Fonds-Crashtest
Fonds | Punkte Gesamt |
Pkt. Perfor- mance |
Pkt. Stress- test |
Pkt. Rating | Perf. 3 Jahre |
Max. Verlust 3 Jahre |
Vol. in Mio. € |
|
---|---|---|---|---|---|---|---|---|
1 | Franklin MENA Fund | 196 | 76 | 90 | 30 | 91.6% | 9.7% | 206 |
2 | Magna MENA Fund | 190 | 55 | 85 | 50 | 139.0% | 8.8% | 37 |
3 | T. Rowe Price Middle East & Africa Equity | 185 | 48 | 97 | 40 | 73.0% | 8.9% | 26 |
4 | Schroder Middle East | 181 | 70 | 81 | 30 | 85.5% | 14.2% | 219 |
5 | FT Emerging Arabia | 178 | 65 | 98 | 15 | 80.9% | 8.4% | 46 |
6 | Baring MENA Fund | 172 | 47 | 95 | 30 | 89.0% | 8.7% | 14 |
7 | Amundi Equity MENA | 163 | 52 | 86 | 25 | 96.9% | 12.2% | 170 |
8 | I-Shares MSCI GCC ex-Saudi Arabia | 156 | 66 | 80 | 10 | 68.9% | 15.2% | 23 |
9 | JPM Emerging Middle East Equity | 119 | 39 | 80 | 0 | 42.1% | 20.6% | 199 |
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 | Franklin MENA Fund | 76 | 42.5% | 29 | 91.6% | 23 | 67.0% | 19 | 5 | 5 | 5 | -5 | 5 | -5 |
2 | Schroder Middle East | 70 | 26.9% | 24 | 85.5% | 21 | 81.2% | 20 | 5 | -5 | 5 | 5 | -5 | 5 |
3 | I-Shares MSCI GCC ex-Saudi Arabia | 66 | 33.0% | 26 | 68.9% | 18 | 56.7% | 17 | 5 | 5 | 5 | -5 | 5 | -5 |
4 | FT Emerging Arabia | 65 | 36.8% | 27 | 80.9% | 20 | 61.4% | 18 | 0 | 5 | 0 | -5 | 5 | -5 |
5 | Magna MENA Fund | 55 | 68.1% | 30 | 139.0% | 25 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
6 | Amundi Equity MENA | 52 | 39.2% | 28 | 96.9% | 24 | - | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
7 | T. Rowe Price Middle East & Africa Equity | 48 | 23.4% | 23 | 73.0% | 19 | 54.4% | 16 | -10 | -5 | 0 | 5 | -5 | -5 |
8 | Baring MENA Fund | 47 | 28.7% | 25 | 89.0% | 22 | - | 0 | 0 | 0 | 5 | 5 | -5 | -5 |
9 | JPM Emerging Middle East Equity | 39 | 17.4% | 22 | 42.1% | 17 | 33.6% | 15 | -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 | FT Emerging Arabia | 98 | 10.9% | 29 | 8.4% | 40 | 0.8 | 29 |
2 | T. Rowe Price Middle East & Africa Equity | 97 | 9.4% | 30 | 8.9% | 37 | 0.74 | 30 |
3 | Baring MENA Fund | 95 | 11.0% | 28 | 8.7% | 39 | 0.98 | 28 |
4 | Franklin MENA Fund | 90 | 11.6% | 27 | 9.7% | 36 | 0.99 | 27 |
5 | Amundi Equity MENA | 86 | 13.1% | 26 | 12.2% | 35 | 1.1 | 25 |
6 | Magna MENA Fund | 85 | 13.7% | 25 | 8.8% | 38 | 1.19 | 22 |
7 | Schroder Middle East | 81 | 14.3% | 24 | 14.2% | 34 | 1.15 | 23 |
8 | I-Shares MSCI GCC ex-Saudi Arabia | 80 | 15.0% | 23 | 15.2% | 33 | 1.15 | 24 |
9 | JPM Emerging Middle East Equity | 80 | 15.4% | 22 | 20.6% | 32 | 1.07 | 26 |
Fonds | Pkt Ratings |
Feri | Pkt. Feri |
FWW Fundstars |
Pkt. FWW Fundstars |
Lipper | Pkt. Lipper |
Morningstar | Pkt. Morningstar |
Sauren | Pkt. Sauren |
Telos | Pkt. Telos |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Magna MENA Fund | 50 | 0 | 5 | 20 | 15 | 10 | 5 | 20 | 0 | 0 | |||
2 | T. Rowe PriceMiddle East & Africa Equity | 40 | 0 | 5 | 20 | 11 | 5 | 3 | 5 | 0 | 5 | 10 | ||
3 | Baring MENA Fund | 30 | 0 | 4 | 10 | 13 | 5 | 3 | 5 | 0 | 5 | 10 | ||
4 | Schroder Middle East | 30 | 0 | 3 | 5 | 15 | 10 | 3 | 5 | 0 | 5 | 10 | ||
5 | Franklin MENA Fund | 30 | 0 | 4 | 10 | 12 | 5 | 3 | 5 | 0 | 5 | 10 | ||
6 | Amundi Equity MENA | 25 | 0 | 3 | 5 | 17 | 10 | 4 | 10 | 0 | 0 | |||
7 | FT Emerging Arabia | 15 | 0 | 3 | 5 | 3 | 0 | 2 | 0 | 0 | 5 | 10 | ||
8 | I-Shares MSCI GCC ex-Saudi Arabia | 10 | 0 | 2 | 0 | 3 | 0 | 0 | 0 | 5 | 10 | |||
9 | JPM Emerging Middle East Equity | 0 | 0 | 1 | 0 | 8 | 0 | 2 | 0 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 30. September 2014)