25 2510
8 1741 (Lux) Global Risk Diversification Base 123 30 53 40 9.02 14.29 233
9 SEB Asset Selection Fund EUR C 122 29 51 42 19.80 12.34 1321
10 AVANA Multi Assets Pensions R 118 -2 80 40 6.69 9.59 25
11 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 116 29 37 50 28.32 11.76 95
12 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 114 70 24 20 25.08 16.92 70
13 Putnam Total Return Fund A 112 57 25 30 22.69 15.71 214
14 JPM Diversified Risk Fund A (acc) - USD 112 37 45 30 32.07 7.35 22
15 M&G Episode Macro Fund S USD acc 110 65 23 22 42.72 14.50 84
16 SEB Asset Selection Opportunistic C (EUR) 98 57 6 35 38.49 22.88 349
17 Crown Managed Futures UCITS Sub-Fund B (USD) 97 67 15 15 41.60 17.04 282
18 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 95 3 87 5 3.90 9.32 134
19 Metzler Alpha Strategies A 86 16 55 15 12.92 14.15 81
20 Newton Real Return Fund (GBP) 78 3 55 20 5.33 7.00 11552
21 UBS Key Selection - Dynamic Alpha (USD) P-acc 68 30 18 20 16.52 16.07 576
22 H2O Vivace R (C) 67 60 2 5 43.88 34.22 188
23 GAM Star Flexible Global Portfolio EUR acc. 62 -11 63 10 1.96 12.81 124
24 Deka-GlobalOpportunities Plus CF (A) 61 -1 27 35 7.36 18.61 174
25 AC - Risk Parity 7 Fund EUR B 59 -25 84 0 -7.66 11.31 30
26 Deka-Global Invest Dynamisch CF (T) 59 9 35 15 4.60 20.03 22
27 amandea - ALTRUID HYBRID A 53 -4 40 17 6.67 12.60 13
28 WAVE Total Return Fonds Dynamic R 45 -15 55 5 -1.32 17.27 32
29 PIMCO Inflation Strategy Fund E acc 43 27 11 5 14.98 20.90 56
30 Robeco QI GTAA Plus (EUR) D 40 7 21 12 -3.16 20.35 62
31 PARWORLD Quant Equity World Guru C 38 18 5 15 19.63 24.91 317
32 GAM Star Keynes Quantitative Strategies EUR acc. 36 -12 38 10 7.84 14.85 303
33 AC - Risk Parity 12 Fund EUR B 34 -25 59 0 -6.07 15.56 34
34 Man AHL Trend Alternative DNY H EUR Acc 28 7 11 10 18.66 18.95 327
35 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 28 -16 39 5 5.17 17.67 986
36 Nordea-1 Heracles Long/Short MI Fund AP-EUR 27 7 10 10 2.34 22.36 108
37 PEH EMPIRE P -8 -15 3 4 -10.74 33.30 29
38 SOP GlobaleAktienAllokation R -11 -25 14 0 -8.12 27.71 43
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 Eaton Vance Global Macro Fund A2 USD 71 1.69 22 29.87 20 32.85 14 15 5 5 5 -5 5
2 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 70 2.79 24 25.08 18 32.57 13 15 5 5 5 -5 5
3 Crown Managed Futures UCITS Sub-Fund B (USD) 67 5.79 28 41.60 23 31.70 11 5 5 5 5 -5 -5
4 M&G Episode Macro Fund S USD acc 65 -0.71 17 42.72 24 46.76 19 5 5 5 5 -5 -5
5 H2O Vivace R (C) 60 -10.05 0 43.88 25 160.60 20 15 -5 5 5 5 5
