Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | UBAM Convertibles Euro 10-40 | 204 | 57 | 90 | 57 | 27,7% | 5,0% | 3.242 |
2 | Parvest Convertible Bond Europe Small Cap | 201 | 77 | 60 | 64 | 27,7% | 7,1% | 321 |
3 | Oddo Convertibles Taux | 200 | 62 | 94 | 44 | 26,1% | 5,2% | 576 |
4 | UBAM Euro 10-40 Convertible Bond | 171 | 48 | 89 | 34 | 25,4% | 5,3% | 798 |
5 | UBS Bond Fund Convert Europe | 156 | 57 | 62 | 37 | 31,2% | 7,8% | 851 |
6 | UBAM Convertibles Europe | 155 | 78 | 35 | 42 | 32,0% | 8,7% | 969 |
7 | Convertinvest All-Cap Convertibles | 154 | 69 | 38 | 47 | 34,5% | 9,9% | 54 |
8 | BNP Paribas Convertible Bond Best Selection Europe | 148 | 65 | 38 | 45 | 35,2% | 8,3% | 132 |
9 | H & A Wandelanleihen Europa | 139 | 24 | 95 | 20 | 23,5% | 5,1% | 36 |
10 | Parvest Convertible Bond Europe C | 139 | 65 | 47 | 27 | 26,8% | 8,2% | 1065 |
11 | Amundi Convertible Europe | 134 | 39 | 61 | 34 | 24,7% | 7,4% | 1211 |
12 | Allianz Convertible Bond | 126 | 38 | 59 | 29 | 25,5% | 6,8% | 420 |
13 | DNCA Invest Convertibles | 125 | 48 | 58 | 19 | 24,7% | 8,2% | 659 |
14 | R Conviction Convertibles Europe | 123 | 59 | 29 | 35 | 43,2% | 12,1% | 273 |
15 | Métropole Convertibles | 111 | 26 | 75 | 10 | 18,9% | 5,9% | 144 |
16 | UBAM European Convertible Bond | 109 | 55 | 35 | 19 | 29,2% | 9,3% | 26 |
17 | Edmond de Rothschild Europe Convertibles | 98 | 31 | 52 | 15 | 28,7% | 8,6% | 962 |
18 | Convertinvest European Convertible & Bond Fund | 96 | -5 | 91 | 10 | 11,6% | 6,6% | 174 |
19 | CIC CH Convert Bond | 95 | 24 | 71 | 0 | 22,6% | 7,0% | 49 |
20 | Aramea Balanced Convertible | 95 | 7 | 79 | 9 | 18,6% | 5,3% | 113 |
21 | Oddo Convertibles | 93 | 36 | 52 | 5 | 23,2% | 7,8% | 523 |
22 | Man Convertibles Europe | 87 | 23 | 59 | 5 | 22,7% | 9,2% | 128 |
23 | Allianz Convertible Bonds | 83 | 0 | 83 | 0 | 19,8% | 5,6% | 15 |
24 | Salm Investment Grade Convertible | 70 | -10 | 80 | 0 | 19,9% | 6,4% | 22 |
25 | Generali Euro Convertible Bonds | 66 | -2 | 68 | 0 | 20,5% | 8,2% | 129 |
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 | UBAM Convertibles Europe | 78 | 9,5% | 22 | 32,0% | 22 | 38,1% | 19 | 15 | 5 | 5 | 5 | 5 | -5 |
2 | Parvest Convertible Bond Europe Small Cap | 77 | 15,9% | 29 | 27,7% | 18 | 45,1% | 20 | 10 | 5 | 0 | -5 | 5 | 5 |
