MAGAZIN ALS E-PAPER
Satte Renditen mit Technologiefonds
Newsletter
anmelden Magazin als PDF
Keine ungelesene Benachrichtigungen
Meine Benachrichtigungen
Registrieren Watchlist Musterdepot Eventkalender Profil Logout
Magazin als PDF
LinkedIn DAS INVESTMENT
Registrieren Watchlist Musterdepot Eventkalender Profil Logout
Suche
Asien
Fonds
Fonds-Analyse
Mediathek
Märkte
Finanzberatung
Versicherungen
ETFS
Experten
Denker der Wirtschaft
Nachhaltigkeit
Krypto
Services

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 Newton UK Opportunities Fund 231 78 76 77 60,4% 9,9% 595
2 J.O. Hambro UK Opportunities 210 61 95 54 45,7% 9,2% 2.109
3 Threadneedle UK Monthly Income Fund 202 76 87 39 53,4% 9,6% 897
4 Threadneedle UK Select Fund 201 81 53 67 58,2% 10,3% 300
5 Threadneedle UK Growth & Income Fund 194 67 78 49 51,1% 10,9% 445
6 J.O. Hambro UK Growth Fund 186 49 90 47 63,6% 11,3% 496
7 I-Shares UK Dividend ETF 184 74 41 69 57,0% 13,9% 1.214
8 Threadneedle UK Extended Alpha Fund 182 82 40 60 53,8% 11,4% 101
9 Newton UK Equity Fund 173 49 80 44 50,0% 9,7% 1.517
10 Investec U.K. Alpha Fund 161 41 70 50 48,6% 12,3% 84
11 TT UK Equity Fund 156 46 75 35 46,0% 11,5% 23
12 Threadneedle UK Fund 149 55 52 42 48,3% 11,9% 2309
13 J.O. Hambro UK Equity Income Fund 142 64 33 45 51,4% 14,6% 3574
14 J.O. Hambro UK Dynamic Fund 142 65 38 39 56,4% 15,1% 451
15 Newton Higher Income Fund 130 29 86 15 39,0% 10,3% 2478
16 Threadneedle UK Equity Alpha Income Fund 126 34 40 52 43,1% 11,9% 1229
17 Fidelity United Kingdom Fund 116 33 38 45 51,5% 11,8% 157
18 Blackrock United Kingdom Fund 115 11 72 32 37,2% 12,7% 310
19 Invesco UK Equity Fund 112 76 1 35 59,4% 17,1% 289
20 Threadneedle UK Institutional Fund 108 21 55 32 39,3% 12,2% 1193
21 Candriam Equities United Kingdom 99 -2 81 20 33,0% 13,1% 72
22 Schroder UK Equity 84 24 25 35 45,9% 13,7% 302
23 MFS Meridian UK Equity Fund 80 10 56 14 31,8% 13,7% 219
24 Amundi ETF FTSE 100 52 -5 32 25 30,1% 18,7% 25
25 SPDR S&P UK Dividend Aristocrats ETF 52 16 16 20 42,8% 14,3% 115
26 M&G UK Growth Fund 51 24 0 27 41,2% 17,6% 978
27 HSBC UK Equity 46 -13 49 10 35,4% 12,9% 113
28 SPDR FTSE UK All Share ETF 40 5 25 10 36,4% 14,3% 195
29 DB X-Trackers FTSE All-Share ETF 34 -3 22 15 35,2% 14,4% 159
30 M&G Recovery Fund 33 -25 48 10 12,9% 18,7% 5559
