DAS INVESTMENT | Nachrichten und Know-how zur Kapitalanlage

	Fonds	Punkte Gesamt	Pkt. Perfor- mance	Pkt. Stress- test	Pkt. Rating	Perf. 3 Jahre	Max. Verlust 3 Jahre	Vol. in Mio. €
1	BHF Value Balanced FT	231	73	78	80	42.7%	6.5%	111
2	Meag Euro-Balance	187	75	32	80	42.6%	10.8%	169
3	Condor-Balance-Universal	185	84	61	40	42.4%	6.7%	28
4	Fidelity Euro Balanced Fund	183	96	27	60	52.5%	7.9%	764
5	Best-in-One Europe Balanced	182	64	68	50	39.4%	6.5%	39
6	DWS Balance	166	28	91	47	31.0%	6.1%	299
7	Starmix Ausgewogen	163	45	88	30	33.2%	6.3%	20
8	Candriam Sustainable Medium	162	54	71	37	33.5%	7.7%	169
9	Allianz Flexi Euro Balance	156	70	39	47	39.8%	7.9%	207
10	OP Europa Balanced	143	58	45	40	35.9%	7.7%	12
11	W&W Europa-Fonds	141	54	45	42	37.1%	8.2%	38
12	Naspa-Fonds Deka	139	27	73	39	32.2%	6.9%	24
13	Deka-Nachhaltigkeit Balance CF	139	9	100	30	17.5%	3.4%	29
14	Deka-Futur-Wachstum	129	9	83	37	29.9%	6.0%	33
15	Berenberg-1590-Substanz-Universal	117	5	97	15	15.9%	5.2%	117
16	Hannoversche Medium-Invest	115	41	40	34	35.5%	7.0%	37
17	Moventum Plus Aktiv Ausgewogenes Portfolio Europa	113	27	61	25	32.6%	7.7%	21
18	Generali Komfort Strategie 50	94	33	26	35	36.1%	8.3%	27
19	Aktiv-Balance	87	-1	71	17	23.5%	6.9%	22
20	Generali Komfort Balance	85	30	28	27	36.5%	8.3%	149
21	Sarasin Oekoflex	83	-12	90	5	12.4%	6.3%	12
22	CTV-Strategiefonds HAIG Ausgewogen	68	12	56	0	28.3%	7.3%	17
23	Euroswitch Balanced Portfolio OP	64	-8	55	17	25.2%	7.8%	20
24	Fondra	51	0	27	24	25.5%	10.0%	132
25	Generali Vermögens-Strategie Ausgewogen	48	8	35	5	26.6%	9.8%	11
26	SGKB (Lux) Fund - Danube Tiger	28	-13	37	4	18.7%	11.3%	36
27	Monega Best-Invest Europa	23	-4	23	4	27.6%	10.7%	57

									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	Fidelity Euro Balanced Fund	96	17.4%	27	52.5%	25	65.9%	19	25	5	5	5	5	5
2	Condor-Balance-Universal	84	15.5%	21	42.4%	21	57.1%	17	25	5	5	5	5	5
3	Meag Euro-Balance	75	15.3%	20	42.6%	22	59.1%	18	15	5	5	5	5	-5
4	BHF Value Balanced FT	73	18.7%	29	42.7%	23	52.2%	16	5	5	-5	5	5	-5
5	Allianz Flexi Euro Balance	70	16.6%	26	39.8%	20	47.9%	14	10	5	5	0	5	-5
6	Best-in-One Europe Balanced	64	16.1%	25	39.4%	19	48.9%	15	5	5	-5	5	-5	5
7	OP Europa Balanced	58	15.1%	18	35.9%	14	44.1%	11	15	5	-5	5	5	5
8	W&W Europa-Fonds	54	15.9%	23	37.1%	18	39.7%	8	5	5	5	-5	5	-5
