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Mischfonds
Die besten mittelgroßen Mischfonds
Wie gut haben mittelgroße Mischfonds die vergangenen zwölf Monate bewältigt? TiAM FundResearch hat nachgeschaut.
24.11.2020 | 13:45 Uhr von «Ralf Ferken»
Vorauswahl
In der Vorauswahl hat TiAM FundResearch mit FVBS professionaljene weltweiten Mischfonds herausgefiltert, die zwischen 100 Millionen und einer Milliarde Euro groß sind und mit einer FondsnNote von 1 bis 5 bewertet sind.
Globale Mischfonds (Aktienlastig)
Bei den aktienlastigen Mischfonds betrug die Bandbreite zwischen den besten und schlechtesten Fonds in den vergangenen zwölf Monaten rund 42 Prozent. Überdurchschnittlich erfolgreich waren hier der BERENBERG-1590-Aktien Strategie Global und der ODDO BHF Polaris Dynamic. Eine positive Rendite erzielten zudem Produkte wie der DWS Top Portfolio Offensiv, der BL Global 75 sowie der Flossbach von Storch Multi Asset Growth.
| Rang | Name | Perf. 1 Jahr | FondsNote | Fondsvolumen | ISIN |
|---|---|---|---|---|---|
| 1 | BERENBERG-1590-Aktien Strategie Global A | 21,5% | 1 | 101,05 Mio. EUR | DE000A0MWKG3 |
| 2 | ODDO BHF Polaris Dynamic DRW-EUR | 15,3% | 2 | 521,05 Mio. EUR | LU0319577374 |
| 3 | DJE - Alpha Global PA (EUR) | 11,4% | 2 | 161,30 Mio. EUR | LU0159549145 |
| 4 | db PrivatMandat Comfort - Wachstum (U) | 9,8% | 3 | 264,39 Mio. EUR | LU0193173233 |
| 5 | UniKlassikMix | 7,6% | 1 | 165,23 Mio. EUR | DE0009757682 |
| 6 | DWS Top Portfolio Offensiv | 6,2% | 3 | 881,83 Mio. EUR | DE0009848010 |
| 7 | GAP Portfolio UI | 5,0% | 3 | 133,16 Mio. EUR | DE000A0M1307 |
| 8 | Franklin Diversified Dynamic Fund A (Ydis) EUR | 4,1% | 5 | 129,19 Mio. EUR | LU1147470766 |
| 9 | BL - Global 75 B | 3,4% | 1 | 712,93 Mio. EUR | LU0048293368 |
| 10 | Plusfonds - A - EUR | 2,8% | 3 | 220,83 Mio. EUR | DE0008471087 |
| 11 | UBS (Lux) Strategy Fund - Growth (EUR) P-acc | 2,5% | 3 | 135,52 Mio. EUR | LU0033036590 |
| 12 | UBS (Lux) Strategy Fund - Growth (CHF) P-acc | 2,3% | 5 | 443,10 Mio. EUR | LU0033034892 |
| 13 | Swisscanto (LU) Portfolio Fund Responsible Ambition (CHF) AT | 1,7% | 3 | 187,64 Mio. EUR | LU0112806418 |
| 14 | VV-Strategie - BW-Bank Dynamik T7 | 1,5% | 5 | 252,76 Mio. EUR | LU0407362804 |
| 15 | Flossbach von Storch - Multi Asset - Growth R | 1,5% | 2 | 837,85 Mio. EUR | LU0323578491 |
| 16 | Swisscanto (LU) Portfolio Fund Responsible Focus CHF B | 1,1% | 3 | 153,64 Mio. EUR | LU0112806921 |
| 17 | DZPB II - FLEX 2 E | 1,1% | 3 | 928,90 Mio. EUR | LU1073733229 |
| 18 | UniRak Emerging Markets -net- A | 0,6% | 4 | 339,20 Mio. EUR | LU0383775664 |
| 19 | Aberdeen Standard Diversified Growth Fund A Acc EUR | 0,3% | 3 | 165,01 Mio. EUR | LU1402171232 |
| 20 | UBS (Lux) Strategy Fund - Growth (USD) P-acc | -0,2% | 4 | 225,87 Mio. EUR | LU0033040865 |