31 I-Shares FTSE 100 ETF 29 -5 20 14 30,2% 15,7% 401
32 Lyxor ETF FTSE 100 29 -5 10 24 30,6% 15,8% 640
33 UBS FTSE 100 ETF 22 -5 12 15 30,1% 15,8% 178
34 Amundi ETF MSCI UK ETF 20 -5 20 5 28,9% 19,1% 226
35 Comstage FTSE 100 ETF 19 -5 9 15 30,4% 15,7% 12
36 I-Shares Core FTSE 100 ETF 19 -5 14 10 29,8% 15,7% 5192
37 DB X-Trackers FTSE 100 ETF Income 12 -5 7 10 30,0% 15,8% 349
38 FTSE 100 SF 4 -5 4 5 29,0% 15,8% 59
39 I-Shares MSCI UK ETF 3 -5 3 5 28,6% 16,1% 154
40 Source FTSE 100 ETF 0 -5 5 0 29,7% 15,8% 239
41 I-Shares MSCI UK Large Cap ETF -5 -5 0 0 22,8% 17,6% 18
42 Aberdeen UK Equity Fund -9 -9 0 0 26,9% 17,7% 52
43 UBS Equity Fund Great Britain -13 -20 3 4 32,5% 16,9% 54
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 Threadneedle UK Extended Alpha Fund 82 19,8% 25 53,8% 19 92,7% 13 25 5 5 5 5 5
2 Threadneedle UK Select Fund 81 21,2% 27 58,2% 22 92,0% 12 20 5 5 5 0 5
3 Newton UK Opportunities Fund 78 29,1% 30 60,4% 24 93,0% 14 10 5 5 -5 0 5
4 Invesco UK Equity Fund 76 17,2% 18 59,4% 23 104,6% 20 15 5 -5 5 5 5
5 Threadneedle UK Monthly Income Fund 76 18,9% 22 53,4% 18 94,5% 16 20 5 5 5 0 5
6 I-Shares UK Dividend ETF 74 24,3% 28 57,0% 21 87,3% 10 15 5 5 5 -5 5
7 Threadneedle UK Growth & Income Fund 67 17,7% 20 51,1% 15 94,8% 17 15 5 -5 5 5 5
8 J.O. Hambro UK Dynamic Fund 65 15,3% 11 56,4% 20 97,1% 19 15 5 5 5 5 -5
9 J.O. Hambro UK Equity Income Fund 64 16,2% 15 51,4% 16 96,5% 18 15 5 -5 5 5 5
10 J.O. Hambro UK Opportunities Fund 61 20,5% 26 45,7% 9 88,0% 11 15 5 5 -5 5 5
11 Threadneedle UK Fund 1 55 19,6% 24 48,3% 12 84,7% 9 10 5 -5 5 5 0
12 Newton UK Equity Fund 49 27,2% 29 50,0% 14 71,1% 6 0 5 0 -5 5 -5
13 J.O. Hambro UK Growth Fund 49 12,7% 4 63,6% 25 93,2% 15 5 -5 5 5 5 -5
14 TT UK Equity Fund 46 17,2% 17 46,0% 11 69,3% 3 15 5 5 5 5 -5
15 Investec U.K. Alpha Fund 41 15,1% 10 48,6% 13 72,6% 8 10 5 5 5 0 -5
16 Threadneedle UK Equity Alpha Income Fund 34 15,4% 12 43,1% 8 69,8% 4 10 5 -5 5 0 5
17 Fidelity United Kingdom Fund 33 16,0% 14 51,5% 17 68,1% 2 0 5 0 5 -5 -5
18 Newton Higher Income Fund 29 17,3% 19 39,0% 4 65,1% 1 5 5 5 -5 -5 5
19 Schroder UK Equity 24 13,4% 7 45,9% 10 71,8% 7 0 -5 5 5 0 -5
20 M&G UK Growth Fund 24 15,8% 13 41,2% 6 70,8% 5 0 5 -5 5 0 -5
21 Threadneedle UK Institutional Fund 21 16,5% 16 39,3% 5 64,6% 0 0 5 -5 0 5 -5
