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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 I-Shares Stoxx Europe 600 Construction & Materials 200 58 95 47 38,49 21,72 93
2 Robeco SAM Smart Materials Fund 194 62 97 35 44,63 28,39 358
3 Lyxor ETF Stoxx Europe 600 Construction & Materials 182 56 96 30 36,86 20,68 49
4 Lyxor ETF MSCI World Materials 179 59 75 45 30,04 32,51 79
5 Blackrock Natural Resources Growth & Income 150 50 58 42 20,87 47,40 42
6 Structured Solutions Next Generation Resources Fund 144 67 32 45 123,92 40,41 14
7 T. Rowe Price Funds - Global Natural Resources Equity A 143 37 66 40 12,59 45,44 377
8 Parvest Equity World Materials C 143 21 87 35 24,81 29,48 85
9 Long Term Investment Fund (SIA) - Natural Resources EUR 140 47 56 37 33,90 42,39 15
10 Carmignac Portfolio Commodities A EUR acc 137 14 91 32 12,62 35,33 774
11 AMUNDI ETF MSCI EUROPE MATERIALS UCITS ETF 129 47 57 25 18,46 37,08 26
12 KBC Equity Fund Commodities & Materials (thes.) 123 46 67 10 21,46 36,61 14
13 Aberdeen Global - World Resources Equity S2 115 21 57 37 9,83 50,18 100
14 Pioneer Investments Aktien Rohstoffe A EUR (ND) 101 43 33 25 9,26 49,10 103
15 Baring Global Resources Fund (USD) 93 -6 73 26 10,06 42,34 388
16 ComStage STOXX (R) Europe 600 Basic Resources NR UCITS ETF I 93 62 12 19 12,92 55,37 27
17 db x-trackers Stoxx® Europe 600 Basic Resources UCITS ETF 1C 90 59 12 19 12,72 55,42 64
18 AMUNDI FUNDS Equity Global Resources - AU (C) 89 44 30 15 18,63 49,60 141
19 LBBW Rohstoffe & Ressourcen 84 17 53 14 12,63 39,26 34
20 LYXOR UCITS ETF STOXX Europe 600 Basic Resources 83 59 10 14 12,68 55,48 160
21 DekaLux-GlobalResources CF 83 15 41 27 6,54 48,20 114
22 AXA WF - Framlington Hybrid Resources A (thes.) 75 -5 75 5 -14,45 44,73 57
23 KBL Key Fund - Natural Resources Equities EUR 75 -8 74 9 -6,34 42,03 12
24 Investec GSF - Global Natural Resources Fund A Acc gross USD 73 11 43 19 9,48 54,07 230
25 Source STOXX Europe 600 Optimised Basic Resources UCITS ETF 70 53 8 9 10,40 57,76 14
26 iShares STOXX Europe 600 Basic Resources (DE) 70 45 11 14 12,33 57,52 347
27 DWS Global Natural Resources Equity Typ O 68 -4 60 12 11,84 35,71 68
28 Earth Exploration Fund UI (EUR R) 67 40 22 5 36,03 47,61 33
29 SUNARES - Sustainable Natural Resources 63 -12 70 5 9,98 28,46 16
30 Schoellerbank Global Resources (T) 51 -9 55 5 -9,11 43,55 94
31 Franklin Natural Resources Fund A (acc) USD 46 7 27 12 -6,99 60,30 352
32 First State Global Resources Fund A Acc 35 -4 26 13 3,03 52,40 608
33 ME Fonds - Pergamon A 24 4 20 0 -2,04 51,83 18
34 VCH Expert Natural Resources B 23 -12 31 4 -0,63 48,27 25
35 JPM Global Natural Resources A (acc) - EUR 20 5 15 0 -4,73 57,85 942
36 AGIF - Allianz Global Metals and Mining - AT - EUR 12 7 5 0 -9,68 63,26 684
37 Allianz Rohstofffonds - A - EUR 10 6 4 0 -9,50 63,28 562
38 BlackRock Global Funds - World Mining Fund A2 USD 6 3 3 0 -4,41 65,95 5477
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 Structured Solutions Next Generation Resources Fund 67 129,22 30 123,92 25 42,28 17 -5 5 5 -5 -5 -5
