Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Parvest Convertible Bond Europe Small Cap | 213 | 79 | 80 | 54 | 14.06 | 9.49 | 231 |
2 | UBS (Lux) Bond Fund Convert Europe | 196 | 83 | 61 | 52 | 7.97 | 13.07 | 314 |
3 | H & A Wandelanleihen Europa A | 189 | 68 | 81 | 40 | 5.97 | 12.12 | 19 |
4 | DNCA Invest Convertibles | 173 | 60 | 74 | 39 | 5.21 | 10.46 | 669 |
5 | Echiquier Convertibles Europe | 166 | 55 | 86 | 25 | 7.97 | 10.15 | 135 |
6 | Convertinvest All-Cap Convertibles (T) | 157 | 78 | 42 | 37 | 11.78 | 14.47 | 79 |
7 | UBAM Convertibles Euro 10-40 C | 153 | 40 | 81 | 32 | 2.06 | 11.59 | 1923 |
8 | BNP PARIBAS L1 Convertible Bond Best Selection Europe | 150 | 57 | 53 | 40 | 9.04 | 11.63 | 138 |
9 | Métropole Convertibles | 147 | 39 | 98 | 10 | 2.24 | 8.65 | 328 |
10 | Oddo Convertible Euro Moderate CR | 145 | 34 | 82 | 29 | 5.15 | 10.37 | 557 |
11 | AGIF - Allianz Convertible Bond - AT - EUR | 135 | 42 | 54 | 39 | 7.13 | 11.65 | 630 |
12 | Generali Inv. SICAV - Absolute Return Convertible Bond Dx | 125 | 26 | 94 | 5 | 2.49 | 8.17 | 116 |
13 | CONVERTINVEST European Convertible & Bond Fund | 118 | 17 | 96 | 5 | 2.74 | 8.19 | 134 |
14 | Parvest Convertible Bond Europe C | 117 | 47 | 53 | 17 | 5.35 | 13.03 | 1036 |
15 | R Conviction Convertibles Europe C | 107 | 48 | 34 | 25 | 3.50 | 16.84 | 256 |
16 | CIC CH - CONVERT BOND B | 106 | 50 | 51 | 5 | 14.73 | 14.32 | 49 |
17 | UBAM - Euro 10-40 Convertible Bond AC | 106 | 22 | 80 | 4 | 0.69 | 11.98 | 506 |
18 | Man Convertibles Europe D EUR Acc | 100 | 36 | 59 | 5 | 4.94 | 14.18 | 54 |
19 | AMUNDI FUNDS Convertible Europe - AE (C) | 100 | 30 | 61 | 9 | 1.71 | 13.78 | 887 |
20 | Aramea Balanced Convertible | 97 | 24 | 73 | 0 | 4.85 | 10.60 | 74 |
21 | UBAM Convertibles Europe (EURO) C | 76 | 16 | 43 | 17 | -0.88 | 16.10 | 527 |
22 | Oddo Convertible Europe CR | 73 | 12 | 61 | 0 | 1.69 | 13.00 | 444 |
23 | UBAM - European Convertible Bond AC | 49 | 1 | 44 | 4 | -2.55 | 16.48 | 20 |
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 | UBS (Lux) Bond Fund Convert Europe | 83 | -1.70 | 28 | 7.97 | 21 | 40.10 | 19 | 15 | 5 | -5 | 5 | 5 | 5 |
2 | Parvest Convertible Bond Europe Small Cap | 79 | -3.37 | 22 | 14.06 | 24 | 37.76 | 18 | 15 | 5 | 5 | 5 | -5 | 5 |
3 | Convertinvest All-Cap Convertibles (T) | 78 | -3.02 | 24 | 11.78 | 23 | 37.60 | 16 | 15 | 5 | 5 | 5 | 5 | -5 |
4 | H & A Wandelanleihen Europa A | 68 | -0.39 | 30 | 5.97 | 18 | 32.45 | 15 | 5 | 5 | -5 | 5 | -5 | 5 |
5 | DNCA Invest Convertibles | 60 | -2.25 | 27 | 5.21 | 16 | 30.40 | 12 | 5 | 5 | -5 | -5 | 5 | 5 |
6 | BNP PARIBAS L1 Convertible Bond Best Selection Europe | 57 | -6.78 | 13 | 9.04 | 22 | 37.66 | 17 | 5 | -5 | 5 | 0 | 5 | 0 |
7 | Echiquier Convertibles Europe | 55 | -1.66 | 29 | 7.97 | 20 | 29.18 | 11 | -5 | 5 | 5 | -5 | -5 | -5 |
8 | CIC CH - CONVERT BOND B | 50 | -4.01 | 20 | 14.73 | 25 | 19.09 | 0 | 5 | 5 | 5 | 5 | -5 | -5 |
