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Der TiAM FundResearch 14-Daily-Wettbewerb für Vermögensverwalter
Bild: Griesch/Heller/Finanzen Verlag
Die Fonds-Meisterschaft, bei der 22 Fonds-Vermögensverwalter um den Titel kämpfen, läuft jeweils über ein Kalenderjahr. Der Gewinner wird mit einem der begehrten „Goldenen Bullen“ ausgezeichnet
15.03.2021 | 07:05 Uhr von «Jörn Kränicke»
1. Fondsliga Aktueller Stand (15.07.2021)
| 1 | Zindstein Vermögensv. | 15,62% |
|---|---|---|
| 2 | Nordproject | 14,44% |
| 3 | QBS Invest | 13,71% |
| 4 | Fonds Laden | 12,41% |
| 5 | Guliver | 11,99% |
| 6 | EuroSwitch! | 11,49% |
| 7 | BB-Wertpapierberwaltung | 11,30% |
| 8 | Performance AG | 10,69% |
| 9 | SJB FondsSkyline | 10,56% |
| 10 | Top Vermögen | 10,33% |
| 11 | Fonds Select Worpswede | 9,40% |
| 12 | Global Vermögenspartner | 9,32% |
| 13 | Greiff Capital | 8,87% |
| 14 | Bayerische Vermögen Management | 8,81% |
| 15 | VALEXX AG | 8,47% |
| 16 | Bank für Vermögen | 8,19% |
| 17 | Urban & Kollegen | 8,08% |
| 18 | SCA Portfoliomanagement | 7,44% |
| 19 | FIVV AG | 6,40% |
| 20 | Oberbanscheidt | 5,87% |
| 21 | Acatis | 5,00% |
| 22 | AdVertum | 3,22% |
Nachfolgend finden Sie eine alphabetische Auflistung der Mannschaftsaufstellungen (Stand: 15.07.2021)
| Acatis | |||||
|---|---|---|---|---|---|
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| LGT (Lux) I Cat Bond Fund (EUR) B | LU0816332828 | 114,60 | 87,52 | 10029,76 | 0,30% |
| BGF China Bond A2 USD Hedged | LU2070343392 | 9,04 | 1142,44 | 10333,10 | 3,33% |
| Xtrackers II iTrxx Xover Shrt Daily Swap UCITS ETF | LU0321462870 | 35,70 | 267,71 | 9558,11 | -4,42% |
| ELM Global TICO R | DE000A2PF003 | 164,78 | 67,86 | 11182,14 | 11,82% |
| Weltzins-INVEST (P) | DE000A1CXYM9 | 21,78 | 447,23 | 9740,61 | -2,59% |
| VF II - Vescore Global Risk Diversification B | LU0466440772 | 174,97 | 58,46 | 10227,98 | 2,28% |
| ACATIS IfK Value Renten Anteilklasse A | DE000A0X7582 | 48,66 | 210,57 | 10246,37 | 2,46% |
| ACATIS QILIN Marco Polo Asien Fonds A | DE000A2PB655 | 157,09 | 62,81 | 9866,84 | -1,33% |
| ACATIS Datini Valueflex Fonds B | DE000A1H72F1 | 183,86 | 66,46 | 12219,86 | 22,20% |
| ACATIS AKTIEN GLOBAL FONDS A | DE0009781740 | 490,14 | 25,04 | 12270,99 | 22,71% |
| MEDICAL BioHealth EUR | LU0119891520 | 689,13 | 14,25 | 9822,26 | -1,78% |
| 115498,01 | |||||
| Gesamtperformance | 5,00% | ||||
| AdVertum | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| GG Wasserstoff R | DE000A2QDR59 | 95,27 | 95,05 | 9055,22 | -9,45% |
| Lazard Convertible Global RC EUR | FR0010858498 | 544,80 | 18,93 | 10311,93 | 3,12% |
| Baillie Gifford Wldwd Discovery B EUR Acc | IE00BD09K309 | 27,32 | 367,11 | 10030,62 | 0,31% |
| Nikko AM ARK Disruptive Innovation A USD | LU1861556378 | 20,38 | 474,61 | 9673,79 | -3,26% |
| BNP Paribas Energy Transition Classic Cap | LU0823414635 | 1226,32 | 8,07 | 9892,23 | -1,08% |
| Jupiter European Growth L EUR Acc | LU0260085492 | 48,28 | 239,52 | 11564,07 | 15,64% |
| GlobalManagement Classic 50 - P - EUR | DE000A0NE4R0 | 14,52 | 725,16 | 10529,37 | 5,29% |
| Earth Gold Fund UI (EUR R) | DE000A0Q2SD8 | 117,49 | 83,59 | 9821,12 | -1,79% |
| Lloyd Fonds - WHC Global Discovery R | DE000A0YJMG1 | 140,19 | 75,51 | 10585,17 | 5,85% |
| TAMAC Qilin China Champions A-EUR | LU1242506332 | 221,73 | 49,49 | 10974,02 | 9,74% |
| MS INVF Global Opportunity A USD | LU0552385295 | 120,65 | 92,02 | 11101,41 | 11,01% |
| 113538,94 | |||||
| Gesamtperformance | 3,22% | ||||
