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	Schroder Japanese Opportunities	241	77	84	80	54.7%	18.4%	440
2	Swisscanto Equity Fund Small and Mid Caps Japan	214	75	77	62	58.2%	17.7%	171
3	M&G Japan Smaller Companies Fund	211	76	85	50	79.8%	15.1%	150
4	Henderson Japanese Smaller Companies Fund	210	60	100	50	62.5%	13.4%	95
5	Parvest Equity Japan Small Cap	194	83	66	45	66.3%	20.3%	407
6	UBS Equity Fund Small & Mid Caps Japan	172	73	74	25	52.7%	18.1%	22
7	Pinebridge Japan Small Cap Equity	163	75	58	30	82.0%	20.9%	31
8	Pinebridge Japan Small & Mid Cap Equity	154	49	75	30	68.4%	13.7%	29
9	Fidelity Japan Smaller Companies Fund	151	43	83	25	48.6%	17.8%	158
10	Schroder Japanese Smaller Companies	150	44	91	15	38.8%	17.9%	205
11	Allianz Japan Smaller Companies	148	40	93	15	43.0%	14.9%	17
12	I-Shares MSCI Japan Small Cap ETF	132	33	84	15	38.3%	14.7%	172
13	Blackrock Japan Small & Mid Cap Opportunities Fund	114	44	60	10	46.0%	21.4%	641
14	Axa Rosenberg Japan Small Cap Alpha Fund	109	31	78	0	32.2%	17.9%	161
15	Lombard Odier Japanese Small and Mid Caps Fund	105	25	76	4	38.4%	19.6%	21
16	Invesco Nippon Small/Mid Cap Equity	82	22	56	4	38.5%	23.2%	126

									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	Parvest Equity Japan Small Cap	83	15.5%	26	66.3%	22	123.0%	20	15	5	5	5	5	-5
2	Schroder Japanese Opportunities	77	15.3%	25	54.7%	19	115.0%	18	15	5	5	5	-5	5
3	M&G Japan Smaller Companies Fund	76	16.6%	28	79.8%	24	120.5%	19	5	-5	-5	5	5	5
4	Swisscanto Equity Fund Small and Mid Caps Japan	75	10.8%	21	58.2%	20	90.5%	14	15	5	5	5	5	-5
5	Pinebridge Japan Small Cap Equity	75	18.5%	29	82.0%	25	102.3%	16	5	5	5	5	-5	-5
6	UBS Equity Fund Small & Mid Caps Japan	73	20.1%	30	52.7%	18	93.0%	15	10	5	0	5	-5	5
7	Henderson Japanese Smaller Companies Fund	60	16.2%	27	62.5%	21	113.2%	17	-5	-5	-5	-5	5	5
8	Pinebridge Japan Small & Mid Cap Equity	49	12.9%	23	68.4%	23	90.1%	13	-10	-5	-5	-5	5	0
9	Schroder Japanese Smaller Companies	44	7.2%	16	38.8%	14	70.9%	9	5	0	0	5	-5	5
10	Blackrock Japan Small & Mid Cap Opportunities Fund	44	8.6%	18	46.0%	16	71.3%	10	0	0	5	0	-5	0
11	Fidelity Japan Smaller Companies Fund	43	14.5%	24	48.6%	17	68.1%	7	-5	5	5	-5	-5	-5
12	Allianz Japan Smaller Companies	40	12.5%	22	43.0%	15	69.9%	8	-5	-5	-5	-5	5	5
13	I-Shares MSCI Japan Small Cap ETF	33	10.1%	20	38.3%	12	72.8%	11	-10	-5	-5	-5	5	0
14	Axa Rosenberg Japan Small Cap Alpha Fund	31	9.7%	19	32.2%	11	60.4%	6	-5	5	-5	-5	5	-5
15	Lombard Odier Japanese Small and Mid Caps Fund	25	7.8%	17	38.4%	13	47.1%	5	-10	0	5	-5	-5	-5
