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Aktienfonds

Dekaden-Sieger: Die besten Schwellenländer-Aktienfonds von 2011 bis 2020

Der William Blair Emerging Markets Growth ist der beste Schwellenländer-Aktienfonds der vergangenen zehn Jahre. TiAM FundResearch zeigt, welche Fonds in puncto Rendite, Volatilität und Sharpe Ratio ebenfalls überzeugen konnten.

15.01.2021 | 07:15 Uhr von «Ralf Ferken»

Rendite

In der Dekade von 2011 bis 2020 erzielte der William Blair Emerging Markets GrowthlautFVBS professionalim Schnitt eine jährliche Rendite von 6,9 Prozent und übertraf damit alle anderen Schwellenländer-Aktienfonds.

Unter den Top Ten befinden sich zudem drei Fonds von JP Morgan Asset Management, darunter unter anderem der JPMorgan Emerging Markets Equity.

Rang Name Perf. 10 Jahre p.a. Volatilität 10 Jahre Sharpe Ratio 10 Jahre ISIN
1 William Blair Emerging Markets Growth $ 6,9% 15,3% 0,45 LU0222530932
2 Fidelity Funds Emerging Markets Fund A-USD 6,8% 14,9% 0,46 LU0048575426
3 Carmignac Emergents A EUR acc 6,7% 14,0% 0,48 FR0010149302
4 JPMorgan Funds Emerging Markets Equity A (dist) USD 6,5% 15,8% 0,41 LU0053685615
5 Goldman Sachs Emerging Markets Equity Portfolio Base 6,3% 15,3% 0,41 LU0083344555
6 JPMorgan Funds Emerging Markets Small Cap A (perf) (acc) EUR 6,2% 15,4% 0,41 LU0318933057
7 JPM Emerging Markets Opportunities Fund A (acc) USD 5,7% 15,4% 0,37 LU0431992006
8 Candriam Equities L Emerging Markets C 5,6% 14,9% 0,37 LU0056052961
9 Vontobel Fund Emerging Markets Equity B-USD 5,4% 13,7% 0,40 LU0040507039
10 Alger Emerging Markets Fund A USD 5,4% 14,5% 0,37 LU0242100229

Stichtag: 31.12.2020, Quelle: FVBS professional



Volatilität

Der Quoniam Emerging Markets Equities MinRiskvon Union Investment war in den vergangenen zehn Jahren am schwankungsärmsten. Eine geringe Volatilität wies auch der Invesco Emerging Market Structured Equity Fund auf, der dies ebenfalls aktiv anstrebt.

Allerdings erreichten die schwankungsärmsten Emerging-Markets-Aktienfonds von 2011 bis 2020 keine sonderlich hohen Wertzuwächse.

Rang Name Perf. 10 Jahre p.a. Volatilität 10 Jahre Sharpe Ratio 10 Jahre ISIN
1 Quoniam Funds Selection Emerging Markets Equities MinRisk 1,5% 12,2% 0,13 LU0489951870
2 Carmignac Portfolio-Emerging Discovery A EUR acc 2,7% 12,8% 0,21 LU0336083810
3 DWS Invest Emerging Markets Top Dividend LC 1,9% 13,1% 0,15 LU0329760002
4 Stewart Investors Global Emerging Markets Leaders Fund A Acc £ 3,4% 13,2% 0,26 GB0033873919
5 Stewart Investors Global Emerging Markets Fund A Acc 2,8% 13,5% 0,21 GB0030190366
6 Vontobel Fund Emerging Markets Equity B-USD 5,4% 13,7% 0,40 LU0040507039
7 RAM (Lux) Systemetic Funds Emerging Markets Equities F USD 5,0% 13,8% 0,37 LU0424800372
8 Templeton Frontier Markets Fund A (acc) USD 1,1% 13,9% 0,08 LU0390136736
9 Invesco Emerging Market Structured Equity Fund A-Acc USD 1,1% 13,9% 0,08 LU0505655729
10 GS&P Fonds Schwellenländer-Unterfonds G -1,1% 14,0% -0,07 LU0273373414

Stichtag: 31.12.2020, Quelle: FVBS professional



Sharpe Ratio

Beim Rendite-Risiko-Profil überzeugten der Carmignac Emergentsund derFidelity Emerging Markets Fundam meisten, die auch schon beim Rendite-Kriterium zu den Top Ten gezählt hatten.