| Bank für Vermögen | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Belfius Equities Robotics & Innovative Tech C C | BE0176735018 | 463,72 | 24,54 | 11379,35 | 13,79% |
| iShares Global Infrastructure UCITS ETF USD (Dist) | IE00B1FZS467 | 27,19 | 411,34 | 11183,47 | 11,83% |
| Invesco NASDAQ Biotech UCITS ETF Acc | IE00BQ70R696 | 42,93 | 251,96 | 10817,93 | 8,18% |
| Bakersteel Global SICAV Precious Metals Fund D EUR | LU1128910137 | 318,79 | 29,63 | 9444,79 | -5,55% |
| Bellevue F (Lux) BB Adamant Medtech&Services HBEUR | LU0580275534 | 524,97 | 20,84 | 10940,29 | 9,40% |
| MS INVF Global Opportunity AH EUR | LU0552385618 | 122,71 | 86,75 | 10644,52 | 6,45% |
| CONCEPT Aurelia Global | DE000A0Q8A07 | 210,96 | 49,26 | 10392,12 | 3,92% |
| Flossbach von Storch - Bond Opportunities EUR-H | LU1748855753 | 116,12 | 85,37 | 9912,92 | -0,87% |
| Lloyd Fonds - Global Multi Asset Selection R | DE000A1WZ2J4 | 95,94 | 111,02 | 10651,72 | 6,52% |
| ACATIS Datini Valueflex Fonds B | DE000A1H72F1 | 183,86 | 66,46 | 12219,86 | 22,20% |
| BGF World Healthscience A2 EUR | LU0171307068 | 54,80 | 208,51 | 11426,19 | 14,26% |
| 119013,16 | |||||
| Gesamtperformance | 8,19% | ||||
| Bayerische Vermögen Management | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Varios Flex Fonds R | DE000A0NFZQ3 | 201,00 | 54,78 | 11010,68 | 10,11% |
| Morgan Stanley Asia Opportunity A USD | LU1378878430 | 62,10 | 158,20 | 9825,04 | -1,75% |
| Allianz Thematica A-EUR | LU1479563717 | 204,87 | 54,32 | 11127,59 | 11,28% |
| MFS Meridian Funds-Prudent Capital A1 USD | LU1442548993 | 11,88 | 890,50 | 10578,47 | 5,78% |
| MS INVF Global Brands I USD | LU0119620176 | 196,90 | 59,25 | 11666,92 | 16,67% |
| Comgest Growth Europe Opps EUR Acc | IE00B4ZJ4188 | 58,92 | 202,02 | 11903,03 | 19,03% |
| Robeco Global Consumer Trends F USD | LU1193126809 | 237,25 | 46,49 | 11028,96 | 10,29% |
| Threadneedle (Lux)-Global Smaller Companies AE | LU0570870567 | 49,74 | 221,01 | 10993,76 | 9,94% |
| OekoWorld Klima C | LU0301152442 | 127,27 | 82,78 | 10535,60 | 5,36% |
| ACATIS QILIN Marco Polo Asien Fonds AK B | DE000A2PB663 | 15866,46 | 0,62 | 9904,33 | -0,96% |
| ACATIS GANE VALUE EVENT FONDS A | DE000A0X7541 | 342,16 | 32,49 | 11115,95 | 11,16% |
| 119690,33 | |||||
| Gesamtperformance | 8,81% | ||||
| BB-Wertpapier-Verwaltungungsgesellschaft | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Vontobel Fund Emerging Markets Equity B USD | LU0040507039 | 822,48 | 12,74 | 10475,61 | 4,76% |
| NN (L) Frontier Markets Debt (HC) P Cap EUR Hedi | LU0990547605 | 316,58 | 32,17 | 10184,33 | 1,84% |
| Bellevue F (Lux) - BB Entrepreneur EurSmall B EUR | LU0631859229 | 404,24 | 29,32 | 11851,42 | 18,51% |
| Vontobel Fund Emerging Markets Debt B (USD) | LU0926439562 | 120,08 | 88,29 | 10601,18 | 6,01% |
| Lloyd Fonds - Global Multi Asset Selection R | DE000A1WZ2J4 | 95,94 | 111,02 | 10651,72 | 6,52% |
| iShares Healthcare Innovation UCITS ETF USD A | IE00BYZK4776 | 8,68 | 1197,27 | 10392,25 | 3,92% |
| Allianz Thematica A-EUR | LU1479563717 | 204,87 | 54,32 | 11127,59 | 11,28% |
| Threadneedle (Lux)-European Smaller Companies 1E | LU1864952335 | 15,77 | 724,25 | 11420,83 | 14,21% |
| Fidelity Funds - Sust Water&Waste A-ACC-Euro | LU1892829828 | 14,57 | 807,10 | 11759,48 | 17,59% |
| Alpora Innovation Europa Fonds EUR D | CH0494981860 | 3042,12 | 3,92 | 11911,66 | 19,12% |
| Alpha Star Aktien A | LU1070113235 | 331,60 | 36,36 | 12057,30 | 20,57% |
| 122433,38 | |||||
| Gesamtperformance | 11,30% | ||||
