LinkedIn DAS INVESTMENT
Suche

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 Easy-ETF NMX-30 Infrastructure Global 227 98 74 55 73.9% 11.9% 77
2 Morgan Stanley Global Infrastructure Fund 213 58 85 70 61.1% 10.3% 520
3 UBS Equity Fund Infrastructure 196 78 78 40 58.4% 11.3% 36
4 Edmond de Rothschild Infrasphere 192 65 93 34 49.4% 10.6% 65
5 Julius Baer Infrastructure Fund 191 85 82 24 56.6% 10.7% 35
6 First State Global Listed Infrastructure Fund 180 46 87 47 43.7% 10.6% 1,273
7 Partners Group Listed Infrastructure 179 84 70 25 52.4% 11.8% 460
8 DB X-Trackers S&P Global Infrastructure 162 42 76 44 39.0% 11.6% 110
9 Deutsche Invest Global Infrastructure 149 65 64 20 52.4% 12.5% 482
10 I-Shares Global Infrastructure 145 38 87 20 30.9% 9.8% 383
11 Pictet High Dividend Selection 132 29 98 5 30.8% 10.1% 1,396
12 BZ Fine Infra 125 39 81 5 43.2% 10.3% 20
13 DNCA Invest Infrastructures 122 40 70 12 47.9% 11.9% 105
14 Credit Suisse Infrastructure Equity Fund 112 36 61 15 31.9% 11.9% 79
15 Macquarie Global Listed Infrastructure Fund 103 14 79 10 34.7% 11.2% 92
16 I-Shares Emerging Market Infrastructure 83 21 47 15 27.9% 18.4% 81
17 Amundi Equity India Infrastructure 82 39 43 0 20.3% 45.6% 40
18 Aberdeen Emerging Markets Infrastructure Equity 80 22 48 10 18.0% 19.6% 314
19 Espa Stock Asia Infrastructure 67 15 52 0 9.9% 17.0% 32
20 Invesco Asia Infrastructure Fund 66 11 55 0 9.1% 16.4% 629
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 Easy-ETF NMX-30 Infrastructure Global 98 26.3% 28 73.9% 25 136.8% 20 25 5 5 5 5 5
2 Julius Baer Infrastructure Fund 85 18.9% 26 56.6% 22 85.8% 17 20 5 0 5 5 5
3 Partners Group Listed Infrastructure 84 17.9% 25 52.5% 21 99.1% 18 20 5 0 5 5 5
4 UBS Equity Fund Infrastructure 78 12.4% 21 58.5% 23 102.5% 19 15 -5 5 5 5 5
5 Deutsche Invest Global Infrastructure 65 30.2% 29 52.4% 20 81.8% 16 0 5 -5 0 -5 5
6 Edmond de Rothschild Infrasphere 65 21.3% 27 49.4% 19 75.5% 14 5 5 -5 5 5 -5
7 Morgan Stanley Global Infrastructure Fund 58 16.0% 24 61.1% 24 - 0 10 0 5 5 5 -5
8 First State Global Listed Infrastructure Fund 46 12.0% 19 43.7% 17 78.4% 15 -5 -5 5 -5 5 -5
9 DB X-Trackers S&P Global Infrastructure 42 12.1% 20 39.0% 15 56.6% 12 -5 -5 5 -5 5 -5
10 DNCA Invest Infrastructures 40 5.8% 14 47.9% 18 59.1% 13 -5 -5 5 5 -5 -5
11 Amundi Equity India Infrastructure 39 60.0% 30 20.3% 9 13.1% 5 -5 5 -5 -5 -5 5
12 BZ Fine Infra 39 14.2% 23 43.1% 16 - 0 0 0 0 0 0 0
13 I-Shares Global Infrastructure 38 13.3% 22 30.9% 11 43.4% 10 -5 -5 5 -5 5 -5
14 Credit Suisse Infrastructure Equity Fund 36 10.3% 18 31.9% 12 45.3% 11 -5 -5 5 -5 5 -5
15 Pictet High Dividend Selection 29 9.4% 15 38.8% 14 - 0 0 -5 5 0 5 -5
16 Aberdeen Emerging Markets Infrastructure Equity 22 1.4% 11 18.0% 8 37.3% 8 -5 -5 -5 5 -5 5
17 I-Shares Emerging Market Infrastructure 21 2.8% 12 27.9% 10 38.5% 9 -10 -5 -5 5 -5 0
18 ESPA STOCK ASIA INFRASTRUCTURE (T) 15 9.9% 17 9.9% 7 13.3% 6 -15 -5 -5 -5 -5 5
