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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 Source Health Care S&P US Select Sector ETF 214 62 65 87 150,4% 7,7% 119
2 JPM Global Healthcare 172 87 5 80 189,3% 11,8% 3054
3 Janus Global Life Sciences Fund 172 91 1 80 211,5% 15,7% 532
4 Blackrock World Healthscience Fund 165 76 22 67 158,1% 9,3% 3127
5 Edmond de Rothschild Global Healthcare 164 54 53 57 141,8% 8,6% 571
6 DWS Health Care Typ O 150 43 50 57 141,8% 8,5% 370
7 Lyxor ETF MSCI World Health Care 144 26 74 44 135,3% 8,4% 265
8 DB X-Trackers MSCI World Health Care Index ETF 136 30 62 44 136,0% 8,1% 182
9 PPF CP Global Bio-Pharma Fund 135 90 0 45 257,6% 19,7% 41
10 SSgA Health Care Index Equity Fund 121 21 65 35 129,2% 8,1% 54
11 AXA Framlington Health 118 59 20 39 139,8% 9,6% 81
12 Robeco SAM Sustainable Healthy Living Fund 117 -10 97 30 90,5% 6,9% 286
13 Candriam Equities Global Health Care 116 19 67 30 129,2% 8,2% 273
14 Deka-Lux-PharmaTech CF 112 13 64 35 127,5% 8,9% 360
15 Carnegie Fund Medical 111 54 15 42 143,6% 10,0% 715
16 Uni-Sector Bio-Pharma 109 -5 85 29 116,5% 8,4% 279
17 Fidelity Global Health Care Fund 108 7 66 35 130,3% 8,9% 1202
18 KBC Equity Fund Pharma Growth 99 29 35 35 136,7% 9,0% 32
19 Pharma W/Health 95 3 60 32 134,6% 6,8% 87
20 Pictet Generics 90 42 29 19 150,9% 9,7% 858
21 RH & F Global Life Sciences Fund 89 74 0 15 211,9% 18,6% 36
22 ACM Bernstein International Health Care Portfolio 82 8 64 10 113,9% 8,6% 355
23 Lombard Odier Golden Age 82 -15 92 5 62,6% 8,4% 446
24 UBS Equity Fund Health Care 79 23 31 25 137,7% 9,0% 152
25 Lux-Sectors Pharma & Health Care 77 -3 55 25 125,5% 8,7% 54
26 KBC Equity Fund Medical Technologies 65 21 39 5 110,8% 9,9% 33
27 Atlantis China Healthcare Fund 59 47 2 10 167,3% 14,1% 127
28 Pioneer Funds Austria Healthcare Stock 57 19 24 14 135,8% 9,7% 52
29 Amundi ETF MSCI Europe Healthcare ETF 53 13 30 10 108,1% 11,1% 50
30 DB X-Trackers Stoxx Europe 600 Health Care ETF 52 0 42 10 104,2% 11,2% 194
31 Invesco Global Health Care Fund 52 16 12 24 134,3% 10,3% 441
32 DB X-Trackers MSCI Emerging Markets Healthcare Index 51 17 29 5 105,2% 13,9% 33
33 Lyxor ETF Stoxx Europe 600 Healthcare 50 5 40 5 105,0% 11,2% 184
34 Aberdeen Global Pharma Equity Fund 50 -10 60 0 98,7% 9,6% 121
35 Source Stoxx Europe 600 Optimised Health Care ETF 49 0 39 10 102,3% 11,2% 206
36 Comstage Stoxx Europe 600 Health Care ETF 48 7 31 10 105,4% 11,2% 63
37 Variopartner MIV Global Medtech Fund 46 -10 42 14 120,5% 17,2% 576
38 I-Shares Stoxx Europe 600 Health Care 45 5 35 5 105,0% 11,1% 500
39 KBC Equity Fund Pharma 44 -11 35 20 122,1% 9,4% 86
40 Bellevue BB Medtech 43 -25 68 0 102,0% 7,0% 135
41 DKB Pharma Fonds 27 -18 25 20 121,5% 10,0% 50
42 Lacuna Adamant Asia Pacific Health 2 -14 16 0 100,8% 10,3% 137
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 Janus Global Life Sciences Fund 91 98,2% 29 211,5% 23 289,3% 19 20 5 5 0 5 5