3 | Convertinvest All-Cap Convertibles | 69 | 12,5% | 26 | 34,5% | 23 | 32,6% | 10 | 10 | 5 | 5 | 0 | 5 | -5 |
4 | BNP Paribas Convertible Bond Best Selection Europe | 65 | 14,7% | 28 | 35,2% | 24 | 33,7% | 13 | 0 | 5 | 0 | 5 | -5 | -5 |
5 | Parvest Convertible Bond Europe | 65 | 12,7% | 27 | 26,8% | 16 | 36,5% | 17 | 5 | 5 | -5 | -5 | 5 | 5 |
6 | Oddo Convertibles Taux | 62 | 8,7% | 21 | 26,1% | 15 | 33,1% | 11 | 15 | 0 | 5 | 0 | 5 | 5 |
7 | R Conviction Convertibles Europe | 59 | 12,0% | 25 | 43,2% | 25 | 25,5% | 4 | 5 | 5 | 5 | 5 | -5 | -5 |
8 | UBS Bond Fund Convert Europe | 57 | 8,5% | 19 | 31,2% | 21 | 33,6% | 12 | 5 | -5 | 5 | 5 | -5 | 5 |
9 | UBAM Convertibles Euro 10-40 | 57 | 5,1% | 7 | 27,7% | 17 | 37,2% | 18 | 15 | -5 | 5 | 5 | 5 | 5 |
10 | UBAM European Convertible Bond | 55 | 7,0% | 14 | 29,2% | 20 | 34,8% | 16 | 5 | -5 | 5 | 5 | -5 | 5 |
11 | DNCA Invest Convertibles | 48 | 6,6% | 11 | 24,7% | 12 | 34,4% | 15 | 10 | -5 | 5 | 0 | 5 | 5 |
12 | UBAM Euro 10-40 Convertible Bond | 48 | 3,9% | 6 | 25,4% | 13 | 33,9% | 14 | 15 | -5 | 5 | 5 | 5 | 5 |
13 | Amundi Convertible Europe | 39 | 9,6% | 23 | 24,7% | 11 | 0,0% | 0 | 5 | 5 | 5 | -5 | 5 | -5 |
14 | Allianz Convertible Bond | 38 | 9,7% | 24 | 25,5% | 14 | 0,0% | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
15 | Oddo Convertibles | 36 | 8,1% | 18 | 23,2% | 9 | 28,6% | 9 | 0 | -5 | -5 | 0 | 5 | 5 |
16 | Edmond de Rothschild Europe Convertibles | 31 | 7,0% | 14 | 28,7% | 19 | 28,4% | 8 | -10 | -5 | -5 | 5 | -5 | 0 |
17 | Métropole Convertibles | 26 | 7,4% | 16 | 18,9% | 3 | 26,9% | 7 | 0 | -5 | -5 | 0 | 5 | 5 |
18 | CIC CH - Convert Bond | 24 | 20,3% | 30 | 22,6% | 7 | 20,6% | 2 | -15 | 5 | -5 | -5 | -5 | -5 |
19 | H & A Wandelanleihen Europa | 24 | 5,2% | 8 | 23,5% | 10 | 26,9% | 6 | 0 | -5 | 0 | 5 | 0 | 0 |
20 | Man Convertibles Europe | 23 | 7,0% | 15 | 22,7% | 8 | 26,2% | 5 | -5 | -5 | 5 | -5 | -5 | 5 |
21 | Aramea Balanced Convertible | 7 | 7,7% | 17 | 18,6% | 2 | 21,5% | 3 | -15 | -5 | -5 | -5 | -5 | 5 |
22 | Allianz Convertible Bonds | 0 | 8,6% | 20 | 19,8% | 4 | 19,7% | 1 | -25 | -5 | -5 | -5 | -5 | -5 |
23 | Generali Euro Convertible Bonds | -2 | 6,8% | 12 | 20,5% | 6 | 13,6% | 0 | -20 | -5 | -5 | 0 | -5 | -5 |
24 | Convertinvest European Convertible & Bond Fund | -5 | 5,8% | 9 | 11,6% | 1 | 10,8% | 0 | -15 | -5 | -5 | -5 | 5 | -5 |