22 SPDR S&P UK Dividend Aristocrats ETF 16 14,5% 9 42,8% 7 - 0 0 0 0 0 0 0
23 Blackrock United Kingdom Fund 11 19,2% 23 37,2% 3 56,9% 0 -15 5 -5 -5 -5 -5
24 MFS Meridian UK Equity Fund 10 12,8% 5 31,8% 0 61,8% 0 5 -5 -5 5 5 5
25 SPDR FTSE UK All Share ETF 5 11,7% 3 36,4% 2 - 0 0 0 0 0 0 0
26 Candriam Equities United Kingdom -2 13,7% 8 33,0% 0 51,6% 0 -10 0 5 -5 -5 -5
27 DB X-Trackers FTSE All-Share ETF -3 11,4% 2 35,2% 0 60,3% 0 -5 -5 5 -5 -5 5
28 DB X-Trackers FTSE 100 ETF Income -5 8,7% 0 30,0% 0 53,1% 0 -5 -5 5 -5 -5 5
29 Amundi ETF FTSE 100 -5 8,9% 0 30,1% 0 53,6% 0 -5 -5 5 -5 -5 5
30 I-Shares MSCI UK Large Cap ETF -5 4,5% 0 22,8% 0 43,1% 0 -5 -5 5 -5 -5 5
31 I-Shares FTSE 100 ETF (Acc) -5 8,9% 0 30,2% 0 53,1% 0 -5 -5 5 -5 -5 5
32 I-Shares MSCI UK ETF -5 7,8% 0 28,6% 0 51,7% 0 -5 -5 5 -5 -5 5
33 Amundi ETF MSCI UK ETF -5 8,1% 0 28,9% 0 52,6% 0 -5 -5 5 -5 -5 5
34 Comstage FTSE 100 TR ETF -5 8,9% 0 30,4% 0 53,8% 0 -5 -5 5 -5 -5 5
35 Lyxor ETF FTSE 100 -5 8,8% 0 30,6% 0 53,5% 0 -5 -5 5 -5 -5 5
36 UBS FTSE 100 ETF -5 8,7% 0 30,1% 0 53,1% 0 -5 -5 5 -5 -5 5
37 I-Shares Core FTSE 100 ETF (Dist) -5 8,7% 0 29,8% 0 52,6% 0 -5 -5 5 -5 -5 5
38 Source FTSE 100 ETF -5 8,6% 0 29,7% 0 52,4% 0 -5 -5 5 -5 -5 5
39 FTSE 100 SF -5 8,4% 0 29,0% 0 52,0% 0 -5 -5 5 -5 -5 5
40 Aberdeen UK Equity Fund -9 10,8% 1 26,9% 0 57,0% 0 -10 -5 -5 -5 0 5
41 HSBC UK Equity -13 13,4% 6 35,4% 1 58,3% 0 -20 -5 -5 0 -5 -5
42 UBS Equity Fund Great Britain -20 9,2% 0 32,5% 0 45,8% 0 -20 -5 -5 0 -5 -5
43 M&G Recovery Fund -25 7,8% 0 12,9% 0 30,0% 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 J.O. Hambro UK Opportunities Fund 95 10,3% 29 9,2% 40 0,91 26
2 J.O. Hambro UK Growth Fund 90 10,3% 28 11,3% 32 0,87 30
3 Threadneedle UK Monthly Income Fund 87 10,4% 27 9,6% 39 0,95 21
4 Newton Higher Income Fund 86 10,6% 24 10,3% 35 0,91 27
5 Candriam Equities United Kingdom 81 10,2% 30 13,1% 22 0,9 29
6 Newton UK Equity Fund 80 10,9% 19 9,7% 38 0,94 23
7 Threadneedle UK Growth & Income Fund 78 10,9% 21 10,9% 33 0,92 24
8 Newton UK Opportunities Fund 76 11,1% 17 9,9% 37 0,95 22
9 TT UK Equity Fund 75 10,6% 25 11,5% 30 0,96 20
10 Blackrock United Kingdom Fund 72 10,9% 20 12,7% 24 0,9 28
11 Investec U.K. Alpha Fund 70 10,5% 26 12,3% 25 0,96 19
