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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 Global Convertible Bond 143 71 2 70 35,6% 7,2% 1.764
2 Lombard Odier Convertible Bond Fund 142 -1 87 56 19,2% 4,8% 5.520
3 Macquarie MS Convertibles Global Markets Plus 141 44 27 70 30,6% 6,3% 165
4 Man Convertibles America 122 82 0 40 40,9% 9,4% 48
5 Swisscanto Bond Fund Co-Co 121 70 11 40 45,9% 6,6% 374
6 Morgan Stanley Global Convertible Bond 118 63 23 32 32,1% 5,9% 1.609
7 JPM Global Convertibles 117 64 13 40 34,3% 6,5% 925
8 Fisch CB Sustainable Fund (CHF) 116 72 17 27 32,7% 6,3% 346
9 Fisch CB Global Opportunistic Fund 116 77 9 30 38,0% 6,7% 372
10 Fisch CB Global Defensive Fund 115 -1 86 30 18,2% 5,2% 898
11 CS (Lux) Global Balanced Convertible Bond Fund 114 60 15 39 29,1% 6,5% 318
12 LGT Select Convertibles (USD) 114 69 0 45 35,9% 7,7% 897
13 H.A.M. Global Convertible Bond Fund 112 32 58 22 22,4% 4,7% 384
14 F&C Global Convertible Bond 111 44 11 56 24,8% 6,6% 831
15 Deutsche Invest I Convertibles 109 14 53 42 24,7% 5,6% 3620
16 Bayern-Invest Convertible Bond Fonds 108 -5 83 30 19,7% 4,5% 22
17 Jupiter Global Convertibles 108 -9 90 27 16,7% 5,1% 425
18 M&G Global Convertibles Fund 100 55 0 45 29,0% 7,8% 2328
19 UBS Bond Convert Global (EUR hedged) 99 27 37 35 26,9% 6,0% 3066
20 Volksbank-Convertible-Bond-Fund 98 19 64 15 19,3% 5,7% 20
21 Convertible Global Diversified UI 91 10 49 32 21,7% 6,1% 30
22 Pioneer Investments Global Convertibles 87 33 13 41 22,6% 7,1% 45
23 Amundi Convertible Global 87 9 44 34 22,0% 6,0% 353
24 Julius Baer Global Convert Bond Fund 80 -10 90 0 13,0% 5,2% 267
25 Vontobel Fund Global Convertible Bond 80 -1 61 20 20,2% 5,6% 261
26 Aga-Nola Global Convertibles Focus Investment Grade 79 -10 79 10 19,3% 5,5% 115
27 Aviva Investors Global Convertibles Abs. Return EUR Hedged 76 -25 91 10 6,2% 5,4% 314
28 Deka-Wandelanleihen CF 75 26 4 45 26,0% 7,8% 89
29 LUKB Global Convertible Bond Fund 74 7 67 0 15,1% 5,6% 75
30 3 BG EM Core Convertibles Global 66 -9 75 0 14,5% 5,2% 243
31 Edmond de Rothschild Global Convertibles 61 -5 66 0 15,6% 5,8% 362
32 DWS Convertibles 61 -15 71 5 2,9% 5,4% 326
33 RWC Global Convertibles Fund 59 0 45 14 19,2% 6,1% 1707
34 Man Convertibles Global 57 13 12 32 22,7% 7,2% 649
35 Franklin Global Convertible Securities Fund 56 29 0 27 26,2% 9,9% 116
36 Flossbach von Storch Global Convertible Bond 51 -15 52 14 14,6% 5,3% 291
37 JPM Global Convertibles 49 8 26 15 22,0% 6,8% 1972