| EuroSwitch! | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| ACATIS Datini Valueflex Fonds B | DE000A1H72F1 | 183,86 | 66,46 | 12219,86 | 22,20% |
| UBS (Lux) Eq Fd - Greater China (USD) P-acc | LU0072913022 | 538,53 | 18,11 | 9755,02 | -2,45% |
| AB SICAV I-American Growth Portfolio A USD | LU0079474960 | 149,30 | 81,53 | 12172,93 | 21,73% |
| Goldman Sachs India Equity Pf Base USD | LU0333810009 | 25,64 | 488,64 | 12527,11 | 25,27% |
| EuroSwitch World Profile StarLux R | LU0337539778 | 86,51 | 129,70 | 11220,49 | 12,20% |
| EuroSwitch Substantial Markets R | LU0337537053 | 73,86 | 148,30 | 10953,58 | 9,54% |
| Metzler China A Share Equity Fund A | IE00BF2FJZ56 | 157,85 | 70,11 | 11067,60 | 9,72% |
| VanEck Vectors VideoGaming&eSports UCITS ETF USD A | IE00BYWQWR46 | 35,82 | 287,83 | 10309,11 | 3,09% |
| SQUAD Aguja Opportunities R | DE000A2AR9B1 | 176,22 | 62,03 | 10930,41 | 9,30% |
| Berenberg Global Focus Fund B | LU1900077154 | 211,97 | 55,65 | 11796,43 | 17,96% |
| Mirae Asset China Sector Leader Equity A USD | LU0336295752 | 26,26 | 368,87 | 9687,66 | -3,12% |
| 122640,19 | |||||
| Gesamtperformance | 11,49% | ||||
| FIVV AG | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| MEDICAL BioHealth EUR | LU0119891520 | 689,13 | 14,25 | 9822,26 | -1,78% |
| FIVV-MIC-Mandat-Offensiv | DE0009790865 | 108,67 | 102,44 | 11131,94 | 11,32% |
| Flossbach von Storch - Global Convertible Bond R | LU0366179009 | 161,37 | 63,51 | 10248,32 | 2,48% |
| FIVV-MIC-Mandat-China | DE000A0JELL5 | 99,43 | 105,86 | 10526,15 | 5,26% |
| FIVV-MIC-Mandat-Rohstoffe | DE000A0NAAA1 | 47,53 | 229,36 | 10901,38 | 9,01% |
| FIVV-MIC-Mandat-Rendite | DE000A0NAAE3 | 73,50 | 144,11 | 10592,30 | 5,92% |
| ACATIS IfK Value Renten Anteilklasse A | DE000A0X7582 | 48,66 | 210,57 | 10246,37 | 2,46% |
| Earth Gold Fund UI (EUR R) | DE000A0Q2SD8 | 117,49 | 83,59 | 9821,12 | -1,79% |
| SQUAD CAPITAL - SQUAD VALUE - B | LU0376514351 | 546,24 | 21,09 | 11517,98 | 15,18% |
| FIVV-MIC-Mandat-Defensiv | DE000A2PS253 | 52,20 | 195,01 | 10179,41 | 1,79% |
| Alpha Star Aktien A | LU1070113235 | 331,60 | 36,36 | 12057,30 | 20,57% |
| 117044,52 | |||||
| Gesamtperformance | 6,40% | ||||
| Fonds Laden | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Eleva Absolute Return Europe A1 EUR Cap | LU1331971769 | 128,50 | 79,25 | 10183,06 | 1,83% |
| Lupus alpha All Opportunities Fund A | LU0381944619 | 113,93 | 96,53 | 10997,10 | 9,97% |
| SQUAD Aguja Opportunities R | DE000A2AR9B1 | 176,22 | 62,03 | 10930,41 | 9,30% |
| DPAM INVEST B Equities NewGems Sustainable B | BE0946564383 | 267,98 | 41,94 | 11239,36 | 12,39% |
| Quantex Global Value Fund Klasse EUR R | LI0274481113 | 214,45 | 57,53 | 12337,48 | 23,37% |
| ACATIS QILIN Marco Polo Asien Fonds A | DE000A2PB655 | 157,09 | 64,61 | 10150,36 | -1,33% |
| BSF Emerging Markets Equity Strat A2 USD | LU1289970086 | 169,55 | 67,80 | 11495,12 | 14,95% |
| MS INVF Developing Opportunity A USD | LU2091680145 | 32,08 | 310,23 | 9950,83 | -0,49% |
| Schroder ISF China A A Acc USD | LU1713307426 | 163,46 | 66,98 | 10948,65 | 9,49% |
| BGF World Mining A2 EUR | LU0172157280 | 54,40 | 226,60 | 12327,22 | 23,27% |
| Structured Solutions SICAV Next Generation Resources Fund | LU0470205575 | 201,20 | 65,07 | 13092,99 | 30,93% |
| 123652,58 | |||||
| Gesamtperformance | 12,41% | ||||
| Fonds Select Worpswede | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| MS INVF Emerging Leaders Equity AH EUR | LU0815264352 | 49,85 | 214,04 | 10669,95 | 6,70% |