2 PPF CP Global Bio-Pharma Fund 90 98,8% 30 257,6% 25 365,9% 20 15 5 5 5 5 -5
3 JPM Global Healthcare 87 71,4% 22 189,3% 22 281,4% 18 25 5 5 5 5 5
4 Blackrock World Healthscience Fund 76 74,0% 26 158,1% 20 198,2% 15 15 5 5 0 0 5
5 RH&F Global Life Sciences Fund 74 91,7% 28 211,9% 24 244,7% 17 5 5 5 5 -5 -5
6 Source Health Care S&P US Select Sector ETF 62 68,3% 18 150,4% 18 205,9% 16 10 5 0 5 5 -5
7 Axa Framlington Health 59 72,1% 23 139,8% 14 180,1% 12 10 5 0 -5 5 5
8 Edmond de Rothschild Global Healthcare 54 68,9% 19 141,8% 16 181,7% 14 5 5 -5 5 5 -5
9 Carnegie Fund Medical 54 72,2% 24 143,6% 17 181,1% 13 0 5 0 -5 5 -5
10 Atlantis China Healthcare Fund 47 63,2% 10 167,3% 21 159,0% 6 10 0 5 5 -5 5
11 DWS Health Care Typ O 43 64,9% 12 141,8% 15 177,6% 11 5 0 5 0 5 -5
12 Pictet Generics 42 80,1% 27 150,9% 19 154,8% 1 -5 5 5 -5 -5 -5
13 DB X-Trackers MSCI World Health Care Index ETF 30 62,9% 9 136,0% 11 0 10 0 -5 5 5 5
14 KBC Equity Fund Pharma Growth 29 59,6% 4 136,7% 12 167,1% 8 5 0 5 0 -5 5
15 Lyxor ETF MSCI World Health Care 26 62,1% 7 135,3% 9 0 10 0 -5 5 5 5
16 UBS Equity Fund Health Care 23 66,4% 15 137,7% 13 153,8% 0 -5 5 5 -5 -5 -5
17 SSgA Health Care Index Equity Fund 21 61,4% 6 129,2% 5 171,2% 10 0 0 -5 5 5 -5
18 KBC Equity Fund Medical Technologies 21 69,9% 21 110,8% 0 142,2% 0 0 5 -5 -5 0 5
19 Pioneer Funds Austria Healthcare Stock 19 65,0% 14 135,8% 10 152,6% 0 -5 5 5 -5 -5 -5
20 Candriam Equities B Global Health Care 19 63,6% 11 129,2% 4 168,4% 9 -5 0 -5 0 5 -5
21 DB X-Trackers MSCI Emerging Markets Healthcare Index 17 67,3% 17 105,2% 0 0 0 0 0 0 0 0
22 Invesco Global Health Care Fund 16 69,4% 20 134,3% 7 156,5% 4 -15 5 -5 -5 -5 -5
23 Deka-Lux-Pharma-Tech CF 13 62,2% 8 127,5% 3 160,8% 7 -5 0 -5 0 5 -5
24 Amundi ETF MSCI Europe Healthcare ETF 13 44,4% 0 108,1% 0 156,3% 3 10 -5 0 5 5 5
25 ACM Bernstein International Health Care Portfolio 8 64,9% 13 113,9% 0 134,2% 0 -5 0 5 -5 0 -5
26 Comstage Stoxx Europe 600 Health Care ETF 7 45,4% 0 105,4% 0 154,8% 2 5 -5 -5 5 5 5
27 Fidelity Global Health Care Fund) 7 67,0% 16 130,3% 6 153,1% 0 -15 5 -5 -5 -5 -5
28 Lyxor ETF Stoxx Europe 600 Healthcare 5 45,0% 0 105,0% 0 153,2% 0 5 -5 0 0 5 5
29 I-Shares Stoxx Europe 600 Health Care 5 45,0% 0 105,0% 0 152,6% 0 5 -5 0 0 5 5
30 Pharma W/Health 3 61,0% 5 134,6% 8 147,8% 0 -10 0 5 -5 -5 -5
31 DB X-Trackers Stoxx Europe 600 Health Care ETF 0 45,0% 0 104,2% 0 152,6% 0 0 -5 -5 0 5 5
32 Source Stoxx Europe 600 Optimised Health Care ETF 0 43,9% 0 102,3% 0 147,7% 0 0 -5 -5 0 5 5
33 Lux-Sectors Pharma & Health Care -3 57,5% 0 125,5% 2 158,1% 5 -10 -5 -5 0 5 -5
34 Uni-Sector Bio-Pharma -5 50,5% 0 116,5% 0 151,4% 0 -5 -5 -5 5 5 -5
35 Aberdeen Funds Global Pharma Equity Fund -10 49,7% 0 98,7% 0 132,7% 0 -10 -5 -5 -5 5 0
36 Variopartner MIV Global Medtech Fund -10 54,8% 0 120,5% 0 150,4% 0 -10 -5 -5 0 -5 5
37 Robeco SAM Sustainable Healthy Living Fund -10 42,9% 0 90,5% 0 102,4% 0 -10 -5 0 -5 -5 5
