Stresstest Aktienfonds Großbritannien
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.
1.200% Rendite in 20 Jahren?
Gesamtbewertung Performance Stresstest Aktives Management
| Rang | Fondsname | ISIN | Punkte Performance | Performance 1 Jahr | Punkte Performance 1 Jahr | Performance 3 Jahre | Punkte Performance 3 Jahre | Performance 5 Jahre | Punkte Performance 5 Jahre | Punkte Outperformance |
| 1 | UBS MSCI UK IMI Social Responibility ETF | IE00BMP3HN93 | 29 | 23,09 | 4 | 27,37 | 5 | 26,94 | 5 | 15 |
| 2 | Xtrackers FTSE All-Share UCITS ETF 1D | LU0292097747 | 25 | 20,2 | 3 | 23,42 | 4 | 24,32 | 4 | 14 |
| 3 | SPDR FTSE UK All Share UCITS ETF | IE00B7452L46 | 25 | 20,13 | 3 | 23,44 | 4 | 24,83 | 4 | 14 |
| 4 | BNY Mellon UK Equity | GB0006779549 | 24 | 21,38 | 4 | 27,20 | 5 | 22,56 | 3 | 12 |
| 5 | Blackrock United Kingdom | LU0011847091 | 24 | 25,96 | 5 | 33,94 | 5 | 31,44 | 5 | 9 |
| 6 | BNY Mellon UK Opportunities | GB0031189888 | 24 | 24,54 | 5 | 27,26 | 5 | 26,02 | 5 | 9 |
| 7 | iShares Core FTSE 100 UCITS ETF (Dist) | IE0005042456 | 22 | 19,48 | 2 | 22,17 | 3 | 23,10 | 3 | 14 |
| 8 | iShares FTSE 100 UCITS ETF (Acc) | IE00B53HP851 | 22 | 19,48 | 2 | 22,05 | 3 | 23,03 | 3 | 14 |
| 9 | Threadneedle UK Extended Alpha Fund 1 GBP acc. | GB00B02QB917 | 21 | 20,43 | 3 | 22,30 | 3 | 23,11 | 4 | 11 |
| 10 | AS SICAV I - UK Equity Fund A Acc GBP | LU0011963757 | 21 | 25,92 | 5 | 31,86 | 5 | 21,47 | 2 | 9 |
| 11 | Vanguard FTSE 100 UCITS ETF | IE00B810Q511 | 21 | 19,49 | 2 | 21,98 | 2 | 22,82 | 3 | 14 |
| 12 | HSBC FTSE 100 ETF | IE00B42TW061 | 20 | 19,51 | 2 | 22,01 | 2 | 22,42 | 2 | 14 |
| 13 | Xtrackers FTSE 100 UCITS ETF 1C | LU0838780707 | 20 | 19,46 | 1 | 21,97 | 2 | 22,84 | 3 | 14 |
| 14 | Xtrackers FTSE 100 Income UCITS ETF 1D | LU0292097234 | 19 | 19,47 | 1 | 21,97 | 2 | 22,32 | 2 | 14 |
| 15 | BNY Mellon UK Income | GB0006779218 | 19 | 23,09 | 5 | 26,96 | 4 | 20,68 | 1 | 9 |
| 16 | J O HAMBRO CAPITAL MANAGEMENT UK Dynamic Fund B acc GBP | GB00B4T7JX59 | 19 | 16,26 | 0 | 22,36 | 3 | 25,78 | 5 | 11 |
| 17 | UBS - FTSE 100 UCITS ETF A | LU0136242590 | 18 | 19,32 | 1 | 21,55 | 1 | 22,15 | 2 | 14 |
| 18 | Investec GSF - U.K. Alpha Fund A Inc GBP | LU0345775364 | 16 | 21,53 | 4 | 21,75 | 2 | 20,10 | 1 | 9 |
| 19 | Threadneedle (Lux) UK Equities AG | LU0713318490 | 15 | 20,88 | 4 | 18,45 | 0 | 20,82 | 2 | 9 |
| 20 | J O HAMBRO CAPITAL MANAGEMENT UK Equity Income Fd A acc. | GB00B03KR500 | 15 | 16,5 | 0 | 22,44 | 3 | 23,25 | 4 | 8 |
| 21 | Threadneedle UK Growth & Income Fund 1 | GB0001529675 | 14 | 19,21 | 0 | 23,15 | 4 | 19,14 | 1 | 9 |