| MS INVF US Growth AH EUR | LU0266117414 | 181,33 | 61,18 | 11093,23 | 10,93% |
| Lloyd Fonds - European Hidden Champions - AK R | DE000A2PB598 | 101,10 | 103,11 | 10424,83 | 4,25% |
| MS INVF Global Opportunity AH EUR | LU0552385618 | 122,71 | 86,75 | 10644,52 | 6,45% |
| LOYS FCP-LOYS Global L/S P | LU0720541993 | 73,00 | 151,03 | 11025,52 | 10,26% |
| Seilern Global Trust A | AT0000934583 | 239,41 | 47,45 | 11360,44 | 13,60% |
| Schroder ISF Global Energy Transition A Acc EUR Hgd | LU2016064201 | 207,94 | 48,35 | 10053,27 | 0,53% |
| Flossbach von Storch - Multiple Opportunities R | LU0323578657 | 307,21 | 35,79 | 10994,17 | 9,94% |
| DPAM INVEST B Equities NewGems Sustainable A | BE0946563377 | 219,95 | 49,58 | 10904,27 | 9,04% |
| ACATIS GANE VALUE EVENT FONDS A | DE000A0X7541 | 342,16 | 32,49 | 11115,95 | 11,16% |
| LOYS FCP-LOYS Aktien Europa P | LU1129454747 | 48,69 | 247,46 | 12049,00 | 20,49% |
| 120335,15 | |||||
| Gesamtperformance | 9,40% | ||||
| Global Vermögenspartner | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| JPM Em Mkts Local Currency Debt A Acc EUR | LU0332400232 | 14,60 | 680,27 | 9931,97 | -0,68% |
| JPM Pacific Equity A Acc EUR | LU0217390573 | 27,23 | 397,46 | 10822,73 | 8,23% |
| CPR Invest - Global Disruptive Opp R EUR Acc | LU1530900684 | 219,91 | 48,52 | 10670,06 | 6,70% |
| AB SICAV I-International Health Care Pf A USD | LU0058720904 | 441,30 | 26,67 | 11770,07 | 17,70% |
| All Asset Allocation Fund - HI Class R | DE000A0YJL51 | 117,36 | 92,66 | 10873,74 | 8,74% |
| Threadneedle (Lux)-Global Smaller Companies AE | LU0570870567 | 49,74 | 221,01 | 10993,76 | 9,94% |
| Comgest Growth Emerging Markets EUR R Acc | IE00B65D2871 | 35,14 | 274,95 | 9661,81 | -3,38% |
| Phaidros Funds - Balanced A | LU0295585748 | 217,40 | 49,15 | 10685,67 | 6,86% |
| Robeco QI European Conservative Equities D EUR | LU0339661307 | 224,36 | 52,22 | 11715,93 | 17,16% |
| T. Rowe Price Global Technology Equity Qh EUR Cap | LU1453466739 | 32,93 | 345,66 | 11382,65 | 13,83% |
| Threadneedle (Lux)-Global Extended Alpha 8E | LU1864956161 | 6,16 | 1907,49 | 11747,45 | 17,47% |
| 120255,85 | |||||
| Gesamtperformance | 9,32% | ||||
| Greiff Capital | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Earth Gold Fund UI (EUR R) | DE000A0Q2SD8 | 117,49 | 83,59 | 9821,12 | -1,79% |
| Comgest Growth Japan EUR R Dis | IE00BYNFH318 | 14,19 | 678,43 | 9626,87 | -3,73% |
| Schroder ISF China A C Acc USD | LU1713307699 | 166,76 | 65,85 | 10980,95 | 9,81% |
| Brook European Focus EUR B | IE00BWZMLF61 | 23,74 | 501,76 | 11911,69 | 19,12% |
| Magna New Frontiers G USD | IE00BKRCMK28 | 18,72 | 692,33 | 12959,14 | 29,59% |
| LOYS Sicav - LOYS Aktien Global P | LU0861001260 | 57,93 | 203,38 | 11781,57 | 17,82% |
| Varios Flex Fonds R | DE000A0NFZQ3 | 201,00 | 54,78 | 11010,68 | 10,11% |
| M&G(Lux) Global Listed Infrastructure A EUR Acc | LU1665237704 | 14,58 | 793,10 | 11560,89 | 15,61% |
| BSF European Absolute Return A2 EUR | LU0411704413 | 148,13 | 69,00 | 10220,80 | 2,21% |
| Bellevue Funds (Lux) - BB Global Macro B EUR Acc | LU0494761835 | 175,99 | 56,75 | 9986,95 | -0,13% |
| green benefit - Global Impact Fund - I | LU1136261358 | 2607,61 | 3,80 | 9900,44 | -2,22% |
| 119761,10 | |||||
| Gesamtperformance | 8,87% | ||||
| Guliver | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| BNPPE MSCI USA SRI S-Srs 5% Capped UCITS ETF EUR D | LU1659681669 | 16,31 | 723,40 | 11796,84 | 17,97% |
| Guliver China Health Care | DE000A2P37G3 | 124,12 | 98,78 | 12259,98 | 22,60% |
