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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 HSBC FTSE Epra/Nareit Devoloped ETF 190 84 46 60 55.83 18.37 117
2 Lyxor ETF FTSE Epra/Nareit Global Developed 186 74 38 74 53.11 22.12 87
3 Nordea Global Real Estate Fund USD 172 53 77 42 51.15 14.93 471
4 JSS Real Estate Equity Global 167 44 66 57 49.74 19.58 64
5 I-Shares Developed Markets Property Yield ETF 167 70 27 70 64.88 18.84 2744
6 AB SICAV I - Global Real Estate Securities Portfolio A 156 41 95 20 47.32 14.08 37
7 SPDR Dow Jones Global Real Estate UCITS ETF 133 46 37 50 60.23 17.13 207
8 Deutsche Invest I Global Real Estate Securities LD 131 54 52 25 52.99 17.95 148
9 Janus Global Real Estate Fund - A2 USD 130 52 58 20 44.71 21.69 108
10 E&G Fonds Global REITs Classic C 130 3 92 35 42.07 16.86 15
11 Henderson Global Property Equities Fund A2 USD 128 49 50 29 48.99 15.04 377
12 First State Global Property Securities Fund A Acc 126 5 74 47 48.24 15.65 334
13 T. Rowe Price Global Real Estate Securities Fund A 113 36 45 32 50.81 15.21 36
14 LLB Aktien Immobilien Global (CHF) P 111 11 85 15 44.89 16.95 87
15 Morgan Stanley INVF Global Property Fund (USD) A 100 5 60 35 40.31 17.60 878
16 AXA Framlington Global Real Estate Securities 98 21 55 22 42.96 19.87 190
17 Fidelity Funds - Global Property Fund A (USD) 98 24 49 25 51.05 19.07 203
18 Ve-RI Listed Real Estate R 88 17 66 5 38.37 20.94 39
19 JSS Sustainable Equity - Real Estate Global P EUR acc 84 2 63 19 46.82 19.26 86
20 KBC Select Immo World Plus (thes.) 77 10 52 15 46.80 19.79 163
21 Delta Lloyd L Global Property Fund B 74 11 39 24 47.69 20.23 320
22 Robeco Property Equities (EUR) D 71 34 18 19 49.43 20.15 362
23 Franklin Global Real Estate Fund Class A (acc) USD 63 5 48 10 47.87 16.33 277
24 Parvest Real Estate Securities World C 63 2 57 4 35.87 22.15 72
25 EII Property World Invest (Ex-US) Fund 60 -5 65 0 11.89 26.55 34
26 Schroder ISF Global Cities Real Estate A Acc 56 -6 48 14 43.11 17.30 228
27 EII Global Property Fund A EUR 55 0 55 0 37.48 21.86 68
28 BNY Mellon Global Property Securities Fund EUR A 52 7 26 19 44.54 20.49 12
29 NN (L) - Global Real Estate P Cap. 44 -15 45 14 39.21 19.84 384
30 JPM Global Real Estate Securities (USD) A (acc) - USD 44 4 26 14 46.57 18.69 111
31 SLI Global SICAV Global REIT Focus Fund A thes. 29 -5 27 7 34.61 21.68 107
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 HSBC FTSE EPRA/NAREIT DEVELOPED UCITS ETF 84 6.61 27 55.83 19 94.79 18 20 5 0 5 5 5
2 LYXOR ETF FTSE EPRA/NAREIT Global Developed 74 4.50 20 53.11 18 90.78 16 20 5 5 0 5 5
3 iShares Developed Markets Property Yield UCITS ETF 70 7.97 29 64.88 21 88.03 15 5 5 0 5 -5 0
4 Deutsche Invest I Global Real Estate Securities LD 54 3.89 14 52.99 17 84.28 13 10 5 5 0 5 -5
5 Nordea-1 Global Real Estate Fund BP-USD 53 3.95 15 51.15 16 79.41 7 15 5 5 0 5 0
6 Janus Global Real Estate Fund - A2 USD 52 6.62 28 44.71 2 91.29 17 5 5 -5 -5 5 5
7 Henderson Horizon Global Property Equities Fund A2 USD 49 5.42 24 48.99 11 79.93 9 5 5 5 -5 -5 5
8 SPDR Dow Jones Global Real Estate UCITS ETF 46 4.87 21 60.23 20 0 5 5 5 5 -5 -5
9 JSS Real Estate Equity - Global P EUR acc 44 3.04 9 49.74 13 84.22 12 10 -5 5 0 5 5
10 AB SICAV I - Global Real Estate Securities Portfolio A 41 4.15 18 47.32 7 78.39 6 10 5 0 -5 5 5