16	Invesco Nippon Small/Mid Cap Equity	22	-2.1%	15	23.2%	10	76.9%	12	-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	Henderson Japanese Smaller Companies Fund	100	11.1%	30	13.4%	40	0.82	30
2	Allianz Japan Smaller Companies	93	12.3%	28	14.9%	37	0.89	28
3	Schroder Japanese Smaller Companies	91	11.8%	29	17.9%	33	0.88	29
4	M&G Japan Smaller Companies Fund	85	12.9%	25	15.1%	36	0.98	24
5	Schroder Japanese Opportunities	84	12.6%	27	18.4%	30	0.89	27
6	I-Shares MSCI Japan Small Cap ETF	84	12.7%	26	14.7%	38	1.03	20
7	Fidelity Japan Smaller Companies Fund	83	13.3%	23	17.8%	34	0.97	26
8	Axa Rosenberg Japan Small Cap Alpha Fund	78	12.9%	24	17.9%	32	1.00	22
9	Swisscanto Equity Fund Small and Mid Caps Japan	77	13.9%	21	17.7%	35	1.01	21
10	Lombard OdierJapanese Small and Mid Caps Fund	76	13.4%	22	19.6%	29	0.98	25
11	Pinebridge Japan Small & Mid Cap Equity	75	15.1%	18	13.7%	39	1.10	18
12	UBS Equity Fund Small & Mid Caps Japan	74	13.9%	20	18.1%	31	1.00	23
13	Parvest Equity Japan Small Cap	66	14.1%	19	20.3%	28	1.10	19
14	Blackrock Japan Small & Mid Cap Opportunities Fund	60	15.2%	17	21.4%	26	1.14	17
15	Pinebridge Japan Small Cap Equity	58	16.7%	16	20.9%	27	1.25	15
16	Invesco Nippon Small/Mid Cap Equity	56	17.3%	15	23.2%	25	1.22	16

	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 Japanese Opportunities	80	A	20	5	20	15	10	5	20	-	0	5	10
2	Swisscanto Equity Fund Small and Mid Caps Japan	62	B	10	5	20	13	5	4	10	2	7	5	10
3	Henderson Japanese Smaller Companies Fund	50	B	10	5	20	14	10	4	10	-	0	-	0
4	M&G Japan Smaller Companies Fund	50	B	10	5	20	16	10	4	10	-	0	-	0
5	Parvest Equity Japan Small Cap	45	A	20	4	10	11	5	4	10	-	0	-	0
6	Pinebridge Japan Small Cap Equity	30	B	10	3	5	13	5	4	10	-	0	-	0
7	Pinebridge Japan Small & Mid Cap Equity	30	B	10	4	10	11	5	3	5	-	0	-	0
8	UBS Equity Fund Small & Mid Caps Japan	25	C	5	3	5	9	0	3	5	-	0	5	10
9	Fidelity Japan Smaller Companies Fund	25	C	5	4	10	11	5	3	5	-	0	-	0
10	I-Shares MSCI Japan Small Cap ETF	15	C	5	1	0	10	5	3	5	-	0	-	0
11	Schroder Japanese Smaller Companies	15	C	5	2	0	12	5	3	5	-	0	-	0
12	Allianz Japan Smaller Companies	15	C	5	3	5	8	0	3	5	-	0	-	0
13	Blackrock Japan Small & Mid Cap Opportunities Fund	10	C	5	2	0	10	5	2	0	-	0	-	0
14	Invesco Nippon Small/Mid Cap Equity	4	E	0	1	0	5	0	2	0	-	0	3	4
15	Lombard Odier Japanese Small and Mid Caps Fund	4	E	0	1	0	6	0	2	0	-	0	3	4
16	Axa Rosenberg Japan Small Cap Alpha Fund	0	D	0	1	0	8	0	2	0	-	0	-	0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 7. Dezember 2014)