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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 Robeco Asia-Pacific Equities 245 90 75 80 52.6% 14.2% 1,186
2 Fidelity Pacific Fund 202 51 81 70 52.7% 14.4% 1,549
3 Raiffeisen-Pazifik-Aktien 195 62 93 40 38.3% 12.5% 146
4 Pioneer Funds Austria Asia Stock 191 83 83 25 45.3% 13.1% 12
5 Uni-Asia 180 70 70 40 39.6% 14.9% 88
6 I-Shares Dow Jones Asia Pacific Select Dividend 30 165 71 44 50 41.5% 15.6% 230
7 Matthews Asia Dividend Fund 155 25 95 35 34.1% 12.1% 605
8 Comgest Asia 154 31 93 30 22.3% 12.8% 59
9 Gamax Maxifonds Asien International 150 46 94 10 32.6% 13.6% 66
10 Bawag P.S.K. Japan-Asien Stock Dachfonds 136 46 75 15 35.9% 13.0% 14
11 DWS Top Asien 122 31 71 20 33.9% 15.2% 1,380
12 Invesco Pacific Equity Fund 113 24 29 60 44.0% 18.2% 154
13 Macquarie MS Equities Pacific Rim 112 55 42 15 33.8% 17.4% 44
14 Comstage MSCI Pacific ETF 109 12 62 35 31.6% 14.4% 47
15 Axa Far East Equities 106 63 28 15 81.2% 20.3% 11
16 I-Shares Asia Pacific Dividend ETF 103 23 35 45 31.2% 15.7% 392
17 Lingohr-Asien-Systematic-LBB-Invest 103 30 48 25 24.7% 15.5% 35
18 Acatis Asia Pacific Plus Fonds UI 98 28 70 0 24.6% 16.9% 28
19 Blackrock Pacific Equity Fund 98 15 33 50 45.5% 16.1% 171
20 GAM Star Asia-Pacific Equity 97 33 59 5 40.0% 14.3% 47
21 Deutsche Invest Top Asia 97 21 61 15 30.6% 14.9% 245
22 DKB Asien Fonds TNL 91 23 63 5 32.0% 17.1% 19
23 All Asia 80 47 33 0 29.0% 17.5% 171
24 HSBC MSCI EM Far East ETF 72 -4 56 20 20.8% 15.2% 66
25 JP Morgan Pacific Equity 71 -6 57 20 30.5% 15.3% 416
26 Spängler Quality Equity Pacific 43 14 29 0 14.8% 16.7% 17
27 VB Pacific-Invest 41 -1 42 0 12.5% 19.7% 62
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 Robeco Asia-Pacific Equities 90 10.6% 23 52.6% 23 80.5% 19 25 5 5 5 5 5
2 Pioneer Funds Austria Asia Stock 83 9.3% 20 45.3% 21 71.4% 17 25 5 5 5 5 5
3 I-Shares Dow Jones Asia Pacific Select Dividend 30 71 8.3% 17 41.5% 19 82.6% 20 15 5 -5 5 5 5
4 Uni-Asia 70 11.3% 25 39.6% 17 60.4% 13 15 5 -5 5 5 5
5 Axa Far East Equities 63 15.3% 29 81.2% 25 60.8% 14 -5 5 5 -5 -5 -5
6 Raiffeisen-Pazifik-Aktien 62 9.8% 21 38.3% 16 65.08% 15 10 5 0 -5 5 5
7 Macquarie MS Equities Pacific Rim 55 11.5% 27 33.8% 12 51.83% 11 5 5 -5 5 -5 5
8 Fidelity Pacific Fund 51 5.5% 14 52.7% 24 72.41% 18 -5 -5 5 -5 -5 5
9 All Asia 47 12.3% 28 29.0% 5 43.61% 9 5 5 -5 5 -5 5
10 Bawag P.S.K. Japan-Asien Stock Dachfonds 46 6.7% 16 35.9% 15 46.16% 10 5 5 5 -5 -5 5
11 Gamax Maxifonds Asien International 46 11.3% 26 32.6% 11 34.04% 4 5 5 -5 5 -5 5
12 GAM Star Asia-Pacific Equity 33 4.1% 13 40.0% 18 38.0% 7 -5 -5 5 5 -5 -5
13 Comgest Asia 31 11.2% 24 22.3% 2 27.6% 0 5 5 5 -5 5 -5