| 22 | Lyxor FTSE 100 UCITS ETF - Acc | LU1650492173 | 14 | 18,38 | 0 | 21,68 | 1 | 24,47 | 4 | 9 |
| 23 | Threadneedle UK Fund 1 | GB0001529782 | 12 | 19,99 | 3 | 18,42 | 0 | 18,14 | 0 | 9 |
| 24 | iShares MSCI UK UCITS ETF B | IE00B539F030 | 12 | 18,25 | 0 | 19,93 | 0 | 19,33 | 1 | 11 |
| 25 | UBS - MSCI United Kingdom hdg to EUR UCITS ETF EUR A-acc | LU0950671239 | 11 | 12,11 | 0 | 13,17 | 0 | 25,21 | 5 | 6 |
| 26 | M&G UK Select Fund A EUR | GB00B23X9910 | 10 | 18,78 | 0 | 24,39 | 4 | 13,51 | 0 | 6 |
| 27 | Threadneedle UK Monthly Income Fund 1 | GB0001529568 | 10 | 20,95 | 4 | 14,63 | 0 | 7,69 | 0 | 6 |
| 28 | Threadneedle UK Institutional Fund 1 GBP acc. | GB0031833394 | 9 | 16,69 | 0 | 18,73 | 0 | 15,33 | 0 | 9 |
| 29 | Schroder ISF UK Opportunities A Dis | LU0995122701 | 9 | 20,02 | 3 | 18,05 | 0 | 5,90 | 0 | 6 |
| 30 | AMUNDI ETF MSCI UK UCITS ETF | FR0010655761 | 9 | 17,89 | 0 | 20,14 | 0 | 18,17 | 0 | 9 |
| 31 | SPDR S&P UK Dividend Aristocrats UCITS ETF | IE00B6S2Z822 | 8 | 28,5 | 5 | 20,85 | 0 | 10,55 | 0 | 3 |
| 32 | HSBC GIF UK Equity AD | LU0156331158 | 8 | 19,53 | 2 | 14,10 | 0 | 8,69 | 0 | 6 |
| 33 | Merian UK Alpha Fund (IRL) A USD Acc | IE00BFWH6509 | 8 | 19,47 | 1 | 21,34 | 1 | 11,19 | 0 | 6 |
| 34 | Threadneedle UK Equity Income Fund 1 | GB0001448900 | 7 | 18,16 | 0 | 21,62 | 1 | 16,89 | 0 | 6 |
| 35 | Threadneedle UK Select Fund 1 GBP inc. | GB0001530236 | 6 | 17,68 | 0 | 14,10 | 0 | 10,10 | 0 | 6 |
| 36 | Schroder ISF UK Equity A Dis | LU0045667853 | 6 | 11,67 | 0 | 11,81 | 0 | 6,70 | 0 | 6 |
| 37 | Threadneedle UK Equity Alpha Income Fund 1 GBP inc. | GB00B12WJY78 | 6 | 14,83 | 0 | 17,16 | 0 | 9,08 | 0 | 6 |
| 38 | J O HAMBRO CAPITAL MANAGEMENT UK Opportunities Fd A acc. | GB00B0LLB641 | 6 | 14,05 | 0 | 17,85 | 0 | 18,81 | 0 | 6 |
| 39 | Fidelity Funds - United Kingdom Fund A (GBP) | LU0048621717 | 3 | 18,59 | 0 | 11,32 | 0 | 7,52 | 0 | 3 |
| 40 | MFS Meridian Funds - UK Equity Fund A1 GBP | LU0219431854 | 3 | 18,29 | 0 | 19,01 | 0 | 14,08 | 0 | 3 |
| 41 | M&G Recovery Fund A | GB0032139684 | 3 | 4,81 | 0 | 0,77 | 0 | 0,11 | 0 | 3 |
| 42 | J O HAMBRO CAPITAL MANAGEMENT UK Growth Fund B GBP | IE0031005543 | 3 | 15,95 | 0 | 12,66 | 0 | 2,68 | 0 | 3 |
| 43 | iShares UK Dividend UCITS ETF | IE00B0M63060 | 0 | 15,16 | 0 | 11,12 | 0 | 1,89 | 0 | 0 |
| 44 | Invesco UK Equity Fund A (GBP) auss. | LU1775979708 | 0 | 11,68 | 0 | 0,35 | 0 | -7,15 | 0 | 0 |
Sortierkriterium: Punkte Gesamt, Quelle: Testverfahren DAS INVESTMENT, Berechnung und Daten: FWW Fundservices GmbH (Stichtag: 24. Januar 2020), Wertentwicklung auf Euro-Basis.