6 Putnam Total Return Fund A 57 -1.97 8 22.69 16 41.36 18 15 5 5 5 -5 5
7 SEB Asset Selection Opportunistic C (EUR) 57 -0.79 15 38.49 22 30.67 10 10 5 5 5 0 -5
8 Nordea Multi-Asset Fund EUR 53 10.70 30 21.11 15 29.64 8 0 5 0 -5 -5 5
9 Deutsche Concept Kaldemorgen 51 1.68 21 14.90 8 37.80 17 5 5 -5 -5 5 5
10 Bellevue BB Global Macro 48 2.68 23 17.29 11 30.49 9 5 5 5 -5 5 -5
11 JPM Global Macro Opportunities 38 -3.47 5 23.00 17 37.10 16 0 0 5 -5 5 -5
12 JPM Diversified Risk Fund A (acc) - USD 37 -0.79 16 32.07 21 0 0 0 0 0 0 0
13 Parvest Diversified Dynamic 36 0.43 20 11.37 5 24.76 6 5 5 -5 -5 5 5
14 UBS Key Selection - Dynamic Alpha (USD) P-acc 30 -6.20 0 16.52 10 35.79 15 5 -5 5 5 -5 5
15 1741 (Lux) Global Risk Diversification Base 30 4.11 26 9.02 4 20.02 5 -5 5 -5 -5 5 -5
16 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 29 -1.84 10 28.32 19 0 0 0 0 0 0 0
17 SEB Asset Selection Fund EUR C 29 -0.26 19 19.80 14 15.82 1 -5 5 -5 5 -5 -5
18 Invesco Balanced-Risk Allocation Fund A thes. 28 4.96 27 7.71 2 18.47 4 -5 5 -5 -5 -5 5
19 PIMCO Inflation Strategy Fund E acc 27 -0.45 18 14.98 9 0 0 0 0 0 0 0
20 PARWORLD Quant Equity World Guru C 18 -12.37 0 19.63 13 0 5 -5 5 5 5 -5
21 Metzler Alpha Strategies A 16 3.59 25 12.92 6 0 -15 5 -5 -5 -5 -5
22 Deka-Global Invest Dynamisch CF (T) 9 -1.85 9 4.60 0 0 0 0 0 0 0 0
23 Robeco QI GTAA Plus (EUR) D 7 -17.60 0 -3.16 0 31.81 12 -5 -5 5 -5 5 -5
24 Nordea-1 Heracles Long/Short MI Fund AP-EUR 7 -2.20 7 2.34 0 13.23 0 0 5 -5 0 5 -5
25 Man AHL Trend Alternative DNY H EUR Acc 7 -9.03 0 18.66 12 8.42 0 -5 -5 5 5 -5 -5
26 Newton Real Return Fund (GBP) 3 -14.51 0 5.33 0 18.09 3 0 -5 5 0 -5 5
27 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 3 -4.88 3 3.90 0 0 0 0 0 0 0 0
28 Deka-GlobalOpportunities Plus CF (A) -1 -6.13 1 7.36 1 25.64 7 -10 -5 -5 0 5 -5
29 AVANA Multi Assets Pensions R -2 -1.54 13 6.69 0 0 -15 5 -5 -5 -5 -5
30 amandea - ALTRUID HYBRID A -4 -1.83 11 6.67 0 6.62 0 -15 5 -5 -5 -5 -5
31 GAM Star Flexible Global Portfolio EUR acc. -11 -5.49 2 1.96 0 17.82 2 -15 -5 -5 -5 5 -5
32 GAM Star Keynes Quantitative Strategies EUR acc. -12 -6.81 0 7.84 3 6.52 0 -15 -5 5 -5 -5 -5
33 WAVE Total Return Fonds Dynamic R -15 -10.07 0 -1.32 0 8.23 0 -15 -5 -5 -5 -5 5
34 PEH EMPIRE P -15 -14.12 0 -10.74 0 -3.78 0 -15 -5 -5 -5 5 -5
35 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc -16 -3.57 4 5.17 0 0.38 0 -20 0 -5 -5 -5 -5
36 AC - Risk Parity 12 Fund EUR B -25 -9.62 0 -6.07 0 -11.53 0 -25 -5 -5 -5 -5 -5
37 AC - Risk Parity 7 Fund EUR B -25 -7.64 0 -7.66 0 -12.38 0 -25 -5 -5 -5 -5 -5