14 DWS Top Asien 31 8.6% 18 33.9% 13 36.6% 5 -5 5 -5 0 -5 0
15 Lingohr-Asien-Systematic-LBB-Invest 30 5.8% 15 24.7% 4 67.3% 16 -5 -5 -5 -5 5 5
16 Acatis Asia Pacific Plus Fonds UI 28 17.7% 30 24.6% 3 29.3% 0 -5 5 -5 -5 5 -5
17 Matthews Asia Dividend Fund 25 -1.8% 6 34.1% 14 - 0 5 -5 5 5 5 -5
18 Invesco Pacific Equity Fund 24 2.4% 11 44.0% 20 41.45% 8 -15 -5 5 -5 -5 -5
19 DKB Asien Fonds TNL 23 2.7% 12 32.0% 10 37.53% 6 -5 -5 -5 5 -5 5
20 I-Shares Asia Pacific Dividend ETF 23 -0.16% 8 31.18% 8 55.65% 12 -5 -5 -5 5 5 -5
21 Deutsche Invest Top Asia 21 10.30% 22 30.59% 7 33.78% 2 -10 5 -5 0 -5 -5
22 Blackrock Pacific Equity Fund 15 -0.88% 7 45.46% 22 33.24% 1 -15 -5 5 -5 -5 -5
23 Spängler Quality Equity Pacific 14 8.86% 19 14.82% 0 10.6% 0 -5 5 -5 -5 -5 5
24 Comstage MSCI Pacific ETF 12 -1.96% 5 31.53% 9 33.8% 3 -5 -5 5 -5 5 -5
25 VB Pacific-Invest -1 -5.30% 4 12.46% 0 21.7% 0 -5 -5 -5 5 -5 5
26 HSBC MSCI EM Far East ETF -4 2% 10 21% 1 - 0 -15 -5 -5 -5 5 -5
27 JP Morgan Pacific Equity -6 -6.05% 3 30.52% 6 29.4% 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 Matthews Asia Dividend Fund 95 9.2% 28 12.1% 40 0.91 27
2 Gamax Maxifonds Asien International 94 9.1% 30 13.6% 34 0.77 30
3 Comgest Asia 93 9.5% 26 12.8% 38 0.78 29
4 Raiffeisen-Pazifik-Aktien 93 9.2% 29 12.5% 39 0.95 25
5 Pioneer Funds Austria Asia Stock 83 9.4% 27 13.1% 35 0.99 21
6 Fidelity Pacific Fund 81 9.7% 22 14.4% 31 0.86 28
7 Robeco Asia-Pacific Equities 75 9.6% 23 14.2% 33 1.00 19
8 Bawag P.S.K. Japan-Asien Stock Dachfonds 75 10.6% 15 13.0% 37 0.97 23
9 DWS Top Asien 71 9.6% 24 15.2% 27 1.00 20
10 Acatis Asia Pacific Plus Fonds UI 70 9.6% 25 16.9% 19 0.95 26
11 Uni-Asia 70 9.9% 20 14.9% 28 0.98 22
12 DKB Asien Fonds TNL 63 9.8% 21 17.1% 18 0.97 24
13 Comstage MSCI Pacific ETF 62 10.1% 17 14.4% 30 1.03 15
14 Deutsche Invest I Top Asia LC 61 10.1% 18 14.9% 29 1.03 14
15 GAM Star Asia-Pacific Equity 59 10.4% 16 14.3% 32 1.06 11
16 JP Morgan Pacific Equity 57 10.0% 19 15.3% 25 1.04 13
17 HSBC MSCI EM Far East ETF 56 10.7% 12 15.2% 26 1.01 18
18 Lingohr-Asien-Systematic-LBB-Invest 48 10.6% 14 15.5% 24 1.06 10
19 I-Shares Dow Jones Asia Pacific Select Dividend 30 44 12.54% 5 15.57% 23 1.03 16
20 Macquarie MS Equities Pacific Rim 42 10.6% 13 17.4% 17 1.05 12
21 VB Pacific-Invest 42 10.8% 11 19.7% 14 1.01 17
22 I-Shares Asia Pacific Dividend ETF 35 13.0% 4 15.7% 22 1.06 9
23 All Asia 33 11.3% 9 17.5% 16 1.06 8
24 Blackrock Pacific Equity Fund 33 11.3% 8 16.1% 21 1.16 4
25 Invesco Pacific Equity Fund 29 11.4% 7 18.2% 15 1.11 7
26 Spängler Quality Equity Pacific 29 12.0% 6 16.7% 20 1.16 3
27 Axa Far East Equities 28 11.1% 10 20.3% 13 1.15 5
  Fonds Pkt
Ratings
Feri Pkt.