| 21 | DJE - Concept - PA (EUR) | -0,3% | 4 | 110,60 Mio. EUR | LU0858224032 |
| 22 | Bonafide Global Fish Fund -EUR- | -0,6% | 3 | 237,30 Mio. EUR | LI0181468138 |
| 23 | RIV Rationalinvest Vermögensverwalterfonds | -1,1% | 3 | 243,87 Mio. EUR | DE000A0MVZQ2 |
| 24 | DZPB II - FLEX 1 E | -1,4% | 4 | 205,63 Mio. EUR | LU1073732502 |
| 25 | Deka-BR 85 | -1,5% | 2 | 578,08 Mio. EUR | DE0005424527 |
| 26 | Deka-BR 75 | -2,3% | 2 | 107,23 Mio. EUR | DE0005424543 |
| 27 | Allianz Strategiefonds Wachstum - A - EUR | -2,4% | 3 | 815,34 Mio. EUR | DE0009797266 |
| 28 | BL - Emerging Markets A | -2,9% | 3 | 461,33 Mio. EUR | LU0309191905 |
| 29 | Allianz Strategy 75 - CT - EUR | -3,0% | 3 | 480,25 Mio. EUR | LU0352312853 |
| 30 | Templeton Global Balanced Fund A (acc) USD | -4,9% | 5 | 546,37 Mio. EUR | LU0128525689 |
| 31 | Clartan - Valeurs - C | -13,7% | 3 | 481,62 Mio. EUR | LU1100076550 |
| 32 | Allianz Vermögenskonzept SRI Dynamisch - C - EUR | -20,1% | 4 | 108,76 Mio. EUR | LU0458234829 |
| Stichtag: 20.11.2020, Quelle: FVBS professional | |||||
| Volumen: 100 Mio. Euro bis 1 Mrd. Euro | |||||
| FondsNote: 1-5 |
Globale Mischfonds (Ausgewogen)
Bei den ausgewogenen Mischfonds ragte der ACATIS Datini Valueflex Fonds mit 28 Prozent Zuwachs in den vergangenen zwölf Monaten heraus. Fonds mit einem signifikanten Goldanteil reüssierten ebenfalls – darunter der M&W Privat, der CONCEPT Aurelia Global und der DJE Gold & Stabilitätsfonds.
| Rang | Name | Perf. 1 Jahr | FondsNote | Fondsvolumen | ISIN |
|---|---|---|---|---|---|
| 1 | ACATIS Datini Valueflex Fonds B | 28,0% | 3 | 359,03 Mio. EUR | DE000A1H72F1 |
| 2 | M & W Privat | 21,9% | 3 | 236,33 Mio. EUR | LU0275832706 |
| 3 | ACATIS Fair Value Modulor Vermögensverwaltungsfonds Nr. 1 B | 19,9% | 3 | 179,53 Mio. EUR | LU0313800228 |
| 4 | Lloyd Fonds - WHC Global Discovery - Anteilklasse R | 17,3% | 5 | 483,17 Mio. EUR | DE000A0YJMG1 |
| 5 | Carmignac Portfolio-Emerging Patrimoine A EUR Acc | 16,8% | 3 | 486,22 Mio. EUR | LU0592698954 |
| 6 | CONCEPT Aurelia Global | 15,3% | 1 | 141,96 Mio. EUR | DE000A0Q8A07 |
| 7 | EquityFlex P | 15,2% | 1 | 829,25 Mio. EUR | LU1138399024 |
| 8 | Assenagon Multi Asset Conservative (P) | 11,5% | 1 | 146,08 Mio. EUR | LU1297482736 |
| 9 | ÖkoWorld Rock 'n' Roll Fonds C | 10,2% | 1 | 180,10 Mio. EUR | LU0380798750 |
| 10 | BlackRock Global Funds - ESG Multi-Asset Fund A2 EUR | 9,6% | 1 | 621,33 Mio. EUR | LU0093503497 |
| 11 | FISCH Absolute Return Global Multi Asset Fund AE2 EUR | 9,6% | 1 | 127,66 Mio. EUR | LU0997985303 |
| 12 | Mediolanum Best Brands - Mediolanum Carmignac Strategic Selection L - A | 9,4% | 3 | 453,39 Mio. EUR | IE00B95WD600 |
| 13 | ODDO BHF Polaris Flexible DRW-EUR | 9,4% | 3 | 378,47 Mio. EUR | LU0319572730 |
