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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 JP Morgan Japan Equity 120 80 0 40 83,7% 16,8% 949
2 Capital Group Japan Equity Fund 114 38 19 57 75,9% 15,4% 204
3 UBAM Japan Opportunities Equity 114 16 78 20 51,5% 15,3% 68
4 Lyxor ETF Japan (Topix) 102 14 53 35 68,8% 15,5% 999
5 Allianz Japan Equity 102 39 31 32 70,2% 13,1% 304
6 Aberdeen Japanese Equity 90 25 15 50 64,9% 15,9% 3.226
7 I-iShares MSCI Japan EUR Hedged ETF 90 34 26 30 122,6% 18,5% 3.983
8 GLG Japan Core Alpha Equity Class 79 35 0 44 82,3% 18,9% 4.364
9 Goldman Sachs Japan Portfolio 57 22 0 35 71,5% 17,8% 1.529
10 Pictet Japanese Equity Selection 47 17 0 30 67,2% 17,1% 452
11 Invesco Japanese Equity Core Fund 44 5 24 15 76,2% 15,0% 570
12 JPM Japan Strategic Value 31 6 0 25 64,3% 18,3% 383
13 Polar Capital Japan Fund 20 -5 0 25 54,6% 17,4% 3266
14 Amundi Equity Japan Target 18 0 8 10 57,8% 16,4% 191
15 Uni-Global Equities Japan 15 -6 7 14 52,7% 16,5% 222
16 Schroder Japanese Equity 10 -5 0 15 59,1% 18,2% 2941
17 Old Mutual Japanese Equity Fund 9 -5 0 14 66,4% 17,4% 59
18 Parvest Equity Japan 4 -5 0 9 66,0% 17,7% 811
19 Fidelity Funds Japan Advantage Fund 0 -5 0 5 44,7% 19,2% 421
20 Amundi Equity Japan Value -4 -10 6 0 54,1% 18,2% 95
21 Invesco Japanese Value Equity Fund -10 -10 0 0 58,8% 18,2% 134
22 ACM Bernstein Japan Strategic Value Portfolio -15 -15 0 0 55,1% 18,3% 293
23 Blackrock Japan Flexible Equity Fund -15 -15 0 0 62,0% 18,4% 2018
24 JPM Japan Advantage Equity -15 -15 0 0 59,8% 19,1% 290
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 JP Morgan Japan Equity 80 41,9% 29 83,7% 20 80,1% 16 15 5 -5 5 5 5
2 Allianz Japan Equity 39 37,3% 20 70,2% 9 69,9% 5 5 5 -5 5 -5 5
3 Capital Group Japan Equity Fund 38 33,3% 0 75,9% 14 78,6% 14 10 0 5 5 -5 5
4 GLG Japan Core Alpha Equity 35 35,4% 11 82,3% 19 62,9% 0 5 5 5 5 -5 -5
5 I-Shares MSCI Japan EUR Hedged ETF 34 32,4% 0 122,6% 24 0,0% 0 10 0 5 5 -5 5
6 Aberdeen Japanese Equity 25 32,6% 0 64,9% 0 79,6% 15 10 0 5 -5 5 5
7 Goldman Sachs Japan Portfolio 22 30,8% 0 71,5% 12 65,4% 0 10 0 5 5 -5 5
8 Pictet Japanese Equity Selection 17 37,7% 22 67,2% 0 67,3% 0 -5 5 -5 -5 -5 5
9 UBAM Japan Opportunities Equity 16 25,4% 0 51,5% 0 76,3% 11 5 -5 5 -5 5 5
10 Lyxor ETF Japan (Topix) 14 33,6% 7 68,8% 2 61,4% 0 5 0 0 5 5 -5
11 JPM Japan Strategic Value A 6 28,4% 0 64,3% 0 67,7% 1 5 -5 -5 5 5 5
12 Invesco Japanese Equity Core Fund 5 33,0% 0 76,2% 15 45,8% 0 -10 0 -5 5 -5 -5
13 Amundi Equity Japan Target 0 29,7% 0 57,8% 0 0,0% 0 0 0 0 0 0 0
14 Old Mutual Japanese Equity Fund -5 29,7% 0 66,4% 0 60,9% 0 -5 -5 -5 5 -5 5
15 Schroder Japanese Equity -5 30,7% 0 59,1% 0 62,1% 0 -5 -5 -5 -5 5 5
16 Parvest Equity Japan -5 26,7% 0 66,0% 0 46,0% 0 -5 -5 5 5 -5 -5
17 Polar Capital Japan Fund -5 30,0% 0 54,6% 0 58,5% 0 -5 -5 -5 -5 5 5
18 Fidelity Japan Advantage Fund -5 29,2% 0 44,7% 0 52,0% 0 -5 -5 -5 -5 5 5
19 Uni-Global Equities Japan -6 33,6% 4 52,7% 0 58,8% 0 -10 0 -5 -5 5 -5
20 Amundi Equity Japan Value -10 28,3% 0 54,1% 0 48,6% 0 -10 -5 -5 -5 5 0
21 Invesco Japanese Value Equity Fund -10 30,9% 0 58,8% 0 40,4% 0 -10 0 5 -5 -5 -5
22 Blackrock Japan Flexible Equity Fund -15 26,0% 0 62,0% 0 51,6% 0 -15 -5 -5 5 -5 -5