2 ComStage STOXX (R) Europe 600 Basic Resources NR UCITS ETF I 62 80,83 27 12,92 13 -1,21 7 15 5 -5 5 5 5
3 Robeco SAM Smart Materials Fund 62 35,60 5 44,63 24 63,65 18 15 -5 5 5 5 5
4 Lyxor ETF Stoxx Europe 600 Basic Resources 59 80,91 28 12,68 11 -1,67 5 15 5 -5 5 5 5
5 db x-trackers Stoxx® Europe 600 Basic Resources UCITS ETF 1C 59 80,68 26 12,72 12 -1,62 6 15 5 -5 5 5 5
6 Lyxor ETF MSCI World Materials 59 39,71 9 30,04 19 29,96 16 15 -5 5 5 5 5
7 I-Shares Stoxx Europe 600 Construction & Materials 58 22,87 0 38,49 23 96,65 20 15 -5 5 5 5 5
8 LYXOR UCITS ETF STOXX Europe 600 Construction & Materials 56 22,95 0 36,86 22 94,77 19 15 -5 5 5 5 5
9 Source STOXX Europe 600 Optimised Basic Resources UCITS ETF 53 81,34 29 10,40 5 -3,51 4 15 5 -5 5 5 5
10 Blackrock Natural Resources Growth & Income 50 38,48 7 20,87 16 11,64 12 15 -5 5 5 5 5
11 AMUNDI ETF MSCI EUROPE MATERIALS UCITS ETF 47 43,35 13 18,46 14 24,52 15 5 -5 -5 5 5 5
12 Long Term Investment Fund (SIA) - Natural Resources EUR 47 70,81 23 33,90 20 0,81 9 -5 5 5 -5 -5 -5
13 KBC Equity Fund Commodities & Materials (thes.) 46 42,50 11 21,46 17 13,68 13 5 -5 -5 5 5 5
14 iShares STOXX Europe 600 Basic Resources (DE) 45 80,42 25 12,33 7 -3,84 3 10 5 -5 5 5 0
15 AMUNDI FUNDS Equity Global Resources - AU (C) 44 34,74 4 18,63 15 1,42 10 15 -5 5 5 5 5
16 Pioneer Investments Aktien Rohstoffe A EUR (ND) 43 54,01 17 9,26 0 7,83 11 15 5 -5 5 5 5
17 Earth Exploration Fund UI (EUR R) 40 71,33 24 36,03 21 -42,96 0 -5 5 5 -5 -5 -5
18 T. Rowe Price Funds - Global Natural Resources Equity A 37 28,18 0 12,59 8 16,38 14 15 -5 5 5 5 5
19 Parvest Equity World Materials C 21 33,35 3 24,81 18 0 0 0 0 0 0 0
20 Aberdeen Global - World Resources Equity S2 21 37,64 6 9,83 2 0,17 8 5 -5 -5 5 5 5
21 LBBW Rohstoffe & Ressourcen 17 41,94 10 12,63 10 -8,33 2 -5 -5 5 -5 -5 5
22 DekaLux-GlobalResources CF 15 47,33 15 6,54 0 -9,96 0 0 -5 -5 0 5 5
23 Carmignac Portfolio Commodities A EUR acc 14 28,66 0 12,62 9 -13,88 0 5 -5 5 5 5 -5
24 Investec GSF - Global Natural Resources Fund A Acc gross USD 11 44,20 14 9,48 1 -9,92 1 -5 -5 -5 5 -5 5
25 Franklin Natural Resources Fund A (acc) USD 7 43,24 12 -6,99 0 -16,52 0 -5 -5 -5 -5 5 5
26 AGIF - Allianz Global Metals and Mining - AT - EUR 7 69,53 22 -9,68 0 -41,72 0 -15 5 -5 -5 -5 -5
27 Allianz Rohstofffonds - A - EUR 6 68,95 21 -9,50 0 -41,71 0 -15 5 -5 -5 -5 -5
28 JPM Global Natural Resources A (acc) - EUR 5 61,95 20 -4,73 0 -39,44 0 -15 5 -5 -5 -5 -5
29 ME Fonds - Pergamon A 4 57,80 19 -2,04 0 -51,46 0 -15 5 -5 -5 -5 -5
30 BlackRock Global Funds - World Mining Fund A2 USD 3 56,13 18 -4,41 0 -39,79 0 -15 5 -5 -5 -5 -5
31 First State Global Resources Fund A Acc -4 48,53 16 3,03 0 -24,11 0 -20 0 -5 -5 -5 -5
32 DWS Global Natural Resources Equity Typ O -4 29,97 0 11,84 6 -20,93 0 -10 -5 0 5 -5 -5
33 AXA WF - Framlington Hybrid Resources A (thes.) -5 25,48 0 -14,45 0 -24,54 0 -5 -5 -5 -5 5 5
34 Baring Global Resources Fund (USD) -6 29,43 0 10,06 4 -15,21 0 -10 -5 0 5 -5 -5