38 SOP GlobaleAktienAllokation R -25 -12.72 0 -8.12 0 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 BellevueBB Global Macro 90 4.39 27 6.92 39 0.49 24
2 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 87 3.98 29 9.32 35 0.52 23
3 JPM Global Macro Opportunities 84 7.32 18 7.50 36 -0.04 30
4 AC - Risk Parity 7 Fund EUR B 84 4.09 28 11.31 29 0.32 27
5 AVANA Multi Assets Pensions R 80 4.87 26 9.59 32 0.53 22
6 Nordea Multi-Asset Fund EUR 79 6.81 20 9.52 33 0.36 26
7 Parvest Diversified Dynamic 76 5.58 24 9.52 34 0.73 18
8 Deutsche Concept Kaldemorgen 72 5.37 25 10.38 30 0.75 17
9 Invesco Balanced-Risk Allocation Fund A thes. 72 5.74 23 13.25 24 0.44 25
10 GAM Star Flexible Global Portfolio EUR acc. 63 5.94 22 12.81 25 0.77 16
11 AC - Risk Parity 12 Fund EUR B 59 6.95 19 15.56 19 0.56 21
12 WAVE Total Return Fonds Dynamic R 55 6.47 21 17.27 14 0.63 20
13 Newton Real Return Fund (GBP) 55 8.00 15 7.00 38 1.14 2
14 Metzler Alpha Strategies A 55 8.43 13 14.15 23 0.68 19
15 1741 (Lux) Global Risk Diversification Base 53 7.60 16 14.29 22 0.79 15
16 Eaton Vance Global Macro Fund A2 USD 51 10.10 5 6.64 40 1.06 6
17 SEB Asset Selection Fund EUR C 51 8.96 10 12.34 27 0.89 14
18 JPM Diversified Risk Fund A (acc) - USD 45 10.11 4 7.35 37 1.11 4
19 amandea - ALTRUID HYBRID A 40 9.95 6 12.60 26 1.02 8
20 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 39 7.57 17 17.67 13 0.98 9
21 GAM Star Keynes Quantitative Strategies EUR acc. 38 8.81 11 14.85 20 1.02 7
22 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 37 9.41 9 11.76 28 1.32 0
23 Deka-Global Invest Dynamisch CF (T) 35 8.78 12 20.03 10 0.89 13
24 Deka-GlobalOpportunities Plus CF (A) 27 8.18 14 18.61 12 1.18 1
25 Putnam Total Return Fund A 25 9.61 7 15.71 18 1.34 0
26 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 24 9.42 8 16.92 16 1.28 0
27 M&G Episode Macro Fund S USD acc 23 10.78 2 14.50 21 1.51 0
28 Robeco QI GTAA Plus (EUR) D 21 12.23 0 20.35 9 0.92 12
29 UBS Key Selection - Dynamic Alpha (USD) P-acc 18 10.89 1 16.07 17 1.36 0
30 Crown Managed Futures UCITS Sub-Fund B (USD) 15 18.56 0 17.04 15 2.16 0
31 SOP GlobaleAktienAllokation R 14 13.85 0 27.71 4 0.97 10
32 PIMCO Inflation Strategy Fund E acc 11 10.52 3 20.90 8 1.31 0
33 Man AHL Trend Alternative DNY H EUR Acc 11 12.44 0 18.95 11 1.20 0
34 Nordea-1 Heracles Long/Short MI Fund AP-EUR 10 11.75 0 22.36 7 1.12 3
35 SEB Asset Selection Opportunistic C (EUR) 6 17.25 0 22.88 6 1.72 0
36 PARWORLD Quant Equity World Guru C 5 13.15 0 24.91 5 1.45 0
37 PEH EMPIRE P 3 16.41 0 33.30 3 1.53 0
