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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 SEB Eastern Europe Small Cap Fund 248 89 94 65 45.08 21.18 100
2 Schroder Emerging Europe 240 86 74 80 12.20 30.42 527
3 Aberdeen Eastern European Equity Fund 183 49 84 50 5.36 28.40 54
4 Julius Baer Eastern Europe Focus Fund 162 57 66 39 9.07 36.60 29
5 Invesco Emerging Europe Equity Fund 149 75 19 55 13.62 46.52 19
6 Templeton Eastern Europe Fund Class A (acc) EUR 149 35 99 15 2.33 28.31 281
7 Amundi Osteuropa Stock (T) 146 44 65 37 7.67 33.15 39
8 BayernInvest Osteuropa Fonds TNL 145 60 58 27 9.77 33.63 17
9 Pioneer Funds - Emerg. Europe and Mediterra. Eqty A EUR (ND) 140 21 90 29 -0.58 32.52 187
10 Metzler Eastern Europe A 123 22 81 20 3.64 34.00 62
11 JPM Emerging Europe Equity A (dist) - EUR 118 46 47 25 0.21 38.28 562
12 Candriam Equities B Emerging Europe C 117 31 57 29 -1.81 36.03 16
13 ComStage MSCI EM Eastern Europe TRN UCITS ETF I 108 62 12 34 7.71 50.43 13
14 BlackRock Global Funds - Emerging Europe Fund A2 EUR 107 37 41 29 8.43 34.52 1003
15 KBC Equity Fund Emerging Europe (thes.) 102 14 83 5 -0.42 36.02 22
16 Pioneer Funds Austria - Eastern Europe Stock (A) 99 41 34 24 2.02 36.95 77
17 East Capital (Lux) Eastern European Fund A EUR 98 42 41 15 -0.72 37.25 208
18 Parvest Equity Europe Emerging C 94 33 42 19 0.29 37.38 98
19 Allianz Eastern Europe Equity - A - USD 85 11 64 10 -5.08 51.87 47
20 Deka-ConvergenceAktien CF 79 18 51 10 0.50 39.83 194
21 F&C Eastern European Fund USD 73 0 58 15 -6.76 48.54 78
22 Baring Eastern Europe Fund A (USD) Acc. 69 31 13 25 2.94 49.19 884
23 UniEM Osteuropa 68 -6 74 0 -7.66 40.21 105
24 SPDR MSCI EM Europe UCITS ETF 58 19 39 0 -1.50 50.56 10
25 Magna Eastern European Fund R EUR 55 6 44 5 -8.81 39.04 14
26 Allianz Emerging Europe A (EUR) 53 -15 63 5 -9.40 39.56 142
27 DWS Osteuropa 51 -5 56 0 -12.48 42.86 127
28 Pictet - Emerging Europe-P EUR 50 24 21 5 -3.06 40.59 89
29 Emerise Emerging Europe Equity Fund R/A (USD) 48 4 44 0 -5.72 51.03 51
30 Raiffeisen-Osteuropa-Aktien (A) 35 -4 34 5 -5.88 39.19 317
31 Mori Eastern European Fund A EUR 30 -1 31 0 -5.17 39.44 86
32 PineBridge Global Funds - PiBri Emergi. Europe Equity A 28 20 8 0 -7.70 54.89 27
33 ESPA STOCK EUROPE EMERGING (A) 14 -21 35 0 -8.76 42.46 64
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 SEB Eastern Europe Small Cap Fund 89 57.23 29 45.08 25 61.43 20 15 5 5 5 5 -5
2 Schroder Emerging Europe 86 50.95 24 12.20 23 32.88 19 20 5 0 5 5 5
3 Invesco Emerging Europe Equity Fund 75 54.54 28 13.62 24 24.31 18 5 5 5 -5 5 -5
4 ComStage MSCI EM Eastern Europe TRN UCITS ETF I 62 62.16 30 7.71 19 9.11 8 5 5 5 -5 5 -5
5 BayernInvest Osteuropa Fonds TNL 60 43.54 17 9.77 22 14.45 16 5 0 5 5 -5 0
6 Julius Baer Eastern Europe Focus Fund 57 52.88 27 9.07 21 13.56 14 -5 5 -5 5 -5 -5
7 Aberdeen Eastern European Equity Fund 49 31.01 0 5.36 17 22.13 17 15 -5 5 5 5 5
8 JPM Emerging Europe Equity A (dist) - EUR 46 47.65 20 0.21 10 11.53 11 5 5 -5 -5 5 5
9 Amundi Osteuropa Stock (T) 44 37.80 6 7.67 18 14.31 15 5 -5 5 5 -5 5
10 East Capital (Lux) Eastern European Fund A EUR 42 51.11 26 -0.72 7 5.22 4 5 5 5 -5 5 -5
11 Pioneer Funds Austria - Eastern Europe Stock (A) 41 42.36 11 2.02 13 11.87 12 5 0 5 0 -5 5