| Vontobel Fund Clean Technology B EUR | LU0384405600 | 510,21 | 22,01 | 11231,18 | 12,31% |
| UBS (Lux) Equity Fund - Health Care (USD) P-acc | LU0085953304 | 343,15 | 33,59 | 11527,12 | 15,27% |
| Guliver Demografie Wachstum A | LU0195300784 | 155,42 | 68,67 | 10672,25 | 6,72% |
| Guliver Demografie Sicherheit | LU0299704329 | 118,80 | 84,24 | 10007,58 | 0,08% |
| Monega Daenische Covered Bonds (R) | DE000A1143N7 | 48,95 | 198,06 | 9694,99 | -3,05% |
| VanEck Vectors Morningstar US Wide Moat UCITS ETFA | IE00BQQP9H09 | 45,78 | 271,82 | 12444,86 | 24,45% |
| Fidelity Funds - Global Demographics A-ACC-EUR H | LU0528228074 | 29,05 | 377,79 | 10974,69 | 9,75% |
| GULIVER DEMOGRAFIE INVEST - R EUR DIS | DE000A2DL395 | 149,12 | 77,18 | 11508,84 | 15,09% |
| Bellevue F (Lux) BB Adamant APac Hlthcr B EUR Acc | LU1587985570 | 251,79 | 43,97 | 11072,07 | 10,72% |
| 123190,39 | |||||
| Gesamtperformance | 11,99% | ||||
| Nordproject | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| MS INVF Global Opportunity A USD | LU0552385295 | 120,65 | 92,02 | 11101,41 | 11,01% |
| Kapital Plus A (EUR) | DE0008476250 | 73,12 | 144,15 | 10540,58 | 5,41% |
| AB SICAV I-American Growth Portfolio A USD | LU0079474960 | 149,30 | 81,53 | 12172,93 | 21,73% |
| SQUAD CAPITAL - SQUAD GROWTH - A | LU0241337616 | 754,30 | 15,70 | 11839,03 | 18,39% |
| Frankfurter Aktienfonds fuer Stiftungen T | DE000A0M8HD2 | 148,21 | 77,21 | 11443,02 | 14,43% |
| Threadneedle (Lux)-Pan Europ Small Cap Opp AE | LU0282719219 | 58,99 | 193,73 | 11428,37 | 14,28% |
| Invesco Balanced-Risk Allocation A Acc EUR | LU0432616737 | 19,87 | 543,77 | 10804,79 | 8,05% |
| Earth Gold Fund UI (EUR R) | DE000A0Q2SD8 | 117,49 | 83,59 | 9821,12 | -1,79% |
| MainFirst - Germany Fund A | LU0390221256 | 279,45 | 42,09 | 11761,86 | 17,62% |
| Magna New Frontiers D EUR | IE00BNCB5M86 | 15,15 | 841,47 | 12745,71 | 27,46% |
| ACATIS Datini Valueflex Fonds B | DE000A1H72F1 | 183,86 | 66,46 | 12219,86 | 22,20% |
| 125878,66 | |||||
| Gesamtperformance | 14,44% | ||||
| Oberbanscheidt | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Oberbanscheidt Global Flexibel UI AK R | DE000A1T75R4 | 119,43 | 119,43 | 11014,48 | 10,14% |
| Vates - Parade A | LU1098509851 | 14,81 | 14,81 | 10392,98 | 3,93% |
| UBS (Lux) Bond Sicav - Convert Gl (EUR)Pa | LU0203937692 | 19,93 | 19,93 | 10517,15 | 5,17% |
| Deutscher Mittelstandsanleihen FONDS M | LU0974225590 | 47,62 | 47,62 | 10067,65 | 0,68% |
| T. Rowe P Asian ex-Japan Equity Q USD | LU0860350064 | 17,34 | 17,34 | 10828,05 | 8,28% |
| Vontobel Fund mtx Sust Emerging Mkts Leaders B | LU0571085413 | 165,37 | 165,37 | 10577,02 | 5,77% |
| iShares Global Clean Energy UCITS ETF USD (Dist) | IE00B1XNHC34 | 11,00 | 11,00 | 8357,82 | -16,42% |
| T. Rowe P European Smaller Companies Eqty Q EUR | LU1001671582 | 26,50 | 26,50 | 11407,66 | 14,08% |
| T. Rowe Price Global Focused Growth Equity A USD | LU0143551892 | 68,08 | 68,08 | 11352,83 | 13,53% |
| TBF GLOBAL VALUE EUR R | DE0009781633 | 73,55 | 73,55 | 10401,64 | 4,02% |
| Lyxor Core UK Equity All Cap (DR) UCITS ETF - Dist | LU1781541096 | 12,02 | 12,02 | 11537,59 | 15,38% |
| 116454,87 | 0,00% | ||||
| Gesamtperformance | 5,87% | ||||
| QBS Invest | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Seilern World Growth EUR U R | IE00B2NXKW18 | 500,97 | 24,35 | 12198,25 | 21,98% |
| MFS Meridian Funds-Prudent Wealth A1 EUR | LU0583242994 | 24,30 | 441,89 | 10737,96 | 7,38% |
| Comgest Growth Europe Smaller Companies EUR Acc | IE0004766014 | 50,10 | 225,58 | 11301,60 | 13,02% |
