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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.

Rang Fondsname ISIN Punkte Gesamt Punkte Performance Punkte Stresstest Punkte Aktives Management Fondsvolumen (Mio. EUR)
1 Robeco SAM Smart Materials LU0175575991 80 23 30 27 676
2 Lyxor ETF MSCI World Materials LU0533033824 59 18 21 20 66
3 Structured Solutions Next Generation Resources LU0470205575 49 19 10 20 67
4 Carmignac Portfolio Commodities LU0164455502 48 16 22 10 702
5 Long Term Investment Fund Natural Resources LU0244072335 45 23 9 13 19
6 KBC Equity Fund Commodities & Materials (thes.) BE0171291868 30 11 19 0 12
7 Earth Exploration Fund UI (EUR R) DE000A0J3UF6 28 8 4 16 35
8 DWS Global Natural Resources Equity Typ O DE0008474123 28 15 13 0 65
9 T. Rowe Price Funds - Global Natural Resources Equity A LU0272423673 28 16 7 5 204
10 SUNARES - Sustainable Natural Resources LU0344810915 22 6 8 8 20
11 BlackRock Global Funds - Natural Resources Growth&Inc A2 USD LU0612318385 21 14 5 2 98
12 Baring Global Resources Fund (USD) IE0000931182 20 9 10 1 354
13 BlackRock Global Funds - World Mining Fund A2 USD LU0075056555 19 9 0 10 5196
14 Aberdeen Global - World Resources Equity S Acc USD LU0505784297 19 10 6 3 98
15 DekaLux-GlobalResources CF LU0349172485 18 15 2 1 121
16 Franklin Natural Resources Fund A (acc) USD LU0300736062 16 11 0 5 302
17 Allianz Rohstofffonds - A - EUR DE0008475096 15 5 0 10 442
18 JPM Global Natural Resources A (acc) - EUR LU0208853274 15 15 0 0 744
19 AXA WF - Framlington Hybrid Resources A (thes.) LU0293680319 15 7 8 0 65
20 Amundi Aktien Rohstoffe A EUR thes. DE0009779884 13 10 0 3 95
21 AGIF - Allianz Global Metals and Mining - AT - EUR LU0604766674 12 5 0 7 620
22 Investec GSF - Global Natural Resources Fund A Acc gross USD LU0345780950 11 8 3 0 173
23 AMUNDI FUNDS CPR Global Resources - AU (C) LU0347594136 10 6 0 4 91
24 LBBW Rohstoffe & Ressourcen DE0005326482 10 4 6 0 34
25 Schoellerbank Global Resources (T) AT0000A0GU03 9 3 6 0 129
26 First State Global Resources Fund A Acc GB0033737874 6 6 0 0 483
27 ME Fonds - Pergamon A LU0179077945 5 4 0 1 14
28 VCH Expert Natural Resources B LU0184391075 3 3 0 0 20
Rang Fondsname ISIN Punkte Perf. Perf. 1 Jahr (%) Punkte Perf. 1 Jahr Perf. 3 Jahre (%) Punkte Perf. 3 Jahre Perf. 5 Jahre (%) Punkte Perf. 5 Jahre Punkte Outperf.
1 Robeco SAM Smart Materials LU0175575991 23 9.58 2 60.75 4 77.76 5 12
2 Long Term Investment Fund Natural Resources LU0244072335 23 11.67 3 65.98 4 40.13 4 12
3 Structured Solutions Next Generation Resources LU0470205575 19 -15.86 0 164.86 5 123.76 5 9
4 Lyxor ETF MSCI World Materials LU0533033824 18 7.59 2 36.76 0 45.96 4 12
5 T. Rowe Price Funds - Global Natural Resources Equity A LU0272423673 16 16.83 5 29.43 0 22.24 2 9
6 Carmignac Portfolio Commodities LU0164455502 16 19.76 5 34.27 0 24.2 2 9
7 JPM Global Natural Resources A (acc) - EUR LU0208853274 15 10.15 2 53.98 4 -1.62 0 9
8 DWS Global Natural Resources Equity Typ O DE0008474123 15 15.82 5 29.19 0 18.39 1 9
9 DekaLux-GlobalResources CF LU0349172485 15 14.59 4 46.51 2 15.97 0 9
10 BlackRock Global Funds - Natural Resources Growth&Inc A2 USD LU0612318385 14 13.81 3 40.05 1 22.06 1 9
