Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Easy-ETF NMX-30 Infrastructure Global | 227 | 98 | 74 | 55 | 73.9% | 11.9% | 77 |
2 | Morgan Stanley Global Infrastructure Fund | 213 | 58 | 85 | 70 | 61.1% | 10.3% | 520 |
3 | UBS Equity Fund Infrastructure | 196 | 78 | 78 | 40 | 58.4% | 11.3% | 36 |
4 | Edmond de Rothschild Infrasphere | 192 | 65 | 93 | 34 | 49.4% | 10.6% | 65 |
5 | Julius Baer Infrastructure Fund | 191 | 85 | 82 | 24 | 56.6% | 10.7% | 35 |
6 | First State Global Listed Infrastructure Fund | 180 | 46 | 87 | 47 | 43.7% | 10.6% | 1,273 |
7 | Partners Group Listed Infrastructure | 179 | 84 | 70 | 25 | 52.4% | 11.8% | 460 |
8 | DB X-Trackers S&P Global Infrastructure | 162 | 42 | 76 | 44 | 39.0% | 11.6% | 110 |
9 | Deutsche Invest Global Infrastructure | 149 | 65 | 64 | 20 | 52.4% | 12.5% | 482 |
10 | I-Shares Global Infrastructure | 145 | 38 | 87 | 20 | 30.9% | 9.8% | 383 |
11 | Pictet High Dividend Selection | 132 | 29 | 98 | 5 | 30.8% | 10.1% | 1,396 |
12 | BZ Fine Infra | 125 | 39 | 81 | 5 | 43.2% | 10.3% | 20 |
13 | DNCA Invest Infrastructures | 122 | 40 | 70 | 12 | 47.9% | 11.9% | 105 |
14 | Credit Suisse Infrastructure Equity Fund | 112 | 36 | 61 | 15 | 31.9% | 11.9% | 79 |
15 | Macquarie Global Listed Infrastructure Fund | 103 | 14 | 79 | 10 | 34.7% | 11.2% | 92 |
16 | I-Shares Emerging Market Infrastructure | 83 | 21 | 47 | 15 | 27.9% | 18.4% | 81 |
17 | Amundi Equity India Infrastructure | 82 | 39 | 43 | 0 | 20.3% | 45.6% | 40 |
18 | Aberdeen Emerging Markets Infrastructure Equity | 80 | 22 | 48 | 10 | 18.0% | 19.6% | 314 |
19 | Espa Stock Asia Infrastructure | 67 | 15 | 52 | 0 | 9.9% | 17.0% | 32 |
20 | Invesco Asia Infrastructure Fund | 66 | 11 | 55 | 0 | 9.1% | 16.4% | 629 |
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 | Easy-ETF NMX-30 Infrastructure Global | 98 | 26.3% | 28 | 73.9% | 25 | 136.8% | 20 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Julius Baer Infrastructure Fund | 85 | 18.9% | 26 | 56.6% | 22 | 85.8% | 17 | 20 | 5 | 0 | 5 | 5 | 5 |
3 | Partners Group Listed Infrastructure | 84 | 17.9% | 25 | 52.5% | 21 | 99.1% | 18 | 20 | 5 | 0 | 5 | 5 | 5 |
4 | UBS Equity Fund Infrastructure | 78 | 12.4% | 21 | 58.5% | 23 | 102.5% | 19 | 15 | -5 | 5 | 5 | 5 | 5 |
5 | Deutsche Invest Global Infrastructure | 65 | 30.2% | 29 | 52.4% | 20 | 81.8% | 16 | 0 | 5 | -5 | 0 | -5 | 5 |
6 | Edmond de Rothschild Infrasphere | 65 | 21.3% | 27 | 49.4% | 19 | 75.5% | 14 | 5 | 5 | -5 | 5 | 5 | -5 |
7 | Morgan Stanley Global Infrastructure Fund | 58 | 16.0% | 24 | 61.1% | 24 | - | 0 | 10 | 0 | 5 | 5 | 5 | -5 |