11 T. Rowe Price Global Real Estate Securities Fund A 36 3.68 12 50.81 14 78.27 5 5 0 5 0 -5 5
12 Robeco Property Equities (EUR) D 34 4.08 17 49.43 12 73.69 0 5 5 5 -5 -5 5
13 Fidelity Funds - Global Property Fund A (USD) 24 2.77 6 51.05 15 79.93 8 -5 -5 -5 5 -5 5
14 AXA Framlington Global Real Estate Securities 21 2.50 5 42.96 0 83.88 11 5 -5 5 -5 5 5
15 Ve-RI Listed Real Estate R 17 5.02 22 38.37 0 32.89 0 -5 5 -5 -5 5 -5
16 Delta Lloyd L Global Property Fund B 11 1.97 3 47.69 8 72.39 0 0 -5 5 0 -5 5
17 LLB Aktien Immobilien Global (CHF) P 11 3.82 13 44.89 3 74.35 0 -5 5 -5 -5 -5 5
18 KBC Select Immo World Plus (thes.) 10 3.53 11 46.80 5 77.99 4 -10 0 -5 -5 -5 5
19 BNY Mellon Global Property Securities Fund EUR A 7 4.05 16 44.54 1 70.87 0 -10 5 -5 -5 -5 0
20 Franklin Global Real Estate Fund Class A (acc) USD 5 1.89 1 47.87 9 75.11 0 -5 -5 0 0 -5 5
21 First State Global Property Securities Fund A Acc 5 0.83 0 48.24 10 73.60 0 -5 -5 0 5 -5 0
22 Morgan Stanley INVF Global Property Fund (USD) A 5 1.47 0 40.31 0 81.37 10 -5 -5 -5 -5 5 5
23 JPM Global Real Estate Securities (USD) A (acc) - USD 4 2.98 7 46.57 4 76.52 3 -10 -5 -5 0 -5 5
24 E&G Fonds Global REITs Classic C 3 2.98 8 42.07 0 69.80 0 -5 -5 0 -5 5 0
25 Parvest Real Estate Securities World C 2 1.96 2 35.87 0 0 0 0 0 0 0 0
26 JSS Sustainable Equity - Real Estate Global P EUR acc 2 1.66 0 46.82 6 75.30 1 -5 -5 5 -5 0 0
27 EII Global Property Fund A EUR 0 3.53 10 37.48 0 64.37 0 -10 0 -5 -5 -5 5
28 SLI Global SICAV Global REIT Focus Fund A thes. -5 -1.73 0 34.61 0 65.93 0 -5 -5 -5 -5 5 5
29 EII Property World Invest (Ex-US) Fund -5 -3.61 0 11.89 0 56.36 0 -5 -5 -5 -5 5 5
30 Schroder ISF Global Cities Real Estate A Acc -6 2.32 4 43.11 0 68.38 0 -10 -5 0 -5 -5 5
31 NN (L) - Global Real Estate P Cap. -15 -1.53 0 39.21 0 64.72 0 -15 -5 0 -5 -5 0
  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 AB SICAV I - Global Real Estate Securities Portfolio A 95 12.23 28 14.08 40 0.89 27
2 E&G Fonds Global REITs Classic C 92 11.46 30 16.86 33 0.82 29
3 LLB Aktien Immobilien Global (CHF) P 85 12.51 27 16.95 32 0.89 26
4 Nordea-1 Global Real Estate Fund BP-USD 77 13.39 20 14.93 39 0.98 18
5 First State Global Property Securities Fund A Acc 74 13.55 17 15.65 36 0.95 21
6 Ve-RI Listed Real Estate R 66 12.90 25 20.94 13 0.85 28
7 JSS Real Estate Equity - Global P EUR acc 66 12.97 24 19.58 20 0.95 22
8 EII Property World Invest (Ex-US) Fund 65 12.13 29 26.55 6 0.76 30
9 JSS Sustainable Equity - Real Estate Global P EUR acc 63 13.21 21 19.26 22 0.96 20
10 Morgan Stanley INVF Global Property Fund (USD) A 60 13.73 15 17.60 28 0.98 17
11 Janus Global Real Estate Fund - A2 USD 58 13.08 22 21.69 11 0.90 25
12 Parvest Real Estate Securities World C 57 12.89 26 22.15 7 0.92 24
13 EII Global Property Fund A EUR 55 12.97 23 21.86 9 0.95 23
14 AXA Framlington Global Real Estate Securities 55 13.39 19 19.87 17 0.96 19
15 KBC Select Immo World Plus (thes.) 52 13.53 18 19.79 19 0.99 15
16 Deutsche Invest I Global Real Estate Securities LD 52 13.79 14 17.95 27 1.01 11
17 Henderson Global Property Equities Fund A2 USD 50 14.32 6 15.04 38 1.04 6
18 Fidelity Funds - Global Property Fund A (USD) 49 13.80 13 19.07 23 1.00 13
19 Schroder ISF Global Cities Real Estate A Acc 48 14.27 9 17.30 30 1.03 9
