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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 Technology S&P US Select SectorETF 220 74 76 70 82.9% 12.3% 457
2 Janus Global Technology Fund 198 51 77 70 82.2% 14.1% 59
3 Uni-Sector Hightech 185 37 91 57 74.1% 10.3% 67
4 Lyxor ETF MSCI World Information Technology 178 40 68 70 82.6% 12.7% 20
5 DNB Technology 177 70 50 57 85.7% 14.1% 138
6 DB X-Trackers MSCI World Information Technology ETF 175 47 58 70 82.7% 14.2% 114
7 Fidelity Global Technology Fund 170 58 52 60 90.0% 11.2% 408
8 SSGA Technology Index Equity Fund 164 44 68 52 77.6% 14.2% 128
9 Deka-Technologie CF 144 22 77 45 76.8% 8.7% 190
10 Lux-Sectors Information Technologies 126 25 81 20 71.3% 10.4% 37
11 DWS Technology Typ O 125 28 55 42 69.4% 12.0% 240
12 KBC Equity Fund Technology 122 11 64 47 68.4% 15.4% 149
13 Aberdeen Technology Equity Fund 121 16 80 25 53.6% 15.1% 245
14 Candriam Equities Global Technology 120 23 55 42 70.7% 15.2% 68
15 Investec Global Dynamic Fund 116 -5 91 30 73.8% 11.4% 877
16 Henderson Horizon Global Technology Fund 115 24 44 47 66.4% 15.3% 2,792
17 Aberdeen Global High Tech Equity Fund 103 14 79 10 50.5% 14.9% 40
18 Threadneedle Global Technology 102 46 21 35 73.2% 19.7% 18
19 Franklin Technology Fund Class 102 61 12 29 77.7% 18.0% 822
20 Espa Stock Techno 99 40 49 10 80.3% 13.0% 24
21 DB X-Trackers MSCI EM Information Technology Index 96 34 43 19 75.6% 16.4% 105
22 ACM Bernstein International Technology Portfolio 84 27 18 39 67.2% 15.5% 184
23 Vitruvius Growth Opportunities 84 13 42 29 64.8% 15.4% 20
24 Polar Global Technology Fund 81 17 17 47 73.1% 17.4% 1,015
25 Monega Innovation 81 8 69 4 77.2% 13.2% 16
26 Nordinternet 78 47 4 27 92.6% 20.0% 22
27 Allianz Informationstechnologie 68 36 2 30 106.1% 21.8% 163
28 UBS Equity Global Multi Tech 60 -14 69 5 57.0% 14.4% 202
29 Nordasia.com 55 5 50 0 52.6% 14.6% 154
30 Blackrock World Technology Fund 52 15 23 14 68.0% 16.2% 103
31 GAM Star Technology 52 21 12 19 78.6% 16.9% 620
32 Invesco Global Technology Fund 42 20 7 15 65.5% 18.3% 100
33 JPM US Technology 39 23 6 10 69.0% 19.5% 354
34 Lombard Odier Technology Fund 38 5 19 14 59.9% 17.0% 322
35 DKB Teletech Fonds 36 -15 51 0 48.4% 14.5% 27
36 Abakus New Growth Stocks 35 -2 28 9 70.2% 15.2% 10
37 4Q-Growth Fonds 27 3 14 10 60.4% 16.2% 56
38 Fourpoints Info Tech 19 -10 24 5 53.7% 15.0% 54
39 Allianz Global Hi-Tech Growth 11 -4 3 12 76.1% 21.2% 351
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 Source Technology S&P US Select Sector ETF 74 52.0% 29 82.9% 21 149.6% 19 5 5 -5 5 5 -5