Auch der William Blair Emerging Markets Growth und der JPMorgan Emerging Markets Equity reihen sich bei der Sharpe Ratio erneut unter die Top Ten ein.

Rang Name Perf. 10 Jahre p.a. Volatilität 10 Jahre Sharpe Ratio 10 Jahre ISIN
1 Carmignac Emergents A EUR acc 6,7% 14,0% 0,48 FR0010149302
2 Fidelity Funds Emerging Markets Fund A-USD 6,8% 14,9% 0,46 LU0048575426
3 William Blair Emerging Markets Growth $ 6,9% 15,3% 0,45 LU0222530932
4 Goldman Sachs Emerging Markets Equity Portfolio Base 6,3% 15,3% 0,41 LU0083344555
5 JPMorgan Funds Emerging Markets Equity A (dist) USD 6,5% 15,8% 0,41 LU0053685615
6 JPMorgan Funds Emerging Markets Small Cap A (perf) (acc) EUR 6,2% 15,4% 0,41 LU0318933057
7 Vontobel Fund Emerging Markets Equity B-USD 5,4% 13,7% 0,40 LU0040507039
8 Alger Emerging Markets Fund A USD 5,4% 14,5% 0,37 LU0242100229
9 Candriam Equities L Emerging Markets C 5,6% 14,9% 0,37 LU0056052961
10 JPM Emerging Markets Opportunities Fund A (acc) USD 5,7% 15,4% 0,37 LU0431992006

Stichtag: 31.12.2020, Quelle: FVBS professional



Exkurs: Alle Schwellenländer-Aktienfonds

Die beigefügte Tabelle enthält 111 Schwellenländer-Aktienfonds, die für die vergangenen zehn Jahre eine Wertenwicklung aufweisen. Die Liste ist alphabetisch sortiert.

