GELD-Magazin, November 2019

102 | GELD-MAGAZIN – November 2019 DACHFONDS AWARD 2019 | Alle Dachfonds im Überblick GEMISCHTE DACHFONDS FLEXIBEL – konservativ LU1224425600 » UBS (Lux) KSS - Global Multi Income (USD) 12,47% 1,64 » Dynamik Invest 3,70% 0,61 » 3 Banken Absolute Return-Mix 3,07% 0,54 AT0000A0H858 Macro + Strategy 11,04% 1,43 C-QUADRAT ARTS Total Return Vorsorge 2,91% 0,51 Best of 3 Banken-Fonds 2,85% 0,46 AT0000A0J7U8 Constantia Multi Invest 5 5,83% 0,97 Assenagon I Multi Asset Conservative 2,58% 0,46 Dynamik Invest 3,03% 0,41 LU0206715210 IAMF-Aktien AKTIV 7,07% 0,93 JPM Global Multi Strategy Income 2,45% 0,43 PRB-VM 2,77% 0,38 AT0000619051 3 Banken Absolute Return-Mix 4,38% 0,83 3 Banken Absolute Return-Mix 2,30% 0,43 Constantia Multi Invest 5 2,46% 0,36 AT0000A067F0 FOCUS 1200 2,68% 0,59 Best of 3 Banken-Fonds 2,37% 0,41 JPM Global Multi Strategy Income 2,32% 0,33 AT0000789821 C-QUADRAT ARTS Total Return Vorsorge 3,45% 0,52 LLB Strategie Total Return Ausgewogen 2,44% 0,41 AlpenBank Ausgewogene Strategie 2,54% 0,33 AT0000828553 AlpenBank Ausgewogene Strategie 3,92% 0,43 BSF Dynamic Diversified Growth 2,02% 0,35 FOCUS 1200 1,61% 0,32 LU0093746120 DWS Concept ARTS Balanced 3,02% 0,43 Macro + Strategy 2,50% 0,34 C-QUADRAT ARTS Total Return Vorsorge 2,13% 0,30 AT0000A1PDV6 SmartSelection Global Ausgegl. Strategie 3,78% 0,42 AlpenBank Ausgewogene Strategie 2,25% 0,33 DWS Invest Multi Opportunities 1,93% 0,22 AT0000A0PDE4 Dynamik Invest 3,41% 0,37 GAM Star Flexible Global Portfolio 1,66% 0,31 ELITE Plus UI 1,58% 0,20 AT0000A146V9 Best of 3 Banken-Fonds 2,74% 0,37 ELITE Plus UI 1,63% 0,27 DWS Concept ARTS Balanced 1,48% 0,18 AT0000A1ASG7 LLB Strategie Total Return Ausgewogen 2,89% 0,35 FOCUS 1200 1,25% 0,26 Bankhaus Bauer Premium Select 1,53% 0,16 LU1054321358 DWS Invest Multi Opportunities 3,02% 0,33 PRB-VM 1,81% 0,25 Deutsche Multi Opportunities 1,53% 0,15 AT0000634704 C-QUADRAT ARTS Total Return Balanced 2,04% 0,27 SAM-PF3 1,82% 0,23 IAMF - Flexible Invest 1,19% 0,12 LU0697242484 JPM Global Multi Strategy Income 2,16% 0,26 DWS Concept ARTS Balanced 1,40% 0,20 Swiss World Invest - Verm.verwalt.-Fonds W 1,19% 0,10 DE000A0M6DK0 ELITE Plus UI 2,01% 0,24 DWS Invest Multi Opportunities 1,61% 0,20 C-QUADRAT ARTS Total Return Balanced 0,80% 0,05 LU0989130413 Deutsche Multi Opportunities 2,34% 0,24 Merito Dynamic Real Return 0,96% 0,11 Merito Dynamic Real Return 0,72% 0,05 LU1297482736 Assenagon I Multi Asset Conservative 1,19% 0,10 Deutsche Multi Opportunities 1,10% 0,11 PrivatFonds: Flexibel pro 0,65% 0,02 AT0000A0DY93 Merito Dynamic Real Return 0,96% 0,08 C-QUADRAT ARTS Total Return Balanced 0,88% 0,08 GAM Star Flexible Global Portfolio 0,56% 0,01 AT0000A03K55 C-QUADRAT ARTS Total Return Garant 0,47% neg. IAMF - Flexible Invest 0,16% neg. BSF Dynamic Diversified Growth 0,52% 0,00 LU0496817981 BSF Dynamic Diversified Growth 0,36% neg. C-QUADRAT ARTS Total Return Garant 0,13% neg. Macquarie Global Multi Asset Abs. Return 0,32% neg. IE00B582R233 GAM Star Flexible Global Portfolio -0,01% neg. PrivatFonds: Flexibel pro -0,29% neg. C-QUADRAT ARTS Total Return Garant 0,05% neg. LU1274825196 Macquarie Global Multi Asset Abs. Return -0,40% neg. Macquarie Global Multi Asset Abs. Return -0,86% neg. – LU0224193077 IAMF - Flexible Invest -1,60% neg. Kathrein Dynamic Asset Allocation -1,13% neg. – FR0010149211 Carmignac Profil Réactif 100 -1,78% neg. – – LU0967738625 Patriarch Classic Trend 200 -3,75% neg. – – DE000A0RPAL7 PrivatFonds: Flexibel pro -4,88% neg. – – AT0000A0H9L5 Kathrein Dynamic Asset Allocation -5,98% neg. – – GEMISCHTE DACHFONDS FLEXIBEL – ausgewogen LI0108469250 » LGT GIM Growth (USD) 10,36% 1,07 » UBS (Lux) KSS - Global Multi Income (USD) 6,35% 0,85 » Allianz Invest Portfolio Blue 4,61% 0,47 LU0197216392 UBS (Lux) KSS - Global Allocation (USD) 8,16% 0,79 UBS (Lux) KSS - Global Allocation (USD) 6,44% 0,81 Swiss Rock (Lux) Dachfonds - Ausgewogen 4,02% 0,45 LI0010998917 Zeus Strategie Fund 6,13% 0,64 LGT GIM Growth (USD) 5,67% 0,72 KEPLER Active World Portfolio 3,62% 0,43 AT0000506035 PremiumPLUS LONGTERMPLUS 4,68% 0,45 KEPLER Active World Portfolio 4,49% 0,63 Swiss World Invest - Verm.verw. Klassisch 3,36% 0,35 AT0000A0T6K9 PRB-VM 4,07% 0,45 NDR Active Allocation - Kathrein Fund 4,22% 0,60 PremiumPLUS LONGTERMPLUS 3,08% 0,34 AT0000766373 RT Active Global Trend 4,18% 0,36 Carmignac Profil Réactif 100 4,21% 0,57 SAM-PF3 2,70% 0,32 AT0000A1DJV9 NDR Active Allocation - Kathrein Fund 3,78% 0,35 Swiss Rock (Lux) Dachfonds - Ausgewogen 4,07% 0,52 Patriarch Classic Trend 200 2,66% 0,29 AT0000A0T6F9 SAM-PF3 3,39% 0,33 IAMF-Aktien AKTIV 3,63% 0,51 IAMF-Aktien AKTIV 2,73% 0,28 AT0000A0PDD6 KEPLER Active World Portfolio 3,37% 0,30 Constantia Multi Invest 5 3,54% 0,50 Macro + Strategy 2,51% 0,28 LU0349309376 Swiss Rock (Lux) Dachfonds - Ausgewogen 3,52% 0,30 Allianz Invest Portfolio Blue 3,92% 0,50 STARS Flexibel A 2,62% 0,25 LU0093746393 DWS Concept ARTS Dynamic 2,60% 0,25 Swiss World Invest - Verm.verw. Klassisch 4,07% 0,48 Dr. Peterreins Total Return I Fonds 2,41% 0,25 AT0000A0HJC2 Allianz Invest Portfolio Blue 2,70% 0,22 UBS (Lux) KSS - Global Alloc. Focus Europe 3,48% 0,46 Carmignac Profil Réactif 100 2,40% 0,23 LU1604448271 SSSF Managed Wealth Portfolio S (GBP) 2,68% 0,21 PremiumPLUS LONGTERMPLUS 3,39% 0,44 Veri ETF-Dachfonds 2,10% 0,19 DE000A0F5G98 C-QUADRAT ARTS Total Return Global AMI 1,26% 0,09 DWS Concept ARTS Dynamic 2,82% 0,36 Zeus Strategie Fund 1,52% 0,12 LU0263318890 UBS (Lux) KSS - Global Alloc. Focus Europe 0,81% 0,03 C-QUADRAT ARTS Total Return Dynamic 2,67% 0,30 C-QUADRAT ARTS Total Return Dynamic 1,34% 0,11 AT0000634738 C-QUADRAT ARTS Total Return Dynamic 0,66% 0,02 Patriarch Classic Trend 200 2,09% 0,26 UBS (Lux) KSS - Global Alloc. Focus Europe 1,17% 0,09 LU0108788612 MultiManagerTrust (MMT) Global Selection 0,45% neg. Bankhaus Bauer Premium Select 1,98% 0,24 RT Active Global Trend 1,21% 0,08 DE000A0YJMN7 C-QUADRAT ARTS Total Return Flexible -0,95% neg. C-QUADRAT ARTS Total Return Global AMI 2,06% 0,23 C-QUADRAT ARTS Total Return Global AMI 1,00% 0,07 LU0368522677 Bankhaus Bauer Premium Select -1,63% neg. MultiManagerTrust (MMT) Global Selection 2,20% 0,23 C-QUADRAT ARTS Total Return Flexible 0,58% 0,01 AT0000781596 Macquarie Global Multi Asset Flex. Alloc. -1,69% neg. C-QUADRAT ARTS Total Return Flexible 1,53% 0,15 DWS Concept ARTS Dynamic 0,57% 0,01 DE0005561674 Veri ETF-Dachfonds -3,08% neg. Zeus Strategie Fund 1,44% 0,14 Kathrein Dynamic Asset Allocation 0,56% 0,01 AT0000618137 C-QUADRAT ARTS Total Return Special -5,19% neg. Macquarie Global Multi Asset Flex. Alloc. 1,48% 0,13 TradeCom FondsTrader 0,22% neg. AT0000654645 TradeCom FondsTrader -5,53% neg. C-QUADRAT ARTS Total Return Special 1,36% 0,12 C-QUADRAT ARTS Total Return Special -0,25% neg. LI0210946104 EVOLUTION Emerging Dynamic Fund -9,41% neg. TradeCom FondsTrader 0,98% 0,07 – ISIN DACHFONDS ERTRAG 1 JAHR SR DACHFONDS ERTRAG 3 JAHRE P.A. SR DACHFONDS ERTRAG 5 JAHRE P.A. SR Quellen:Lipper/Morningstar/eigeneRecherche,allePerformance-Zahlen inProzentaufEuro-Basis,SR=SharpeRatio (0,5 %als risikoloserZinssatz),Stichzeitpunkt:30.09.2019