12 MFS Meridian UK Equity Fund 56 10,7% 22 13,7% 19 0,98 15
13 Threadneedle UK Institutional Fund 55 11,1% 12 12,2% 26 0,97 17
14 Threadneedle UK Select Fund 53 11,2% 7 10,3% 36 1,02 10
15 Threadneedle UK Fund 52 11,1% 16 11,9% 28 1,02 8
16 HSBC GIF UK Equity 49 11,1% 15 12,9% 23 1,01 11
17 M&G Recovery Fund 48 10,7% 23 18,7% 0 0,92 25
18 I-Shares UK Dividend ETF 41 11,2% 6 13,9% 17 0,97 18
19 Threadneedle UK Equity Alpha Income Fund 40 11,8% 0 11,9% 27 1 13
20 Threadneedle UK Extended Alpha Fund 40 11,2% 9 11,4% 31 1,04 0
21 Fidelity Funds United Kingdom Fund 38 11,4% 4 11,8% 29 1,03 5
22 J.O. Hambro UK Dynamic Fund 38 11,1% 14 15,1% 12 1,01 12
23 J.O. Hambro UK Equity Income Fund 33 11,1% 11 14,6% 13 1,02 9
24 Amundi ETF FTSE 100 32 11,1% 18 18,7% 0 0,99 14
25 Schroder UK Equity 25 11,3% 5 13,7% 20 1,04 0
26 SPDR FTSE UK All Share ETF 25 11,1% 10 14,3% 15 1,04 0
27 DB X-Trackers FTSE All-Share ETF 22 11,2% 8 14,4% 14 1,04 0
28 I-Shares FTSE 100 ETF (Acc) 20 11,5% 3 15,7% 11 1,03 6
29 Amundi ETF MSCI UK ETF 20 11,1% 13 19,1% 0 1,03 7
30 SPDR S&P UK Dividend Aristocrats ETF 16 11,6% 0 14,3% 16 1,04 0
31 I-Shares Core FTSE 100 ETF 14 11,5% 1 15,7% 10 1,03 3
32 UBS FTSE 100 ETF 12 11,5% 2 15,8% 6 1,03 4
33 Lyxor ETF FTSE 100 10 11,5% 0 15,8% 8 1,03 2
34 Comstage FTSE 100 ETF 9 11,7% 0 15,7% 9 1,05 0
35 DB X-Trackers FTSE 100 ETF Income 7 11,6% 0 15,8% 7 1,04 0
36 Source FTSE 100 ETF 5 11,6% 0 15,8% 5 1,04 0
37 FTSE 100 SF 4 11,6% 0 15,8% 4 1,04 0
38 I-Shares MSCI UK ETF 3 11,5% 0 16,1% 3 1,06 0
39 UBS Equity Fund Great Britain 3 11,8% 0 16,9% 2 1,04 1
40 Invesco UK Equity Fund 1 12,5% 0 17,1% 1 1,11 0
41 Aberdeen UK Equity Fund 0 12,0% 0 17,7% 0 1,08 0
42 I-Shares MSCI UK Large Cap ETF 0 11,7% 0 17,6% 0 1,04 0
43 M&G UK Growth Fund 0 11,8% 0 17,6% 0 1,06 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 Newton UK Opportunities Fund 77 A 20 5 20 17 10 5 20 - 0 4 7
2 I-Shares UK Dividend ETF 69 A 20 5 20 20 20 3 5 - 0 3 4
3 Threadneedle UK Select Fund 67 A 20 5 20 17 10 4 10 - 0 4 7
4 Threadneedle UK Extended Alpha Fund 60 A 20 5 20 17 10 4 10 - 0 - 0
5 J.O. Hambro UK Opportunities Fund 54 B 10 4 10 14 10 4 10 2 7 4 7
6 Threadneedle UK Equity Alpha Income Fund 52 A 20 3 5 17 10 4 10 - 0 4 7
7 Investec U.K. Alpha Fund 50 B,ur 0 5 20 14 10 4 10 - 0 5 10