25 | Salm Investment Grade Convertible | -10 | 6,1% | 10 | 19,9% | 5 | 0,0% | 0 | -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 | H & A Wandelanleihen Europa | 95 | 4,2% | 28 | 5,1% | 39 | 0,77 | 28 |
2 | Oddo Convertibles Taux | 94 | 3,8% | 29 | 5,2% | 38 | 0,82 | 27 |
3 | Convertinvest European Convertible & Bond Fund | 91 | 3,7% | 30 | 6,6% | 32 | 0,75 | 29 |
4 | UBAM Convertibles Euro 10-40 | 90 | 4,2% | 26 | 5,0% | 40 | 0,9 | 24 |
5 | UBAM Euro 10-40 Convertible Bond | 89 | 4,2% | 27 | 5,3% | 37 | 0,89 | 25 |
6 | Allianz Convertible Bonds A | 83 | 4,3% | 25 | 5,6% | 35 | 0,9 | 23 |
7 | Salm Investment Grade Convertible | 80 | 4,9% | 21 | 6,4% | 33 | 0,85 | 26 |
8 | Aramea Balanced Convertible | 79 | 4,4% | 23 | 5,3% | 36 | 0,92 | 20 |
9 | Métropole Convertibles | 75 | 4,6% | 22 | 5,9% | 34 | 0,94 | 19 |
10 | CIC CH - Convert Bond | 71 | 5,8% | 11 | 7,0% | 30 | 0,71 | 30 |
11 | Generali Euro Convertible Bonds | 68 | 4,3% | 24 | 8,2% | 23 | 0,91 | 21 |
12 | UBS Bond Fund Convert Europe | 62 | 4,9% | 20 | 7,8% | 26 | 0,99 | 16 |
13 | Amundi Convertible Europe | 61 | 5,1% | 16 | 7,4% | 28 | 0,96 | 17 |
14 | Parvest Convertible Bond Europe Small Cap | 60 | 5,5% | 13 | 7,1% | 29 | 0,96 | 18 |
15 | Allianz Convertible Bond | 59 | 5,2% | 15 | 6,8% | 31 | 1,11 | 13 |
16 | Man Convertibles Europe | 59 | 5,0% | 18 | 9,2% | 19 | 0,91 | 22 |
17 | DNCA Invest Convertibles | 58 | 4,9% | 19 | 8,2% | 24 | 1,02 | 15 |
18 | Oddo Convertibles | 52 | 5,2% | 14 | 7,8% | 27 | 1,15 | 11 |
19 | Edmond de Rothschild Europe Convertibles | 52 | 5,1% | 17 | 8,6% | 21 | 1,07 | 14 |
20 | Parvest Convertible Bond Europe | 47 | 5,7% | 12 | 8,2% | 25 | 1,19 | 10 |
21 | Convertinvest All-Cap Convertibles | 38 | 6,1% | 9 | 9,9% | 17 | 1,12 | 12 |
22 | BNP Paribas Convertible Bond Best Selection Europe | 38 | 5,8% | 10 | 8,3% | 22 | 1,26 | 6 |
23 | UBAM Convertibles Europe | 35 | 6,6% | 7 | 8,7% | 20 | 1,21 | 8 |
24 | UBAM European Convertible Bond | 35 | 6,6% | 8 | 9,3% | 18 | 1,2 | 9 |
25 | R Conviction Convertibles Europe | 29 | 6,8% | 6 | 12,1% | 16 | 1,25 | 7 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Parvest Convertible Bond Europe Small Cap | 64 | A | 20 | 5 | 20 | 14 | 10 | 4 | 10 | - | 0 | 3 | 4 |