38 H.A.M. Convertible Growth Fund 49 28 1 20 27,1% 7,3% 16
39 Aviva Investors Global Convertibles Fund 46 21 0 25 18,2% 9,8% 1665
40 Salm Balanced Convertible 43 -5 48 0 11,4% 6,5% 104
41 KBC Bonds Convertibles 40 21 5 14 19,9% 7,2% 107
42 Swisscanto Bond Fund Global Convertible 36 -4 25 15 22,5% 6,7% 135
43 Oyster Global Convertibles 25 -10 35 0 14,1% 6,4% 557
44 Salm Sustainability Convertible 10 -4 14 0 15,4% 7,2% 32
45 HWB Global Convertibles Plus -11 -11 0 0 10,2% 12,4% 22
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 Man Convertibles America 82 9,4% 23 40,9% 24 57,8% 20 15 5 5 5 5 -5
2 Fisch CB Global Opportunistic Fund 77 13,0% 25 38,0% 23 54,1% 19 10 5 0 5 -5 5
3 Fisch CB Sustainable Fund (CHF) 72 7,9% 21 32,7% 19 47,7% 17 15 5 5 5 -5 5
4 Schroder Global Convertible Bond 71 14,4% 29 35,6% 21 46,8% 16 5 5 0 0 5 -5
5 Swisscanto Bond Fund Co-Co 70 16,9% 30 45,9% 25 0,0% 0 15 5 5 5 5 -5
6 LGT Select Convertibles 69 12,8% 24 35,9% 22 52,5% 18 5 5 5 -5 5 -5
7 JPM Global Convertibles 64 14,1% 27 34,3% 20 43,9% 12 5 5 5 -5 5 -5
8 Morgan Stanley Global Convertible Bond 63 13,7% 26 32,1% 18 46,1% 14 5 5 5 -5 5 -5
9 CS Global Balanced Convertible Bond Fund 60 14,2% 28 29,1% 16 43,4% 11 5 5 5 -5 5 -5
10 M&G Global Convertibles Fund 55 8,8% 22 29,0% 15 44,3% 13 5 5 5 -5 5 -5
11 Macquarie MS Convertibles Global Markets Plus 44 0,6% 2 30,6% 17 46,1% 15 10 -5 5 5 0 5
12 F&C Global Convertible Bond 44 7,3% 19 24,8% 10 42,0% 10 5 5 5 -5 5 -5
13 Pioneer Investments Global Convertibles 33 4,8% 16 22,6% 7 31,7% 5 5 5 -5 5 -5 5
14 H.A.M. Global Convertible Bond Fund 32 4,5% 15 22,4% 5 29,3% 2 10 5 0 5 -5 5
15 Franklin Global Convertible Securities Fund 29 6,6% 17 26,2% 12 - 0 0 0 0 0 0 0
16 H.A.M. Convertible Growth Fund 28 1,7% 8 27,1% 14 32,6% 6 0 -5 5 0 5 -5
17 UBS Bond Convert Global (EUR hedged) 27 -1,8% 0 26,9% 13 36,5% 9 5 -5 5 5 -5 5
18 Deka-Wandelanleihen CF 26 3,4% 13 26,0% 11 34,2% 7 -5 -5 5 5 -5 -5
19 KBC Bonds Convertibles 21 7,5% 20 19,9% 0 29,2% 1 0 5 0 -5 5 -5
20 Aviva Investors Global Convertibles Fund 21 6,8% 18 18,2% 0 36,4% 8 -5 5 -5 -5 5 -5
21 Volksbank-Convertible-Bond-Fund 19 4,3% 14 19,3% 0 26,9% 0 5 5 -5 5 -5 5
22 Deutsche Invest I Convertibles 14 0,0% 0 24,7% 9 28,5% 0 5 -5 5 5 -5 5
23 Man Convertibles Global 13 -1,1% 0 22,7% 8 29,0% 0 5 -5 5 5 -5 5
24 Convertible Global Diversified UI 10 -0,7% 0 21,7% 2 29,9% 3 5 -5 5 5 -5 5
25 Amundi Convertible Global 9 1,4% 5 22,0% 4 25,5% 0 0 -5 0 5 -5 5
26 JPM Global Convertibles 8 -1,1% 0 22,0% 3 27,5% 0 5 -5 5 5 -5 5
