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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 First State Global Property Securities Fund 201 69 65 67 67,4% 18,0% 281
2 Morgan Stanley Global Property Fund 179 47 87 45 73,0% 15,3% 1.068
3 Fidelity Global Property Fund 168 75 53 40 72,3% 16,3% 302
4 Lyxor ETF FTSE Epra/Nareit Global Developed 166 70 36 60 73,7% 18,1% 169
5 Janus Global Real Estate Fund 162 35 97 30 73,5% 13,4% 121
6 JSS Real Estate Equity Global 162 45 62 55 71,0% 17,2% 95
7 I-Shares Developed Markets Property Yield ETF 161 71 35 55 67,6% 15,6% 2.829
8 Axa Framlington Global Real Estate Securities 156 41 55 60 69,6% 17,3% 161
9 Nordea Global Real Estate Fund 137 26 74 37 66,2% 16,0% 201
10 Lyxor ETF FTSE Epra/Nareit United States 126 88 8 30 73,1% 22,2% 35
11 ACM Bernstein Global Real Estate Securities 120 14 86 20 66,2% 15,0% 45
12 Deutsche Invest RREEF Global Real Estate Securities 117 32 60 25 68,8% 15,8% 126
13 HSBC FTSE Epra/Nareit Developed ETF 116 38 44 34 71,0% 15,4% 80
14 KBC Select Immo World Plus 116 39 47 30 65,0% 18,3% 32
15 JPM Global Real Estate Securities 111 39 40 32 65,4% 16,1% 160
16 Franklin Global Real Estate Fund 111 51 40 20 64,8% 15,5% 479
17 I-Shares US Property Yield ETF 108 80 13 15 70,7% 18,3% 668
18 Morgan Stanley US Property Fund 106 67 34 5 64,6% 15,9% 482
19 M&G Global Real Estate Securities Fund 101 42 25 34 61,9% 20,6% 81
20 Delta Lloyd Global Property Fund 99 26 46 27 62,9% 17,5% 516
21 Invesco Global Real Estate Securities Fund EUR Hedged 87 0 87 0 34,2% 15,2% 134
22 SLI Global REIT Focus Fund 82 10 45 27 63,5% 17,4% 135
23 EII Global Property Fund 81 -3 79 5 55,3% 17,2% 85
24 Semper Property Global 81 3 63 15 62,8% 17,4% 21
25 EII Property World Invest (Ex-US) Fund 77 -5 82 0 59,5% 16,9% 73
26 JSS Sustainable Equity Real Estate Global 77 14 51 12 64,4% 18,0% 67
27 Schroder Global Property Securities 72 -7 70 9 56,0% 14,9% 279
28 Neuberger Berman US Real Estate Securities Fund 68 47 21 0 57,2% 17,5% 279
29 NN Global Real Estate 59 4 36 19 59,9% 17,3% 257
30 Robeco Property Equities 59 32 13 14 59,2% 19,5% 295
31 Veri Listed Real Estate 55 -15 70 0 50,5% 17,6% 40
32 Henderson Global Property Equities Fund 53 -6 42 17 60,8% 16,4% 766
33 BNY Mellon Global Property Securities Fund 34 -5 30 9 58,8% 18,4% 11
34 CS Global Emerging Market Prop. Equity Fund 29 -4 33 0 42,8% 27,9% 29
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 Lyxor ETF FTSE Epra/Nareit United States 88 50,6% 30 73,1% 23 134,2% 20 15 5 5 -5 5 5
2 I-Shares US Property Yield ETF 80 50,0% 28 70,7% 18 129,4% 19 15 5 5 -5 5 5
3 Fidelity Global Property Fund 75 49,4% 26 72,3% 21 112,9% 18 10 5 -5 5 0 5
4 I-Shares Developed Markets Property Yield ETF 71 45,2% 22 67,6% 15 105,5% 14 20 5 5 0 5 5
5 Lyxor ETF FTSE Epra/Nareit Global Developed 70 44,4% 20 73,7% 25 105,7% 15 10 5 0 5 5 -5
6 First State Global Property Securities Fund 69 50,3% 29 67,4% 14 107,8% 16 10 5 0 -5 5 5
7 Morgan Stanley US Property Fund 67 49,8% 27 64,6% 8 110,1% 17 15 5 5 -5 5 5
8 Franklin Global Real Estate Fund Class 51 44,4% 19 64,8% 9 95,3% 8 15 5 -5 5 5 5
9 Morgan Stanley Global Property Fund 47 41,3% 9 73,0% 22 94,7% 6 10 0 5 5 -5 5
10 Neuberger Berman US Real Estate Securities Fund 47 46,3% 24 57,2% 0 102,0% 13 10 5 0 -5 5 5
11 JSS Real Estate Equity Global 45 44,1% 15 71,0% 19 99,2% 11 0 0 -5 5 5 -5