| Comgest Growth Europe Opps EUR Acc | IE00B4ZJ4188 | 58,92 | 202,02 | 11903,03 | 19,03% |
| Threadneedle (Lux)-Global Focus AU EUR | LU0757431068 | 93,44 | 125,99 | 11772,64 | 20,07% |
| HSBC Trinkaus AlphaScreen | DE000A0JDCJ0 | 63,05 | 172,29 | 10863,13 | 6,76% |
| Seilern America USD U R | IE00B1ZBRN64 | 364,35 | 32,81 | 11952,61 | 19,53% |
| Adelca Invest - GVI Multi Asset Fund - P | LU0328115661 | 414,59 | 26,79 | 11106,68 | 11,07% |
| MS INVF Europe Opportunity A EUR | LU1387591305 | 56,86 | 221,93 | 12619,12 | 19,03% |
| DWS Gold Plus | LU0055649056 | 2130,83 | 4,68 | 9980,84 | -0,19% |
| KEPLER Vorsorge Mixfonds T | AT0000722640 | 158,30 | 67,26 | 10647,03 | 6,47% |
| 125082,89 | |||||
| Gesamtperformance | 13,71% | ||||
| Performance AG | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Flossbach von Storch - Multiple Opportunities R | LU0323578657 | 307,21 | 35,79 | 10994,17 | 9,94% |
| ACATIS GANE VALUE EVENT FONDS A | DE000A0X7541 | 342,16 | 32,49 | 11115,95 | 11,16% |
| Phaidros Funds - Balanced D | LU0759896797 | 195,25 | 54,73 | 10686,33 | 6,86% |
| MS INVF Global Opportunity AH EUR | LU0552385618 | 122,71 | 86,75 | 10644,52 | 6,45% |
| Magna New Frontiers G EUR | IE00BFTW8Z27 | 18,69 | 691,23 | 12921,13 | 29,21% |
| Lyxor New Energy (DR) UCITS ETF - Dist | FR0010524777 | 41,14 | 241,04 | 9916,60 | -0,83% |
| Invesco Global Consumer Trends A AD EUR | LU1504056026 | 24,23 | 461,47 | 11181,36 | 11,81% |
| The Digital Leaders Fund - AK I | DE000A2PB6M5 | 185,28 | 63,63 | 11790,01 | 17,90% |
| Morgan Stanley Asia Opportunity AH EUR | LU1378879248 | 64,94 | 145,07 | 9421,15 | -5,79% |
| iShares Dow Jones Global Titans 50 (DE) | DE0006289382 | 57,02 | 212,04 | 12090,75 | 20,91% |
| Threadneedle (Lux)-Global Smaller Companies AE | LU0570870567 | 49,74 | 221,01 | 10993,76 | 9,94% |
| 121755,73 | |||||
| Gesamtperformance | 10,69% | ||||
| SCA Portfoliomanagement | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Flossbach von Storch - Bond Opportunities RT | LU1481583711 | 121,39 | 81,53 | 9897,27 | -1,03% |
| Earth Gold Fund UI (EUR R) | DE000A0Q2SD8 | 117,49 | 83,59 | 9821,12 | -1,79% |
| Alger SICAV-Alger Small Cap Focus A US | LU1339879758 | 27,41 | 364,80 | 10000,56 | 0,01% |
| DPAM INVEST B Equities NewGems Sustainable B | BE0946564383 | 267,98 | 41,94 | 11239,36 | 12,39% |
| JPM Pacific Equity A Acc EUR | LU0217390573 | 27,23 | 397,46 | 10822,73 | 8,23% |
| Bellevue F (Lux) BB Adamant Medtech&Services B EUR | LU0415391431 | 653,83 | 17,37 | 11354,57 | 13,55% |
| MainFirst - Emerging Markets Credit Opps A2 EUR | LU1061984115 | 121,20 | 87,50 | 10605,53 | 6,06% |
| OekoWorld Klima C | LU0301152442 | 127,27 | 82,78 | 10535,60 | 5,36% |
| MS INVF Global Opportunity A USD | LU0552385295 | 120,65 | 92,02 | 11101,41 | 11,01% |
| Maj Invest Funds M.I. Global Value Eq A-EUR | LU1321539493 | 127,98 | 91,32 | 11687,67 | 16,88% |
| ACATIS GANE VALUE EVENT FONDS A | DE000A0X7541 | 342,16 | 32,49 | 11115,95 | 11,16% |
| 118181,76 | |||||
| Gesamtperformance | 7,44% | ||||
| SJB FondsSkyline | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Bellevue F (Lux) BB Adamant Digital Health B EUR | LU1811048138 | 294,25 | 35,82 | 10539,80 | 5,40% |
| Craton Capital Precious Metal Fund A | LI0016742681 | 133,27 | 76,60 | 10207,91 | 2,08% |
| DNB Fund Nordic Equities Retail A EUR | LU0083425479 | 7,52 | 1477,32 | 11113,16 | 11,13% |
| Managed Profit Plus T | AT0000A06VC4 | 16,55 | 644,33 | 10663,66 | 6,64% |