27 LUKB Global Convertible Bond Fund 7 1,4% 7 15,1% 0 - 0 0 0 0 0 0 0
28 RWC Global Convertibles Fund 0 -0,6% 0 19,2% 0 28,4% 0 0 -5 0 5 -5 5
29 Vontobel Global Convertible Bond -1 0,6% 3 20,2% 1 26,2% 0 -5 -5 -5 5 -5 5
30 Lombard Odier Convertible Bond Fund -1 1,9% 9 19,2% 0 29,1% 0 -10 -5 -5 0 -5 5
31 Fisch CB Global Defensive Fund -1 0,2% 0 18,2% 0 30,1% 4 -5 -5 -5 5 -5 5
32 Salm Sustainability Convertible -4 2,1% 11 15,4% 0 18,5% 0 -15 -5 -5 -5 -5 5
33 Swisscanto Bond Fund Global Convertible -4 0,3% 0 22,5% 6 - 0 -10 -5 0 5 -5 -5
34 Edmond de Rothschild Global Convertibles -5 0,1% 0 15,6% 0 21,7% 0 -5 -5 -5 5 -5 5
35 Bayern-Invest Convertible Bond Fonds -5 0,3% 0 19,7% 0 29,1% 0 -5 -5 -5 5 -5 5
36 Salm Balanced Convertible -5 2,0% 10 11,4% 0 15,7% 0 -15 -5 -5 -5 -5 5
37 3 BG EM Core Convertibles Global -9 0,4% 1 14,5% 0 21,3% 0 -10 -5 -5 0 -5 5
38 Jupiter Global Convertibles -9 1,4% 6 16,7% 0 - 0 -15 -5 -5 5 -5 -5
39 Aga-Nola Global Convertibles Focus Investment Grade -10 -1,8% 0 19,3% 0 21,1% 0 -10 -5 0 5 -5 -5
40 Julius Baer Global Convert Bond Fund -10 -0,1% 0 13,0% 0 18,5% 0 -10 -5 -5 0 -5 5
41 Oyster Global Convertibles -10 0,0% 0 14,1% 0 19,9% 0 -10 -5 -5 0 -5 5
42 HWB Global Convertibles Plus -11 0,9% 4 10,2% 0 18,6% 0 -15 -5 -5 -5 -5 5
43 DWS Convertibles LD -15 -1,4% 0 2,9% 0 6,5% 0 -15 -5 -5 -5 5 -5
44 Flossbach von Storch Global Convertible Bond -15 -0,2% 0 14,6% 0 25,2% 0 -15 -5 -5 -5 -5 5
45 Aviva Investors Global Convertibles Abs. Return EUR Hedged -25 -2,2% 0 6,2% 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 Aviva Investors Global Convertibles Abs. Return EUR Hedged 91 2,8% 30 5,4% 31 0,1 30
2 Julius Baer Global Convert Bond Fund 90 3,5% 29 5,2% 33 0,5 28
3 Jupiter Global Convertibles 90 3,6% 28 5,1% 36 0,57 26
4 Lombard Odier Convertible Bond Fund 87 3,6% 27 4,8% 37 0,66 23
5 Fisch CB Global Defensive Fund 86 3,7% 26 5,2% 35 0,62 25
6 Bayern-Invest Convertible Bond Fonds 83 4,1% 22 4,5% 39 0,68 22
7 Aga-Nola Global Convertibles Focus Investment Grade 79 4,0% 23 5,5% 29 0,55 27
8 3 BG EM Core Convertibles Global 75 3,8% 25 5,2% 34 0,77 16
9 DWS Convertibles LD 71 4,4% 17 5,4% 30 0,66 24
10 LUKB Global Convertible Bond Fund 67 4,0% 24 5,6% 26 0,77 17
11 Edmond de Rothschild Global Convertibles 66 4,1% 21 5,8% 24 0,68 21
12 Volksbank-Convertible-Bond-Fund 64 4,2% 20 5,7% 25 0,74 19
13 Vontobel Fund Global Convertible Bond 61 4,5% 15 5,6% 28 0,77 18
14 H.A.M. Global Convertible Bond Fund 58 5,2% 7 4,7% 38 0,84 13
