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 Japanese Opportunities 241 77 84 80 54.7% 18.4% 440
2 Swisscanto Equity Fund Small and Mid Caps Japan 214 75 77 62 58.2% 17.7% 171
3 M&G Japan Smaller Companies Fund 211 76 85 50 79.8% 15.1% 150
4 Henderson Japanese Smaller Companies Fund 210 60 100 50 62.5% 13.4% 95
5 Parvest Equity Japan Small Cap 194 83 66 45 66.3% 20.3% 407
6 UBS Equity Fund Small & Mid Caps Japan 172 73 74 25 52.7% 18.1% 22
7 Pinebridge Japan Small Cap Equity 163 75 58 30 82.0% 20.9% 31
8 Pinebridge Japan Small & Mid Cap Equity 154 49 75 30 68.4% 13.7% 29
9 Fidelity Japan Smaller Companies Fund 151 43 83 25 48.6% 17.8% 158
10 Schroder Japanese Smaller Companies 150 44 91 15 38.8% 17.9% 205
11 Allianz Japan Smaller Companies 148 40 93 15 43.0% 14.9% 17
12 I-Shares MSCI Japan Small Cap ETF 132 33 84 15 38.3% 14.7% 172
13 Blackrock Japan Small & Mid Cap Opportunities Fund 114 44 60 10 46.0% 21.4% 641
14 Axa Rosenberg Japan Small Cap Alpha Fund 109 31 78 0 32.2% 17.9% 161
15 Lombard Odier Japanese Small and Mid Caps Fund 105 25 76 4 38.4% 19.6% 21
16 Invesco Nippon Small/Mid Cap Equity 82 22 56 4 38.5% 23.2% 126
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 Parvest Equity Japan Small Cap 83 15.5% 26 66.3% 22 123.0% 20 15 5 5 5 5 -5
2 Schroder Japanese Opportunities 77 15.3% 25 54.7% 19 115.0% 18 15 5 5 5 -5 5
3 M&G Japan Smaller Companies Fund 76 16.6% 28 79.8% 24 120.5% 19 5 -5 -5 5 5 5
4 Swisscanto Equity Fund Small and Mid Caps Japan 75 10.8% 21 58.2% 20 90.5% 14 15 5 5 5 5 -5
5 Pinebridge Japan Small Cap Equity 75 18.5% 29 82.0% 25 102.3% 16 5 5 5 5 -5 -5
6 UBS Equity Fund Small & Mid Caps Japan 73 20.1% 30 52.7% 18 93.0% 15 10 5 0 5 -5 5
7 Henderson Japanese Smaller Companies Fund 60 16.2% 27 62.5% 21 113.2% 17 -5 -5 -5 -5 5 5
8 Pinebridge Japan Small & Mid Cap Equity 49 12.9% 23 68.4% 23 90.1% 13 -10 -5 -5 -5 5 0
9 Schroder Japanese Smaller Companies 44 7.2% 16 38.8% 14 70.9% 9 5 0 0 5 -5 5
10 Blackrock Japan Small & Mid Cap Opportunities Fund 44 8.6% 18 46.0% 16 71.3% 10 0 0 5 0 -5 0
11 Fidelity Japan Smaller Companies Fund 43 14.5% 24 48.6% 17 68.1% 7 -5 5 5 -5 -5 -5
12 Allianz Japan Smaller Companies 40 12.5% 22 43.0% 15 69.9% 8 -5 -5 -5 -5 5 5
13 I-Shares MSCI Japan Small Cap ETF 33 10.1% 20 38.3% 12 72.8% 11 -10 -5 -5 -5 5 0
14 Axa Rosenberg Japan Small Cap Alpha Fund 31 9.7% 19 32.2% 11 60.4% 6 -5 5 -5 -5 5 -5
15 Lombard Odier Japanese Small and Mid Caps Fund 25 7.8% 17 38.4% 13 47.1% 5 -10 0 5 -5 -5 -5