Rang Name Perf. 10 Jahre p.a. Volatilität 10 Jahre Sharpe Ratio 10 Jahre ISIN
1 AB FCP I-Emerging Markets Growth Portfolio A USD 4,4% 16,3% 0,27 LU0040709171
2 Aberdeen Standard I Emerging Markets Equity Fund A Acc USD 4,7% 15,9% 0,30 LU0132412106
3 Aberdeen Standard I Emerging Markets Smaller Companies Fund A Acc USD 3,8% 16,1% 0,24 LU0278937759
4 Alger Emerging Markets Fund A USD 5,4% 14,5% 0,37 LU0242100229
5 Allianz GEM Equity High Dividend AT USD 2,2% 17,3% 0,13 LU0293314216
6 AMUNDI FUNDS EMERGING MARKETS EQUITY FOCUS A USD (C) 4,9% 14,6% 0,34 LU0319685854
7 Amundi Funds Equity Emerging World AU (C) 3,1% 14,9% 0,21 LU0347592197
8 Aviva Investors Emerging Markets Equity Small Cap Fd A 2,6% 15,3% 0,17 LU0300873303
9 AXA Rosenberg Global Emerging Markets Equity Alpha Fund B 2,8% 14,6% 0,19 IE00B101K104
10 AXA WF Framlington Emerging Markets A USD Thes 3,3% 14,8% 0,23 LU0327690045
11 Barings Global Emerging Markets Fund Class A USD Inc 3,5% 17,1% 0,21 IE0000838304
12 BlackRock Global Funds Emerging Markets Fund A2 USD 5,2% 15,4% 0,34 LU0047713382
13 BMO Responsible Global Emerging Mkts Eq A Inc USD 3,1% 14,1% 0,22 LU0153359632
14 BNP Paribas Emerging Equity Classic Cap 2,4% 16,3% 0,15 LU0823413587
15 Canada Life Aktien Zukunftsmärkte II -1,0% 16,7% -0,05 IE00B0YVMT12
16 Candriam Equities L Emerging Markets C 5,6% 14,9% 0,37 LU0056052961
17 Capital Group Emerging Markets Growth Fund (LUX) B USD 3,6% 15,2% 0,24 LU0100551489
18 Carmignac Emergents A EUR acc 6,7% 14,0% 0,48 FR0010149302
19 Carmignac Portfolio-Emerging Discovery A EUR acc 2,7% 12,8% 0,21 LU0336083810
20 Challenge Funds Challenge Emerging Markets Equity Fund L A 0,8% 15,9% 0,05 IE0004878744
21 Comgest Growth Emerging Markets USD Acc 4,1% 15,0% 0,27 IE0033535182
22 Comgest Growth GEM Promising Companies EUR Acc -0,3% 15,8% -0,02 IE00B1VC7227
23 Credit Suisse (Lux) Global Small and Mid Cap Emerging Markets Equity Fund B USD 2,4% 16,2% 0,15 LU0348402883
24 Danske Invest Global Emerging Markets A 5,0% 16,0% 0,31 LU0085580271
25 Danske Invest Global Emerging Markets Small Cap A 3,8% 16,5% 0,23 LU0292126785
26 Deka MSCI Emerging Markets ETF 3,2% 15,1% 0,21 DE000ETFL342
27 Deka-Global ConvergenceAktien CF 2,6% 14,6% 0,18 LU0271177163
28 DekaLuxTeam-EmergingMarkets 4,8% 16,0% 0,30 LU0350482435
29 Dimensional Funds Emerging Markets Core Equity Fund GBP Acc 4,2% 16,2% 0,26 GB0033772624
30 Dimensional Funds Emerging Markets Targeted Value EUR Acc 2,5% 17,3% 0,14 IE00B1W6DP85
31 Dimensional Funds Emerging Markets Value Fund EUR Acc 1,0% 16,8% 0,06 IE00B0HCGV10
32 DNB Fund Global Emerging Markets SRI Retail A $ 4,2% 16,2% 0,26 LU0090738252
33 DWS Emerging Markets Typ O 3,5% 16,0% 0,22 DE0009773010
34 DWS Invest Emerging Markets Top Dividend LC 1,9% 13,1% 0,15 LU0329760002
35 DWS Invest Global Emerging Markets Equities LC 2,2% 15,9% 0,14 LU0210301635
36 Eaton Vance International (Ire) Parametric Emerging Markets Fund A2 USD 0,9% 14,2% 0,07 IE00B2NF8N44
37 Edmond de Rothschild Fund Strategic Emerging A-EUR 3,9% 15,1% 0,26 LU1103293855