Feri
FWW
Fundstars
Pkt.
FWW
Fundstars
Lipper Pkt.
Lipper
Morningstar Pkt.
Morningstar
Sauren Pkt.
Sauren
Telos Pkt.
Telos
1 Robeco Asia-Pacific Equities 80 A 20 5 20 19 20 5 20 0 0
2 Fidelity Pacific Fund 70 A 20 5 20 17 10 5 20 0 0
3 Invesco Pacific Equity Fund 60 B 10 5 20 17 10 5 20 0 0
4 Blackrock Pacific Equity Fund 50 B 10 5 20 17 10 4 10 0 0
5 I-Shares Dow Jones Asia Pacific Select Dividend 30 50 B 10 4 10 16 10 5 20 0 0
6 I-Shares Asia Pacific Dividend ETF 45 B 10 3 5 16 10 5 20 0 0
7 Uni-Asia 40 B 10 4 10 15 10 4 10 0 0
8 Raiffeisen-Pazifik-Aktien 40 A 20 4 10 10 5 3 5 0 0
9 Comstage MSCI Pacific ETF 35 C 5 4 10 17 10 4 10 0 0
10 Matthews Asia Dividend Fund 35 0 5 20 13 5 4 10 0 0
11 Comgest Asia 30 B 10 4 10 11 5 3 5 0 0
12 Pioneer Funds Austria Asia Stock 25 0 5 20 0 3 5 0 0
13 Lingohr-Asien-Systematic-LBB-Invest 25 B 10 2 0 12 5 4 10 0 2 0
14 JP Morgan Pacific Equity 20 B,ur 0 3 5 15 10 3 5 0 0
15 DWS Top Asien 20 D 0 3 5 13 5 4 10 0 0
16 HSBC MSCI EM Far East ETF 20 0 3 5 16 10 3 5 0 2 0
17 Macquarie MS Equities Pacific Rim 15 C 5 2 0 13 5 3 5 0 0
18 Deutsche Invest Top Asia 15 D 0 3 5 13 5 3 5 0 0
19 Axa Far East Equities 15 C 5 1 0 10 5 3 5 0 0
20 Bawag P.S.K. Japan-Asien Stock Dachfonds 15 C 5 2 0 10 5 3 5 0 0
21 Gamax Maxi-Fonds Asien International 10 D 0 3 5 8 0 3 5 0 0
22 GAM Star Asia-Pacific Equity 5 D 0 2 0 11 5 2 0 0 0
23 DKB Asien Fonds TNL 5 D 0 1 0 7 0 3 5 0 0
24 Acatis Asia Pacific Plus Fonds UI 0 D 0 2 0 8 0 2 0 0 0
25 VB Pacific-Invest 0 E 0 1 0 8 0 2 0 0 0
26 Spängler Quality Equity Pacific 0 E 0 1 0 7 0 2 0 0 0
27 All Asia 0 D 0 2 0 8 0 2 0 0 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 19. November 2014)