16 Invesco Nippon Small/Mid Cap Equity 22 -2.1% 15 23.2% 10 76.9% 12 -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 Henderson Japanese Smaller Companies Fund 100 11.1% 30 13.4% 40 0.82 30
2 Allianz Japan Smaller Companies 93 12.3% 28 14.9% 37 0.89 28
3 Schroder Japanese Smaller Companies 91 11.8% 29 17.9% 33 0.88 29
4 M&G Japan Smaller Companies Fund 85 12.9% 25 15.1% 36 0.98 24
5 Schroder Japanese Opportunities 84 12.6% 27 18.4% 30 0.89 27
6 I-Shares MSCI Japan Small Cap ETF 84 12.7% 26 14.7% 38 1.03 20
7 Fidelity Japan Smaller Companies Fund 83 13.3% 23 17.8% 34 0.97 26
8 Axa Rosenberg Japan Small Cap Alpha Fund 78 12.9% 24 17.9% 32 1.00 22
9 Swisscanto Equity Fund Small and Mid Caps Japan 77 13.9% 21 17.7% 35 1.01 21
10 Lombard OdierJapanese Small and Mid Caps Fund 76 13.4% 22 19.6% 29 0.98 25
11 Pinebridge Japan Small & Mid Cap Equity 75 15.1% 18 13.7% 39 1.10 18
12 UBS Equity Fund Small & Mid Caps Japan 74 13.9% 20 18.1% 31 1.00 23
13 Parvest Equity Japan Small Cap 66 14.1% 19 20.3% 28 1.10 19
14 Blackrock Japan Small & Mid Cap Opportunities Fund 60 15.2% 17 21.4% 26 1.14 17
15 Pinebridge Japan Small Cap Equity 58 16.7% 16 20.9% 27 1.25 15
16 Invesco Nippon Small/Mid Cap Equity 56 17.3% 15 23.2% 25 1.22 16
  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 Japanese Opportunities 80 A 20 5 20 15 10 5 20 - 0 5 10
2 Swisscanto Equity Fund Small and Mid Caps Japan 62 B 10 5 20 13 5 4 10 2 7 5 10
3 Henderson Japanese Smaller Companies Fund 50 B 10 5 20 14 10 4 10 - 0 - 0
4 M&G Japan Smaller Companies Fund 50 B 10 5 20 16 10 4 10 - 0 - 0
5 Parvest Equity Japan Small Cap 45 A 20 4 10 11 5 4 10 - 0 - 0
6 Pinebridge Japan Small Cap Equity 30 B 10 3 5 13 5 4 10 - 0 - 0
7 Pinebridge Japan Small & Mid Cap Equity 30 B 10 4 10 11 5 3 5 - 0 - 0
8 UBS Equity Fund Small & Mid Caps Japan 25 C 5 3 5 9 0 3 5 - 0 5 10
9 Fidelity Japan Smaller Companies Fund 25 C 5 4 10 11 5 3 5 - 0 - 0
10 I-Shares MSCI Japan Small Cap ETF 15 C 5 1 0 10 5 3 5 - 0 - 0
11 Schroder Japanese Smaller Companies 15 C 5 2 0 12 5 3 5 - 0 - 0
12 Allianz Japan Smaller Companies 15 C 5 3 5 8 0 3 5 - 0 - 0
13 Blackrock Japan Small & Mid Cap Opportunities Fund 10 C 5 2 0 10 5 2 0 - 0 - 0
14 Invesco Nippon Small/Mid Cap Equity 4 E 0 1 0 5 0 2 0 - 0 3 4
15 Lombard Odier Japanese Small and Mid Caps Fund 4 E 0 1 0 6 0 2 0 - 0 3 4
16 Axa Rosenberg Japan Small Cap Alpha Fund 0 D 0 1 0 8 0 2 0 - 0 - 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 7. Dezember 2014)