19 Macquarie Global Listed Infrastructure Fund 14 9.8% 16 34.7% 13 - 0 -15 -5 5 -5 -5 -5
20 Invesco Asia Infrastructure Fund 11 3.0% 13 9.1% 6 19.7% 7 -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 Pictet High Dividend Selection 98 6.7% 29 10.1% 39 0.51 30
2 Edmond de Rothschild Infrasphere 93 6.5% 30 10.6% 36 0.73 27
3 First State Global Listed Infrastructure Fund 87 7.8% 26 10.6% 35 0.77 26
4 I-Shares Global Infrastructure 87 9.1% 18 9.8% 40 0.55 29
5 Morgan Stanley Global Infrastructure Fund 85 8.6% 20 10.3% 37 0.70 28
6 Julius Baer Infrastructure Fund 82 7.6% 28 10.7% 34 0.85 20
7 BZ Fine Infra 81 8.6% 19 10.3% 38 0.79 24
8 Macquarie Global Listed Infrastructure Fund 79 7.9% 25 11.2% 33 0.84 21
9 UBS Equity Fund Infrastructure 78 7.6% 27 11.3% 32 0.86 19
10 DB X-Trackers S&P Global Infrastructure 76 8.1% 23 11.6% 31 0.84 22
11 Easy-ETF NMX-30 Infrastructure Global 74 8.0% 24 11.9% 27 0.81 23
13 DNCA Invest Infrastructures 70 10.3% 16 11.8% 29 0.78 25
12 Partners Group Listed Infrastructure 70 8.2% 22 11.8% 30 0.96 18
14 Deutsche Invest Global Infrastructure 64 8.5% 21 12.5% 26 0.99 17
15 Credit Suisse Infrastructure Equity Fund 61 9.1% 17 11.8% 28 1.01 16
16 Invesco Asia Infrastructure Fund 55 11.4% 15 16.4% 25 1.28 15
17 Espa Stock Asia Infrastructure 52 12.1% 14 17.0% 24 1.33 14
18 Aberdeen Emerging Markets Infrastructure Equity 48 12.8% 13 19.6% 22 1.42 13
19 I-Shares Emerging Market Infrastructure 47 13.4% 12 18.4% 23 1.54 12
20 Amundi Equity India Infrastructure 43 30.8% 11 45.6% 21 2.35 11
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 Morgan Stanley Global Infrastructure Fund 70 0 5 20 18 20 5 20 0 5 10
2 Easy-ETF NMX-30 Infrastructure Global 55 0 5 20 11 5 5 20 0 5 10
3 First State Global Listed Infrastructure Fund 47 0 5 20 15 10 4 10 0 4 7
4 DB X-Trackers S&P Global Infrastructure 44 0 4 10 19 20 4 10 0 3 4
5 UBS Equity Fund Infrastructure 40 0 4 10 16 10 4 10 0 5 10
6 Edmond de Rothschild Infrasphere 34 0 5 20 11 5 3 5 0 3 4
7 Partners Group Listed Infrastructure 25 0 4 10 12 5 4 10 0 2 0
8 Julius Baer Infrastructure Fund 24 0 4 10 13 5 3 5 0 3 4
9 Deutsche Invest Global Infrastructure 20 0 4 10 12 5 3 5 0 2 0
10 I-Shares Global Infrastructure 20 0 3 5 15 10 3 5 0 2 0
11 Credit Suisse Infrastructure Equity Fund 15 0 3 5 10 5 3 5 0 2 0
12 I-Shares Emerging Market Infrastructure 15 0 2 0 17 10 3 5 0 1 0
13 DNCA Invest Infrastructures 12 0 2 0 8 0 3 5 0 4 7
14 Macquarie Global Listed Infrastructure Fund 10 0 3 5 9 0 3 5 0 0
15 Aberdeen Emerging Markets Infrastructure Equity 10 0 2 0 10 5 3 5 0 0
16 BZ Fine Infra 5 0 2 0 8 0 3 5 0 0
17 Pictet High Dividend Selection 5 0 3 5 9 0 2 0 0 0
18 Amundi Equity India Infrastructure 0 E 0 1 0 5 0 1 0 0 1 0
19 Invesco Asia Infrastructure Fund 0 0 2 0 6 0 2 0 0 1 0
20 Espa Stock Asia Infrastructure 0 0 1 0 6 0 2 0 0 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 5. November 2014)