38 KBC Equity Fund Pharma -11 58,6% 3 122,1% 1 153,7% 0 -15 -5 -5 0 0 -5
39 Lacuna Adamant Asia Pacific Health -14 58,3% 1 100,8% 0 91,7% 0 -15 -5 -5 5 -5 -5
40 Lombard Odier Golden Age -15 21,5% 0 62,6% 0 59,7% 0 -15 -5 -5 -5 -5 5
41 DKB Pharma Fonds -18 58,6% 2 121,5% 0 143,8% 0 -20 -5 -5 0 -5 -5
42 Bellevue BB Medtech -25 57,9% 0 102,0% 0 105,4% 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 Robeco SAM Sustainable Healthy Living Fund 97 8,9% 29 6,9% 39 0,68 29
2 Lombard Odier Golden Age 92 8,6% 30 8,4% 32 0,47 30
3 Uni-Sector Bio-Pharma 85 9,0% 28 8,4% 33 0,85 24
4 Lyxor ETF MSCI World Health Care 74 9,4% 27 8,4% 31 0,95 16
5 Bellevue BB Medtech 68 10,6% 3 7,0% 38 0,74 27
6 Candriam Equities Global Health Care 67 9,8% 23 8,2% 34 0,98 10
7 Fidelity Global Health Care Fund 66 9,6% 26 8,9% 25 0,96 15
8 Source Health Care S&P US Select Sector ETF 65 10,1% 17 7,7% 37 0,98 11
9 SSgA Health Care Index Equity Fund 65 9,8% 22 8,1% 35 0,99 8
10 ACM Bernstein International Health Care Portfolio 64 9,8% 21 8,6% 29 0,96 14
11 Deka-Lux-Pharma-Tech CF 64 9,8% 25 8,9% 26 0,97 13
12 DB X-Trackers MSCI World Health Care Index ETF 62 9,8% 20 8,1% 36 1 6
13 Pharma W/Health 60 10,2% 15 6,8% 40 1,01 5
14 Aberdeen Global Pharma Equity Fund 60 9,8% 24 9,6% 19 0,91 17
15 Lux Sectors Pharma & Health Care 55 9,9% 19 8,7% 27 0,98 9
16 Edmond de Rothschild Global Healthcare 53 10,0% 18 8,6% 28 0,99 7
17 DWS Health Care Typ O 50 10,1% 16 8,5% 30 1,01 4
18 DB X-Trackers Stoxx Europe 600 Health Care ETF 42 10,4% 10 11,2% 9 0,85 23
19 Variopartner MIV Global Medtech Fund 42 10,2% 14 17,2% 0 0,74 28
20 Lyxor ETF Stoxx Europe 600 Healthcare 40 10,4% 11 11,2% 7 0,85 22
21 KBC Equity Fund Medical Technologies 39 10,7% 2 9,9% 16 0,86 21
22 Source Stoxx Europe 600 Optimised Health Care ETF 39 10,5% 8 11,2% 6 0,85 25
23 KBC Equity Fund Pharma 35 10,2% 13 9,4% 21 1,04 1
24 KBC Equity Fund Pharma Growth 35 10,4% 12 9,0% 23 1,06 0
25 I-Shares Stoxx Europe 600 Health Care 35 10,6% 5 11,1% 10 0,88 20
26 UBS Equity Fund Health Care 31 10,5% 7 9,0% 24 1,05 0
27 Comstage Stoxx Europe 600 Health Care ETF 31 10,6% 4 11,2% 8 0,88 19
28 Amundi ETF MSCI Europe Healthcare ETF 30 10,7% 1 11,1% 11 0,88 18
29 Pictet Generics 29 11,2% 0 9,7% 17 0,98 12
30 DB X-Trackers MSCI Emerging Markets Healthcare Index 29 12,8% 0 13,9% 3 0,84 26
31 DKB Pharma Fonds 25 10,4% 9 10,0% 14 1,03 2
32 Pioneer Funds Austria Healthcare Stock 24 10,6% 6 9,7% 18 1,06 0
33 Blackrock World Healthscience Fund 22 11,7% 0 9,3% 22 1,17 0
34 AXA Framlington Health 20 11,4% 0 9,6% 20 1,1 0
35 Lacuna Adamant Asia Pacific Health 16 12,3% 0 10,3% 13 1,02 3
36 Carnegie Fund Medical 15 11,8% 0 10,0% 15 1,17 0
37 Invesco Global Health Care Fund 12 11,4% 0 10,3% 12 1,09 0
38 JPM Global Healthcare 5 12,7% 0 11,8% 5 1,22 0
39 Atlantis China Healthcare Fund 2 14,2% 0 14,1% 2 1,05 0