| Fidelity Funds - Asia Pacific Opp A-ACC-EUR | LU0345361124 | 32,65 | 355,62 | 11610,95 | 16,11% |
| Phaidros Funds - Balanced A | LU0295585748 | 217,40 | 49,15 | 10685,67 | 6,86% |
| Assenagon I Multi Asset Conservative R EUR Dis | LU1297482900 | 59,16 | 177,09 | 10476,36 | 4,76% |
| Pictet-Global Environmental Opportunities-PdyEUR | LU0503631805 | 313,89 | 35,29 | 11077,82 | 10,78% |
| Matthews Asia Fds-China Small Companies A Acc USD | LU0721876364 | 33,38 | 346,42 | 11562,96 | 15,63% |
| Berenberg European Small Cap R | LU1637619120 | 192,95 | 64,47 | 12440,36 | 24,40% |
| DPAM INVEST B Equities NewGems Sustainable B | BE0946564383 | 267,98 | 41,94 | 11239,36 | 12,39% |
| 121618,01 | |||||
| Gesamtperformance | 10,56% | ||||
| Top Vermögen | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| iShares € InflationLinkedGovtBd UCITS ETF EUR(Acc) | IE00B0M62X26 | 230,57 | 44,38 | 10232,67 | 2,33% |
| AS SICAV I - EM Equity A Acc USD | LU0132412106 | 81,35 | 132,02 | 10740,09 | 7,40% |
| Allianz Wachstum Europa - A - EUR | DE0008481821 | 185,98 | 65,25 | 12135,73 | 21,36% |
| Pictet-Water-P EUR | LU0104884860 | 457,37 | 26,22 | 11990,30 | 19,90% |
| Siemens Balanced | DE000A0KEXM6 | 21,75 | 489,24 | 10640,90 | 6,41% |
| Pictet-Security-P EUR | LU0270904781 | 330,13 | 35,97 | 11876,03 | 18,76% |
| sentix Risk Return -M I | DE000A2AJHP8 | 116,23 | 87,05 | 10117,51 | 1,18% |
| Fidelity Funds - China Consumer A-ACC-EUR | LU0594300096 | 30,87 | 326,58 | 10081,65 | 0,82% |
| iShares Automation & Robotics UCITS ETF USD A | IE00BYZK4552 | 11,02 | 1032,24 | 11375,16 | 13,75% |
| TOP Sport Global Equity - A Cap | LU1673090038 | 61,40 | 183,45 | 11263,99 | 12,64% |
| JPM Greater China A Dis USD | LU0117841782 | 70,11 | 155,67 | 10913,52 | 9,14% |
| 121367,56 | |||||
| Gesamtperformance | 10,33% | ||||
| Urban & Kollegen | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Echiquier Entrepreneurs A | FR0011558246 | 314,57 | 35,38 | 11129,31 | 11,29% |
| SQUAD CAPITAL - SQUAD VALUE - B | LU0376514351 | 546,24 | 21,09 | 11517,98 | 15,18% |
| Morgan Stanley Asia Opportunity A USD | LU1378878430 | 62,10 | 158,20 | 9825,04 | -1,75% |
| Quantex Global Value Fund Klasse EUR R | LI0274481113 | 214,45 | 57,53 | 12337,48 | 23,37% |
| Magna New Frontiers D EUR | IE00BNCB5M86 | 15,15 | 841,47 | 12745,71 | 27,46% |
| Echiquier World Next Leaders A | FR0011449602 | 401,62 | 24,32 | 9768,21 | -2,32% |
| EMQQ Em Mkts Internet & Ecommerce UCITS ETF Acc | IE00BFYN8Y92 | 14,30 | 671,82 | 9608,14 | -3,92% |
| OekoWorld Klima C | LU0301152442 | 127,27 | 82,78 | 10535,60 | 5,36% |
| HANSAwerte EUR-Klasse hedged | DE000A1JDWK4 | 47,00 | 213,51 | 10035,23 | 0,35% |
| FUNDament Total Return P | DE000A2H5YB2 | 144,51 | 73,50 | 10621,83 | 6,22% |
| Swisscanto (LU) PF Sustainable Balanced (EUR) AA | LU0208341965 | 145,43 | 73,98 | 10759,04 | 7,59% |
| 118883,57 | |||||
| Gesamtperformance | 8,08% | ||||
| VALEXX AG | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| Flossbach von Storch - Multiple Opportunities R | LU0323578657 | 307,21 | 35,79 | 10994,17 | 9,94% |
| ACATIS GANE VALUE EVENT FONDS A | DE000A0X7541 | 342,16 | 32,49 | 11115,95 | 11,16% |
| Phaidros Funds - Balanced D | LU0759896797 | 195,25 | 54,73 | 10686,33 | 6,86% |
| GS&P Fonds - Deutsche Aktien Total Return I | LU0216092006 | 216,43 | 52,31 | 11321,34 | 13,21% |
| TBF GLOBAL TECHNOLOGY USD R | DE000A0D9PG7 | 157,99 | 70,19 | 11088,80 | 10,89% |
| Aramea Rendite Plus A | DE000A0NEKQ8 | 183,40 | 56,11 | 10291,23 | 2,91% |