8 | First State Global Listed Infrastructure Fund | 46 | 12.0% | 19 | 43.7% | 17 | 78.4% | 15 | -5 | -5 | 5 | -5 | 5 | -5 |
9 | DB X-Trackers S&P Global Infrastructure | 42 | 12.1% | 20 | 39.0% | 15 | 56.6% | 12 | -5 | -5 | 5 | -5 | 5 | -5 |
10 | DNCA Invest Infrastructures | 40 | 5.8% | 14 | 47.9% | 18 | 59.1% | 13 | -5 | -5 | 5 | 5 | -5 | -5 |
11 | Amundi Equity India Infrastructure | 39 | 60.0% | 30 | 20.3% | 9 | 13.1% | 5 | -5 | 5 | -5 | -5 | -5 | 5 |
12 | BZ Fine Infra | 39 | 14.2% | 23 | 43.1% | 16 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
13 | I-Shares Global Infrastructure | 38 | 13.3% | 22 | 30.9% | 11 | 43.4% | 10 | -5 | -5 | 5 | -5 | 5 | -5 |
14 | Credit Suisse Infrastructure Equity Fund | 36 | 10.3% | 18 | 31.9% | 12 | 45.3% | 11 | -5 | -5 | 5 | -5 | 5 | -5 |
15 | Pictet High Dividend Selection | 29 | 9.4% | 15 | 38.8% | 14 | - | 0 | 0 | -5 | 5 | 0 | 5 | -5 |
16 | Aberdeen Emerging Markets Infrastructure Equity | 22 | 1.4% | 11 | 18.0% | 8 | 37.3% | 8 | -5 | -5 | -5 | 5 | -5 | 5 |
17 | I-Shares Emerging Market Infrastructure | 21 | 2.8% | 12 | 27.9% | 10 | 38.5% | 9 | -10 | -5 | -5 | 5 | -5 | 0 |
18 | ESPA STOCK ASIA INFRASTRUCTURE (T) | 15 | 9.9% | 17 | 9.9% | 7 | 13.3% | 6 | -15 | -5 | -5 | -5 | -5 | 5 |
19 | Macquarie Global Listed Infrastructure Fund | 14 | 9.8% | 16 | 34.7% | 13 | - | 0 | -15 | -5 | 5 | -5 | -5 | -5 |
20 | Invesco Asia Infrastructure Fund | 11 | 3.0% | 13 | 9.1% | 6 | 19.7% | 7 | -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 | Pictet High Dividend Selection | 98 | 6.7% | 29 | 10.1% | 39 | 0.51 | 30 |
2 | Edmond de Rothschild Infrasphere | 93 | 6.5% | 30 | 10.6% | 36 | 0.73 | 27 |
3 | First State Global Listed Infrastructure Fund | 87 | 7.8% | 26 | 10.6% | 35 | 0.77 | 26 |
4 | I-Shares Global Infrastructure | 87 | 9.1% | 18 | 9.8% | 40 | 0.55 | 29 |
5 | Morgan Stanley Global Infrastructure Fund | 85 | 8.6% | 20 | 10.3% | 37 | 0.70 | 28 |
6 | Julius Baer Infrastructure Fund | 82 | 7.6% | 28 | 10.7% | 34 | 0.85 | 20 |
7 | BZ Fine Infra | 81 | 8.6% | 19 | 10.3% | 38 | 0.79 | 24 |
8 | Macquarie Global Listed Infrastructure Fund | 79 | 7.9% | 25 | 11.2% | 33 | 0.84 | 21 |
9 | UBS Equity Fund Infrastructure | 78 | 7.6% | 27 | 11.3% | 32 | 0.86 | 19 |
10 | DB X-Trackers S&P Global Infrastructure | 76 | 8.1% | 23 | 11.6% | 31 | 0.84 | 22 |
11 | Easy-ETF NMX-30 Infrastructure Global | 74 | 8.0% | 24 | 11.9% | 27 | 0.81 | 23 |
13 | DNCA Invest Infrastructures | 70 | 10.3% | 16 | 11.8% | 29 | 0.78 | 25 |
12 | Partners Group Listed Infrastructure | 70 | 8.2% | 22 | 11.8% | 30 | 0.96 | 18 |
