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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 Schroder Emerging Europe 231 84 67 80 -7,0% 32,7% 343
2 SEB Eastern Europe Small Cap Fund 218 86 97 35 10,0% 21,8% 42
3 Ringturm Osteuropa Aktienfonds 210 75 100 35 6,9% 14,6% 43
4 Aberdeen Eastern European Equity Fund 205 79 71 55 -1,3% 34,8% 61
5 Bawag P.S.K. Osteuropa Stock 174 60 62 52 -12,3% 32,9% 41
6 Axa Framlington Europe Emerging 160 68 65 27 -11,2% 34,0% 20
7 NN Emerging Europe Equity 153 46 82 25 -15,3% 34,7% 71
8 Allianz Eastern Europe Equity 144 50 74 20 -7,1% 36,4% 51
9 Invesco Emerging Europe Equity Fund 140 71 14 55 -7,5% 44,1% 18
10 DKB Osteuropa Fonds 140 51 57 32 -13,8% 33,0% 16
11 Candriam Equities B Emerging Europe 132 47 46 39 -16,4% 38,0% 17
12 Templeton Eastern Europe Fund 132 34 93 5 -11,3% 32,6% 288
13 Blackrock Emerging Europe Fund 129 46 49 34 -14,3% 31,7% 993
14 Pioneer Emerging Europe and Mediterranian Equity 119 39 56 24 -15,5% 36,9% 221
15 Uni EM Osteuropa 117 34 73 10 -17,1% 36,9% 117
16 F&C Eastern European Fund 117 29 48 40 -15,4% 40,8% 102
17 I-Shares MSCI Eastern Europe ETF 99 47 7 45 -15,0% 44,4% 195
18 KBC Equity Fund Emerging Europe 84 11 68 5 -19,6% 37,8% 28
19 Deka-Convergence Aktien CF 83 -1 69 15 -21,3% 35,0% 218
20 Metzler Eastern Europe 77 8 60 9 -14,9% 33,6% 69
21 Allianz Emerging Europe 76 1 70 5 -21,3% 36,7% 142
22 Julius Baer Eastern Europe Focus Fund 71 15 42 14 -14,1% 35,5% 29
23 DWS Osteuropa 68 -5 73 0 -29,2% 38,4% 139
24 Pioneer Austria Eastern Europe Stock 64 16 24 24 -18,2% 38,7% 91
25 Comstage MSCI EM Eastern Europe ETF 52 23 5 24 -19,1% 47,0% 13
26 Raiffeisen-Osteuropa-Aktien 47 12 21 14 -18,9% 38,9% 368
27 JPM Eastern Europe Equity 41 6 35 0 -19,9% 40,3% 442
28 East Capital Eastern European Fund 28 -4 32 0 -21,6% 41,3% 234
29 VB Go East-Invest 27 -10 37 0 -21,9% 36,6% 14
30 Natixis Emerging Europe Fund 27 -25 52 0 -24,9% 43,5% 66
31 Magna Eastern European Fund 18 -15 23 10 -20,2% 39,6% 16
32 Espa Stock Europe Emerging 17 -13 30 0 -24,9% 40,9% 65
33 Baring Eastern Europe Fund 17 8 9 0 -20,6% 43,5% 895
34 Renasset Eastern European Fund 12 1 11 0 -19,9% 42,9% 94
35 Carnegie East European 10 6 4 0 -28,6% 50,1% 10
36 Pictet Eastern Europe 7 -5 12 0 -22,3% 42,4% 127
37 Pinebridge Emerging Europe Equity 1 -5 6 0 -24,7% 45,7% 28
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 SEB Eastern Europe Small Cap Fund 86 10,4% 30 10,0% 25 -9,3% 16 15 5 5 5 -5 5
