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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 Deutsche Concept Kaldemorgen 165 37 71 57 15.91 10.38 6492
2 Nordea Multi-Asset Fund 157 40 83 34 20.32 9.52 811
3 Parvest Diversified Dynamic 155 39 79 37 12.05 9.52 916
4 1741 (Lux) Global Risk Diversification Base 135 44 51 40 17.23 14.29 221
5 Bellevue BB Global Macro 133 14 94 25 14.49 6.92 324
6 M&G Episode Macro Fund S USD acc 133 81 20 32 45.93 14.50 260
7 JPM Global Macro Opportunities A (acc) - EUR 128 35 70 23 21.20 13.12 4364
8 Invesco Balanced-Risk Allocation Fund A thes. 121 18 73 30 8.91 13.25 2680
9 AVANA Multi Assets Pensions R 108 -4 82 30 5.95 9.59 25
10 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 108 38 35 35 30.20 11.76 134
11 Threadneedle (Lux) Global Multi Asset Income AU 106 49 37 20 40.46 10.04 89
12 amandea - ALTRUID HYBRID A 101 35 39 27 15.92 12.60 13
13 H2O Vivace 100 95 0 5 57.91 34.22 176
14 SEB Asset Selection Opportunistic C (EUR) 99 65 4 30 31.83 22.88 376
15 JPM Diversified Risk Fund A (acc) - USD 98 28 40 30 32.87 7.35 23
16 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 95 0 90 5 5.61 9.39 101
17 SEB Asset Selection Fund EUR C 92 3 47 42 16.18 12.34 1298
18 Putnam Total Return Fund A 92 42 20 30 25.70 15.71 163
19 Eaton Vance International (Ireland) Global Macro Fund A2 USD 91 19 48 24 32.04 6.64 97
20 ansa - global Q opportunities P 91 22 54 15 14.10 14.49 124
21 3ik-Strategiefonds I Class R 90 0 85 5 3.18 10.07 18
22 Deka-GlobalOpportunities Plus CF (A) 80 15 35 30 5.62 18.61 192
23 PARWORLD Quant Equity World Guru C 76 55 1 20 23.99 24.91 268
24 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 74 36 23 15 22.11 16.92 66
25 GAM Star Flexible Global Portfolio EUR acc. 74 -2 66 10 1.61 12.81 90
26 Metzler Alpha Strategies A 72 7 55 10 11.95 14.15 80
27 Newton Real Return Fund (GBP) 72 0 52 20 2.54 8.62 11619
28 Deka-Global Invest Dynamisch CF (T) 61 10 36 15 8.34 20.03 22
29 AC - Risk Parity 7 Fund EUR B 59 -15 74 0 -8.23 15.06 22
30 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 57 7 45 5 11.37 17.67 902
31 Robeco QI GTAA Plus (EUR) D 54 21 21 12 7.18 22.74 30
32 Man AHL Trend Alternative DNY H EUR Acc 49 27 7 15 23.93 21.35 363
33 WAVE Total Return Fonds Dynamic R 45 -15 55 5 0.16 17.96 32
34 UBS (L) Key Selection - Dynamic Alpha (USD) P-acc 43 6 17 20 18.14 16.07 192
35 3ik-Strategiefonds II Class R 38 13 20 5 3.28 21.44 17
36 PEH EMPIRE P 37 33 0 4 1.08 33.30 33
37 Crown Managed Futures UCITS Sub-Fund B (USD) 34 13 11 10 29.27 19.26 234
38 SOP GlobaleAktienAllokation R 24 14 10 0 3.32 27.71 29
39 GAM Star Keynes Quantitative Strategies EUR acc. 23 -15 33 5 10.12 17.89 218
40 AC - Risk Parity 12 Fund EUR B 23 -25 48 0 -8.18 20.31 24
41 Nordea-1 Heracles Long/Short MI Fund AP-EUR 19 7 7 5 1.75 22.91 90
42 MAP Balanced 7 SF UCITS ETF (USD) A-acc 17 3 4 10 3.56 24.16 23
43 3ik-Strategiefonds III Class R 5 0 0 5 3.29 25.05 15
44 PIMCO Inflation Strategy Fund E acc -6 -14 8 0 10.28 20.90 62
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 H2O Vivace 95 24.68 30 57.91 25 249.93 20 20 5 5 0 5 5
