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 |
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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 |
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Stichtag: 31.12.2020, Quelle: FVBS professional |
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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 |
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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 |
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Stichtag: 31.12.2020, Quelle: FVBS professional |
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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 |
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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 |
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Stichtag: 31.12.2020, Quelle: FVBS professional |
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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 |
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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 |
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Stichtag: 31.12.2020, Quelle: FVBS professional |
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