2 DNB Technology 70 42.9% 13 85.7% 22 150.6% 20 15 5 5 -5 5 5
3 Franklin Technology Fund 61 44.2% 19 77.7% 15 139.8% 17 10 5 5 -5 0 5
4 Fidelity Global Technology Fund 58 51.8% 28 90.0% 23 129.9% 12 -5 5 -5 5 -5 -5
5 Janus Global Technology Fund 51 42.1% 9 82.2% 18 131.8% 14 10 5 0 5 -5 5
6 Nordinternet 47 33.8% 0 92.6% 24 148.7% 18 5 -5 5 5 -5 5
7 DB X-Trackers MSCI World Information Technology Index ETF 47 50.7% 27 82.7% 20 0 0 5 0 -5 5 -5
8 Threadneedle Global Technology 46 58.8% 30 73.2% 7 120.8% 9 0 5 -5 -5 5 0
9 SSGA Technology Index Equity Fund 44 49.2% 25 77.6% 14 121.2% 10 -5 5 -5 -5 5 -5
10 Espa Stock Techno 40 45.3% 22 80.3% 17 109.6% 1 0 5 0 5 -5 -5
11 Lyxor ETF MSCI World Information Technology 40 50.5% 26 82.6% 19 0 -5 5 -5 -5 5 -5
12 Uni-Sector Hightech 37 43.9% 17 74.1% 9 118.1% 6 5 5 -5 5 5 -5
13 Allianz Informationstechnologie 36 28.0% 0 106.1% 25 138.6% 16 -5 -5 5 5 -5 -5
14 DB X-Trackers MSCI EM Information Technology Index 34 47.0% 24 75.6% 10 0 0 0 0 0 0 0
15 DWS Technology Typ O 28 45.7% 23 69.4% 2 120.2% 8 -5 5 -5 -5 5 -5
16 ACM Bernstein International Technology Portfolio 27 42.2% 11 67.2% 0 128.9% 11 5 5 -5 -5 5 5
17 Lux-Sextors Information Technologies 25 43.7% 15 71.3% 5 105.5% 0 5 5 -5 5 5 -5
18 Henderson Horizon Global Technology Fund 24 42.6% 12 66.4% 0 119.7% 7 5 5 -5 -5 5 5
19 JPM US Technology 23 39.3% 7 69.0% 1 137.7% 15 0 0 5 -5 -5 5
20 Candriam Equities Global Technology 23 45.1% 21 70.7% 4 112.5% 3 -5 5 -5 -5 5 -5
21 Deka-Technologie CF 22 42.2% 10 76.8% 12 109.4% 0 0 5 -5 5 0 -5
22 GAM Star Technology 21 28.5% 0 78.6% 16 0 5 -5 5 5 5 -5
23 Invesco Global Technology Fund 20 43.8% 16 65.5% 0 115.7% 4 0 5 -5 -5 0 5
24 Polar Capital Global Technology Fund 17 37.8% 3 73.1% 6 131.0% 13 -5 -5 5 -5 -5 5
25 Aberdeen Technology Equity Fund 16 39.2% 6 53.6% 0 105.7% 0 10 0 -5 5 5 5
26 Blackrock World Technology Fund 15 44.2% 20 68.0% 0 106.6% 0 -5 5 -5 -5 -5 5
27 Aberdeen Global High Tech Equity Fund 14 38.1% 4 50.5% 0 98.8% 0 10 0 -5 5 5 5
28 Vitruvius Growth Opportunities 13 44.2% 18 64.8% 0 102.0% 0 -5 5 -5 -5 5 -5
29 KBC Equity Fund Technology 11 43.4% 14 68.4% 0 112.1% 2 -5 5 -5 -5 5 -5
30 Monega Innovation 8 20.2% 0 77.2% 13 74.8% 0 -5 -5 5 5 -5 -5
31 Lombard Odier Technology Fund 5 25.7% 0 59.9% 0 103.5% 0 5 -5 5 -5 5 5
32 Nordasia.com 5 14.2% 0 52.6% 0 80.8% 0 5 -5 5 5 -5 5
33 4Q-Growth Fonds 3 40.0% 8 60.4% 0 115.8% 5 -10 0 -5 -5 -5 5
34 Abakus New Growth Stocks -2 32.5% 0 70.2% 3 82.1% 0 -5 -5 5 5 -5 -5
35 Allianz Global Hi-Tech Growth -4 28.1% 0 76.1% 11 104.3% 0 -15 -5 5 -5 -5 -5
