Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | JPM Africa Equity | 217 | 90 | 87 | 40 | 29.5% | 19.3% | 300 |
2 | Bellevue BB African Opportunities | 201 | 78 | 83 | 40 | 48.5% | 13.7% | 98 |
3 | Robeco Afrika Fonds | 195 | 65 | 90 | 40 | 32.1% | 13.5% | 62 |
4 | DB X-Trackers MSCI EFM Africa Top 50 | 167 | 51 | 71 | 45 | 41.3% | 21.1% | 22 |
5 | Nordea African Equity Fund | 165 | 56 | 89 | 20 | 26.1% | 15.3% | 62 |
6 | Magna Africa Fund | 162 | 67 | 85 | 10 | 23.5% | 17.7% | 23 |
7 | Lyxor ETF South Africa | 152 | 62 | 85 | 5 | 14.7% | 19.5% | 62 |
8 | RBS MA MSCI Em. & Front. Africa ex South Africa | 144 | 45 | 64 | 35 | 55.2% | 24.5% | 15 |
9 | I-Shares MSCI South Africa | 142 | 41 | 79 | 22 | 20.6% | 23.7% | 11 |
10 | I-Shares MSCI South Africa | 139 | 51 | 76 | 12 | 20.5% | 23.9% | 18 |
11 | Investec Africa Opportunities Fund | 122 | 30 | 92 | 0 | 11.0% | 19.5% | 34 |
12 | Renaissance Sub-Saharan Fund | 120 | 26 | 79 | 15 | 20.0% | 32.0% | 59 |
13 | Lyxor ETF Pan Africa | 109 | 44 | 65 | 0 | -12.1% | 35.2% | 69 |
14 | Renaissance Pan-African Fund | 102 | 29 | 73 | 0 | 24.4% | 31.8% | 14 |
15 | Julius Baer Africa Focus Fund | 97 | 32 | 65 | 0 | -4.8% | 25.1% | 23 |
16 | Deutsche Invest Africa | 84 | 27 | 57 | 0 | -10.9% | 32.6% | 132 |
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 | JPM Africa Equity | 90 | 9.9% | 24 | 29.5% | 21 | 52.8% | 20 | 25 | 5 | 5 | 5 | 5 | 5 |
2 | Bellevue BB African Opportunities | 78 | 15.1% | 27 | 48.5% | 24 | 44.6% | 17 | 10 | 5 | 5 | 5 | -5 | 0 |
3 | Magna Africa Fund | 67 | 9.0% | 23 | 23.5% | 18 | 21.2% | 16 | 10 | 5 | 5 | 0 | -5 | 5 |
4 | Robeco Afrika Fonds | 65 | 1.8% | 19 | 32.1% | 22 | 50.1% | 19 | 5 | -5 | 5 | 5 | -5 | 5 |
5 | Lyxor ETF South Africa | 62 | 13.2% | 25 | 14.7% | 14 | 46.0% | 18 | 5 | 5 | -5 | -5 | 5 | 5 |
6 | Nordea African Equity Fund | 56 | 5.9% | 21 | 26.1% | 20 | 18.6% | 15 | 0 | 0 | 5 | 5 | -5 | -5 |
7 | I-Shares MSCI South Africa | 51 | 26.1% | 30 | 20.6% | 16 | - | 0 | 5 | 5 | -5 | -5 | 5 | 5 |
8 | DB X-Trackers MSCI EFM Africa Top 50 | 51 | 16.9% | 28 | 41.3% | 23 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
9 | RBS MA MSCI Em. & Front. Africa ex South Africa | 45 | 2.7% | 20 | 55.2% | 25 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
10 | Lyxor ETF Pan Africa | 44 | 14.4% | 26 | -12.1% | 10 | -10.1% | 13 | -5 | 5 | -5 | -5 | 5 | -5 |
11 | I-Shares MSCI South Africa | 41 | 26.0% | 29 | 20.5% | 17 | - | 0 | -5 | 5 | -5 | -5 | 5 | -5 |
12 | Julius Baer Africa Focus Fund | 32 | -2.8% | 18 | -4.8% | 12 | -15.4% | 12 | -10 | -5 | 5 | -5 | -5 | 0 |
13 | Investec Africa Opportunities Fund | 30 | 7.3% | 22 | 11.0% | 13 | - | 0 | -5 | 5 | -5 | -5 | 5 | -5 |
14 | Renaissance Pan-African Fund | 29 | -19.3% | 15 | 24.4% | 19 | - | 0 | -5 | -5 | 5 | 5 | -5 | -5 |
15 | Deutsche Invest Africa | 27 | -2.9% | 17 | -10.9% | 11 | -5.6% | 14 | -15 | -5 | -5 | -5 | -5 | 5 |