40 Janus Global Life Sciences Fund 1 13,5% 0 15,7% 1 1,24 0
41 PPF CP Global Bio-Pharma Fund 0 17,7% 0 19,7% 0 1,54 0
42 RH & F Global Life Sciences Fund 0 17,9% 0 18,6% 0 1,54 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 Source Health Care S&P US Select Sector ETF 87 A 20 5 20 18 20 5 20 0 4 7
2 Janus Global Life Sciences Fund 80 A 20 5 20 16 10 5 20 0 5 10
3 JPM Global Healthcare 80 A 20 5 20 17 10 5 20 0 5 10
4 Blackrock World Healthscience Fund 67 B 10 4 10 18 20 5 20 0 4 7
5 DWS Health Care Typ O 57 B 10 5 20 17 10 4 10 0 4 7
6 Edmond de Rothschild Global Healthcare 57 B 10 5 20 14 10 4 10 0 4 7
7 PPF CP Global Bio-Pharma Fund 45 0 3 5 16 10 5 20 0 5 10
8 DB X-Trackers MSCI World Health Care Index ETF 44 0 5 20 16 10 4 10 0 3 4
9 Lyxor ETF MSCI World Health Care 44 0 5 20 16 10 4 10 0 3 4
10 Carnegie Fund Medical 42 B 10 3 5 17 10 4 10 0 4 7
11 Axa Framlington Health 39 B 10 4 10 15 10 3 5 0 3 4
12 KBC Equity Fund Pharma Growth 35 C 5 4 10 16 10 4 10 0 0
13 Fidelity Global Health Care Fund 35 C 5 5 20 13 5 3 5 0 0
14 Deka-Lux-Pharma-Tech CF 35 C 5 5 20 13 5 3 5 0 2 0
15 SSgA Health Care Index Equity Fund 35 B 10 4 10 15 10 3 5 0 2 0
16 Pharma W/Health 32 C 5 4 10 13 5 3 5 0 4 7
17 Candriam Equities Global Health Care 30 B 10 4 10 13 5 3 5 0 2 0
18 Robeco SAM Sustainable Healthy Living Fund 30 B 10 2 0 17 10 4 10 0 0
19 Uni-Sector Bio-Pharma 29 C 5 4 10 12 5 3 5 0 3 4
20 Lux-Sectors Pharma & Health Care 25 C 5 4 10 10 5 3 5 0 0
21 UBS Equity Fund Health Care 25 C 5 4 10 13 5 3 5 0 2 0
22 Invesco Global Health Care Fund 24 C 5 3 5 12 5 3 5 0 3 4
23 DKB Pharma Fonds 20 C 5 3 5 10 5 3 5 0 0
24 KBC Equity Fund Pharma 20 C 5 3 5 12 5 3 5 0 2 0
25 Pictet Generics 19 D 0 3 5 13 5 3 5 0 3 4
26 RH & F Global Life Sciences Fund 15 D 0 2 0 8 0 3 5 0 5 10
27 Variopartner MIV Global Medtech Fund 14 D 0 2 0 11 5 3 5 0 3 4
28 Pioneer Funds Austria Healthcare Stock 14 D 0 3 5 0 3 5 0 3 4
29 ACM Bernstein International Health Care Portfolio 10 D 0 3 5 10 5 2 0 0 2 0
30 Atlantis China Healthcare Fund 10 0 1 0 12 5 3 5 0 0
31 Source Stoxx Europe 600 Optimised Health Care ETF 10 0 1 0 13 5 3 5 0 1 0
32 Comstage Stoxx Europe 600 Health Care ETF 10 0 2 0 13 5 3 5 0 1 0
33 DB X-Trackers Stoxx Europe 600 Health Care ETF 10 0 2 0 13 5 3 5 0 1 0
34 Amundi ETF MSCI Europe Healthcare ETF 10 0 2 0 13 5 3 5 0 2 0
35 DB X-Trackers MSCI Emerging Markets Healthcare Index 5 0 1 0 11 5 2 0 0 2 0
36 Lyxor ETF Stoxx Europe 600 Healthcare 5 0 2 0 8 0 3 5 0 1 0
37 KBC Equity Fund Medical Technologies 5 D 0 2 0 10 5 2 0 0 0
38 I-Shares Stoxx Europe 600 Health Care 5 0 1 0 8 0 3 5 0 1 0
39 Lombard Odier Golden Age 5 E 0 1 0 10 5 0 0 0
40 Aberdeen Funds Global Pharma Equity Fund 0 0 2 0 0 2 0 0 0
41 Lacuna Adamant Asia Pacific Health 0 0 1 0 6 0 1 0 0 1 0
42 Bellevue BB Medtech 0 E 0 1 0 0 0 2 0 0 2 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 22. April 2015), Wertentwicklung auf Euro-Basis