9	Candriam Sustainable Medium	54	17.5%	28	33.5%	12	39.8%	9	5	5	-5	0	5	0
10	Starmix Ausgewogen	45	13.5%	16	33.2%	11	46.0%	13	5	0	-5	0	5	5
11	Hannoversche Medium-Invest	41	11.2%	13	35.5%	13	43.3%	10	5	-5	5	5	5	-5
12	Generali Komfort Strategie 50	33	13.8%	17	36.1%	16	-	0	0	0	0	0	0	0
13	Generali Komfort Balance	30	11.2%	12	36.5%	17	38.7%	6	-5	-5	5	5	-5	-5
14	DWS Balance	28	15.9%	22	31.0%	8	36.8%	3	-5	5	-5	-5	-5	5
15	Naspa-Fonds Deka	27	15.2%	19	32.2%	9	37.1%	4	-5	5	-5	-5	5	-5
16	Moventum Plus Aktiv Ausgewogenes Portfolio Europa	27	9.2%	10	32.6%	10	39.4%	7	0	-5	5	0	-5	5
17	CTV-Strategiefonds HAIG Ausgewogen	12	10.6%	11	28.3%	6	13.1%	0	-5	-5	-5	5	-5	5
18	Deka-Nachhaltigkeit Balance CF	9	8.8%	9	17.5%	0	-	0	0	0	0	0	0	0
19	Deka-Futur-Wachstum	9	11.4%	15	29.9%	7	30.6%	2	-15	-5	-5	-5	5	-5
20	Generali VermögensStrategie Ausgewogen D	8	11.4%	14	26.6%	4	-	0	-10	-5	5	-5	-5	0
21	Berenberg-1590-Substanz-Universal	5	7.6%	5	15.9%	0	-	0	0	0	0	0	0	0
22	Fondra	0	8.4%	7	25.5%	3	37.8%	5	-15	-5	-5	-5	-5	5
23	Aktiv-Balance	-1	8.7%	8	23.5%	1	28.2%	0	-10	-5	0	-5	0	0
24	Monega BestInvest Europa	-4	7.8%	6	27.6%	5	16.0%	0	-15	-5	5	-5	-5	-5
25	Euroswitch Balanced Portfolio OP	-8	7.5%	4	25.2%	2	30.5%	1	-15	-5	-5	-5	-5	5
26	Sarasin Oekoflex (EUR)	-12	6.1%	3	12.4%	0	11.8%	0	-15	-5	-5	-5	5	-5
27	SGKB (Lux) Fund Danube Tiger	-13	6.0%	2	18.7%	0	16.4%	0	-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	Deka-Nachhaltigkeit Balance CF	100	2.7%	30	3.4%	40	0.37	30
2	Berenberg-1590-Substanz-Universal	97	3.6%	29	5.2%	39	0.61	29
3	DWS Balance	91	4.5%	27	6.1%	37	0.80	27
4	Sarasin Oekoflex (EUR)	90	3.7%	28	6.3%	34	0.64	28
5	Starmix Ausgewogen	88	4.7%	26	6.3%	36	0.82	26
6	Deka-Futur-Wachstum	83	5.3%	24	6.0%	38	0.96	21
7	BHF Value Balanced FT	78	5.3%	22	6.5%	32	0.90	24
8	Naspa-Fonds Deka	73	5.3%	23	6.9%	30	0.97	20
9	Aktiv-Balance	71	5.8%	20	6.9%	29	0.94	22
10	Candriam Sustainable Medium	71	5.5%	21	7.7%	25	0.87	25
11	Best-in-One Europe Balanced	68	5.9%	18	6.5%	33	1.05	17
12	Condor-Balance-Universal	61	6.1%	16	6.7%	31	1.08	14
13	Moventum Plus Aktiv Ausgewogenes Portfolio Europa	61	5.8%	19	7.7%	24	1.04	18
14	CTV-Strategiefonds HAIG Ausgewogen	56	6.2%	14	7.3%	27	1.08	15
15	Euroswitch Balanced Portfolio OP	55	6.0%	17	7.8%	22	1.07	16
