Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | First State Global Listed Infrastructure Fund | 243 | 92 | 87 | 64 | 47.42 | 15.45 | 2193 |
2 | Morgan Stanley Global Infrastructure Fund | 212 | 85 | 70 | 57 | 42.75 | 27.04 | 652 |
3 | Credit Suisse (Lux) Infrastructure Equity Fund | 197 | 73 | 94 | 30 | 38.76 | 18.15 | 72 |
4 | DB X-Trackers S&P Global Infrastructure ETF | 181 | 67 | 84 | 30 | 34.93 | 23.60 | 145 |
5 | I-Shares Global Infrastructure ETF | 179 | 58 | 86 | 35 | 36.80 | 22.83 | 442 |
6 | BZ Fine Infra | 177 | 79 | 73 | 25 | 67.27 | 20.14 | 23 |
7 | Deutsche Invest Global Infrastructure | 155 | 48 | 82 | 25 | 38.53 | 23.82 | 856 |
8 | Partners Group Listed Infrastructure | 148 | 48 | 85 | 15 | 30.70 | 19.13 | 536 |
9 | Franklin Global Listed Infrastructure Fund | 148 | 42 | 76 | 30 | 37.77 | 23.05 | 54 |
10 | DNCA Invest Infrastructures | 147 | 41 | 97 | 9 | 6.29 | 18.73 | 146 |
11 | Amundi Equity India Infrastructure | 126 | 49 | 58 | 19 | 91.63 | 29.96 | 42 |
12 | Aberdeen Emerging Markets Infrastructure Equity | 105 | 39 | 61 | 5 | 6.02 | 40.98 | 221 |
13 | I-Shares Emerging Market Infrastructure ETF | 101 | 25 | 61 | 15 | 12.30 | 35.65 | 72 |
14 | Invesco Asia Infrastructure Fund | 96 | 27 | 69 | 0 | 23.02 | 25.55 | 500 |
15 | Espa Stock Asia Infrastructure | 70 | 9 | 61 | 0 | 9.75 | 31.31 | 26 |
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 | First State Global Listed Infrastructure Fund | 92 | 5.48 | 26 | 47.42 | 23 | 86.37 | 18 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Morgan Stanley Global Infrastructure Fund | 85 | 7.95 | 29 | 42.75 | 22 | 92.02 | 19 | 15 | 5 | -5 | 5 | 5 | 5 |
3 | BZ Fine Infra | 79 | 28.42 | 30 | 67.27 | 24 | 116.78 | 20 | 5 | 5 | 5 | -5 | 5 | -5 |
4 | Credit Suisse (Lux) Infrastructure Equity Fund | 73 | 4.81 | 25 | 38.76 | 21 | 66.38 | 17 | 10 | 5 | 5 | 0 | 0 | 0 |
5 | DB X-Trackers S&P Global Infrastructure ETF | 67 | 3.38 | 24 | 34.93 | 17 | 66.16 | 16 | 10 | 5 | -5 | 5 | 5 | 0 |
6 | I-Shares Global Infrastructure ETF | 58 | 5.85 | 28 | 36.80 | 18 | 56.70 | 12 | 0 | 5 | -5 | 5 | 0 | -5 |
7 | Amundi Equity India Infrastructure | 49 | -4.50 | 15 | 91.63 | 25 | 63.89 | 14 | -5 | -5 | 5 | 5 | -5 | -5 |
8 | Deutsche Invest Global Infrastructure | 48 | 1.30 | 20 | 38.53 | 20 | 59.47 | 13 | -5 | -5 | -5 | 5 | 5 | -5 |
9 | Partners Group Listed Infrastructure | 48 | 2.57 | 22 | 30.70 | 16 | 65.20 | 15 | -5 | -5 | -5 | -5 | 5 | 5 |
10 | Franklin Global Listed Infrastructure Fund | 42 | 3.26 | 23 | 37.77 | 19 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
11 | DNCA Invest Infrastructure | 41 | -7.92 | 14 | 6.29 | 11 | 54.74 | 11 | 5 | -5 | 5 | -5 | 5 | 5 |
12 | Aberdeen Emerging Markets Infrastructure Equity | 39 | 5.56 | 27 | 6.02 | 10 | 19.66 | 7 | -5 | 5 | -5 | -5 | -5 | 5 |
13 | Invesco Asia Infrastructure Fund | 27 | 0.50 | 19 | 23.02 | 15 | 24.57 | 8 | -15 | -5 | 5 | -5 | -5 | -5 |
14 | I-Shares Emerging Market Infrastructure ETF | 25 | -0.95 | 18 | 12.30 | 13 | 41.14 | 9 | -15 | -5 | -5 | -5 | -5 | 5 |