9 | R Conviction Convertibles Europe C | 48 | -7.44 | 11 | 3.50 | 12 | 43.76 | 20 | 5 | -5 | 5 | -5 | 5 | 5 |
10 | Parvest Convertible Bond Europe C | 47 | -6.53 | 16 | 5.35 | 17 | 31.06 | 14 | 0 | -5 | 5 | -5 | 5 | 0 |
11 | AGIF - Allianz Convertible Bond - AT - EUR | 42 | -4.86 | 18 | 7.13 | 19 | 0 | 5 | 0 | 5 | 5 | 0 | -5 | |
12 | UBAM Convertibles Euro 10-40 C | 40 | -6.32 | 17 | 2.06 | 8 | 28.87 | 10 | 5 | -5 | -5 | 5 | 5 | 5 |
13 | Métropole Convertibles | 39 | -3.21 | 23 | 2.24 | 9 | 25.78 | 7 | 0 | 5 | -5 | -5 | 0 | 5 |
14 | Man Convertibles Europe D EUR Acc | 36 | -2.33 | 26 | 4.94 | 14 | 25.60 | 6 | -10 | 5 | -5 | -5 | 0 | -5 |
15 | Oddo Convertible Euro Moderate CR | 34 | -6.57 | 15 | 5.15 | 15 | 26.39 | 9 | -5 | -5 | 0 | 5 | -5 | 0 |
16 | AMUNDI FUNDS Convertible Europe - AE (C) | 30 | -7.79 | 10 | 1.71 | 7 | 26.17 | 8 | 5 | -5 | 0 | 5 | 5 | 0 |
17 | Generali Inv. SICAV - Absolute Return Convertible Bond Dx | 26 | -4.04 | 19 | 2.49 | 10 | 24.04 | 2 | -5 | 5 | -5 | -5 | -5 | 5 |
18 | Aramea Balanced Convertible | 24 | -2.88 | 25 | 4.85 | 13 | 22.32 | 1 | -15 | 5 | -5 | -5 | -5 | -5 |
19 | UBAM - Euro 10-40 Convertible Bond AC | 22 | -6.68 | 14 | 0.69 | 5 | 24.80 | 3 | 0 | -5 | -5 | 5 | 0 | 5 |
20 | CONVERTINVEST European Convertible & Bond Fund | 17 | -3.57 | 21 | 2.74 | 11 | 12.16 | 0 | -15 | 5 | -5 | -5 | -5 | -5 |
21 | UBAM Convertibles Europe (EURO) C | 16 | -8.46 | 9 | -0.88 | 4 | 30.68 | 13 | -10 | -5 | -5 | -5 | 5 | 0 |
22 | Oddo Convertible Europe CR | 12 | -6.83 | 12 | 1.69 | 6 | 24.84 | 4 | -10 | -5 | -5 | 0 | -5 | 5 |
23 | UBAM - European Convertible Bond AC | 1 | -8.88 | 8 | -2.55 | 3 | 25.25 | 5 | -15 | -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 | Métropole Convertibles | 98 | 4.43 | 30 | 8.65 | 38 | 0.73 | 30 |
2 | CONVERTINVEST European Convertible & Bond Fund | 96 | 4.86 | 29 | 8.19 | 39 | 0.80 | 28 |
3 | Generali Inv. SICAV - Absolute Return Convertible Bond Dx | 94 | 4.97 | 28 | 8.17 | 40 | 0.85 | 26 |
4 | Echiquier Convertibles Europe | 86 | 5.45 | 23 | 10.15 | 36 | 0.81 | 27 |
5 | Oddo Convertible Euro Moderate CR | 82 | 5.13 | 25 | 10.37 | 35 | 0.92 | 22 |
6 | H & A Wandelanleihen Europa A | 81 | 5.25 | 24 | 12.12 | 28 | 0.77 | 29 |
7 | UBAM Convertibles Euro 10-40 C | 81 | 5.11 | 26 | 11.59 | 32 | 0.90 | 23 |
8 | UBAM - Euro 10-40 Convertible Bond AC | 80 | 5.07 | 27 | 11.98 | 29 | 0.89 | 24 |
9 | Parvest Convertible Bond Europe Small Cap | 80 | 6.18 | 18 | 9.49 | 37 | 0.88 | 25 |
10 | DNCA Invest Convertibles | 74 | 5.64 | 21 | 10.46 | 34 | 0.98 | 19 |
11 | Aramea Balanced Convertible | 73 | 5.63 | 22 | 10.60 | 33 | 0.99 | 18 |
12 | UBS (Lux) Bond Fund Convert Europe | 61 | 5.84 | 20 | 13.07 | 25 | 1.00 | 16 |
13 | AMUNDI FUNDS Convertible Europe - AE (C) | 61 | 6.31 | 17 | 13.78 | 24 | 0.95 | 20 |
14 | Oddo Convertible Europe CR | 61 | 6.04 | 19 | 13.00 | 27 | 1.09 | 15 |
15 | Man Convertibles Europe D EUR Acc | 59 | 6.48 | 15 | 14.18 | 23 | 0.94 | 21 |