| 14 | Swisscanto (LU) Portfolio Fund Sustainable Balanced (EUR) AT | 9,2% | 1 | 598,70 Mio. EUR | LU0208341536 |
| 15 | ME Fonds - Special Values A | 9,0% | 3 | 154,45 Mio. EUR | LU0150613833 |
| 16 | JSS GlobalSar - Balanced (CHF) P CHF dist | 8,8% | 2 | 145,74 Mio. EUR | LU0058890657 |
| 17 | DJE Gold & Stabilitätsfonds PA | 8,7% | 2 | 156,05 Mio. EUR | LU0323357649 |
| 18 | BRW Balanced Return Plus V | 8,7% | 1 | 188,11 Mio. EUR | DE000A1110J4 |
| 19 | Invesco Asia Asset Allocation Fund A (EUR Hgd)-Acc | 8,0% | 5 | 294,97 Mio. EUR | LU0482498259 |
| 20 | SK Invest - Flexibel A | 7,3% | 3 | 256,11 Mio. EUR | LU0328547376 |
| 21 | Prisma Aktiv UI R | 6,9% | 2 | 584,45 Mio. EUR | DE000A1W9A77 |
| 22 | Templeton Emerging Markets Dynamic Income Fund A (Acc) EUR-H1 | 6,9% | 5 | 130,28 Mio. EUR | LU0608807789 |
| 23 | Richelieu Fund - Strategic Dynamic A EUR Acc | 6,8% | 3 | 122,73 Mio. EUR | LU1105481508 |
| 24 | PEH EMPIRE P | 6,3% | 2 | 141,32 Mio. EUR | LU0086120648 |
| 25 | Richelieu Fund - Strategic Balanced A EUR Acc | 6,2% | 2 | 521,95 Mio. EUR | LU1105481094 |
| 26 | DWS Sachwerte | 6,0% | 2 | 268,67 Mio. EUR | DE000DWS0W32 |
| 27 | Global Economic Performance Fonds | 5,8% | 3 | 134,28 Mio. EUR | DE000A0NAU03 |
| 28 | Basler-International DWS | 5,5% | 3 | 143,45 Mio. EUR | DE0008474297 |
| 29 | Ethna-DYNAMISCH (T) | 5,5% | 2 | 207,24 Mio. EUR | LU0455735596 |
| 30 | Bethmann Nachhaltigkeit | 5,3% | 1 | 303,05 Mio. EUR | DE000DWS08X0 |
| 31 | LGT Sustainable Strategy 5 Years (EUR) B | 5,3% | 2 | 100,15 Mio. EUR | LI0019352926 |
| 32 | NinetyOne GSF - Global Strategic Managed Fund A Acc gross USD | 5,3% | 3 | 797,26 Mio. EUR | LU0345768153 |
| 33 | DWS Strategic Balance LD | 5,2% | 2 | 134,85 Mio. EUR | LU0868163691 |
| 34 | Multi Asset Global Vision | 5,2% | 3 | 126,32 Mio. EUR | DE000A1CXUU0 |
| 35 | UBS (Lux) Key Selection Sicav - Global Allocation (EUR) Pacc | 5,1% | 3 | 312,99 Mio. EUR | LU0197216558 |
| 36 | UBS (Lux) Key Selection Sicav - Global Allocation (CHF) Pacc | 5,1% | 4 | 109,84 Mio. EUR | LU0197216715 |
| 37 | LGT Sustainable Strategy 4 Years (EUR) B | 5,0% | 3 | 322,49 Mio. EUR | LI0008232220 |
| 38 | TBF Special Income EUR R | 4,7% | 3 | 558,50 Mio. EUR | DE000A1JRQD1 |
| 39 | AMUNDI FUNDS GLOBAL MULTI-ASSET - A EUR (C) | 4,7% | 3 | 287,93 Mio. EUR | LU1883327816 |
| 40 | LGT GIM Growth (EUR) B | 4,6% | 3 | 742,37 Mio. EUR | LI0108469318 |
| 41 | Sydbank Vermögensverwaltung Dynamisch A | 4,5% | 3 | 141,45 Mio. EUR | DE0002605326 |
| 42 | BRW Balanced Return V | 4,3% | 1 | 209,03 Mio. EUR | DE000A1T75N3 |
| 43 | Bantleon Select Sicav - Bantleon Global Multi Asset PA EUR | 4,1% | 3 | 105,03 Mio. EUR | LU0634998545 |
| 44 | PrivatFonds: Flexibel pro | 4,1% | 3 | 286,67 Mio. EUR | DE000A0RPAL7 |
| 45 | Substanz-Fonds | 4,1% | 3 | 546,34 Mio. EUR | DE000A0NEBQ7 |