38 Fidelity Funds Emerging Markets Fund A-USD 6,8% 14,9% 0,46 LU0048575426
39 Global Advantage Funds Emerging Markets High Value A 1,3% 15,5% 0,09 LU0047906267
40 Goldman Sachs Emerging Markets CORE Equity Portfolio Base Close Acc 5,1% 15,4% 0,33 LU0313355587
41 Goldman Sachs Emerging Markets Equity Portfolio Base 6,3% 15,3% 0,41 LU0083344555
42 GS&P Fonds Schwellenländer-Unterfonds G -1,1% 14,0% -0,07 LU0273373414
43 HSBC GIF BRIC Equity AC 3,0% 21,2% 0,14 LU0449509016
44 HSBC GIF BRIC Markets Equity AC 4,0% 19,9% 0,20 LU0254981946
45 HSBC GIF Global Emerging Markets Equity AC 2,9% 17,8% 0,17 LU0164872284
46 Invesco Emerging Market Structured Equity Fund A-Acc USD 1,1% 13,9% 0,08 LU0505655729
47 Invesco FTSE RAFI Emerging Markets ETF 1,6% 17,5% 0,09 IE00B23D9570
48 Invesco MSCI Emerging Markets ETF 3,6% 15,1% 0,24 IE00B3DWVS88
49 IQAM Equity Emerging Markets (RT) -2,2% 18,3% -0,12 AT0000823281
50 iShares II plc iShares BRIC 50 ETF USD (Dist) Share Class 4,4% 17,3% 0,26 IE00B1W57M07
51 iShares MSCI Emerging Markets ETF USD (Acc) 3,7% 15,4% 0,24 IE00B4L5YC18
52 iShares MSCI Emerging Markets ETF USD (Dist) 3,7% 15,4% 0,24 IE00B0M63177
53 iShares MSCI Emerging Markets Islamic ETF USD (Dist) 2,0% 15,2% 0,14 IE00B27YCP72
54 iShares MSCI Emerging Markets SmallCap ETF USD (Dist) 2,8% 16,9% 0,16 IE00B3F81G20
55 Janus Henderson Emerging Markets Fund R Acc 2,5% 15,4% 0,17 LU0113993801
56 JPM Emerging Markets Opportunities Fund A (acc) USD 5,7% 15,4% 0,37 LU0431992006
57 JPMorgan Funds Emerging Markets Equity A (dist) USD 6,5% 15,8% 0,41 LU0053685615
58 JPMorgan Funds Emerging Markets Small Cap A (perf) (acc) EUR 6,2% 15,4% 0,41 LU0318933057
59 JSS Sustainable Equity Systematic Emerging Markets P USD dist 0,5% 14,9% 0,04 LU0068337053
60 Jyske Invest Emerging Market Equities 2,8% 16,1% 0,17 DK0016260193
61 KBC Equity Fund New Markets (thes.) 2,3% 15,2% 0,15 BE0126164640
62 Keppler-Emerging-Markets-INVEST 1,9% 15,8% 0,12 DE000A0ERYQ0
63 Lazard Global Active F. plc Emerging World Fund B Dist USD 4,0% 15,4% 0,26 IE0005022946
64 Legg Mason Batterymarch Emer. Markets Equ. Fd A EUR thes. -0,3% 15,2% -0,02 IE00B19ZCD91
65 LGT Select Equity Emerging Markets (USD) B 4,6% 16,0% 0,29 LI0026536354
66 LO Funds Emerging Responsible Equity Enhanced Fund (USD) P A -0,3% 14,1% -0,02 LU0293415914
67 Lyxor ETF MSCI Emerging Markets C-EUR 3,8% 14,6% 0,26 FR0010429068
68 Lyxor MSCI EM Latin America ETF Acc -3,7% 23,6% -0,16 LU1900066629
69 M&G (Lux) Global Emerging Markets Fund US Dollar A Accumulation 2,2% 17,7% 0,13 LU1670624664
70 MAGELLAN C 3,8% 14,5% 0,26 FR0000292278
71 Magna Umbrella Magna Emerging Markets Dividend Fund R acc 4,2% 15,0% 0,28 IE00B670Y570
72 Mediolanum Best Brands Emerging Markets Collection L A 1,9% 15,7% 0,12 IE0005380518
73 Merian Global Emerging Markets Fund A (USD) Accumulation 4,9% 16,9% 0,29 IE00B53SVZ72
74 MFS Meridian Funds Emerging Markets Equity Fund A1USD 2,3% 14,8% 0,16 LU0219444832
75 Morgan Stanley Emerging Markets Equity Fund (USD) A 3,3% 14,2% 0,23 LU0073229840