11 Franklin Natural Resources Fund A (acc) USD LU0300736062 11 20.07 5 23.46 0 -10.88 0 6
12 KBC Equity Fund Commodities & Materials (thes.) BE0171291868 11 3.21 0 32.96 0 28.15 2 9
13 Amundi Aktien Rohstoffe A EUR thes. DE0009779884 10 14.42 4 30.28 0 16.14 0 6
14 Aberdeen Global - World Resources Equity S Acc USD LU0505784297 10 12.13 3 36.28 0 16.5 1 6
15 BlackRock Global Funds - World Mining Fund A2 USD LU0075056555 9 -2.05 0 50.44 3 -11.37 0 6
16 Baring Global Resources Fund (USD) IE0000931182 9 12.67 3 25.88 0 13.76 0 6
17 Earth Exploration Fund UI (EUR R) DE000A0J3UF6 8 -0.8 0 62.86 4 22.19 1 3
18 Investec GSF - Global Natural Resources Fund A Acc gross USD LU0345780950 8 14.54 4 40.3 1 8.76 0 3
19 AXA WF - Framlington Hybrid Resources A (thes.) LU0293680319 7 14.91 4 24.54 0 -10.35 0 3
20 SUNARES - Sustainable Natural Resources LU0344810915 6 1.71 0 36.51 0 5.34 0 6
21 AMUNDI FUNDS CPR Global Resources - AU (C) LU0347594136 6 3.03 0 50.2 3 11.63 0 3
22 First State Global Resources Fund A Acc GB0033737874 6 -1.04 0 30.03 0 -3.47 0 6
23 Allianz Rohstofffonds - A - EUR DE0008475096 5 -1.02 0 47.65 2 -12.53 0 3
24 AGIF - Allianz Global Metals and Mining - AT - EUR LU0604766674 5 -1.04 0 47.78 2 -12.76 0 3
25 ME Fonds - Pergamon A LU0179077945 4 4.96 0 38.35 1 -14.07 0 3
26 LBBW Rohstoffe & Ressourcen DE0005326482 4 4.7 0 37.03 1 8.37 0 3
27 VCH Expert Natural Resources B LU0184391075 3 0.21 0 20.5 0 -15.65 0 3
28 Schoellerbank Global Resources (T) AT0000A0GU03 3 0.19 0 24.37 0 -16.95 0 3
Rang Fondsname ISIN Punkte Stresstest Volatilität 5 Jahre (%) Punkte Volatilität 5 Jahre Maximaler Verlust 5 Jahre (%) Punkte Maximaler Verlust 5 Jahre Sharpe Ratio 5 Jahre Punkte Sharpe Ratio 5 Jahre
1 Robeco SAM Smart Materials Fund LU0175575991 30 12.66 10 28.39 10 1 10
2 Carmignac Portfolio Commodities LU0164455502 22 13.1 10 35.33 7 0.43 5
3 Lyxor ETF MSCI World Materials LU0533033824 21 14.08 7 32.51 7 0.68 7
4 KBC Equity Fund Commodities & Materials (thes.) BE0171291868 19 14.29 7 36.61 5 0.46 7
5 DWS Global Natural Resources Equity Typ O DE0008474123 13 15.77 3 35.27 7 0.33 3
6 Baring Global Resources Fund (USD) IE0000931182 10 14.52 5 42.16 5 0.25 0
7 Structured Solutions Next Generation Resources LU0470205575 10 33.53 0 42.81 3 0.51 7
8 Long Term Investment Fund Natural Resources LU0244072335 9 18.56 1 42.39 3 0.45 5
9 AXA WF - Framlington Hybrid Resources A (thes.) LU0293680319 8 13.85 7 44.73 1 -0.1 0
10 SUNARES - Sustainable Natural Resources LU0344810915 8 17.15 1 28.74 7 0.19 0
11 T. Rowe Price Funds - Global Natural Resources Equity A LU0272423673 7 14.65 5 45.44 1 0.29 1
12 Schoellerbank Global Resources (T) AT0000A0GU03 6 15.85 3 43.55 3 -0.11 0
13 Aberdeen Global - World Resources Equity S Acc USD LU0505784297 6 14.62 5 50.18 0 0.3 1
14 LBBW Rohstoffe & Ressourcen DE0005326482 6 17.61 1 39.16 5 0.16 0
15 BlackRock Global Funds - Natural Resources Growth&Inc A2 USD LU0612318385 5 15.68 3 47.4 1 0.29 1
16 Earth Exploration Fund UI (EUR R) DE000A0J3UF6 4 27.81 0 43.95 3 0.3 1
17 Investec GSF - Global Natural Resources Fund A Acc gross USD LU0345780950 3 16.6 3 54.07 0 0.19 0
18 DekaLux-GlobalResources CF LU0349172485 2 17.61 1 46.18 1 0.25 0