| 46 | YOU INVEST Portfolio 30 EUR R01 (T) (EUR) | 4,0% | 2 | 317,09 Mio. EUR | AT0000A09R60 |
| 47 | PrivatDepot 3 (A) | 3,6% | 3 | 203,14 Mio. EUR | DE000A0DNG16 |
| 48 | Richelieu Fund - Strategic Defensive A EUR Acc | 3,6% | 2 | 251,16 Mio. EUR | LU1105480286 |
| 49 | Franklin Diversified Balanced Fund A (Ydis) EUR | 3,6% | 3 | 209,21 Mio. EUR | LU1147469677 |
| 50 | DWS Strategic Defensive | 3,4% | 2 | 152,20 Mio. EUR | LU0767751091 |
| 51 | Vermögens-Fonds | 3,2% | 2 | 417,32 Mio. EUR | DE000A0MYEJ6 |
| 52 | JSS Sustainable Portfolio - Balanced (EUR) P EUR dist | 3,1% | 4 | 176,85 Mio. EUR | LU0058892943 |
| 53 | Swisscanto (LU) Portfolio Fund Responsible Balance (EUR) AA | 3,1% | 2 | 173,64 Mio. EUR | LU0112804983 |
| 54 | Multi-Leaders-Fund Next Generation | 3,0% | 1 | 173,62 Mio. EUR | DE000A0MUW08 |
| 55 | BL - Global 50 B | 2,9% | 1 | 396,01 Mio. EUR | LU0048292808 |
| 56 | Global Emerging Markets Balance Portfolio RN USD | 2,8% | 3 | 106,71 Mio. EUR | LU0688782688 |
| 57 | LGT Alpha Indexing Fund (CHF) B | 2,8% | 3 | 314,79 Mio. EUR | LI0101102999 |
| 58 | antea - R | 2,8% | 3 | 350,15 Mio. EUR | DE000ANTE1A3 |
| 59 | Julius Baer Strategy Balanced (EUR) B | 2,6% | 3 | 220,82 Mio. EUR | LU0099841354 |
| 60 | VV-Strategie - BW-Bank Ausgewogen T7 | 2,5% | 3 | 628,95 Mio. EUR | LU0407362630 |
| 61 | Swisscanto (LU) Portfolio Fund Responsible Balance (CHF) B | 2,4% | 3 | 737,82 Mio. EUR | LU0161534606 |
| 62 | Reimann Investors Vermögensmandat I | 2,3% | 2 | 121,02 Mio. EUR | LU0559921001 |
| 63 | UBS (Lux) Strategy Fund - Balanced (EUR) N-acc | 1,9% | 4 | 541,30 Mio. EUR | LU0167295749 |
| 64 | DB Vermögensfondsmandat Balance | 1,9% | 2 | 190,85 Mio. EUR | LU0240541366 |
| 65 | DWS Invest II Multi Opportunities Total Return LD | 1,9% | 3 | 107,90 Mio. EUR | LU1246176181 |
| 66 | Migros Bank (Lux) Fonds 50 B | 1,9% | 3 | 224,65 Mio. EUR | LU0261663149 |
| 67 | Mediolanum Best Brands - Dynamic Collection L - A | 1,9% | 5 | 266,78 Mio. EUR | IE0032080495 |
| 68 | UBS (Lux) Strategy Xtra Sicav - Balanced (CHF) P-acc | 1,8% | 5 | 486,35 Mio. EUR | LU0186860077 |
| 69 | Deka-BasisStrategie Flexibel CF | 1,8% | 3 | 770,33 Mio. EUR | DE000DK2EAR4 |
| 70 | Jyske Invest Balanced Strategy EUR | 1,7% | 3 | 153,64 Mio. EUR | DK0016262132 |
| 71 | Pollux I-UI | 1,7% | 2 | 236,40 Mio. EUR | DE000A0RKXH8 |
| 72 | VV-Strategie - BW-Bank Potenzial T1 | 1,7% | 3 | 209,08 Mio. EUR | LU0354722158 |
| 73 | BMO Diversified Growth A Inc EUR | 1,7% | 5 | 115,03 Mio. EUR | LU0308885531 |
| 74 | Luxembourg Placement Fund - Solitär | 1,7% | 4 | 185,89 Mio. EUR | LU0159025070 |
| 75 | ODDO BHF Polaris Balanced DRW-EUR | 1,7% | 3 | 777,37 Mio. EUR | LU0319574272 |
| 76 | Schoellerbank Global Balanced T | 1,7% | 2 | 198,40 Mio. EUR | AT0000A15MS0 |