12 BlackRock Global Funds - Emerging Europe Fund A2 EUR 37 43.32 14 8.43 20 13.22 13 -10 0 -5 5 -5 -5
13 Templeton Eastern Europe Fund Class A (acc) EUR 35 34.79 2 2.33 14 9.40 9 10 -5 5 5 5 0
14 Parvest Equity Europe Emerging C 33 49.13 22 0.29 11 0 0 0 0 0 0 0
15 Baring Eastern Europe Fund A (USD) Acc. 31 49.06 21 2.94 15 0 -5 5 5 -5 -5 -5
16 Candriam Equities B Emerging Europe C 31 44.83 19 -1.81 5 8.95 7 0 0 -5 0 0 5
17 Pictet - Emerging Europe-P EUR 24 49.92 23 -3.06 4 4.62 2 -5 5 -5 -5 -5 5
18 Metzler Eastern Europe A 22 39.07 8 3.64 16 5.02 3 -5 -5 5 5 -5 -5
19 Pioneer Funds - Emerg. Europe and Mediterra. Eqty A EUR (ND) 21 38.51 7 -0.58 8 7.40 6 0 -5 5 0 -5 5
20 PineBridge Global Funds - PiBri Emergi. Europe Equity A 20 51.04 25 -7.70 0 -0.07 0 -5 5 -5 -5 -5 5
21 SPDR MSCI EM Europe UCITS ETF 19 44.22 18 -1.50 6 -0.43 0 -5 0 -5 5 -5 0
22 Deka-ConvergenceAktien CF 18 43.51 16 0.50 12 -2.82 0 -10 0 -5 5 -5 -5
23 KBC Equity Fund Emerging Europe (thes.) 14 37.61 5 -0.42 9 5.40 5 -5 -5 -5 5 -5 5
24 Allianz Eastern Europe Equity - A - USD 11 36.94 3 -5.08 3 11.15 10 -5 -5 -5 -5 5 5
25 Magna Eastern European Fund R EUR 6 42.25 10 -8.81 0 2.77 1 -5 0 -5 -5 5 0
26 Emerise Emerging Europe Equity Fund R/A (USD) 4 42.90 13 -5.72 1 -2.68 0 -10 0 -5 -5 -5 5
27 F&C Eastern European Fund USD 0 24.60 0 -6.76 0 -1.38 0 0 -5 5 5 -5 0
28 Mori Eastern European Fund A EUR -1 42.80 12 -5.17 2 -5.78 0 -15 0 -5 0 -5 -5
29 Raiffeisen-Osteuropa-Aktien (A) -4 34.69 1 -5.88 0 1.42 0 -5 -5 -5 5 -5 5
30 DWS Osteuropa -5 43.33 15 -12.48 0 -11.62 0 -20 0 -5 -5 -5 -5
31 UniEM Osteuropa -6 40.36 9 -7.66 0 -4.65 0 -15 -5 -5 -5 5 -5
32 Allianz Emerging Europe A (EUR) -15 33.59 0 -9.40 0 -2.79 0 -15 -5 -5 -5 -5 5
33 ESPA STOCK EUROPE EMERGING (A) -21 36.97 4 -8.76 0 -7.11 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 Templeton Eastern Europe Fund Class A (acc) EUR 99 16.41 30 28.31 39 0.85 30
2 SEB Eastern Europe Small Cap Fund 94 17.62 25 21.18 40 0.86 29
3 Pioneer Funds - Emerg. Europe and Mediterra. Eqty A EUR (ND) 90 17.37 29 32.52 36 0.92 25
4 Aberdeen Eastern European Equity Fund 84 17.98 23 28.40 38 0.94 23
5 KBC Equity Fund Emerging Europe (thes.) 83 17.57 26 36.02 31 0.92 26
6 Metzler Eastern Europe A 81 17.84 24 34.00 33 0.93 24
7 Schroder Emerging Europe 74 18.56 19 30.42 37 0.98 18
8 UniEM Osteuropa 74 17.44 28 40.21 19 0.89 27
9 Julius Baer Eastern Europe Focus Fund 66 18.71 18 36.60 29 0.98 19
10 Amundi Osteuropa Stock (T) 65 18.96 16 33.15 35 1.00 14
11 Allianz Eastern Europe Equity - A - USD 64 17.49 27 51.87 9 0.88 28
12 Allianz Emerging Europe A (EUR) 63 18.37 21 39.56 21 0.96 21
13 BayernInvest Osteuropa Fonds TNL 58 19.12 12 33.63 34 1.01 12
14 F&C Eastern European Fund USD 58 18.04 22 48.54 14 0.94 22
15 Candriam Equities B Emerging Europe C 57 18.97 14 36.03 30 1.00 13
16 DWS Osteuropa 56 18.55 20 42.86 16 0.97 20
17 Deka-ConvergenceAktien CF 51 18.97 15 39.83 20 1.00 16
18 JPM Emerging Europe Equity A (dist) - EUR 47 19.50 11 38.28 25 1.02 11
19 Emerise Emerging Europe Equity Fund R/A (USD) 44 18.80 17 51.03 10 0.99 17
20 Magna Eastern European Fund R EUR 44 19.57 10 39.04 24 1.03 10