| Partners Group Listed - Listed Infrastructure P D | LU0949730401 | 138,40 | 80,42 | 11129,88 | 11,30% |
| Nordea 1 - Alpha 10 MA BP EUR | LU0445386369 | 13,97 | 759,88 | 10615,50 | 6,16% |
| Lloyd Fonds - Global Multi Asset Selection R | DE000A1WZ2J4 | 95,94 | 111,02 | 10651,72 | 6,52% |
| MainFirst - Absolute Return Multi Asset A | LU0864714000 | 147,14 | 69,20 | 10182,70 | 1,83% |
| Phaidros Funds - Schumpeter Shares VI | LU1877914645 | 181,77 | 61,80 | 11234,24 | 12,34% |
| 119311,85 | |||||
| Gesamtperformance | 8,47% | ||||
| Zindstein Vermögensverwaltung | |||||
| Name | ISIN | Wert aktuell | Fondsanteile | Summe | Performance in % |
| FU Fonds - Multi Asset Fonds P | LU0368998240 | 270,66 | 41,47 | 11223,25 | 12,23% |
| SQUAD CAPITAL - SQUAD GROWTH - A | LU0241337616 | 754,30 | 15,70 | 11839,03 | 18,39% |
| STABILITAS - SILBER+WEISSMETALLE P | LU0265803667 | 54,40 | 179,21 | 9749,10 | -2,51% |
| Xtrackers Harvest CSI300 UCITS ETF | LU0875160326 | 13,01 | 782,00 | 10173,33 | 1,73% |
| Zindstein Werte-Sammler P | DE000A2DHUA1 | 54,82 | 195,81 | 10734,29 | 7,34% |
| Uranium Resources Fund B | LI0224072749 | 164,94 | 80,48 | 13274,85 | 32,75% |
| Matthews Asia Fds-China Small Companies A Acc USD | LU0721876364 | 33,38 | 346,42 | 11562,96 | 15,63% |
| Threadneedle (Lux)-Global Smaller Companies AE | LU0570870567 | 49,74 | 221,01 | 10993,76 | 9,94% |
| Xtrackers Stxx Europe600 BRes Swp UCITS ETF 1C | LU0292100806 | 146,24 | 84,75 | 12393,84 | 23,94% |
| Amundi Funds Russian Equity - A EUR C | LU1883867761 | 78,15 | 155,88 | 12182,39 | 21,82% |
| Xtrackers LevDAX Daily Swap UCITS ETF 1C | LU0411075376 | 155,08 | 84,19 | 13056,69 | 30,57% |
| 127183,48 | |||||
| Gesamtperformance | 15,62% |
Spielregeln:
- Jeder Vermögensverwalter benennt 11 Fonds (Fonds mit deutscher Vertriebszulassung, möglichst thesaurierend und Retail-Anteilsklasse). In die wird ein ideeller Anfangsbestand von je 10.000 Euro investiert. Ausgabeaufschläge werden nicht berücksichtigt.
- Zum Jahreswechsel werden die Bestände wieder nivelliert. Außerdem besteht zum Jahreswechsel die außerordentliche Möglichkeit, 3 Fonds auszutauschen.
- Der Referenz-Anleger ist ein mittlerer Risikotyp mit zehnjährigem Anlagehorizont. Das heißt, dass in jedem Portfolio wenigstens 3 Fonds mit reduziertem Risikoprofil enthalten sein müssen.
- Es wird ein fortlaufender Performance-Vergleich vorgenommen. Ausschüttungen werden berücksichtigt und wiederangelegt.
- Die Einjahresergebnisse der Depots entscheiden über die weitere Teilnahme am Contest. Die 2 Depots mit der schlechtesten Jahresperformance scheiden zum Jahresende aus. Die Spielleitung benennt rechtzeitig neue Teilnehmer für die ausscheidenden Vermögensverwalter, die mit einem neuen Depot starten dürfen. Alle anderen Teilnehmer setzen das Spiel mit ihren Depots fort.
Laufendes
Spiel:
- Auswechslung: Während eines Jahres dürfen drei Fonds ausgewechselt werden.
- Die Auswechslung muss vom Manager bis zum Freitag einer Woche der Spielleitung angekündigt werden. Sie wird dann zu Beginn der darauffolgenden Woche von umgesetzt.
- Außerordentliche Auswechslungen: Wird ein Fonds geschlossen oder fusioniert oder sinkt der Anteil eines Fonds am Gesamtportfolio unter 1,5%, so darf der Verwalter die Anteile auf einen neuen Fonds seiner Wahl übertragen.
- Zum Jahreswechsel besteht für die Teilnehmer zusätzlich die Möglichkeit, 3 Fonds auszutauschen, um sein Team für das neue Jahr fit zu machen.
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