2 | UBAM Convertibles Euro 10-40 | 57 | B | 10 | 5 | 20 | 15 | 10 | 4 | 10 | - | 0 | 4 | 7 |
3 | Convertinvest All-Cap Convertibles | 47 | C | 5 | 5 | 20 | 14 | 10 | 3 | 5 | - | 0 | 4 | 7 |
4 | BNP Paribas Convertible Bond Best Selection Europe | 45 | C | 5 | 5 | 20 | 11 | 5 | 3 | 5 | - | 0 | 5 | 10 |
5 | Oddo Convertibles Taux | 44 | C | 5 | 5 | 20 | 11 | 5 | 4 | 10 | - | 0 | 3 | 4 |
6 | UBAM Convertibles Europe (EURO) | 42 | B | 10 | 3 | 5 | 14 | 10 | 4 | 10 | - | 0 | 4 | 7 |
7 | UBS Bond Fund Convert Europe | 37 | C | 5 | 4 | 10 | 12 | 5 | 4 | 10 | - | 0 | 4 | 7 |
8 | R Conviction Convertibles Europe | 35 | C | 5 | 4 | 10 | 10 | 5 | 3 | 5 | - | 0 | 5 | 10 |
9 | Amundi Convertible Europe | 34 | B | 10 | 3 | 5 | 12 | 5 | 4 | 10 | - | 0 | 3 | 4 |
10 | UBAM Euro 10-40 Convertible Bond | 34 | B | 10 | 4 | 10 | 11 | 5 | 3 | 5 | - | 0 | 3 | 4 |
11 | Allianz Convertible Bond | 29 | - | 0 | 4 | 10 | 11 | 5 | 4 | 10 | - | 0 | 3 | 4 |
12 | Parvest Convertible Bond Europe | 27 | C | 5 | 3 | 5 | 10 | 5 | 3 | 5 | - | 0 | 4 | 7 |
13 | H & A Wandelanleihen Europa | 20 | D | 0 | 4 | 10 | 10 | 5 | 3 | 5 | - | 0 | 1 | 0 |
14 | UBAM European Convertible Bond | 19 | C | 5 | 2 | 0 | 10 | 5 | 3 | 5 | - | 0 | 3 | 4 |
15 | DNCA Invest Convertibles | 19 | C | 5 | 3 | 5 | 9 | 0 | 3 | 5 | - | 0 | 3 | 4 |
16 | Edmond de Rothschild Europe Convertibles | 15 | D | 0 | 3 | 5 | 10 | 5 | 3 | 5 | - | 0 | - | 0 |
17 | Métropole Convertibles | 10 | D | 0 | 2 | 0 | 10 | 5 | 3 | 5 | - | 0 | 1 | 0 |
18 | Convertinvest European Convertible & Bond Fund | 10 | - | 0 | 1 | 0 | 14 | 10 | - | 0 | - | 0 | - | 0 |
19 | Aramea Balanced Convertible | 9 | E | 0 | 1 | 0 | 10 | 5 | 2 | 0 | 1 | 4 | 1 | 0 |
20 | Man Convertibles Europe | 5 | E | 0 | 1 | 0 | 7 | 0 | 3 | 5 | - | 0 | 2 | 0 |
21 | Oddo Convertibles | 5 | D | 0 | 2 | 0 | 7 | 0 | 3 | 5 | - | 0 | 2 | 0 |
22 | Generali Euro Convertible Bonds | 0 | E | 0 | 1 | 0 | 9 | 0 | 1 | 0 | - | 0 | - | 0 |
23 | CIC CH Convert Bond | 0 | - | 0 | 2 | 0 | 9 | 0 | 2 | 0 | - | 0 | 1 | 0 |
24 | Salm Investment Grade Convertible | 0 | - | 0 | 1 | 0 | 7 | 0 | 2 | 0 | - | 0 | 2 | 0 |
25 | Allianz Convertible Bonds | 0 | E | 0 | 2 | 0 | 9 | 0 | 1 | 0 | - | 0 | - | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 5. August 2015), Wertentwicklung auf Euro-Basis