16 | Renaissance Sub-Saharan Fund | 26 | -17.3% | 16 | 20.0% | 15 | - | 0 | -5 | -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 | Investec Africa Opportunities Fund | 92 | 10.5% | 30 | 19.5% | 34 | 0.86 | 28 |
2 | Robeco Afrika Fonds | 90 | 11.9% | 26 | 13.5% | 40 | 1.01 | 24 |
3 | Nordea African Equity Fund | 89 | 11.2% | 29 | 15.3% | 38 | 1.03 | 22 |
4 | JPM Africa Equity | 87 | 11.7% | 28 | 19.3% | 36 | 1.02 | 23 |
5 | Magna Africa Fund | 85 | 11.8% | 27 | 17.7% | 37 | 1.06 | 21 |
6 | Lyxor ETF South Africa | 85 | 13.3% | 25 | 19.5% | 35 | 1.00 | 25 |
7 | Bellevue BB African Opportunities | 83 | 13.3% | 24 | 13.7% | 39 | 1.10 | 20 |
8 | I-Shares MSCI South Africa | 79 | 14.9% | 20 | 23.7% | 32 | 0.91 | 27 |
9 | Renaissance Sub-Saharan Fund | 79 | 13.3% | 23 | 32.0% | 27 | 0.82 | 29 |
10 | I-Shares MSCI South Africa | 76 | 15.0% | 19 | 23.9% | 31 | 0.92 | 26 |
11 | Renaissance Pan-African Fund | 73 | 16.0% | 15 | 31.8% | 28 | 0.66 | 30 |
12 | DB X-Trackers MSCI EFM Africa Top 50 | 71 | 13.8% | 22 | 21.1% | 33 | 1.26 | 16 |
13 | Lyxor ETF Pan Africa | 65 | 14.6% | 21 | 35.2% | 25 | 1.13 | 19 |
14 | Julius Baer Africa Focus Fund | 65 | 15.5% | 18 | 25.1% | 29 | 1.19 | 18 |
15 | RBS MA MSCI Em. & Front. Africa ex South Africa | 64 | 15.7% | 17 | 24.5% | 30 | 1.20 | 17 |
16 | Deutsche Invest Africa | 57 | 16.0% | 16 | 32.6% | 26 | 1.35 | 15 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | DB X-Trackers MSCI EFM Africa Top 50 | 45 | 0 | 5 | 20 | 17 | 10 | 3 | 5 | 0 | 5 | 10 | ||
2 | Robeco Afrika Fonds | 40 | 0 | 5 | 20 | 15 | 10 | 4 | 10 | 0 | 0 | |||
3 | JPM Africa Equity | 40 | 0 | 4 | 10 | 16 | 10 | 4 | 10 | 0 | 5 | 10 | ||
4 | Bellevue BB African Opportunities | 40 | 0 | 5 | 20 | 13 | 5 | 3 | 5 | 0 | 5 | 10 | ||
5 | RBS MA MSCI Em. & Front. Africa ex South Africa | 35 | 0 | 5 | 20 | 11 | 5 | 4 | 10 | 0 | 0 | |||
6 | I-Shares MSCI South Africa | 22 | 0 | 3 | 5 | 11 | 5 | 3 | 5 | 0 | 4 | 7 | ||
7 | Nordea African Equity Fund | 20 | 0 | 4 | 10 | 4 | 0 | 2 | 0 | 0 | 5 | 10 | ||
8 | Renaissance Sub-Saharan Fund | 15 | 0 | 2 | 0 | 6 | 0 | 3 | 5 | 0 | 5 | 10 | ||
9 | I-Shares MSCI South Africa | 12 | 0 | 2 | 0 | 9 | 0 | 3 | 5 | 0 | 4 | 7 | ||
10 | Magna Africa Fund | 10 | 0 | 3 | 5 | 10 | 5 | 2 | 0 | 0 | 0 | |||
11 | Lyxor ETF South Africa | 5 | 0 | 3 | 5 | 3 | 0 | 2 | 0 | 0 | 0 | |||
12 | Julius Baer Africa Focus Fund | 0 | 0 | 1 | 0 | 6 | 0 | 1 | 0 | 0 | 1 | 0 | ||
13 | Deutsche Invest Africa | 0 | 0 | 1 | 0 | 6 | 0 | 2 | 0 | 0 | 1 | 0 | ||
14 | Lyxor ETF Pan Africa | 0 | 0 | 2 | 0 | 3 | 0 | 1 | 0 | 0 | 0 | |||
15 | Renaissance Pan-African Fund | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |||||
16 | Investec Africa Opportunities Fund | 0 | 0 | 2 | 0 | 8 | 0 | 2 | 0 | 0 | 2 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 22. Januar 2015), Wertentwicklung auf Euro-Basis