2 M&G Episode Macro Fund S USD acc 81 10.40 23 45.93 24 51.48 19 15 5 5 5 5 -5
3 SEB Asset Selection Opportunistic C (EUR) 65 9.77 22 31.83 20 49.96 18 5 5 -5 5 5 -5
4 PARWORLD Quant Equity World Guru C 55 10.57 24 23.99 16 0 15 5 -5 5 5 5
5 Threadneedle (Lux) Global Multi Asset Income AU 49 9.51 21 40.46 23 0 5 5 5 5 -5 -5
6 1741 (Lux) Global Risk Diversification Base 44 12.67 26 17.23 10 31.14 8 0 5 5 -5 -5 0
7 Putnam Total Return Fund A 42 7.85 16 25.70 17 35.04 14 -5 5 -5 5 -5 -5
8 Nordea Multi-Asset Fund 40 7.55 12 20.32 12 33.33 11 5 5 5 -5 5 -5
9 Parvest Diversified Dynamic 39 6.17 8 12.05 4 34.57 12 15 5 5 -5 5 5
10 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 38 7.64 14 30.20 19 0 5 5 5 5 -5 -5
11 Deutsche Concept Kaldemorgen 37 7.77 15 15.91 7 33.32 10 5 5 5 -5 5 -5
12 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 36 8.12 18 22.11 14 31.18 9 -5 5 -5 5 -5 -5
13 JPM Global Macro Opportunities A (acc) - EUR 35 -4.00 0 21.20 13 41.49 17 5 -5 5 5 -5 5
14 amandea - ALTRUID HYBRID A 35 14.04 27 15.92 8 25.19 5 -5 5 -5 -5 -5 5
15 PEH EMPIRE P 33 15.91 28 1.08 0 14.52 0 5 5 -5 -5 5 5
16 JPM Diversified Risk Fund A (acc) - USD 28 5.45 6 32.87 22 0 0 0 5 5 -5 -5
17 Man AHL Trend Alternative DNY H EUR Acc 27 6.43 10 23.93 15 28.41 7 -5 5 -5 5 -5 -5
18 ansa - global Q opportunities P 22 8.00 17 14.10 5 0 0 0 0 0 0 0
19 Robeco QI GTAA Plus (EUR) D 21 -8.56 0 7.18 0 38.36 16 5 -5 5 5 -5 5
20 Eaton Vance International (Ireland) Global Macro Fund A2 USD 19 4.34 2 32.04 21 22.02 1 -5 -5 5 5 -5 -5
21 Invesco Balanced-Risk Allocation Fund A thes. 18 7.35 11 8.91 0 22.22 2 5 5 5 -5 5 -5
22 Deka-GlobalOpportunities Plus CF (A) 15 4.85 5 5.62 0 37.60 15 -5 -5 -5 -5 5 5
23 Bellevue BB Global Macro 14 3.24 0 14.49 6 35.02 13 -5 -5 5 -5 5 -5
24 SOP GlobaleAktienAllokation R 14 9.09 19 3.32 0 5.47 0 -5 5 -5 -5 5 -5
25 Crown Managed Futures UCITS Sub-Fund B (USD) 13 -4.44 0 29.27 18 14.34 0 -5 -5 5 5 -5 -5
26 3ik-Strategiefonds II Class R 13 7.59 13 3.28 0 0 0 0 0 0 0 0
27 Deka-Global Invest Dynamisch CF (T) 10 10.87 25 8.34 0 0 -15 5 -5 -5 -5 -5
28 Metzler Alpha Strategies A 7 6.29 9 11.95 3 0 -5 5 -5 -5 5 -5
29 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 7 9.16 20 11.37 2 13.40 0 -15 5 -5 -5 -5 -5
30 Nordea-1 Heracles Long/Short MI Fund AP-EUR 7 5.75 7 1.75 0 18.04 0 0 0 -5 -5 5 5
31 UBS (L) Key Selection - Dynamic Alpha (USD) P-acc 6 4.77 4 18.14 11 25.19 6 -15 -5 -5 5 -5 -5
32 SEB Asset Selection Fund EUR C 3 4.24 0 16.18 9 23.98 4 -10 -5 5 0 -5 -5
33 MAP Balanced 7 SF UCITS ETF (USD) A-acc 3 4.54 3 3.56 0 0 0 0 0 0 0 0
34 3ik-Strategiefonds I Class R 0 3.81 0 3.18 0 0 0 0 0 0 0 0
35 Newton Real Return Fund (GBP) 0 -8.71 0 2.54 0 12.64 0 0 -5 5 0 5 -5
36 3ik-Strategiefonds III Class R 0 2.42 0 3.29 0 0 0 0 0 0 0 0
37 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 0 2.35 0 5.61 0 0 0 0 0 0 0 0
38 GAM Star Flexible Global Portfolio EUR acc. -2 2.59 0 1.61 0 22.54 3 -5 -5 -5 -5 5 5
39 AVANA Multi Assets Pensions R -4 4.31 1 5.95 0 0 -5 -5 5 -5 5 -5
40 PIMCO Inflation Strategy Fund E acc -14 1.47 0 10.28 1 0 -15 -5 -5 5 -5 -5