38 H2O Vivace R (C) 2 21.12 0 34.22 2 1.61 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 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 50 0 5 20 18 20 4 10 0 0
2 Deutsche Concept Kaldemorgen 47 A 20 4 10 16 10 0 2 7 0
3 Nordea Multi-Asset Fund EUR 44 B 10 5 20 16 10 0 0 3 4
4 Parvest Diversified Dynamic 42 B 10 4 10 16 10 3 5 0 4 7
5 SEB Asset Selection Fund EUR C 42 C 5 5 20 14 10 0 0 4 7
6 1741 (Lux) Global Risk Diversification Base 40 C 5 5 20 15 10 3 5 0 0
7 AVANA Multi Assets Pensions R 40 B 10 5 20 12 5 3 5 0 0
8 Deka-GlobalOpportunities Plus CF (A) 35 C 5 2 0 16 10 4 10 0 5 10
9 SEB Asset Selection Opportunistic C (EUR) 35 0 5 20 13 5 0 0 5 10
10 Putnam Total Return Fund A 30 C 5 4 10 16 10 3 5 0 0
11 JPM Diversified Risk Fund A (acc) - USD 30 0 5 20 15 10 0 0 0
12 Invesco Balanced-Risk Allocation Fund A thes. 30 C 5 5 20 12 5 2 0 0 2 0
13 Bellevue BB Global Macro 30 0 5 20 15 10 0 0 0
14 JPM Global Macro Opportunities A 24 0 4 10 17 10 0 0 3 4
15 M&G Episode Macro Fund S USD acc 22 0 4 10 13 5 0 0 4 7
16 UBS Key Selection - Dynamic Alpha (USD) P-acc 20 C 5 2 0 11 5 0 0 5 10
17 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 20 C 5 3 5 10 5 3 5 0 0
18 Newton Real Return Fund (GBP) 20 B 10 1 0 15 10 0 0 0
19 amandea - ALTRUID HYBRID A 17 D 0 4 10 9 0 0 0 4 7
20 Crown Managed Futures UCITS Sub-Fund B (USD) 15 0 4 10 10 5 0 0 0
21 PARWORLD Quant Equity World Guru C 15 0 4 10 8 0 3 5 0 0
22 Deka-Global Invest Dynamisch CF (T) 15 0 4 10 12 5 0 0 0
23 Metzler Alpha Strategies A 15 0 3 5 17 10 0 0 0
24 Eaton Vance Global Macro Fund A2 USD 14 C 5 3 5 0 0 0 3 4
25 Robeco QI GTAA Plus (EUR) D 12 C 5 2 0 8 0 0 0 4 7
26 GAM Star Flexible Global Portfolio EUR acc. 10 C 5 1 0 10 5 0 0 0
27 Man AHL Trend Alternative DNY H EUR Acc 10 0 3 5 12 5 0 0 0
28 GAM Star Keynes Quantitative Strategies EUR acc. 10 D 0 3 5 11 5 0 0 0
29 Nordea-1 Heracles Long/Short MI Fund AP-EUR 10 0 3 5 10 5 0 0 0
30 WAVE Total Return Fonds Dynamic R 5 D 0 2 0 11 5 2 0 0 1 0
31 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 5 C 5 2 0 7 0 1 0 0 0
32 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 5 0 2 0 0 0 3 5 0 0
33 PIMCO Inflation Strategy Fund E acc 5 0 3 5 4 0 1 0 0 0
34 H2O Vivace R (C) 5 0 3 5 0 0 0 0
35 PEH EMPIRE P 4 E 0 2 0 5 0 2 0 0 3 4
36 AC - Risk Parity 7 Fund EUR B 0 E 0 1 0 8 0 1 0 0 0
37 AC - Risk Parity 12 Fund EUR B 0 E 0 2 0 0 0 1 0 0 0
38 SOP GlobaleAktienAllokation R 0 0 1 0 0 0 0 0 2 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 7. November 2016), Wertentwicklung auf Euro-Basis