19 AMUNDI FUNDS CPR Global Resources - AU (C) LU0347594136 0 19.92 0 49.6 0 0.2 0
20 AGIF - Allianz Global Metals and Mining - AT - EUR LU0604766674 0 25.91 0 63.26 0 0 0
21 Franklin Natural Resources Fund A (acc) USD LU0300736062 0 20.44 0 60.3 0 -0.05 0
22 JPM Global Natural Resources A (acc) - EUR LU0208853274 0 20.68 0 57.85 0 0.11 0
23 Allianz Rohstofffonds - A - EUR DE0008475096 0 25.72 0 62.98 0 0 0
24 Amundi Aktien Rohstoffe A EUR thes. DE0009779884 0 20.21 0 48.9 0 0.22 0
25 BlackRock Global Funds - World Mining Fund A2 USD LU0075056555 0 25.13 0 65.95 0 0.05 0
26 First State Global Resources Fund A Acc GB0033737874 0 20.32 0 52.4 0 0.08 0
27 ME Fonds - Pergamon A LU0179077945 0 22.31 0 53.18 0 -0.1 0
28 VCH Expert Natural Resources B LU0184391075 0 20.61 0 48.27 0 -0.04 0
Rang Fondsname ISIN Punkte Aktives Management Tracking Error 5 Jahre (%) Punkte Tracking Error 5 Jahre Information Ratio 5 Jahre Punkte Information Ratio 5 Jahre
1 Robeco SAM Smart Materials Fund LU0175575991 27 12.94 7 0.91 10
2 Structured Solutions Next Generation Resources LU0470205575 20 28.05 10 0.34 7
3 Lyxor ETF MSCI World Materials LU0533033824 20 6.85 0 0.52 10
4 Earth Exploration Fund UI (EUR R) DE000A0J3UF6 16 17.53 10 0.13 3
5 Long Term Investment Fund Natural Resources LU0244072335 13 10.04 1 0.34 7
6 Carmignac Portfolio Commodities LU0164455502 10 8.27 0 0.26 7
7 BlackRock Global Funds - World Mining Fund A2 USD LU0075056555 10 17.29 10 -0.89 0
8 Allianz Rohstofffonds - A - EUR DE0008475096 10 16.62 10 -1.1 0
9 SUNARES - Sustainable Natural Resources LU0344810915 8 12.04 7 0.03 1
10 AGIF - Allianz Global Metals and Mining - AT - EUR LU0604766674 7 12.65 7 -0.58 0
11 Franklin Natural Resources Fund A (acc) USD LU0300736062 5 11.13 5 -0.47 0
12 T. Rowe Price Funds - Global Natural Resources Equity A LU0272423673 5 9.67 1 0.13 3
13 AMUNDI FUNDS CPR Global Resources - AU (C) LU0347594136 4 10.21 3 -0.05 0
14 Amundi Aktien Rohstoffe A EUR thes. DE0009779884 3 8.51 0 -0.05 0
15 Aberdeen Global - World Resources Equity S Acc USD LU0505784297 3 6.39 0 0.1 3
16 BlackRock Global Funds - Natural Resources Growth&Inc A2 USD LU0612318385 2 6.22 0 0.08 1
17 DekaLux-GlobalResources CF LU0349172485 1 4.42 0 -0.02 0
18 Baring Global Resources Fund (USD) IE0000931182 1 8.25 0 0.07 1
19 ME Fonds - Pergamon A LU0179077945 1 9.52 1 -0.67 0
20 VCH Expert Natural Resources B LU0184391075 0 7.99 0 -0.52 0
21 LBBW Rohstoffe & Ressourcen DE0005326482 0 8.32 0 -0.1 0
22 JPM Global Natural Resources A (acc) - EUR LU0208853274 0 6.89 0 -0.27 0
23 KBC Equity Fund Commodities & Materials (thes.) BE0171291868 0 4.5 0 -0.14 0
24 DWS Global Natural Resources Equity Typ O DE0008474123 0 6.79 0 -0.28 0
25 First State Global Resources Fund A Acc GB0033737874 0 6.41 0 -0.31 0
26 Investec GSF - Global Natural Resources Fund A Acc gross USD LU0345780950 0 4.89 0 -0.08 0
27 AXA WF - Framlington Hybrid Resources A (thes.) LU0293680319 0 9.1 0 -0.33 0
28 Schoellerbank Global Resources (T) AT0000A0GU03 0 7.24 0 -0.44 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DAS INVESTMENT, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 27. August 2018), Wertentwicklung auf Euro-Basis