12 M&G Global Real Estate Securities Fund 42 47,9% 25 61,9% 3 95,7% 9 5 5 -5 -5 5 5
13 Axa Framlington Global Real Estate Securities 41 41,2% 7 69,6% 17 101,3% 12 5 0 -5 5 5 0
14 JPM Global Real Estate Securities 39 43,5% 13 65,4% 11 97,4% 10 5 0 -5 5 0 5
15 KBC Select Immo World Plus 39 43,3% 12 65,0% 10 94,8% 7 10 0 -5 5 5 5
16 HSBC FTSE Epra/Nareit Developed ETF 38 44,3% 18 71,0% 20 - 0 0 0 0 0 0 0
17 Janus Global Real Estate Fund 35 42,2% 10 73,5% 24 87,3% 1 0 0 5 5 -5 -5
18 Robeco Property Equities 32 45,4% 23 59,2% 0 90,9% 4 5 5 -5 -5 5 5
19 Deutsche Invest RREEF Global Real Estate Securities 32 44,6% 21 68,8% 16 - 0 -5 5 5 -5 -5 -5
20 Nordea Global Real Estate Fund 26 43,7% 14 66,2% 12 - 0 0 0 0 0 0 0
21 Delta Lloyd Global Property Fund 26 44,1% 16 62,9% 5 92,6% 5 0 0 -5 0 5 0
22 JSS Sustainable Equity Real Estate Global 14 44,2% 17 64,4% 7 82,6% 0 -10 0 -5 5 -5 -5
23 ACM Bernstein Global Real Estate Securities 14 42,7% 11 66,2% 13 86,8% 0 -10 0 -5 5 -5 -5
24 SLI Global REIT Focus Fund 10 38,8% 1 63,5% 6 90,8% 3 0 -5 0 5 5 -5
25 NN (L) - Global Real Estate P Cap. 4 41,3% 8 59,9% 1 86,2% 0 -5 0 -5 0 5 -5
26 Semper Property Global 3 40,1% 4 62,8% 4 86,8% 0 -5 0 -5 5 -5 0
27 Invesco Global Real Estate Securities Fund EUR Hedged 0 10,9% 0 34,2% 0 49,1% 0 0 -5 5 0 -5 5
28 EII Global Property Fund -3 38,6% 0 55,3% 0 88,7% 2 -5 -5 -5 -5 5 5
29 CS Global Emerging Market Prop. Equity Fund -4 41,1% 6 42,8% 0 41,7% 0 -10 0 -5 5 -5 -5
30 BNY Mellon Global Property Securities Fund -5 41,0% 5 58,8% 0 82,8% 0 -10 0 -5 0 0 -5
31 EII Property World Invest (Ex-US) Fund -5 33,7% 0 59,5% 0 71,5% 0 -5 -5 -5 5 -5 5
32 Henderson Global Property Equities Fund -6 39,3% 2 60,8% 2 83,7% 0 -10 -5 -5 5 -5 0
33 Schroder Global Property Securities -7 40,1% 3 56,0% 0 82,8% 0 -10 -5 -5 -5 0 5
34 Veri Listed Real Estate -15 32,7% 0 50,5% 0 23,4% 0 -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 Janus Global Real Estate Fund 97 9,9% 30 13,4% 40 0,82 27
2 Invesco Global Real Estate Securities Fund EUR Hedged 87 11,7% 22 15,2% 37 0,79 28
3 Morgan Stanley Global Property Fund 87 11,2% 28 15,3% 36 0,94 23
4 ACM Bernstein Global Real Estate Securities 86 11,3% 26 15,0% 38 0,96 22
5 EII Property World Invest (Ex-US) Fund 82 11,2% 27 16,9% 26 0,78 29
6 EII Global Property Fund 79 10,8% 29 17,2% 25 0,92 25
7 Nordea Global Real Estate Fund 74 11,4% 24 16,0% 30 0,98 20
8 Schroder Global Property Securities 70 11,9% 17 14,9% 39 1,01 14
9 Veri Listed Real Estate 70 11,7% 23 17,6% 17 0,53 30
10 First State Global Property Securities Fund 65 11,4% 25 18,0% 16 0,94 24
11 Semper Property Global 63 11,7% 21 17,4% 21 0,98 21
12 JSS Real Estate Equity Global 62 11,8% 19 17,2% 24 1,00 19
13 Deutsche Invest RREEF Global Real Estate Securities 60 12,3% 11 15,8% 32 1,00 17
14 Axa Framlington Global Real Estate Securities 55 12,0% 16 17,3% 23 1,01 16
15 Fidelity Global Property Fund 53 12,1% 14 16,3% 28 1,04 11
16 JSS Sustainable Equity Real Estate Global 51 11,9% 18 18,0% 15 1,00 18
17 KBC Select Immo World Plus 47 11,7% 20 18,3% 12 1,01 15
18 Delta Lloyd Global Property Fund 46 12,0% 15 17,5% 18 1,03 13
19 SLI Global Global REIT Focus Fund 45 12,2% 13 17,4% 20 1,03 12
20 HSBC FTSE Epra/Nareit Developed ETF 44 12,6% 5 15,4% 35 1,08 4
21 Henderson Horizon Global Property Equities Fund 42 12,4% 9 16,4% 27 1,07 6
22 JPM Global Real Estate Securities 40 12,5% 6 16,1% 29 1,07 5