2 Schroder Emerging Europe 84 -2,6% 22 -7,0% 22 1,2% 20 20 5 0 5 5 5
3 Aberdeen Eastern European Equity Fund 79 0,7% 27 -1,3% 23 -2,7% 19 10 5 0 5 5 -5
4 Ringturm Osteuropa Aktienfonds 75 5,5% 29 6,9% 24 -8,3% 17 5 5 5 5 -5 -5
5 Invesco Emerging Europe Equity Fund 71 4,5% 28 -7,5% 20 -5,5% 18 5 5 -5 5 -5 5
6 Axa Framlington Europe Emerging 68 -2,7% 20 -11,2% 19 -12,3% 14 15 5 5 5 -5 5
7 Bawag P.S.K. Osteuropa Stock 60 -0,6% 25 -12,3% 17 -13,4% 13 5 5 5 -5 5 -5
8 DKB Osteuropa Fonds 51 -0,8% 24 -13,8% 16 -15,9% 6 5 5 5 -5 5 -5
9 Allianz Eastern Europe Equity 50 -0,5% 26 -7,1% 21 -14,5% 8 -5 5 -5 5 -5 -5
10 I-Shares MSCI Eastern Europe ETF 47 -3,0% 19 -15,0% 12 -13,6% 11 5 5 5 -5 -5 5
11 Candriam Equities Emerging Europe 47 -6,2% 14 -16,4% 8 -12,1% 15 10 0 -5 5 5 5
12 NN Emerging Europe Equity 46 -6,0% 15 -15,3% 11 -13,6% 10 10 0 -5 5 5 5
13 Blackrock Emerging Europe Fund 46 -4,3% 18 -14,3% 14 -13,7% 9 5 5 5 -5 5 -5
14 Pioneer Emerging Europe and Mediterranian Equity 39 -2,4% 23 -15,5% 9 -19,1% 2 5 5 -5 5 5 -5
15 Templeton Eastern Europe Fund 34 -2,7% 21 -11,3% 18 -32,4% 0 -5 5 5 -5 -5 -5
16 Uni EM Osteuropa 34 -4,5% 17 -17,1% 7 -16,9% 5 5 5 5 -5 -5 5
17 F&C Eastern European Fund 29 -8,3% 7 -15,4% 10 -13,5% 12 0 -5 5 0 -5 5
18 Comstage MSCI Eastern Europe ETF 23 -4,8% 16 -19,1% 4 -17,3% 3 0 5 0 -5 -5 5
19 Pioneer Eastern Europe Stock 16 -6,5% 13 -18,2% 6 -15,9% 7 -10 -5 -5 0 5 -5
20 Julius Baer Eastern Europe Focus Fund 15 -10,3% 0 -14,1% 15 -20,2% 0 0 -5 5 0 -5 5
21 Raiffeisen-Osteuropa-Aktien 12 -9,1% 3 -18,9% 5 -16,9% 4 0 -5 0 5 5 -5
22 KBC Equity Fund Emerging Europe 11 -7,0% 12 -19,6% 3 -19,5% 1 -5 -5 -5 -5 5 5
23 Baring Eastern Europe Fund 8 -8,2% 8 -20,6% 0 - 0 0 0 0 0 0 0
24 Metzler Eastern Europe 8 -7,8% 10 -14,9% 13 -26,8% 0 -15 -5 5 -5 -5 -5
25 JPM Eastern Europe Equity 6 -7,8% 9 -19,9% 2 -24,4% 0 -5 -5 -5 5 5 -5
26 Carnegie East European 6 -7,7% 11 -28,6% 0 -28,7% 0 -5 -5 -5 -5 5 5
27 Allianz Emerging Europe 1 -8,6% 6 -21,3% 0 -23,9% 0 -5 -5 -5 5 5 -5
28 Renasset Eastern European Fund 1 -11,0% 0 -19,9% 1 -27,2% 0 0 -5 5 0 -5 5
29 Deka-Convergence Aktien CF -1 -8,8% 4 -21,3% 0 -22,4% 0 -5 -5 5 -5 5 -5
30 East Capital Eastern European Fund -4 -10,2% 1 -21,6% 0 -28,2% 0 -5 -5 -5 5 5 -5
31 Pinebridge Emerging Europe Equity -5 -17,0% 0 -24,7% 0 -28,2% 0 -5 -5 5 -5 -5 5
32 Pictet Eastern Europe -5 -13,8% 0 -22,3% 0 -25,0% 0 -5 -5 -5 5 -5 5
33 DWS Osteuropa -5 -17,3% 0 -29,2% 0 -29,4% 0 -5 -5 0 -5 0 5