14 | Deutsche Invest Global Infrastructure | 64 | 8.5% | 21 | 12.5% | 26 | 0.99 | 17 |
15 | Credit Suisse Infrastructure Equity Fund | 61 | 9.1% | 17 | 11.8% | 28 | 1.01 | 16 |
16 | Invesco Asia Infrastructure Fund | 55 | 11.4% | 15 | 16.4% | 25 | 1.28 | 15 |
17 | Espa Stock Asia Infrastructure | 52 | 12.1% | 14 | 17.0% | 24 | 1.33 | 14 |
18 | Aberdeen Emerging Markets Infrastructure Equity | 48 | 12.8% | 13 | 19.6% | 22 | 1.42 | 13 |
19 | I-Shares Emerging Market Infrastructure | 47 | 13.4% | 12 | 18.4% | 23 | 1.54 | 12 |
20 | Amundi Equity India Infrastructure | 43 | 30.8% | 11 | 45.6% | 21 | 2.35 | 11 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Morgan Stanley Global Infrastructure Fund | 70 | 0 | 5 | 20 | 18 | 20 | 5 | 20 | 0 | 5 | 10 | ||
2 | Easy-ETF NMX-30 Infrastructure Global | 55 | 0 | 5 | 20 | 11 | 5 | 5 | 20 | 0 | 5 | 10 | ||
3 | First State Global Listed Infrastructure Fund | 47 | 0 | 5 | 20 | 15 | 10 | 4 | 10 | 0 | 4 | 7 | ||
4 | DB X-Trackers S&P Global Infrastructure | 44 | 0 | 4 | 10 | 19 | 20 | 4 | 10 | 0 | 3 | 4 | ||
5 | UBS Equity Fund Infrastructure | 40 | 0 | 4 | 10 | 16 | 10 | 4 | 10 | 0 | 5 | 10 | ||
6 | Edmond de Rothschild Infrasphere | 34 | 0 | 5 | 20 | 11 | 5 | 3 | 5 | 0 | 3 | 4 | ||
7 | Partners Group Listed Infrastructure | 25 | 0 | 4 | 10 | 12 | 5 | 4 | 10 | 0 | 2 | 0 | ||
8 | Julius Baer Infrastructure Fund | 24 | 0 | 4 | 10 | 13 | 5 | 3 | 5 | 0 | 3 | 4 | ||
9 | Deutsche Invest Global Infrastructure | 20 | 0 | 4 | 10 | 12 | 5 | 3 | 5 | 0 | 2 | 0 | ||
10 | I-Shares Global Infrastructure | 20 | 0 | 3 | 5 | 15 | 10 | 3 | 5 | 0 | 2 | 0 | ||
11 | Credit Suisse Infrastructure Equity Fund | 15 | 0 | 3 | 5 | 10 | 5 | 3 | 5 | 0 | 2 | 0 | ||
12 | I-Shares Emerging Market Infrastructure | 15 | 0 | 2 | 0 | 17 | 10 | 3 | 5 | 0 | 1 | 0 | ||
13 | DNCA Invest Infrastructures | 12 | 0 | 2 | 0 | 8 | 0 | 3 | 5 | 0 | 4 | 7 | ||
14 | Macquarie Global Listed Infrastructure Fund | 10 | 0 | 3 | 5 | 9 | 0 | 3 | 5 | 0 | 0 | |||
15 | Aberdeen Emerging Markets Infrastructure Equity | 10 | 0 | 2 | 0 | 10 | 5 | 3 | 5 | 0 | 0 | |||
16 | BZ Fine Infra | 5 | 0 | 2 | 0 | 8 | 0 | 3 | 5 | 0 | 0 | |||
17 | Pictet High Dividend Selection | 5 | 0 | 3 | 5 | 9 | 0 | 2 | 0 | 0 | 0 | |||
18 | Amundi Equity India Infrastructure | 0 | E | 0 | 1 | 0 | 5 | 0 | 1 | 0 | 0 | 1 | 0 | |
19 | Invesco Asia Infrastructure Fund | 0 | 0 | 2 | 0 | 6 | 0 | 2 | 0 | 0 | 1 | 0 | ||
20 | Espa Stock Asia Infrastructure | 0 | 0 | 1 | 0 | 6 | 0 | 2 | 0 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 5. November 2014)