35 KBL Key Fund - Natural Resources Equities EUR -8 32,38 2 -6,34 0 -21,64 0 -10 -5 0 -5 5 -5
36 Schoellerbank Global Resources (T) -9 30,19 1 -9,11 0 -30,38 0 -10 -5 5 -5 -5 0
37 SUNARES - Sustainable Natural Resources -12 29,72 0 9,98 3 -39,84 0 -15 -5 5 -5 -5 -5
38 VCH Expert Natural Resources B -12 39,06 8 -0,63 0 -37,64 0 -20 -5 0 -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 Robeco SAM Smart Materials Fund 97 14,43 29 28,39 38 0,50 30
2 Lyxor ETF Stoxx Europe 600 Construction & Materials 96 14,77 27 20,68 40 0,62 29
3 I-Shares Stoxx Europe 600 Construction & Materials 95 14,76 28 21,72 39 0,63 28
4 Carmignac Portfolio Commodities A EUR acc 91 13,79 30 35,33 34 0,64 27
5 Parvest Equity World Materials C 87 15,42 26 29,48 36 0,69 25
6 AXA WF - Framlington Hybrid Resources A (thes.) 75 15,49 25 44,73 24 0,66 26
7 Lyxor ETF MSCI World Materials 75 16,93 20 32,51 35 0,80 20
8 KBL Key Fund - Natural Resources Equities EUR 74 16,11 24 42,03 28 0,78 22
9 Baring Global Resources Fund (USD) 73 16,18 23 42,34 27 0,73 23
10 SUNARES - Sustainable Natural Resources 70 19,7 12 28,46 37 0,79 21
11 KBC Equity Fund Commodities & Materials (thes.) 67 16,85 21 36,61 32 1,00 14
12 T. Rowe Price Funds - Global Natural Resources Equity A 66 16,99 19 45,44 23 0,72 24
13 DWS Global Natural Resources Equity Typ O 60 17,95 16 35,71 33 1,02 11
14 Blackrock Natural Resources Growth & Income 58 17,38 18 47,40 22 0,85 18
15 AMUNDI ETF MSCI EUROPE MATERIALS UCITS ETF 57 17,91 17 37,08 31 1,06 9
16 Aberdeen Global - World Resources Equity S2 57 16,63 22 50,18 16 0,80 19
17 Long Term Investment Fund (SIA) - Natural Resources EUR 56 19,56 13 42,39 26 0,88 17
18 Schoellerbank Global Resources (T) 55 19,22 14 43,55 25 0,90 16
19 LBBW Rohstoffe & Ressourcen 53 21,83 10 39,26 30 1,00 13
20 Investec GSF - Global Natural Resources Fund A Acc gross USD 43 19,18 15 54,07 13 0,95 15
21 DekaLux-GlobalResources CF 41 20,55 11 48,20 20 1,04 10
22 Pioneer Investments Aktien Rohstoffe A EUR (ND) 33 23,67 8 49,10 18 1,13 7
23 Structured Solutions Next Generation Resources Fund 32 37,66 0 40,41 29 1,28 3
24 VCH Expert Natural Resources B 31 24,12 6 48,27 19 1,16 6
25 AMUNDI FUNDS Equity Global Resources - AU (C) 30 24,36 5 49,60 17 1,08 8
26 Franklin Natural Resources Fund A (acc) USD 27 22,97 9 60,30 6 1,01 12
27 First State Global Resources Fund A Acc 26 23,98 7 52,40 14 1,20 5
28 Earth Exploration Fund UI (EUR R) 22 32,76 0 47,61 21 1,38 1
29 ME Fonds - Pergamon A 20 27,11 3 51,83 15 1,31 2
30 JPM Global Natural Resources A (acc) - EUR 15 24,70 4 57,85 7 1,22 4
31 db x-trackers Stoxx® Europe 600 Basic Resources UCITS ETF 1C 12 28,59 1 55,42 11 1,39 0
32 ComStage STOXX (R) Europe 600 Basic Resources NR UCITS ETF I 12 28,61 0 55,37 12 1,39 0
33 iShares STOXX Europe 600 Basic Resources (DE) 11 28,53 2 57,52 9 1,39 0
34 LYXOR UCITS ETF STOXX Europe 600 Basic Resources 10 28,62 0 55,48 10 1,39 0
35 Source STOXX Europe 600 Optimised Basic Resources UCITS ETF 8 29,50 0 57,76 8 1,42 0
36 AGIF - Allianz Global Metals and Mining - AT - EUR 5 31,72 0 63,26 5 1,51 0
