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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 Source Consumer Staples S&P US Select Sector ETF 225 75 83 67 87.1% 7.8% 12
2 Robeco Global Consumer Trends Equities 212 71 71 70 88.9% 8.8% 1023
3 Invesco Global Leisure Fund 209 78 71 60 117.3% 12.3% 207
4 KBC Equity Fund Food & Personal Products 191 66 70 55 69.3% 9.9% 51
5 DB X-Trackers MSCI World Consumer Staples Index ETF 186 51 78 57 75.4% 7.9% 54
6 Lyxor ETF MSCI World Consumer Staples 180 54 79 47 75.5% 9.6% 60
7 Investec Global Franchise Fund 177 50 88 39 61.3% 8.6% 1444
8 SSgA Consumer Staples Index Equity Fund 175 57 79 39 69.6% 8.0% 47
9 OP Food 159 57 77 25 64.7% 11.6% 120
10 Gamax Funds Junior 150 20 91 39 55.5% 8.6% 148
11 Morgan Stanley Global Brands Fund 146 39 68 39 58.2% 10.4% 5750
12 JPM Global Consumer Trends 123 23 86 14 51.5% 11.6% 103
13 Invesco Asia Consumer Demand Fund 115 28 63 24 43.6% 13.6% 678
14 KBC Equity Fund Luxury & Tourism 110 17 79 14 48.3% 11.7% 41
15 Amundi ETF S&P Global Luxury ETF 109 50 39 20 95.0% 18.7% 55
16 Amundi Equity Global Luxury and Lifestyle 107 41 51 15 56.2% 14.2% 128
17 Pictet Premium Brands 102 33 57 12 48.8% 11.0% 820
18 CS (Lux) Global Prestige Equity Fund 89 32 43 14 37.0% 13.2% 171
19 Allianz Deluxe 82 36 36 10 43.1% 12.3% 31
20 Julius Baer Luxury Brands Fund 79 23 47 9 40.1% 11.6% 345
21 Credit Suisse (Lux) Luxury Goods Equity Fund 72 22 40 10 37.1% 14.1% 116
22 DB X-Trackers MSCI Em. Markets Consumer Staples Index 64 16 48 0 20.9% 20.3% 12
23 FT Emerging Consumer Demand 61 17 34 10 33.7% 14.0% 119
24 UBS (Lux) Equity Fund Asian Consumption 41 -3 44 0 31.0% 13.7% 291
25 Nordea Emerging Consumer Fund 36 -13 49 0 35.3% 13.5% 215
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 Invesco Global Leisure Fund 78 34.9% 23 117.3% 25 183.3% 20 10 5 5 5 -5 0
2 Source Consumer Staples S&P US Select SectorETF 75 48.8% 30 87.1% 22 142.5% 18 5 5 -5 5 5 -5
3 Robeco Global Consumer Trends Equities 71 30.6% 19 88.9% 23 163.6% 19 10 0 5 5 -5 5
4 KBC Equity Fund Food & Personal Products 66 41.0% 29 69.3% 18 119.4% 14 5 5 -5 5 5 -5
5 SSgA Consumer Staples Index Equity Fund 57 37.1% 24 69.6% 19 112.5% 9 5 5 -5 5 5 -5
6 OP Food 57 37.2% 25 64.7% 17 114.8% 10 5 5 -5 5 5 -5
7 Lyxor ETF MSCI World Consumer Staples 54 38.8% 28 75.5% 21 - 0 5 5 -5 5 5 -5
8 DB X-Trackers MSCI World Consumer Staples Index 51 38.5% 26 75.4% 20 - 0 5 5 -5 5 5 -5
9 Investec Global Franchise Fund 50 33.8% 22 61.3% 16 101.2% 7 5 5 -5 5 5 -5
10 Amundi ETF S&P Global Luxury ETF 50 18.4% 8 95.0% 24 119.1% 13 5 -5 5 5 -5 5
11 Amundi Equity Global Luxury and Lifestyle 41 38.8% 27 56.2% 14 - 0 0 0 0 0 0 0
12 Morgan Stanley Global Brands Fund 39 32.2% 21 58.2% 15 111.5% 8 -5 5 -5 -5 5 -5
13 Allianz Deluxe 36 22.6% 12 43.1% 8 127.0% 16 0 -5 -5 0 5 5
14 Pictet Premium Brands 33 21.2% 11 48.8% 11 118.9% 11 0 -5 5 -5 0 5
15 CS (Lux) Global Prestige Equity Fund 32 21.0% 10 37.0% 5 130.9% 17 0 -5 -5 0 5 5
16 Invesco Asia Consumer Demand Fund 28 31.9% 20 43.6% 9 72.9% 4 -5 5 -5 -5 -5 5
17 JPM Global Consumer Trends 23 29.5% 18 51.5% 12 70.9% 3 -10 0 5 -5 -5 -5
18 Julius Baer Luxury Brands Fund 23 19.7% 9 40.1% 7 119.0% 12 -5 -5 -5 -5 5 5
19 Credit Suisse (Lux) Luxury Goods Equity Fund 22 16.2% 6 37.1% 6 125.7% 15 -5 -5 -5 -5 5 5
20 Gamax Funds Junior 20 27.0% 17 55.5% 13 88.4% 5 -15 -5 5 -5 -5 -5
21 KBC Equity Fund Luxury & Tourism 17 26.8% 16 48.3% 10 98.2% 6 -15 -5 -5 -5 -5 5
22 FT Emerging Consumer Demand 17 23.2% 14 33.7% 3 - 0 0 0 0 0 0 0
23 DB X-Trackers MSCI Em. Markets Consumer Staples Index 16 26.3% 15 20.9% 1 - 0 0 0 0 0 0 0