76 Neuberger Berman Emerging Markets Equity Fund USD Accumulating 2,9% 14,7% 0,20 IE00B3M56506
77 NN (L) Emerging Markets High Dividend P Dis EUR 2,0% 14,2% 0,14 LU0300634069
78 Old Mutual Global Emerging Markets Fund C (USD) Accumulation 2,7% 17,0% 0,16 IE00B530JX74
79 Pictet Emerging Markets-P USD 3,6% 16,3% 0,22 LU0130729220
80 Pictet Funds (Lux) Emerging Markets Index-P USD 3,8% 16,8% 0,23 LU0188499254
81 PineBridge Global Emerging Markets Focus Equity Fund A 2,3% 16,6% 0,14 IE00B0JY6N72
82 Pro Fonds (Lux) Emerging Markets B 1,9% 16,8% 0,11 LU0048423833
83 Quoniam Funds Selection Emerging Markets Equities MinRisk 1,5% 12,2% 0,13 LU0489951870
84 Raiffeisen-EmergingMarkets-Aktien (A) 1,5% 17,5% 0,08 AT0000796404
85 Raiffeisen-Eurasien-Aktien (VT) 2,6% 17,0% 0,15 AT0000745872
86 RAM (Lux) Systemetic Funds Emerging Markets Equities F USD 5,0% 13,8% 0,37 LU0424800372
87 Robeco Emerging Markets Equities D USD 4,2% 17,0% 0,25 LU0269635834
88 Robeco Emerging Stars Equities D USD 4,6% 16,7% 0,28 LU0337098114
89 Robeco QI Emerging Markets Active Equities D EUR 3,8% 16,7% 0,23 LU0329355670
90 Russell Investment Company plc Emerging Markets Equity Fund A Acc 4,1% 15,3% 0,27 IE0003507054
91 Schroder ISF BRIC (Brazil, Russia, India, China) EUR A Acc 5,3% 16,3% 0,33 LU0232931963
92 Schroder ISF Emerging Markets USD A Acc 5,1% 15,3% 0,34 LU0106252389
93 Schroder ISF Frontier Markets Equity USD A thesaurierend 5,0% 15,1% 0,34 LU0562313402
94 Schroder ISF Global Emerging Market Opportunities USD A Acc 5,1% 15,4% 0,33 LU0269904917
95 Stewart Investors Global Emerging Markets Fund A Acc 2,8% 13,5% 0,21 GB0030190366
96 Stewart Investors Global Emerging Markets Leaders Fund A Acc £ 3,4% 13,2% 0,26 GB0033873919
97 Swiss Rock (Lux) Emerging Equity/Aktien Schwellen. A 3,5% 14,4% 0,25 LU0337168263
98 Swisscanto (CH) Equity Fund Sustainable Emerging Markets AA USD 1,8% 15,3% 0,12 CH0004661267
99 T. Rowe Price Funds Emerging Markets Equity Fund A 5,1% 15,6% 0,33 LU0133084623
100 Templeton BRIC Fund A (acc) EUR 2,4% 17,2% 0,14 LU0229946628
101 Templeton Emerging Markets Fund A (Ydis) USD 3,9% 15,0% 0,26 LU0029874905
102 Templeton Emerging Markets Smaller Companies Fund A (acc) EUR 3,9% 16,1% 0,25 LU0300743431
103 Templeton Frontier Markets Fund A (acc) USD 1,1% 13,9% 0,08 LU0390136736
104 Threadneedle (Lux) Global Emerging Market Equities Fund AU USD acc 4,7% 15,8% 0,30 LU0143863198
105 UBS (Lux) Equity Emerging Markets Growth USD P-acc 4,9% 16,5% 0,30 LU0328353924
106 UBS-ETF MSCI Emerging Markets ETF (USD) A-dis 3,9% 15,0% 0,26 LU0480132876
107 UniEM Global 2,7% 16,7% 0,16 LU0115904467
108 Vontobel Fund Emerging Markets Equity B-USD 5,4% 13,7% 0,40 LU0040507039
109 William Blair Emerging Markets Growth $ 6,9% 15,3% 0,45 LU0222530932
110 Xtrackers MSCI Emerging Markets Swap ETF 1C 3,7% 15,1% 0,25 LU0292107645
111 Xtrackers S&P Select Frontier Swap ETF 1C 3,3% 18,2% 0,18 LU0328476410

Stichtag: 31.12.2020, Quelle: FVBS professional



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