37 Allianz Rohstofffonds - A - EUR 4 31,49 0 63,28 4 1,59 0
38 BlackRock Global Funds - World Mining Fund A2 USD 3 29,97 0 65,95 3 1,43 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 I-Shares Stoxx Europe 600 Construction & Materials 47 0 5 20 14 10 4 10 0 4 7
2 Structured Solutions Next Generation Resources Fund 45 0 5 20 10 5 5 20 0 1 0
3 Lyxor ETF MSCI World Materials 45 0 5 20 16 10 3 5 0 5 10
4 Blackrock Natural Resources Growth & Income 42 0 5 20 13 5 4 10 0 4 7
5 T. Rowe Price Funds - Global Natural Resources Equity A 40 0 4 10 14 10 5 20 0 0
6 Aberdeen Global - World Resources Equity S2 37 0 5 20 5 0 4 10 0 4 7
7 Long Term Investment Fund (SIA) - Natural Resources EUR 37 0 5 20 5 0 4 10 0 4 7
8 Robeco SAM Smart Materials Fund 35 D 0 5 20 9 0 3 5 0 5 10
9 Parvest Equity World Materials C 35 0 5 20 13 5 2 0 0 5 10
10 Carmignac Portfolio Commodities A EUR acc 32 0 4 10 11 5 4 10 0 4 7
11 Lyxor ETF Stoxx Europe 600 Construction & Materials 30 0 4 10 11 5 3 5 0 5 10
12 DekaLux-GlobalResources CF 27 0 3 5 10 5 4 10 0 4 7
13 Baring Global Resources Fund (USD) 26 0 4 10 5 0 3 5 1 4 4 7
14 Pioneer Investments Aktien Rohstoffe A EUR (ND) 25 0 3 5 9 0 4 10 0 5 10
15 AMUNDI ETF MSCI EUROPE MATERIALS UCITS ETF 25 0 3 5 15 10 2 0 0 5 10
16 ComStage STOXX (R) Europe 600 Basic Resources NR UCITS ETF I 19 0 4 10 11 5 2 0 0 3 4
17 Investec GSF - Global Natural Resources Fund A Acc gross USD 19 0 3 5 5 0 4 10 0 3 4
18 db x-trackers Stoxx® Europe 600 Basic Resources UCITS ETF 1C 19 0 4 10 11 5 1 0 0 3 4
19 AMUNDI FUNDS Equity Global Resources - AU (C) 15 0 3 5 4 0 4 10 0 0
20 LYXOR UCITS ETF STOXX Europe 600 Basic Resources 14 0 4 10 5 0 1 0 0 3 4
21 LBBW Rohstoffe & Ressourcen 14 0 2 0 4 0 4 10 0 3 4
22 iShares STOXX Europe 600 Basic Resources (DE) 14 0 3 5 12 5 1 0 0 3 4
23 First State Global Resources Fund A Acc 13 0 2 0 6 0 3 5 1 4 3 4
24 DWS Global Natural Resources Equity Typ O 12 0 2 0 9 0 3 5 0 4 7
25 Franklin Natural Resources Fund A (acc) USD 12 0 1 0 10 5 2 0 0 4 7
26 KBC Equity Fund Commodities & Materials (thes.) 10 0 3 5 12 5 2 0 0 1 0
27 Source STOXX Europe 600 Optimised Basic Resources UCITS ETF 9 0 2 0 11 5 1 0 0 3 4
28 KBL Key Fund - Natural Resources Equities EUR 9 0 1 0 3 0 3 5 0 3 4
29 Schoellerbank Global Resources (T) 5 0 1 0 5 0 3 5 0 0
30 SUNARES - Sustainable Natural Resources 5 0 2 0 7 0 3 5 0 0
31 AXA WF - Framlington Hybrid Resources A (thes.) 5 0 1 0 4 0 3 5 0 0
32 Earth Exploration Fund UI (EUR R) 5 0 3 5 4 0 1 0 0 2 0
33 VCH Expert Natural Resources B 4 0 1 0 4 0 2 0 0 3 4
34 JPM Global Natural Resources A (acc) - EUR 0 0 2 0 6 0 2 0 0 1 0
35 Allianz Rohstofffonds - A - EUR 0 0 1 0 6 0 1 0 0 1 0
36 ME Fonds - Pergamon A 0 0 1 0 3 0 2 0 0 1 0
37 BlackRock Global Funds - World Mining Fund A2 USD 0 0 1 0 7 0 2 0 0 1 0
38 AGIF - Allianz Global Metals and Mining - AT - EUR 0 0 1 0 5 0 1 0 0 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 14. Februar 2016), Wertentwicklung auf Euro-Basis

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