| 77 | HSBC Trinkaus AlphaScreen | 1,6% | 1 | 193,49 Mio. EUR | DE000A0JDCJ0 |
| 78 | Luxembourg Placement Fund - Top Invest B | 1,5% | 2 | 148,97 Mio. EUR | LU0327204631 |
| 79 | JPM Total Emerging Markets Income A (acc) - EUR | 1,2% | 3 | 262,07 Mio. EUR | LU0972618655 |
| 80 | CS Portfolio Fund (Lux) Balanced (USD) B | 1,1% | 3 | 290,77 Mio. EUR | LU0078041133 |
| 81 | DWS Invest Multi Asset Income LC | 0,9% | 4 | 267,13 Mio. EUR | LU1054320897 |
| 82 | Deka-Nachhaltigkeit Balance CF (A) | 0,9% | 3 | 172,10 Mio. EUR | LU0703711118 |
| 83 | Vermögensmanagement - Fonds Universal A | 0,8% | 3 | 142,70 Mio. EUR | DE000A0MYGU8 |
| 84 | BELOS-COM Fonds - MA | 0,8% | 3 | 108,41 Mio. EUR | LU0290570109 |
| 85 | Swiss Life Funds (LUX) Multi Asset Balanced (EUR) - R Cap | 0,7% | 3 | 506,24 Mio. EUR | LU0367332680 |
| 86 | Challenge Funds - Challenge Provident 2 Fund P | 0,7% | 3 | 432,93 Mio. EUR | IE00B1P83R33 |
| 87 | AXA WF Optimal Income A Capitalisation EUR pf | 0,6% | 3 | 612,77 Mio. EUR | LU0179866438 |
| 88 | KEPLER Vorsorge Mixfonds (T) | 0,6% | 3 | 230,45 Mio. EUR | AT0000722640 |
| 89 | Franklin Global Multi-Asset Income Fund A (Ydis) EUR | 0,5% | 3 | 144,48 Mio. EUR | LU0909060468 |
| 90 | Warburg Portfolio Flexibel T | 0,4% | 3 | 124,76 Mio. EUR | DE000A0NAUV5 |
| 91 | MPF Andante | 0,3% | 1 | 137,70 Mio. EUR | DE000A0RKY11 |
| 92 | AXA WF Global Income Generation - A EUR Thes. | 0,3% | 3 | 413,60 Mio. EUR | LU0960400249 |
| 93 | Pfau-StrategieDepot UI | 0,3% | 3 | 108,16 Mio. EUR | DE000A0JELE0 |
| 94 | Vermögensportfolio Ulm | 0,1% | 3 | 171,73 Mio. EUR | LU0233541282 |
| 95 | Swiss Life Funds (LUX) Vitality (EUR) R Cap | 0,0% | 3 | 171,83 Mio. EUR | LU0367334975 |
| 96 | WALSER Weltportfolio 45 R | 0,0% | 3 | 108,60 Mio. EUR | LU0327378542 |
| 97 | UBS (Lux) Key Selection Sicav - Global Allocation (USD) Pacc | -0,4% | 3 | 283,57 Mio. EUR | LU0197216392 |
| 98 | Bethmann Vermögensverwaltung Ausgewogen | -0,4% | 3 | 282,26 Mio. EUR | LU0328069454 |
| 99 | apo TopSelect Balance A | -0,4% | 3 | 130,53 Mio. EUR | DE000A1W9AD2 |
| 100 | AXA World Funds - Defensive Optimal Income A (thes.) | -0,5% | 3 | 357,90 Mio. EUR | LU0094159042 |
| 101 | apo VV Premium - Privat | -0,5% | 3 | 368,90 Mio. EUR | LU0395352460 |
| 102 | Aegon Global Diversified Income Fund - A Acc EUR | -0,6% | 3 | 104,04 Mio. EUR | IE00BYYPF474 |
| 103 | UBS (Lux) Strategy Fund - Balanced (USD) P-acc | -0,9% | 3 | 804,54 Mio. EUR | LU0049785792 |
| 104 | Stadtsparkasse Düsseldorf Top-Return | -0,9% | 3 | 235,79 Mio. EUR | DE000A0NBG18 |
| 105 | VermögensManagement Einkommen Europa -A- EUR | -1,0% | 5 | 359,50 Mio. EUR | LU0322926154 |
| 106 | MFS Meridian Funds - Diversified Income Fund AH1EUR | -1,1% | 3 | 107,36 Mio. EUR | LU1099986645 |
| 107 | MPF Herkules | -1,2% | 5 | 214,67 Mio. EUR | DE000A0RKY29 |