15 Deutsche Invest I Convertibles 53 4,6% 14 5,6% 27 0,84 12
16 Flossbach von Storch Global Convertible Bond 52 4,6% 13 5,3% 32 0,93 7
17 Convertible Global Diversified UI 49 5,0% 9 6,1% 20 0,74 20
18 Salm Balanced Convertible 48 4,3% 19 6,5% 14 0,78 15
19 RWC Global Convertibles Fund 45 4,7% 12 6,1% 19 0,83 14
20 Amundi Convertible Global 44 4,4% 18 6,0% 22 1,03 4
21 UBS Bond Convert Global (EUR hedged) 37 4,8% 11 6,0% 21 0,99 5
22 Oyster Global Convertibles 35 4,4% 16 6,4% 16 1,04 3
23 Macquarie MS Convertibles Global Markets Plus 27 5,1% 8 6,3% 18 1,14 1
24 JPM Global Convertibles 26 4,9% 10 6,8% 7 0,89 9
25 Swisscanto Bond Fund Global Convertible 25 5,2% 6 6,7% 8 0,87 11
26 Morgan Stanley Global Convertible Bond 23 8,3% 0 5,9% 23 1,5 0
27 Fisch CB Sustainable Fund (CHF) 17 10,3% 0 6,3% 17 1,8 0
28 CS (Lux) Global Balanced Convertible Bond Fund 15 8,1% 0 6,5% 15 1,45 0
29 Salm Sustainability Convertible 14 5,5% 2 7,2% 4 0,9 8
30 JPM Global Convertibles 13 8,4% 0 6,5% 13 1,52 0
31 Pioneer Investments Global Convertibles 13 5,2% 5 7,1% 6 1,05 2
32 Man Convertibles Global 12 5,5% 3 7,2% 3 0,94 6
33 F&C Global Convertible Bond 11 5,5% 1 6,6% 10 1,2 0
34 Swisscanto Bond Fund Co-Co 11 8,8% 0 6,6% 11 1,3 0
35 Fisch CB Global Opportunistic Fund 9 10,4% 0 6,7% 9 1,76 0
36 KBC Bonds Convertibles 5 6,0% 0 7,2% 5 1,23 0
37 Deka-Wandelanleihen CF 4 5,5% 4 7,8% 0 1,18 0
38 Schroder Global Convertible Bond 2 8,2% 0 7,2% 2 1,5 0
39 H.A.M. Convertible Growth Fund 1 6,5% 0 7,3% 1 1,24 0
40 LGT Select Convertibles 0 8,4% 0 7,7% 0 1,52 0
41 Aviva Investors Global Convertibles Fund 0 6,1% 0 9,8% 0 1,24 0
42 M&G Global Convertibles Fund 0 6,4% 0 7,8% 0 1,31 0
43 Man Convertibles America 0 9,5% 0 9,4% 0 1,68 0
44 HWB Global Convertibles Plus 0 6,8% 0 12,4% 0 1,21 0
45 Franklin Global Convertible Securities Fund 0 7,5% 0 9,9% 0 1,44 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 Macquarie MS Convertibles Global Markets Plus 70 A 20 5 20 15 10 4 10 - 0 5 10
2 Schroder Global Convertible Bond 70 B 10 5 20 15 10 5 20 - 0 5 10
3 F&C Global Convertible Bond 56 C 5 5 20 16 10 4 10 2 7 3 4
4 Lombard Odier Convertible Bond Fund 56 B 10 5 20 11 5 4 10 2 7 3 4
5 Deka-Wandelanleihen CF 45 C 5 4 10 14 10 4 10 - 0 5 10
6 M&G Global Convertibles Fund 45 C 5 4 10 14 10 4 10 - 0 5 10
7 LGT Select Convertibles 45 B 10 5 20 13 5 4 10 - 0 - 0
8 Deutsche Invest I Convertibles 42 B 10 4 10 13 5 4 10 - 0 4 7
9 Pioneer Investments Global Convertibles 41 C 5 4 10 15 10 3 5 1 4 4 7