20 Franklin Global Real Estate Fund Class A (acc) USD 48 14.29 8 16.33 35 1.04 5
21 HSBC FTSE EPRA/NAREIT DEVELOPED UCITS ETF 46 13.98 10 18.37 26 1.02 10
22 T. Rowe Price Global Real Estate Securities Fund A 45 14.39 4 15.21 37 1.05 4
23 NN (L) - Global Real Estate P Cap. 45 13.96 11 19.84 18 0.99 16
24 Delta Lloyd L Global Property Fund B 39 13.81 12 20.23 15 1.01 12
25 LYXOR ETF FTSE EPRA/NAREIT Global Developed 38 13.62 16 22.12 8 1.00 14
26 SPDR Dow Jones Global Real Estate UCITS ETF 37 14.50 3 17.13 31 1.06 3
27 SLI Global SICAV Global REIT Focus Fund A thes. 27 14.31 7 21.68 12 1.03 8
28 iShares Developed Markets Property Yield UCITS ETF 27 14.80 2 18.84 24 1.08 1
29 BNY Mellon Global Property Securities Fund EUR A 26 14.34 5 20.49 14 1.04 7
30 JPM Global Real Estate Securities (USD) A (acc) - USD 26 14.87 1 18.69 25 1.09 0
31 Robeco Property Equities (EUR) D 18 14.88 0 20.15 16 1.07 2
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 LYXOR ETF FTSE EPRA/NAREIT Global Developed 74 A 20 5 20 19 20 4 10 0 3 4
2 iShares Developed Markets Property Yield UCITS ETF 70 B 10 5 20 19 20 5 20 0 2 0
3 HSBC FTSE EPRA/NAREIT DEVELOPED UCITS ETF 60 B 10 5 20 19 20 4 10 0 2 0
4 JSS Real Estate Equity - Global P EUR acc 57 B 10 5 20 15 10 4 10 0 4 7
5 SPDR Dow Jones Global Real Estate UCITS ETF 50 0 4 10 19 20 5 20 0 0
6 First State Global Property Securities Fund A Acc 47 C 5 3 5 16 10 5 20 0 4 7
7 Nordea-1 Global Real Estate Fund BP-USD 42 C 5 4 10 17 10 4 10 0 4 7
8 E&G Fonds Global REITs Classic C 35 B 10 5 20 11 5 2 0 0 0
9 Morgan Stanley INVF Global Property Fund (USD) A 35 B 10 2 0 14 10 3 5 0 5 10
10 T. Rowe Price Global Real Estate Securities Fund A 32 C 5 3 5 14 10 3 5 0 4 7
11 Henderson Global Property Equities Fund A2 USD 29 C 5 3 5 13 5 4 10 0 3 4
12 Fidelity Funds - Global Property Fund A (USD) 25 C 5 3 5 14 10 3 5 0 0
13 Deutsche Invest I Global Real Estate Securities LD 25 B,ur 0 4 10 17 10 3 5 0 0
14 Delta Lloyd L Global Property Fund B 24 D 0 3 5 13 5 4 10 0 3 4
15 AXA Framlington Global Real Estate Securities 22 B 10 2 0 9 0 3 5 0 4 7
16 AB SICAV I - Global Real Estate Securities Portfolio A 20 0 4 10 12 5 3 5 0 0
17 Janus Global Real Estate Fund - A2 USD 20 0 4 10 11 5 3 5 0 0
18 Robeco Property Equities (EUR) D 19 D 0 2 0 14 10 3 5 0 3 4
19 JSS Sustainable Equity - Real Estate Global P EUR acc 19 D 0 3 5 12 5 3 5 0 3 4
20 BNY Mellon Global Property Securities Fund EUR A 19 C 5 2 0 10 5 3 5 0 3 4
21 LLB Aktien Immobilien Global (CHF) P 15 0 4 10 0 3 5 0 0
22 KBC Select Immo World Plus (thes.) 15 C 5 3 5 13 5 0 0 0
23 Schroder ISF Global Cities Real Estate A Acc 14 D 0 2 0 11 5 3 5 0 3 4
24 NN (L) - Global Real Estate P Cap. 14 D 0 1 0 12 5 3 5 0 3 4
25 JPM Global Real Estate Securities (USD) A (acc) - USD 14 D 0 2 0 12 5 3 5 0 3 4
26 Franklin Global Real Estate Fund Class A (acc) USD 10 D 0 2 0 12 5 3 5 0 0
27 SLI Global SICAV Global REIT Focus Fund A thes. 7 D 0 1 0 8 0 2 0 0 4 7
28 Ve-RI Listed Real Estate R 5 0 1 0 12 5 2 0 0 1 0
29 Parvest Real Estate Securities World C 4 E 0 1 0 9 0 2 0 0 3 4
30 EII Global Property Fund A EUR 0 E 0 2 0 8 0 2 0 0 0
31 EII Property World Invest (Ex-US) Fund 0 0 1 0 5 0 2 0 0 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 2. Januar 2017), Wertentwicklung auf Euro-Basis