36 Investec Global Dynamic Fund -5 37.5% 2 73.8% 8 107.5% 0 -15 -5 -5 5 -5 -5
37 Fourpoints Info Tech -10 27.4% 0 53.7% 0 92.2% 0 -10 -5 0 -5 -5 5
38 UBS Equity Global Multi Tech -14 35.4% 1 57.0% 0 85.2% 0 -15 -5 -5 -5 5 -5
39 DKB Teletech Fonds -15 38.7% 5 48.4% 0 66.5% 0 -20 0 -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 Uni-Sector Hightech 91 9.2% 28 10.3% 39 0.84 24
2 Investec Global Dynamic Fund 91 9.5% 27 11.4% 36 0.72 28
3 Lux-Sectors Information Technologies 81 10.0% 23 10.4% 38 0.90 20
4 Aberdeen Technology Equity Fund 80 8.6% 30 15.1% 21 0.70 29
5 Aberdeen Global High Tech Equity Fund 79 8.8% 29 14.9% 23 0.74 27
6 Janus Global Technology Fund 77 9.7% 25 14.1% 30 0.85 22
7 Deka-Technologie CF 77 10.1% 21 8.7% 40 0.94 16
8 Source Technology S&P US Select Sector ETF 76 10.1% 19 12.3% 34 0.85 23
9 Monega Innovation 69 11.1% 13 13.2% 31 0.82 25
10 UBS Equity Global Multi Tech 69 10.0% 24 14.4% 26 0.93 19
11 SSGA Technology Index Equity Fund 68 10.1% 22 14.2% 28 0.93 18
12 Lyxor ETF MSCI World Information Technology 68 10.2% 18 12.7% 33 0.94 17
13 KBC Equity Fund Technology 64 9.6% 26 15.4% 17 0.88 21
14 DB X-Trackers MSCI World Information Technology ETF 58 10.2% 17 14.2% 27 0.94 14
15 Candriam Equities Global Technology 55 10.1% 20 15.2% 20 0.94 15
16 DWS Technology Typ O 55 11.3% 12 12.0% 35 1.02 8
17 Fidelity Global Technology Fund 52 11.4% 10 11.2% 37 1.04 5
18 DKB Telerech Fonds 51 10.6% 14 14.5% 25 0.97 12
19 Nordasia.com 50 13.2% 0 14.6% 24 0.77 26
20 DNB Technology 50 11.4% 8 14.1% 29 0.97 13
21 Espa Stock Techno 49 11.4% 11 13.0% 32 1.04 6
22 Henderson Global Technology Fund 44 10.6% 15 15.3% 18 0.99 11
23 DB X-Trackers MSCI EM Information Technology Index 43 12.8% 1 16.4% 12 0.64 30
24 Vitruvius Growth Opportunities 42 10.5% 16 15.4% 16 0.99 10
25 Abakus New Growth Stocks 28 13.2% 0 15.2% 19 1.01 9
26 Fourpoints Info Tech 24 12.7% 2 15.0% 22 1.11 0
27 Blackrock World Technology Fund 23 11.5% 7 16.2% 13 1.06 3
28 Threadneedle Global Technology 21 11.4% 9 19.7% 5 1.02 7
29 Lombard Odier Technology Fund 19 11.8% 5 17.0% 10 1.05 4
30 ACM Bernstein International Technology Portfolio 18 12.0% 3 15.5% 15 1.12 0
31 Polar Capital Global Technology Fund 17 11.8% 6 17.4% 9 1.09 2
32 4Q-Growth Fonds 14 13.0% 0 16.2% 14 1.17 0
33 Franklin Technology Fund 12 11.9% 4 18.0% 8 1.11 0
34 GAM Star Technology 12 13.5% 0 16.9% 11 1.11 1
35 Invesco Global Technology Fund 7 13.3% 0 18.3% 7 1.23 0
36 JPM US Technology 6 15.8% 0 19.5% 6 1.42 0
37 Nordinternet 4 15.2% 0 20.0% 4 1.35 0