21 Parvest Equity Europe Emerging C 42 19.66 8 37.38 26 1.04 8
22 East Capital (Lux) Eastern European Fund A EUR 41 19.81 7 37.25 27 1.05 7
23 BlackRock Global Funds - Emerging Europe Fund A2 EUR 41 20.39 3 34.52 32 1.05 6
24 SPDR MSCI EM Europe UCITS ETF 39 19.04 13 50.56 11 1.00 15
25 ESPA STOCK EUROPE EMERGING (A) 35 19.62 9 42.46 17 1.03 9
26 Pioneer Funds Austria - Eastern Europe Stock (A) 34 20.30 4 36.95 28 1.08 2
27 Raiffeisen-Osteuropa-Aktien (A) 34 20.00 6 39.19 23 1.06 5
28 Mori Eastern European Fund A EUR 31 20.04 5 39.44 22 1.06 4
29 Pictet - Emerging Europe-P EUR 21 20.42 2 40.59 18 1.08 1
30 Invesco Emerging Europe Equity Fund 19 20.73 1 46.52 15 1.07 3
31 Baring Eastern Europe Fund A (USD) Acc. 13 20.92 0 49.19 13 1.10 0
32 ComStage MSCI EM Eastern Europe TRN UCITS ETF I 12 22.15 0 50.43 12 1.13 0
33 PineBridge Global Funds - PiBri Emergi. Europe Equity A 8 21.14 0 54.89 8 1.11 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 Schroder Emerging Europe 80 A 20 5 20 15 10 5 20 0 5 10
2 SEB Eastern Europe Small Cap Fund 65 A 20 5 20 13 5 5 20 0 1 0
3 Invesco Emerging Europe Equity Fund 55 B 10 5 20 13 5 4 10 0 5 10
4 Aberdeen Eastern European Equity Fund 50 A 20 4 10 14 10 4 10 0 0
5 Julius Baer Eastern Europe Focus Fund 39 C 5 5 20 13 5 3 5 0 3 4
6 Amundi Osteuropa Stock (T) 37 C 5 4 10 11 5 4 10 0 4 7
7 ComStage MSCI EM Eastern Europe TRN UCITS ETF I 34 D 0 5 20 10 5 3 5 0 3 4
8 Candriam Equities B Emerging Europe C 29 C 5 3 5 10 5 4 10 0 3 4
9 Pioneer Funds - Emerg. Europe and Mediterra. Eqty A EUR (ND) 29 C 5 3 5 10 5 4 10 0 3 4
10 BlackRock Global Funds - Emerging Europe Fund A2 EUR 29 C 5 4 10 13 5 3 5 0 3 4
11 BayernInvest Osteuropa Fonds TNL 27 C 5 4 10 8 0 3 5 0 4 7
12 Baring Eastern Europe Fund A (USD) Acc. 25 C 5 4 10 10 5 3 5 0 0
13 JPM Emerging Europe Equity A (dist) - EUR 25 C 5 4 10 11 5 3 5 0 0
14 Pioneer Funds Austria - Eastern Europe Stock (A) 24 C 5 3 5 11 5 3 5 0 3 4
15 Metzler Eastern Europe A 20 C 5 3 5 10 5 3 5 0 2 0
16 Parvest Equity Europe Emerging C 19 C 5 3 5 7 0 3 5 0 3 4
17 East Capital (Lux) Eastern European Fund A EUR 15 C 5 3 5 6 0 3 5 0 1 0
18 F&C Eastern European Fund USD 15 D 0 1 0 13 5 4 10 0 0
19 Templeton Eastern Europe Fund Class A (acc) EUR 15 C 5 3 5 8 0 3 5 0 2 0
20 Deka-ConvergenceAktien CF 10 D 0 2 0 10 5 3 5 0 2 0
21 Allianz Eastern Europe Equity - A - USD 10 C 5 2 0 5 0 3 5 0 0
22 KBC Equity Fund Emerging Europe (thes.) 5 D 0 3 5 8 0 0 0 2 0
23 Magna Eastern European Fund R EUR 5 C 5 1 0 6 0 2 0 0 0
24 Raiffeisen-Osteuropa-Aktien (A) 5 D 0 1 0 6 0 3 5 0 2 0
25 Pictet - Emerging Europe-P EUR 5 C 5 2 0 6 0 2 0 0 2 0
26 Allianz Emerging Europe A (EUR) 5 D 0 1 0 7 0 3 5 0 1 0
27 Mori Eastern European Fund A EUR 0 E 0 2 0 4 0 2 0 0 2 0
28 Emerise Emerging Europe Equity Fund R/A (USD) 0 D 0 2 0 6 0 2 0 0 0
29 ESPA STOCK EUROPE EMERGING (A) 0 E 0 1 0 6 0 1 0 0 0
30 UniEM Osteuropa 0 0 1 0 6 0 2 0 0 2 0
31 DWS Osteuropa 0 E 0 1 0 7 0 2 0 0 1 0
32 SPDR MSCI EM Europe UCITS ETF 0 D 0 2 0 8 0 2 0 0 2 0
33 PineBridge Global Funds - PiBri Emergi. Europe Equity A 0 D 0 2 0 4 0 2 0 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 18. Januar 2017), Wertentwicklung auf Euro-Basis

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