15 | Espa Stock Asia Infrastructure | 9 | -2.76 | 16 | 9.75 | 12 | 9.60 | 6 | -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 | DNCA Invest Infrastructures | 97 | 10.15 | 29 | 18.73 | 38 | 0.67 | 30 |
2 | Credit Suisse (Lux) Infrastructure Equity Fund | 94 | 10.65 | 28 | 18.15 | 39 | 0.85 | 27 |
3 | First State Global Listed Infrastructure Fund | 87 | 11.29 | 23 | 15.45 | 40 | 0.98 | 24 |
4 | I-Shares Global Infrastructure ETF | 86 | 11.10 | 24 | 22.83 | 34 | 0.81 | 28 |
5 | Partners Group Listed Infrastructure | 85 | 11.03 | 26 | 19.13 | 36 | 0.98 | 23 |
6 | DB X-Trackers S&P Global Infrastructure ETF | 84 | 10.89 | 27 | 23.60 | 32 | 0.96 | 25 |
7 | Deutsche Invest Global Infrastructure | 82 | 11.08 | 25 | 23.82 | 31 | 0.91 | 26 |
8 | Franklin Global Listed Infrastructure Fund | 76 | 11.58 | 22 | 23.05 | 33 | 1.02 | 21 |
9 | BZ Fine Infra | 73 | 22.45 | 16 | 20.14 | 35 | 1.01 | 22 |
10 | Morgan Stanley Global Infrastructure Fund | 70 | 12.38 | 21 | 27.04 | 29 | 1.07 | 20 |
11 | Invesco Asia Infrastructure Fund | 69 | 13.36 | 20 | 25.55 | 30 | 1.16 | 19 |
12 | Espa Stock Asia Infrastructure | 61 | 15.41 | 18 | 31.31 | 27 | 1.31 | 16 |
13 | Aberdeen Emerging Markets Infrastructure Equity | 61 | 15.32 | 19 | 40.98 | 25 | 1.27 | 17 |
14 | I-Shares Emerging Market Infrastructure ETF | 61 | 15.55 | 17 | 35.65 | 26 | 1.27 | 18 |
15 | Amundi Equity India Infrastructure | 58 | 25.10 | 15 | 29.96 | 28 | 1.53 | 15 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | First State Global Listed Infrastructure Fund | 64 | 0 | 5 | 20 | 18 | 20 | 5 | 20 | 0 | 3 | 4 | ||
2 | Morgan Stanley Global Infrastructure Fund | 57 | 0 | 5 | 20 | 17 | 10 | 5 | 20 | 0 | 4 | 7 | ||
3 | I-Shares Global Infrastructure ETF | 35 | 0 | 4 | 10 | 20 | 20 | 3 | 5 | 0 | 1 | 0 | ||
4 | Credit Suisse (Lux) Infrastructure Equity Fund | 30 | 0 | 5 | 20 | 13 | 5 | 3 | 5 | 0 | 2 | 0 | ||
5 | Franklin Global Listed Infrastructure Fund | 30 | 0 | 5 | 20 | 13 | 5 | 3 | 5 | 0 | 0 | |||
6 | DB X-Trackers S&P Global Infrastructure ETF | 30 | 0 | 4 | 10 | 16 | 10 | 4 | 10 | 0 | 2 | 0 | ||
7 | BZ Fine Infra | 25 | 0 | 3 | 5 | 14 | 10 | 4 | 10 | 0 | 0 | |||
8 | Deutsche Invest Global Infrastructure | 25 | 0 | 4 | 10 | 15 | 10 | 3 | 5 | 0 | 2 | 0 | ||
9 | Amundi Equity India Infrastructure | 19 | D | 0 | 3 | 5 | 10 | 5 | 3 | 5 | 0 | 3 | 4 | |
10 | I-Shares Emerging Market Infrastructure ETF | 15 | 0 | 1 | 0 | 15 | 10 | 3 | 5 | 0 | 1 | 0 | ||
11 | Partners Group Listed Infrastructure | 15 | 0 | 3 | 5 | 12 | 5 | 3 | 5 | 0 | 1 | 0 | ||
12 | DNCA Invest Infrastructures | 9 | 0 | 2 | 0 | 9 | 0 | 3 | 5 | 0 | 3 | 4 | ||
13 | Aberdeen Emerging Markets Infrastructure Equity | 5 | 0 | 1 | 0 | 10 | 5 | 2 | 0 | 0 | 0 | |||
14 | Invesco Asia Infrastructure Fund | 0 | 0 | 2 | 0 | 9 | 0 | 2 | 0 | 0 | 2 | 0 | ||
15 | Espa Stock Asia Infrastructure | 0 | 0 | 1 | 0 | 6 | 0 | 1 | 0 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 6. Dezember 2016), Wertentwicklung auf Euro-Basis