24 UBS (Lux) Equity Fund Asian Consumption -3 22.9% 13 31.0% 2 64.2% 2 -20 -5 -5 -5 0 -5
25 Nordea Emerging Consumer Fund -13 17.4% 7 35.3% 4 48.8% 1 -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 Gamax Funds Junior 91 8.1% 30 8.6% 35 0.89 26
2 Investec Global Franchise Fund 88 9.1% 27 8.6% 36 0.91 25
3 JPM Global Consumer Trends 86 8.7% 28 11.6% 29 0.84 29
4 Source Consumer Staples S&P US Select Sector ETF 83 11.1% 14 7.8% 39 0.83 30
5 KBC Equity Fund Luxury & Tourism 79 8.5% 29 11.7% 26 0.92 24
6 SSgA Consumer Staples Index Equity Fund 79 10.1% 22 8.0% 37 0.98 20
7 Lyxor ETF MSCI World Consumer Staples 79 9.9% 25 9.6% 33 0.95 21
8 DB X-Trackers MSCI World Consumer Staples Index 78 10.2% 21 7.9% 38 0.99 19
9 OP Food 77 9.6% 26 11.6% 28 0.93 23
10 Invesco Global Leisure Fund 71 10.5% 18 12.3% 25 0.86 28
11 Robeco Global Consumer Trends Equities 71 10.4% 19 8.8% 34 0.99 18
12 KBC Equity Fund Food & Personal Products 70 10.1% 23 9.9% 32 1.01 15
13 Morgan Stanley Global Brands Fund 68 9.9% 24 10.4% 31 1.06 13
14 Invesco Asia Consumer Demand Fund 63 11.0% 15 13.6% 21 0.88 27
15 Pictet Premium Brands 57 10.9% 16 11.0% 30 1.11 11
16 Amundi Equity Global Luxury and Lifestyle 51 10.3% 20 14.2% 17 1.05 14
17 Nordea Emerging Consumer Fund 49 10.8% 17 13.5% 22 1.12 10
18 DB X-Trackers MSCI Em. Markets Consumer Staples Index 48 12.1% 11 20.3% 15 0.93 22
19 Julius Baer Luxury Brands Fund 47 11.4% 13 11.6% 27 1.18 7
20 UBS (Lux) Equity Fund Asian Consumption 44 12.3% 8 13.7% 20 1.00 16
21 CS (Lux) Global Prestige Equity Fund 43 11.5% 12 13.2% 23 1.16 8
22 Credit Suisse (Lux) Luxury Goods Equity Fund 40 12.2% 10 14.1% 18 1.10 12
23 Amundi ETF S&P Global Luxury ETF 39 13.7% 6 18.7% 16 1.00 17
24 Allianz Deluxe 36 12.5% 7 12.3% 24 1.31 5
25 FT Emerging Consumer Demand 34 12.3% 9 14.0% 19 1.29 6
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 Robeco Global Consumer Trends Equities 70 B 10 5 20 19 20 4 10 0 5 10
2 Source Consumer Staples S&P US Select Sector ETF 67 0 5 20 19 20 5 20 0 4 7
3 Invesco Global Leisure Fund 60 B 10 5 20 15 10 4 10 0 5 10
4 DB X-Trackers MSCI World Consumer Staples Index ETF 57 0 5 20 18 20 4 10 0 4 7
5 KBC Equity Fund Food & Personal Products 55 C 5 5 20 14 10 4 10 0 5 10
6 Lyxor ETF MSCI World Consumer Staples 47 0 5 20 17 10 4 10 0 4 7
7 Investec Global Franchise Fund 39 B 10 3 5 14 10 4 10 0 3 4
8 Gamax Funds Junior 39 B 10 4 10 13 5 4 10 0 3 4
9 Morgan Stanley Global Brands Fund 39 B 10 4 10 17 10 3 5 0 3 4
10 SSgA Consumer Staples Index Equity Fund 39 C 5 4 10 14 10 4 10 0 3 4
11 OP Food 25 0 4 10 14 10 3 5 0 0
12 Invesco Asia Consumer Demand Fund 24 B 10 3 5 13 5 2 0 0 3 4
13 Amundi ETF S&P Global Luxury ETF 20 D 0 3 5 11 5 0 0 5 10
14 Amundi Equity Global Luxury and Lifestyle 15 0 3 5 12 5 3 5 0 0
15 CS (Lux) Global Prestige Equity Fund 14 C 5 2 0 6 0 3 5 0 3 4
16 JPM Global Consumer Trends 14 E 0 3 5 11 5 2 0 0 3 4
17 KBC Equity Fund Luxury & Tourism 14 0 3 5 11 5 2 0 0 3 4
18 Pictet Premium Brands 12 D 0 2 0 12 5 2 0 0 4 7
19 Allianz Deluxe 10 C 5 2 0 9 0 3 5 0 2 0
20 Credit Suisse (Lux) Luxury Goods Equity Fund 10 C 5 1 0 12 5 2 0 0 0
21 FT Emerging Consumer Demand 10 0 1 0 16 10 2 0 0 1 0
22 Julius Baer Luxury Brands Fund 9 C 5 2 0 9 0 2 0 0 3 4
23 Nordea Emerging Consumer Fund 0 D 0 1 0 8 0 1 0 0 2 0
24 UBS (Lux) Equity Fund Asian Consumption 0 0 1 0 9 0 2 0 0 1 0
25 DB X-Trackers MSCI Em. Markets Consumer Staples Index 0 0 1 0 8 0 1 0 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 6. März 2015), Wertentwicklung auf Euro-Basis