34 VB Go East-Invest -10 -8,8% 5 -21,9% 0 -32,2% 0 -15 -5 5 -5 -5 -5
35 Espa Stock Europe Emerging -13 -10,0% 2 -24,9% 0 -25,4% 0 -15 -5 -5 -5 5 -5
36 Magna Eastern European Fund -15 -10,9% 0 -20,2% 0 - 0 -15 -5 -5 5 -5 -5
37 Natixis Emerging Europe Fund -25 -11,4% 0 -24,9% 0 -30,2% 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 Ringturm Osteuropa Aktienfonds 100 12,2% 30 14,6% 40 0,57 30
2 SEB Eastern Europe Small Cap Fund 97 14,7% 29 21,8% 39 0,82 29
3 Templeton Eastern Europe Fund 93 15,0% 28 32,6% 37 0,89 28
4 NN Emerging Europe Equity 82 15,1% 27 34,7% 31 0,93 24
5 Allianz Eastern Europe Equity 74 15,7% 21 36,4% 27 0,9 26
6 Uni EM Osteuropa 73 15,4% 24 36,9% 24 0,91 25
7 DWS Osteuropa 73 15,1% 26 38,4% 20 0,9 27
8 Aberdeen Eastern European Equity Fund 71 15,8% 19 34,8% 30 0,94 22
9 Allianz Emerging Europe 70 15,6% 22 36,7% 25 0,94 23
10 Deka-Convergence Aktien CF 69 15,7% 20 35,0% 29 0,96 20
11 KBC Equity Fund Emerging Europe 68 15,4% 25 37,8% 22 0,94 21
12 Schroder Emerging Europe 67 15,9% 17 32,7% 36 0,98 14
13 Axa Framlington Europe Emerging 65 16,0% 15 34,0% 32 0,98 18
14 Bawag P.S.K. Osteuropa Stock 62 16,2% 14 32,9% 35 0,99 13
15 Metzler Eastern Europe 60 16,4% 11 33,6% 33 0,98 16
16 DKB Osteuropa Fonds 57 16,3% 12 33,0% 34 1 11
17 Pioneer Emerging Europe and Mediterranian Equity 56 15,8% 18 36,9% 23 0,98 15
18 Natixis Emerging Europe Fund 52 15,4% 23 43,5% 10 0,96 19
19 Blackrock Emerging Europe Fund 49 17,0% 5 31,7% 38 1,03 6
20 F&C Eastern European Fund 48 16,0% 16 40,8% 15 0,98 17
21 Candriam Equities Emerging Europe 46 16,2% 13 38,0% 21 1 12
22 Julius Baer Eastern Europe Focus Fund 42 16,9% 7 35,5% 28 1,01 7
23 VB Go East-Invest 37 16,9% 6 36,6% 26 1,03 5
24 JPM Eastern Europe Equity 35 16,5% 9 40,3% 16 1 10
25 East Capital Eastern European Fund 32 16,4% 10 41,3% 13 1,01 9
26 Espa Stock Europe Emerging 30 16,5% 8 40,9% 14 1,01 8
27 Pioneer Eastern Europe Stock 24 17,1% 4 38,7% 19 1,06 1
28 Magna Eastern European Fund 23 17,1% 3 39,6% 17 1,05 3
29 Raiffeisen-Osteuropa-Aktien 21 17,2% 1 38,9% 18 1,06 2
30 Invesco Emerging Europe Equity Fund 14 17,2% 2 44,1% 8 1,04 4
31 Pictet Eastern Europe 12 17,5% 0 42,4% 12 1,08 0
32 Renasset Eastern European Fund 11 18,5% 0 42,9% 11 1,14 0
33 Baring Eastern Europe Fund 9 17,9% 0 43,5% 9 1,1 0
34 I-Shares MSCI Eastern Europe ETF 7 18,0% 0 44,4% 7 1,07 0
35 Pinebridge Emerging Europe Equity 6 18,3% 0 45,7% 6 1,13 0
36 Comstage MSCI EM Eastern Europe ETF 5 19,1% 0 47,0% 5 1,13 0