10 Man Convertibles America 40 B 10 5 20 3 0 - 0 - 0 5 10
11 JPM Global Convertibles 40 C 5 4 10 15 10 3 5 - 0 5 10
12 Swisscanto Bond Fund Co-Co 40 - 0 5 20 16 10 4 10 - 0 - 0
13 CS Global Balanced Convertible Bond Fund 39 B 10 4 10 14 10 3 5 - 0 3 4
14 UBS Bond Convert Global (EUR hedged) 35 B 10 3 5 9 0 4 10 - 0 5 10
15 Amundi Convertible Global 34 C 5 5 20 9 0 3 5 - 0 3 4
16 Morgan Stanley Global Convertible Bond 32 B 10 3 5 13 5 3 5 - 0 4 7
17 Man Convertibles Global 32 B 10 3 5 8 0 4 10 - 0 4 7
18 Convertible Global Diversified UI 32 B 10 3 5 11 5 3 5 - 0 4 7
19 Fisch CB Global Opportunistic Fund 30 C 5 2 0 14 10 3 5 - 0 5 10
20 Fisch CB Global Defensive Fund 30 B 10 5 20 8 0 2 0 - 0 2 0
21 Bayern-Invest Convertible Bond Fonds 30 B 10 4 10 11 5 3 5 - 0 - 0
22 Jupiter Global Convertibles 27 - 0 5 20 8 0 2 0 2 7 2 0
23 Franklin Global Convertible Securities Fund 27 - 0 3 5 13 5 4 10 - 0 4 7
24 Fisch CB Sustainable Fund (CHF) 27 C 5 2 0 14 10 3 5 - 0 4 7
25 Aviva Investors Global Convertibles Fund 25 C 5 4 10 12 5 3 5 - 0 2 0
26 H.A.M. Global Convertible Bond Fund 22 C 5 1 0 8 0 4 10 - 0 4 7
27 H.A.M. Convertible Growth Fund 20 C 5 4 10 10 5 - 0 - 0 - 0
28 Vontobel Fund Global Convertible Bond 20 C 5 3 5 11 5 3 5 - 0 2 0
29 Swisscanto Bond Fund Global Convertible 15 - 0 2 0 11 5 4 10 - 0 - 0
30 Volksbank-Convertible-Bond-Fund 15 D 0 3 5 12 5 3 5 - 0 1 0
31 JPM Global Convertibles 15 C 5 3 5 9 0 3 5 - 0 - 0
32 KBC Bonds Convertibles 14 D 0 2 0 11 5 3 5 - 0 3 4
33 Flossbach von Storch Global Convertible Bond 14 C 5 1 0 8 0 3 5 1 4 - 0
34 RWC Global Convertibles Fund 14 C 5 2 0 9 0 3 5 - 0 3 4
35 Aga-Nola Global Convertibles Focus Investment Grade 10 C 5 3 5 7 0 2 0 - 0 - 0
36 Aviva Investors Gobal Convertibles Abs. Return EUR Hedged 10 C 5 1 0 13 5 - 0 - 0 - 0
37 DWS Convertibles 5 E 0 1 0 10 5 - 0 - 0 1 0
38 Julius Baer Global Convert Bond Fund 0 D 0 2 0 8 0 1 0 - 0 1 0
39 Salm Balanced Convertible 0 D 0 1 0 8 0 1 0 - 0 1 0
40 3 BG EM Core Convertibles Global 0 D 0 2 0 9 0 2 0 - 0 1 0
41 HWB Global Convertibles Plus 0 - 0 1 0 7 0 2 0 - 0 - 0
42 Edmond de Rothschild Global Convertibles 0 E 0 2 0 7 0 2 0 - 0 2 0
43 Oyster Global Convertibles 0 E 0 1 0 7 0 1 0 - 0 1 0
44 Salm Sustainability Convertible 0 D 0 1 0 7 0 2 0 - 0 2 0
45 LUKB Global Convertible Bond Fund 0 D 0 2 0 8 0 1 0 - 0 - 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 28. August 2015), Wertentwicklung auf Euro-Basis

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