16	W&W Europa-Fonds	45	6.1%	15	8.2%	19	1.20	11
17	OP Europa Balanced	45	6.5%	12	7.7%	23	1.20	10
18	Hannoversche Medium-Invest	40	6.9%	9	7.0%	28	1.34	3
19	Allianz Flexi Euro Balance A (EUR)	39	6.8%	11	7.9%	20	1.23	8
20	SGKB (Lux) Fund Danube Tiger	37	7.1%	6	11.3%	12	0.99	19
21	Generali Vermögens-Strategie Ausgewogen	35	6.9%	10	9.8%	16	1.21	9
22	Meag Euro-Balance	32	7.1%	7	10.8%	13	1.18	12
23	Generali Komfort Balance	28	7.2%	5	8.3%	18	1.28	5
24	Fondra	27	7.0%	8	10.0%	15	1.28	4
25	Fidelity Euro Balanced Fund	27	7.2%	4	7.9%	21	1.48	2
26	Generali Komfort Strategie 50	26	7.2%	3	8.3%	17	1.25	6
27	Monega Best-Invest Europa	23	7.5%	2	10.7%	14	1.23	7

	Fonds	Pkt Ratings	Feri	Pkt. Feri	FWW Fundstars	Pkt. FWW Fundstars	Lipper	Pkt. Lipper	Morningstar	Pkt. Morningstar	Telos	Pkt. Telos
1	Meag Euro-Balance	80	A	20	4	10	18	20	5	20	5	10
2	BHF Value Balanced FT	80	A	20	5	20	19	20	5	20		0
3	Fidelity Euro Balanced Fund	60	B	10	5	20	14	10	5	20		0
4	Best-in-One Europe Balanced	50	B	10	4	10	15	10	4	10	5	10
5	Allianz Flexi Euro Balance	47	B	10	4	10	14	10	4	10	4	7
6	DWS Balance	47		0	5	20	17	10	4	10	4	7
7	W&W Europa-Fonds	42	C	5	4	10	14	10	4	10	4	7
8	OP Europa Balanced	40	C	5	3	5	14	10	4	10	5	10
9	Condor-Balance-Universal	40		0	4	10	17	10	4	10	5	10
10	Naspa-Fonds Deka	39	B	10	4	10	16	10	3	5	3	4
11	Candriam Sustainable Medium	37	C	5	4	10	14	10	3	5	4	7
12	Deka-Futur-Wachstum	37	C	5	3	5	14	10	4	10	4	7
13	Generali Komfort Strategie 50	35	C	5	3	5	15	10	3	5	5	10
14	Hannoversche Medium-Invest	34	C	5	3	5	15	10	4	10	3	4
15	Starmix Ausgewogen	30		0	5	20		0	4	10		0
16	Deka-Nachhaltigkeit Balance CF	30		0	5	20	10	5	3	5	2	0
17	Generali Komfort Balance	27	C	5	2	0	12	5	4	10	4	7
18	Moventum Plus Aktiv Ausgewogenes Portfolio Europa	25	C	5	3	5	12	5	4	10		0
19	Fondra	24	C	5	1	0	11	5	4	10	3	4
20	Aktiv-Balance	17	C	5	2	0	8	0	3	5	4	7
21	Euroswitch Balanced Portfolio OP	17	C	5	2	0	7	0	3	5	4	7
22	Berenberg-1590-Substanz-Universal	15		0	3	5	14	10	2	0		0
23	Sarasin Oekoflex (EUR)	5	D	0	1	0	10	5	2	0	2	0
24	Generali Vermögens-Strategie Ausgewogen	5		0	1	0	8	0	3	5		0
25	Monega Best-Invest Europa	4	D	0	1	0.00	8.00	0	2	0	3	4
26	SGKB (Lux) Fund Danube Tiger	4		0	1	0.00	7.00	0		0	3	4
27	CTV-Strategiefonds HAIG Ausgewogen	0		0	2	0.00	0.00	0	2	0	1	0

Fonds-Crashtest