37 Carnegie East European 4 18,9% 0 50,1% 4 1,13 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 Schroder Emerging Europe 80 A 20 5 20 14 10 5 20 - 0 5 10
2 Invesco Emerging Europe Equity Fund 55 B 10 5 20 11 5 4 10 - 0 5 10
3 Aberdeen Eastern European Equity Fund 55 A 20 5 20 13 5 4 10 - 0 - 0
4 Bawag P.S.K. Osteuropa Stock 52 B 10 5 20 11 5 4 10 - 0 4 7
5 I-Shares MSCI Eastern Europe ETF 45 C 5 5 20 14 10 4 10 - 0 1 0
6 F&C Eastern European Fund 40 B 10 3 5 12 5 4 10 3 10 - 0
7 Candriam Equities Emerging Europe 39 B 10 4 10 12 5 4 10 - 0 3 4
8 SEB Eastern Europe Small Cap Fund 35 C 5 5 20 11 5 3 5 - 0 1 0
9 Ringturm Osteuropa Aktienfonds 35 - 0 5 20 10 5 2 0 - 0 5 10
10 Blackrock Emerging Europe Fund 34 C 5 4 10 13 5 4 10 - 0 3 4
11 DKB Osteuropa Fonds 32 C 5 4 10 8 0 4 10 - 0 4 7
12 Axa Framlington Europe Emerging 27 B,ur 0 4 10 13 5 3 5 - 0 4 7
13 NN Emerging Europe Equity 25 B 10 4 10 - 0 3 5 - 0 - 0
14 Comstage MSCI EM Eastern Europe ETF 24 D 0 4 10 11 5 3 5 - 0 3 4
15 Pioneer Eastern Europe Stock 24 C 5 3 5 10 5 3 5 - 0 3 4
16 Pioneer Emerging Europe and Mediterranian Equity 24 D 0 3 5 10 5 4 10 - 0 3 4
17 Allianz Eastern Europe Equity 20 C 5 4 10 9 0 3 5 - 0 - 0
18 Deka-Convergence Aktien CF 15 D 0 1 0 11 5 4 10 - 0 2 0
19 Julius Baer Eastern Europe Focus Fund 14 D 0 3 5 10 5 2 0 - 0 3 4
20 Raiffeisen-Osteuropa-Aktien 14 C 5 2 0 9 0 3 5 1 4 2 0
21 Uni EM Osteuropa 10 C 5 3 5 9 0 2 0 - 0 2 0
22 Magna Eastern European Fund 10 C 5 2 0 5 0 3 5 - 0 - 0
23 Metzler Eastern Europe 9 D 0 2 0 8 0 3 5 1 4 2 0
24 KBC Equity Fund Emerging Europe 5 C 5 2 0 9 0 2 0 - 0 2 0
25 Templeton Eastern Europe Fund 5 E 0 3 5 4 0 1 0 - 0 2 0
26 Allianz Emerging Europe 5 D 0 1 0 8 0 3 5 - 0 1 0
27 Renasset Eastern European Fund 0 D 0 2 0 5 0 2 0 - 0 2 0
28 Natixis Emerging Europe Fund 0 D 0 1 0 5 0 2 0 - 0 - 0
29 Espa Stock Europe Emerging 0 D 0 1 0 6 0 2 0 - 0 - 0
30 DWS Osteuropa 0 D 0 1 0 7 0 2 0 - 0 1 0
31 JPM Eastern Europe Equity 0 D 0 2 0 9 0 2 0 - 0 - 0
32 Pictet Eastern Europe 0 D 0 2 0 7 0 2 0 - 0 2 0
33 East Capital Eastern European Fund 0 D 0 1 0 4 0 1 0 - 0 1 0
34 Cargenie East European 0 D 0 1 0 5 0 0 - 0 1 0
35 Baring Eastern Europe Fund 0 D 0 2 0 3 0 2 0 - 0 - 0
36 Pinebridge Emerging Europe Equity 0 D 0 1 0 5 0 1 0 - 0 1 0
37 VB Go East-Invest 0 E 0 1 0 5 0 1 0 - 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 11. August 2015), Wertentwicklung auf Euro-Basis

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