16 | AGIF - Allianz Convertible Bond - AT - EUR | 54 | 6.61 | 14 | 11.65 | 30 | 1.19 | 10 |
17 | Parvest Convertible Bond Europe C | 53 | 6.46 | 16 | 13.03 | 26 | 1.16 | 11 |
18 | BNP PARIBAS L1 Convertible Bond Best Selection Europe | 53 | 6.75 | 13 | 11.63 | 31 | 1.19 | 9 |
19 | CIC CH - CONVERT BOND B | 51 | 7.01 | 12 | 14.32 | 22 | 1.00 | 17 |
20 | UBAM - European Convertible Bond AC | 44 | 7.43 | 11 | 16.48 | 19 | 1.12 | 14 |
21 | UBAM Convertibles Europe (EURO) C | 43 | 7.50 | 10 | 16.10 | 20 | 1.13 | 13 |
22 | Convertinvest All-Cap Convertibles (T) | 42 | 7.96 | 9 | 14.47 | 21 | 1.15 | 12 |
23 | R Conviction Convertibles Europe C | 34 | 8.84 | 8 | 16.84 | 18 | 1.33 | 8 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Parvest Convertible Bond Europe Small Cap | 54 | B | 10 | 5 | 20 | 14 | 10 | 4 | 10 | 0 | 3 | 4 | |
2 | UBS (Lux) Bond Fund Convert Europe | 52 | B | 10 | 5 | 20 | 11 | 5 | 4 | 10 | 0 | 4 | 7 | |
3 | H & A Wandelanleihen Europa A | 40 | B | 10 | 5 | 20 | 11 | 5 | 3 | 5 | 0 | 1 | 0 | |
4 | BNP PARIBAS L1 Convertible Bond Best Selection Europe | 40 | B | 10 | 4 | 10 | 12 | 5 | 3 | 5 | 0 | 5 | 10 | |
5 | DNCA Invest Convertibles | 39 | B | 10 | 5 | 20 | 8 | 0 | 3 | 5 | 0 | 3 | 4 | |
6 | AGIF - Allianz Convertible Bond - AT - EUR | 39 | 0 | 5 | 20 | 10 | 5 | 4 | 10 | 0 | 3 | 4 | ||
7 | Convertinvest All-Cap Convertibles (T) | 37 | B | 10 | 4 | 10 | 13 | 5 | 3 | 5 | 0 | 4 | 7 | |
8 | UBAM Convertibles Euro 10-40 C | 32 | C | 5 | 4 | 10 | 11 | 5 | 3 | 5 | 0 | 4 | 7 | |
9 | Oddo Convertible Euro Moderate CR | 29 | C | 5 | 4 | 10 | 11 | 5 | 3 | 5 | 0 | 3 | 4 | |
10 | Echiquier Convertibles Europe | 25 | C | 5 | 4 | 10 | 10 | 5 | 3 | 5 | 0 | 2 | 0 | |
11 | R Conviction Convertibles Europe C | 25 | B | 10 | 2 | 0 | 8 | 0 | 3 | 5 | 0 | 5 | 10 | |
12 | UBAM Convertibles Europe (EURO) C | 17 | C | 5 | 1 | 0 | 9 | 0 | 3 | 5 | 0 | 4 | 7 | |
13 | Parvest Convertible Bond Europe C | 17 | C | 5 | 2 | 0 | 8 | 0 | 3 | 5 | 0 | 4 | 7 | |
14 | Métropole Convertibles | 10 | D | 0 | 2 | 0 | 10 | 5 | 3 | 5 | 0 | 1 | 0 | |
15 | AMUNDI FUNDS Convertible Europe - AE (C) | 9 | C | 5 | 2 | 0 | 7 | 0 | 2 | 0 | 0 | 3 | 4 | |
16 | CIC CH - CONVERT BOND B | 5 | D | 0 | 3 | 5 | 9 | 0 | 1 | 0 | 0 | 1 | 0 | |
17 | Man Convertibles Europe D EUR Acc | 5 | D | 0 | 3 | 5 | 7 | 0 | 2 | 0 | 0 | 2 | 0 | |
18 | CONVERTINVEST European Convertible & Bond Fund | 5 | 0 | 1 | 0 | 12 | 5 | 0 | 0 | 0 | ||||
19 | Generali Inv. SICAV - Absolute Return Convertible Bond Dx | 5 | 0 | 3 | 5 | 9 | 0 | 0 | 0 | 0 | ||||
20 | UBAM - Euro 10-40 Convertible Bond AC | 4 | D | 0 | 1 | 0 | 7 | 0 | 2 | 0 | 0 | 3 | 4 | |
21 | UBAM - European Convertible Bond AC | 4 | D | 0 | 1 | 0 | 4 | 0 | 1 | 0 | 0 | 3 | 4 | |
22 | Aramea Balanced Convertible | 0 | D | 0 | 2 | 0 | 8 | 0 | 2 | 0 | 0 | 1 | 0 | |
23 | Oddo Convertible Europe CR | 0 | D | 0 | 1 | 0 | 5 | 0 | 2 | 0 | 0 | 2 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 22. November 2016), Wertentwicklung auf Euro-Basis