8 Threadneedle UK Growth & Income Fund 49 - 0 5 20 12 5 5 20 - 0 3 4
9 J.O. Hambro UK Growth Fund 47 C 5 4 10 15 10 3 5 2 7 5 10
10 Fidelity United Kingdom Fund 45 C 5 5 20 13 5 3 5 - 0 5 10
11 J.O. Hambro UK Equity Income Fund 45 B 10 4 10 13 5 4 10 - 0 5 10
12 Newton UK Equity Fund 44 C 5 4 10 12 5 5 20 - 0 3 4
13 Threadneedle UK Fund 42 B 10 3 5 16 10 4 10 - 0 4 7
14 Threadneedle UK Monthly Income Fund 39 - 0 5 20 10 5 4 10 - 0 3 4
15 J.O. Hambro UK Dynamic Fund 39 B 10 4 10 17 10 3 5 1 4 - 0
16 Invesco UK Equity Fund 35 B 10 3 5 14 10 4 10 - 0 - 0
17 Schroder UK Equity 35 C 5 3 5 14 10 3 5 - 0 5 10
18 TT UK Equity Fund 35 B 10 4 10 12 5 4 10 - 0 - 0
19 Threadneedle UK Institutional Fund 32 C 5 4 10 12 5 3 5 - 0 4 7
20 Blackrock United Kingdom Fund 32 D 0 5 20 12 5 2 0 - 0 4 7
21 M&G UK Growth Fund 27 C 5 2 0 11 5 4 10 - 0 4 7
22 Amundi ETF FTSE 100 25 C 5 4 10 12 5 3 5 - 0 - 0
23 Lyxor ETF FTSE 100 24 D 0 4 10 13 5 3 5 - 0 3 4
24 SPDR S&P UK Dividend Aristocrats ETF 20 - 0 3 5 12 5 4 10 - 0 2 0
25 Candriam Equities United Kingdom 20 D 0 4 10 10 5 3 5 - 0 2 0
26 UBS FTSE 100 ETF 15 D 0 3 5 12 5 3 5 - 0 1 0
27 Newton Higher Income Fund 15 C 5 3 5 9 0 3 5 - 0 1 0
28 DB X-Trackers FTSE All-Share ETF 15 C 5 2 0 13 5 3 5 - 0 2 0
29 Comstage FTSE 100 ETF 15 D 0 3 5 13 5 3 5 - 0 2 0
30 MFS Meridian UK Equity Fund 14 C 5 2 0 9 0 3 5 - 0 3 4
31 I-Shares FTSE 100 ETF 14 D 0 3 5 12 5 2 0 - 0 3 4
32 DB X-Trackers FTSE 100 ETF Income 10 D 0 2 0 11 5 3 5 - 0 1 0
33 M&G Recovery Fund 10 E 0 1 0 7 0 1 0 3 10 - 0
34 HSBC UK Equity 10 C 5 2 0 10 5 2 0 - 0 - 0
35 I-Shares Core FTSE 100 ETF 10 D 0 2 0 12 5 3 5 - 0 1 0
36 SPDR FTSE UK All Share ETF 10 - 0 2 0 13 5 3 5 - 0 - 0
37 FTSE 100 SF A 5 D 0 1 0 11 5 2 0 - 0 2 0
38 I-Shares MSCI UK ETF 5 D 0 1 0 11 5 2 0 - 0 2 0
39 Amundi ETF MSCI UK ETF 5 D 0 1 0 11 5 2 0 - 0 2 0
40 UBS Equity Fund Great Britain 4 E 0 2 0 8 0 1 0 - 0 3 4
41 Aberdeen UK Equity Fund 0 D 0 1 0 8 0 1 0 - 0 2 0
42 I-Shares MSCI UK Large Cap ETF 0 E 0 1 0 9 0 1 0 - 0 1 0
43 Source FTSE 100 ETF 0 D 0 2 0 6 0 2 0 - 0 2 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 16. Oktober 2015), Wertentwicklung auf Euro-Basis

Cookie-Einstellungen
Fonds-Analyse App - jetzt downloaden
Laden Im App Store
Jetzt Bei Google Play