38 Allianz Global Hi-Tech Growth 3 14.7% 0 21.2% 3 1.25 0
39 Allianz Informationstechnologie 2 14.9% 0 21.8% 2 1.22 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 Janus Global Technology Fund 70 A 20 5 20 15 10 4 10 0 5 10
2 Source Technology S&P US Select Sector ETF 70 0 5 20 20 20 5 20 0 5 10
3 Lyxor ETF MSCI World Information Technology 70 0 5 20 19 20 5 20 0 5 10
4 DB X-Trackers MSCI World Information Technology ETF 70 0 5 20 19 20 5 20 0 5 10
5 Fidelity Global Technology Fund 60 B 10 5 20 16 10 4 10 0 5 10
6 Uni-Sector Hightech 57 B 10 5 20 16 10 4 10 0 4 7
7 DNB Technology 57 A 20 4 10 15 10 4 10 0 4 7
8 SSGA Technology Index Equity Fund 52 C 5 5 20 17 10 4 10 0 4 7
9 KBC Equity Fund Technology 47 C 5 5 20 14 10 3 5 0 4 7
10 Henderson Global Technology Fund 47 B 10 4 10 16 10 4 10 0 4 7
11 Polar Capital Global Technology Fund 47 A 20 3 5 16 10 3 5 0 4 7
12 Deka-Technologie CF 45 B 10 4 10 14 10 3 5 0 5 10
13 DWS Technology Typ O 42 B 10 3 5 15 10 4 10 0 4 7
14 Candriam Equities Global Technology 42 C 5 4 10 14 10 4 10 0 4 7
15 ACM Bernstein International Technology Portfolio 39 A 20 3 5 12 5 3 5 0 3 4
16 Threadneedle Global Technology 35 0 4 10 11 5 5 20 0 0
17 Investec Global Dynamic Fund 30 0 4 10 0 4 10 0 5 10
18 Allianz Informationstechnologie 30 C 5 3 5 15 10 4 10 0 0
19 Franklin Technology Fund 29 0 3 5 16 10 4 10 0 3 4
20 Vitruvius Growth Opportunities 29 C 5 3 5 11 5 4 10 0 3 4
21 Nordinternet 27 0 2 0 14 10 4 10 0 4 7
22 Aberdeen Technology Equity Fund 25 C 5 4 10 11 5 3 5 0 2 0
23 Lux-Sectors Information Technologies 20 C 5 4 10 8 0 3 5 0 0
24 GAM Star Technology 19 0 2 0 16 10 3 5 0 3 4
25 DB X-Trackers MSCI EM Information Technology Index 19 0 2 0 14 10 3 5 0 3 4
26 Invesco Global Technology Fund 15 C 5 1 0 10 5 3 5 0 2 0
27 Blackrock World Technology Fund 14 C 5 2 0 11 5 2 0 0 3 4
28 Lombard Odier Technology Fund 14 C 5 2 0 9 0 3 5 0 3 4
29 Allianz Global Hi-Tech Growth 12 D 0 1 0 9 0 3 5 0 4 7
30 Espa Stock Techno 10 0 3 5 0 3 5 0 0
31 Aberdeen Global High Tech Equity Fund 10 0 3 5 0 3 5 0 0
32 4Q-Growth Fonds 10 C 5 1 0 8 0 3 5 0 2 0
33 JPM US Technology 10 0 1 0 11 5 3 5 0 2 0
34 Abakus New Growth Stocks 9 C 5 1 0 9 0 2 0 0 3 4
35 Fourpoints Info Tech 5 C 5 1 0 5 0 2 0 0 2 0
36 UBS Equity Global Multi Tech 5 D 0 2 0 7 0 3 5 0 2 0
37 Monega Innovation 4 0 2 0 9 0 2 0 0 3 4
38 DKB Teletech Fonds 0 E 0 2 0 7 0 2 0 0 0
39 Nordasia.com 0 0 1 0 9 0 2 0 0 1 0

Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DER FONDS, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 16. März 2015), Wertentwicklung auf Euro-Basis