41 GAM Star Keynes Quantitative Strategies EUR acc. -15 -2.49 0 10.12 0 9.18 0 -15 -5 -5 5 -5 -5
42 AC - Risk Parity 7 Fund EUR B -15 -2.45 0 -8.23 0 -7.54 0 -15 -5 5 -5 -5 -5
43 WAVE Total Return Fonds Dynamic R -15 0.34 0 0.16 0 6.46 0 -15 -5 -5 -5 5 -5
44 AC - Risk Parity 12 Fund EUR B -25 -2.36 0 -8.18 0 -3.84 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 Bellevue BB Global Macro 94 4.35 28 6.92 39 0.45 27
2 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 90 3.95 29 9.39 36 0.48 25
3 3ik-Strategiefonds I Class R 85 3.80 30 10.07 31 0.51 24
4 Nordea Multi-Asset Fund 83 6.52 20 9.52 34 0.37 29
5 AVANA Multi Assets Pensions R 82 4.92 26 9.59 33 0.55 23
6 Parvest Diversified Dynamic 79 5.25 25 9.52 35 0.65 19
7 AC - Risk Parity 7 Fund EUR B 74 4.50 27 15.06 19 0.37 28
8 Invesco Balanced-Risk Allocation Fund A thes. 73 5.67 23 13.25 24 0.46 26
9 Deutsche Concept Kaldemorgen 71 5.42 24 10.38 30 0.71 17
10 JPM Global Macro Opportunities A (acc) - EUR 70 7.86 15 13.12 25 -0.02 30
11 GAM Star Flexible Global Portfolio EUR acc. 66 5.72 22 12.81 26 0.69 18
12 WAVE Total Return Fonds Dynamic R 55 6.46 21 17.96 13 0.63 21
13 Metzler Alpha Strategies A 55 8.40 12 14.15 23 0.64 20
14 ansa - global Q opportunities P 54 7.41 19 14.49 21 0.84 14
15 Newton Real Return Fund (GBP) 52 8.82 9 8.62 37 1.10 6
16 1741 (Lux) Global Risk Diversification Base 51 7.94 14 14.29 22 0.83 15
17 Eaton Vance International (Ireland) Global Macro Fund A2 USD 48 9.98 3 6.64 40 1.10 5
18 AC - Risk Parity 12 Fund EUR B 48 7.53 17 20.31 9 0.62 22
19 SEB Asset Selection Fund EUR C 47 8.93 8 12.34 28 0.93 11
20 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 45 7.51 18 17.67 15 0.89 12
21 JPM Diversified Risk Fund A (acc) - USD 40 10.43 1 7.35 38 1.22 1
22 amandea - ALTRUID HYBRID A 39 9.76 4 12.60 27 1.05 8
23 Threadneedle (Lux) Global Multi Asset Income AU 37 9.74 5 10.04 32 1.34 0
24 Deka-Global Invest Dynamisch CF (T) 36 8.37 13 20.03 10 0.88 13
25 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 35 9.73 6 11.76 29 1.33 0
26 Deka-GlobalOpportunities Plus CF (A) 35 7.83 16 18.61 12 1.06 7
27 GAM Star Keynes Quantitative Strategies EUR acc. 33 8.81 10 17.89 14 1.02 9
28 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 23 9.69 7 16.92 16 1.27 0
29 Robeco QI GTAA Plus (EUR) D 21 11.22 0 22.74 5 0.81 16
30 M&G Episode Macro Fund S USD acc 20 11.37 0 14.50 20 1.48 0
31 Putnam Total Return Fund A 20 10.00 2 15.71 18 1.34 0
32 3ik-Strategiefonds II Class R 20 8.51 11 21.44 6 1.15 3
33 UBS (L) Key Selection - Dynamic Alpha (USD) P-acc 17 11.01 0 16.07 17 1.39 0
34 Crown Managed Futures UCITS Sub-Fund B (USD) 11 19.10 0 19.26 11 2.30 0
35 SOP GlobaleAktienAllokation R 10 13.95 0 27.71 0 0.94 10
36 PIMCO Inflation Strategy Fund E acc 8 10.52 0 20.90 8 1.29 0
37 Nordea-1 Heracles Long/Short MI Fund AP-EUR 7 11.11 0 22.91 3 1.11 4
38 Man AHL Trend Alternative DNY H EUR Acc 7 12.17 0 21.35 7 1.24 0
39 SEB Asset Selection Opportunistic C (EUR) 4 17.06 0 22.88 4 1.79 0
40 MAP Balanced 7 SF UCITS ETF (USD) A-acc 4 10.68 0 24.16 2 1.22 2