23 JPM Japan Advantage Equity -15 30,5% 0 59,8% 0 41,8% 0 -15 -5 5 -5 -5 -5
24 ACM Bernstein Japan Strategic Value Portfolio -15 30,2% 0 55,1% 0 45,1% 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 UBAM Japan Opportunities Equity 78 11,6% 29 15,3% 21 0,81 28
2 Lyxor ETF Japan (Topix) 53 12,1% 21 15,5% 17 0,96 15
3 Allianz Japan Equity 31 13,2% 0 13,1% 31 1,02 0
4 I-Shares MSCI Japan EUR Hedged ETF 26 14,6% 0 18,5% 0 0,82 26
5 Invesco Japanese Equity Core Fund 24 15,6% 0 15,0% 24 1,14 0
6 Capital Group Japan Equity Fund 19 13,7% 0 15,4% 19 1,07 0
7 Aberdeen Japanese Equity 15 13,4% 0 15,9% 15 1,02 0
8 Amundi Equity Japan Target 8 14,0% 0 16,4% 8 1,02 0
9 Uni-Global Equities Japan 7 14,2% 0 16,5% 7 1,03 0
10 Amundi Equity Japan Value 6 12,7% 6 18,2% 0 1,01 0
11 JP Morgan Japan Equity 0 16,9% 0 16,8% 0 1,29 0
12 Parvest Equity Japan 0 14,2% 0 17,7% 0 1,05 0
13 Goldman Sachs Japan Portfolio 0 13,7% 0 17,8% 0 1,08 0
14 Schroder Japanese Equity 0 13,4% 0 18,2% 0 1,02 0
15 Old Mutual Japanese Equity Fund 0 13,9% 0 17,4% 0 1,1 0
16 Fidelity Japan Advantage Fund 0 14,3% 0 19,2% 0 1,12 0
17 Pictet Japanese Equity Selection 0 13,6% 0 17,1% 0 1,09 0
18 Polar Capital Japan Fund 0 14,2% 0 17,4% 0 1,11 0
19 JPM Japan Advantage Equity 0 13,3% 0 19,1% 0 1,05 0
20 Blackrock Japan Flexible Equity Fund# 0 14,3% 0 18,4% 0 1,1 0
21 JPM Japan Strategic Value 0 13,5% 0 18,3% 0 1,07 0
22 ACM Bernstein Japan Strategic Value Portfolio 0 13,3% 0 18,3% 0 1,03 0
23 GLG Japan Core Alpha Equity 0 14,2% 0 18,9% 0 1,02 0
24 Invesco Japanese Value Equity Fund 0 13,3% 0 18,2% 0 1,03 0
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 Capital Group Japan Equity Fund 57 A 20 4 10 14 10 4 10 - 0 4 7
2 Aberdeen Japanese Equity 50 A 20 3 5 11 5 4 10 - 0 5 10
3 GLG Japan Core Alpha Equity 44 C 5 5 20 13 5 4 10 - 0 3 4
4 JP Morgan Japan Equity 40 A 20 2 0 12 5 3 5 - 0 5 10
5 Lyxor ETF Japan (Topix) 35 C 5 5 20 8 0 4 10 - 0 2 0
6 Goldman Sachs Japan Portfolio 35 C 5 3 5 13 5 4 10 - 0 5 10
7 Allianz Japan Equity 32 C 5 4 10 11 5 3 5 - 0 4 7
8 Pictet Japanese Equity Selection 30 B 10 4 10 11 5 3 5 - 0 - 0
9 I-Shares MSCI Japan EUR Hedged ETF 30 - 0 5 20 17 10 0 - 0 - 0
10 JPM Japan Strategic Value 25 B 10 3 5 10 5 3 5 - 0 2 0
11 Polar Capital Japan Fund 25 C 5 1 0 12 5 3 5 3 10 1 0
12 UBAM Japan Opportunities Equity 20 B 10 3 5 8 0 3 5 - 0 2 0
13 Invesco Japanese Equity Core Fund 15 E 0 3 5 10 5 3 5 - 0 - 0
14 Schroder Japanese Equity 15 B 10 2 0 9 0 3 5 - 0 2 0
15 Old Mutual Japanese Equity Fund 14 C 5 2 0 8 0 3 5 - 0 3 4
16 Uni-Global Equities Japan 14 C 5 1 0 8 0 3 5 - 0 3 4
17 Amundi Equity Japan Target 10 C 5 1 0 6 0 3 5 - 0 - 0
18 Parvest Equity Japan 9 D 0 3 5 6 0 2 0 - 0 3 4
19 Fidelity Japan Advantage Fund 5 D,ur 0 1 0 7 0 3 5 - 0 1 0
20 Blackrock Japan Flexible Equity Fund 0 D 0 1 0 8 0 2 0 - 0 - 0
21 JPM Japan Advantage Equity 0 E 0 2 0 8 0 2 0 - 0 1 0
22 Amundi Equity Japan Value 0 D 0 2 0 6 0 2 0 - 0 - 0
23 ACM Bernstein Japan Strategic Value Portfolio 0 D 0 2 0 6 0 2 0 - 0 - 0
24 Invesco Japanese Value Equity Fund 0 E 0 2 0 8 0 2 0 - 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 26. Juni 2015), Wertentwicklung auf Euro-Basis