23 Franklin Global Real Estate Fund 40 12,7% 4 15,5% 34 1,09 2
24 Lyxor ETF FTSE Epra/Nareit Global Developed 36 12,3% 12 18,1% 14 1,05 10
25 NN Global Real Estate 36 12,5% 7 17,3% 22 1,06 7
26 I-Shares Developed Markets Property Yield ETF 35 13,1% 2 15,6% 33 1,12 0
27 Morgan Stanley US Property Fund 34 13,8% 0 15,9% 31 1,08 3
28 CS Global Emerging Market Prop. Equity Fund 33 15,0% 0 27,9% 7 0,83 26
29 BNY Mellon Global Property Securities Fund 30 12,4% 10 18,4% 11 1,06 9
30 M&G Global Real Estate Securities Fund 25 12,4% 8 20,6% 9 1,06 8
31 Neuberger Berman US Real Estate Securities Fund 21 13,4% 1 17,5% 19 1,10 1
32 Robeco Property Equities 13 12,8% 3 19,5% 10 1,10 0
33 I-Shares US Property Yield ETF 13 15,3% 0 18,3% 13 1,23 0
34 Lyxor ETF FTSE Epra/Nareit United States 8 14,9% 0 22,2% 8 1,18 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 First State Global Property Securities Fund 67 A 20 5 20 17 10 4 10 - 0 4 7
2 Axa Framlington Global Real Estate Securities 60 B 10 5 20 15 10 4 10 - 0 5 10
3 Lyxor ETF FTSE Epra/Nareit Global Developed 60 B 10 5 20 14 10 5 20 - 0 - 0
4 I-Shares Developed Markets Property Yield ETF 55 B 10 3 5 18 20 5 20 - 0 2 0
5 JSS Real Estate Equity Global 55 B 10 5 20 14 10 3 5 - 0 5 10
6 Morgan Stanley Global Property Fund 45 B 10 4 10 15 10 3 5 - 0 5 10
7 Fidelity Funds Global Property Fund 40 C 5 5 20 15 10 3 5 - 0 - 0
8 Nordea Global Real Estate Fund 37 - 0 5 20 13 5 3 5 - 0 4 7
9 HSBC FTSE Epra/Nareit Developed ETF 34 - 0 4 10 16 10 4 10 - 0 3 4
10 M&G Global Real Estate Securities Fund 34 B 10 4 10 13 5 3 5 - 0 3 4
11 JPM Global Real Estate Securities 32 C 5 3 5 14 10 3 5 - 0 4 7
12 Janus Global Real Estate Fund 30 - 0 5 20 12 5 3 5 - 0 - 0
13 KBC Select Immo World Plus 30 C 5 4 10 15 10 3 5 - 0 - 0
14 Lyxor ETF FTSE Epra/Nareit United States 30 - 0 3 5 12 5 5 20 - 0 - 0
15 Delta Lloyd Global Property Fund 27 C 5 3 5 10 5 3 5 - 0 4 7
16 SLI Global REIT Focus Fund 27 C 5 3 5 11 5 3 5 - 0 4 7
17 Deutsche Invest RREEF Global Real Estate Securities 25 - 0 4 10 14 10 3 5 - 0 - 0
18 Franklin Global Real Estate Fund 20 C 5 2 0 14 10 3 5 - 0 - 0
19 ACM Bernstein Global Real Estate Securities 20 - 0 4 10 11 5 3 5 - 0 - 0
20 NN Global Real Estate 19 C 5 1 0 12 5 3 5 - 0 3 4
21 Henderson Horizon Global Property Equities Fund 17 D 0 2 0 12 5 3 5 - 0 4 7
22 Semper Property Global 15 D 0 2 0 10 5 2 0 - 0 5 10
23 I-Shares US Property Yield ETF 15 - 0 2 0 10 5 4 10 - 0 2 0
24 Robeco Property Equities 14 D 0 1 0 13 5 3 5 - 0 3 4
25 JSS Sustainable Equity Real Estate Global 12 D 0 3 5 9 0 2 0 - 0 4 7
26 Schroder Global Property Securities 9 D,ur 0 1 0 10 5 2 0 - 0 3 4
27 BNY Mellon Global Property Securities Fund 9 C 5 2 0 8 0 2 0 - 0 3 4
28 EII Global Property Fund 5 D 0 2 0 8 0 3 5 - 0 - 0
29 Morgan Stanley US Property Fund 5 - 0 3 5 8 0 1 0 - 0 - 0
30 Veri Listed Real Estate 0 E 0 1 0 6 0 - 0 - 0 1 0
31 Invesco Global Real Estate Securities Fund EUR Hedged 0 D 0 1 0 7 0 - 0 - 0 - 0
32 EII Property World Invest (Ex-US) Fund 0 - 0 1 0 5 0 2 0 - 0 - 0
33 CS Global Emerging Market Prop. Equity Fund 0 E 0 1 0 5 0 - 0 - 0 2 0
34 Neuberger Berman US Real Estate Securities Fund 0 - 0 1 0 7 0 1 0 - 0 - 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 24. April 2015), Wertentwicklung auf Euro-Basis

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