41 PARWORLD Quant Equity World Guru C 1 12.99 0 24.91 1 1.44 0
42 PEH EMPIRE P 0 16.74 0 33.30 0 1.60 0
43 3ik-Strategiefonds III Class R 0 11.14 0 25.05 0 1.49 0
44 H2O Vivace 0 23.00 0 34.22 0 1.53 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 Deutsche Concept Kaldemorgen 57 A 20 5 20 16 10 0 2 7 0
2 SEB Asset Selection Fund EUR C 42 C 5 5 20 17 10 0 0 4 7
3 1741 (Lux) Global Risk Diversification Base 40 C 5 5 20 14 10 3 5 0 0
4 Parvest Diversified Dynamic 37 B 10 4 10 13 5 3 5 0 4 7
5 AGIF - Allianz Global Fundamental Strategy - D - (H2-USD) 35 0 5 20 17 10 3 5 0 0
6 Nordea Multi-Asset Fund 34 B 10 4 10 16 10 0 0 3 4
7 M&G Episode Macro Fund S USD acc 32 0 5 20 12 5 0 0 4 7
8 JPM Diversified Risk Fund A (acc) - USD 30 0 5 20 16 10 0 0 0
9 AVANA Multi Assets Pensions R 30 B 10 4 10 10 5 3 5 0 0
10 Invesco Balanced-Risk Allocation Fund A thes. 30 C 5 5 20 10 5 2 0 0 2 0
11 SEB Asset Selection Opportunistic C (EUR) 30 0 4 10 14 10 0 0 5 10
12 Deka-GlobalOpportunities Plus CF (A) 30 C 5 2 0 14 10 3 5 0 5 10
13 Putnam Total Return Fund A 30 D 0 4 10 15 10 4 10 0 0
14 amandea - ALTRUID HYBRID A 27 C 5 4 10 11 5 0 0 4 7
15 Bellevue BB Global Macro 25 0 5 20 12 5 0 0 0
16 Eaton Vance International (Ireland) Global Macro Fund A2 USD 24 B 10 4 10 0 0 0 3 4
17 JPM Global Macro Opportunities A (acc) - EUR 23 0 3 5 14 10 0 1 4 3 4
18 UBS (L) Key Selection - Dynamic Alpha (USD) P-acc 20 C 5 3 5 8 0 0 0 5 10
19 Newton Real Return Fund (GBP) 20 B 10 1 0 15 10 0 0 0
20 Threadneedle (Lux) Global Multi Asset Income AU 20 0 5 20 0 0 0 0 0
21 PARWORLD Quant Equity World Guru C 20 0 5 20 9 0 2 0 0 0
22 MFS Meridian Funds - Global Multi-Asset Fund A1 USD 15 C 5 4 10 9 0 2 0 0 0
23 Man AHL Trend Alternative DNY H EUR Acc 15 0 4 10 11 5 0 0 0
24 ansa - global Q opportunities P 15 0 3 5 14 10 0 0 0
25 Deka-Global Invest Dynamisch CF (T) 15 0 4 10 13 5 0 0 0
26 Robeco QI GTAA Plus (EUR) D 12 C 5 2 0 7 0 0 0 4 7
27 GAM Star Flexible Global Portfolio EUR acc. 10 C 5 1 0 11 5 0 0 0
28 MAP Balanced 7 SF UCITS ETF (USD) A-acc 10 0 3 5 10 5 1 0 0 0
29 Crown Managed Futures UCITS Sub-Fund B (USD) 10 0 3 5 12 5 0 0 0
30 Metzler Alpha Strategies A 10 0 3 5 11 5 0 0 0
31 H2O Vivace 5 0 3 5 0 0 0 0
32 Seeyond Multi Asset Conservative Growth Fund R/A (EUR) 5 0 2 0 9 0 3 5 0 0
33 PIMCO Global Multi-Asset Fund E EUR (Hedged) acc 5 C 5 2 0 7 0 2 0 0 0
34 GAM Star Keynes Quantitative Strategies EUR acc. 5 D 0 2 0 11 5 0 0 0
35 WAVE Total Return Fonds Dynamic R 5 D 0 1 0 10 5 2 0 0 1 0
36 Nordea-1 Heracles Long/Short MI Fund AP-EUR 5 C 5 2 0 7 0 0 0 0
37 3ik-Strategiefonds I Class R 5 0 2 0 12 5 0 0 0
38 3ik-Strategiefonds II Class R 5 C 5 1 0 7 0 0 0 0
39 3ik-Strategiefonds III Class R 5 C 5 1 0 9 0 0 0 0
40 PEH EMPIRE P 4 0 2 0 5 0 2 0 0 3 4
41 AC - Risk Parity 7 Fund EUR B 0 E 0 1 0 8 0 1 0 0 0
42 AC - Risk Parity 12 Fund EUR B 0 E 0 1 0 0 0 1 0 0 0
43 PIMCO Inflation Strategy Fund E acc 0 0 1 0 7 0 1 0 0 0
44 SOP GlobaleAktienAllokation R 0 0 2 0 0 0 0 0 2 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 23. Mai 2017), Wertentwicklung auf Euro-Basis