| 108 | Threadneedle (Lux) - Global Multi Asset Income Fund AEH EUR hedged acc | -1,2% | 5 | 181,20 Mio. EUR | LU0640488994 |
| 109 | Allianz Strategiefonds Balance - A - EUR | -1,7% | 3 | 878,91 Mio. EUR | DE0009797258 |
| 110 | LGT SustainableFixed Income Global Opportunities (EUR) B | -1,7% | 5 | 104,35 Mio. EUR | LI0008232030 |
| 111 | StarCapital - Winbonds plus A | -1,7% | 3 | 261,37 Mio. EUR | LU0256567925 |
| 112 | Capital Growth Fund | -2,0% | 1 | 272,46 Mio. EUR | DE000DWS0UY5 |
| 113 | HSBC Strategie Balanced AC | -2,3% | 3 | 141,33 Mio. EUR | DE000A0NA4H5 |
| 114 | Metzler Wertsicherungsfonds 93 A | -2,3% | 2 | 259,68 Mio. EUR | DE000A0MY0U9 |
| 115 | Vermögensmanagement Rendite | -2,6% | 2 | 152,29 Mio. EUR | DE000A0MUWV1 |
| 116 | Mediolanum Best Brands - Mediolanum Invesco Balanced Risk Coupon Selection L - A | -3,0% | 3 | 955,98 Mio. EUR | IE00B91SH939 |
| 117 | UBS (Lux) SICAV 1 - All-Rounder (USD) P-acc | -3,2% | 3 | 204,11 Mio. EUR | LU0397594465 |
| 118 | HSBC Strategie Dynamik AC | -3,3% | 3 | 212,49 Mio. EUR | DE000A0NA4G7 |
| 119 | UniAusschüttung A | -3,5% | 3 | 988,58 Mio. EUR | LU1390462189 |
| 120 | PrivatFonds: Flexibel | -4,1% | 3 | 114,09 Mio. EUR | DE000A0Q2H14 |
| 121 | OLB-FondsConceptPlus Wachstum - A - EUR | -4,9% | 4 | 113,96 Mio. EUR | LU0336524375 |
| 122 | R-co Conviction Club C EUR | -6,1% | 5 | 306,53 Mio. EUR | FR0010541557 |
| 123 | Fidelity Funds - Fidelity Patrimoine Fund A-ACC-Euro | -6,3% | 5 | 144,29 Mio. EUR | LU0080749848 |
| 124 | AGIF - Allianz Global Dynamic Multi Asset Strategy 50 - A - EUR | -7,2% | 4 | 102,76 Mio. EUR | LU1311291493 |
| 125 | Templeton Global Income Fund A (acc) USD | -7,9% | 5 | 298,09 Mio. EUR | LU0211326755 |
| 126 | Fidelity Funds - SMART Global Moderate Fund A-USD | -9,1% | 3 | 198,87 Mio. EUR | LU0080751232 |
| 127 | Fidelity Funds - Global Multi Asset Tactical Moderate Fund A-ACC-Euro | -9,5% | 5 | 180,27 Mio. EUR | LU0267387685 |
| 128 | LOYS Global MH B | -9,8% | 4 | 111,58 Mio. EUR | DE000A0H08U6 |
| 129 | DuoPlus R | -13,0% | 4 | 111,02 Mio. EUR | DE000A0RK8R9 |
| 130 | Allianz Vermögenskonzept SRI Ausgewogen - C - EUR | -14,2% | 4 | 185,43 Mio. EUR | LU0324636652 |
| 131 | Vermögensmanagement Chance | -14,6% | 5 | 134,90 Mio. EUR | DE000A0MUWU3 |
| 132 | Absolute Return Multi Premium Fonds R | -36,7% | 4 | 100,97 Mio. EUR | DE000A2AGM26 |
| Stichtag: 20.11.2020, Quelle: FVBS professional | |||||
| Volumen: 100 Mio. Euro bis 1 Mrd. Euro | |||||
| FondsNote: 1-5 |
Globale Mischfonds (Anleihelastig)
Der beste defensive Mischfonds war in den vergangenen zwölf Monaten der DWS Concept DJE Alpha Renten Global, der seine Konkurrenz deutlich, aber nicht überdeutlich übertraf.
| Rang | Name | Perf. 1 Jahr | FondsNote | Fondsvolumen | ISIN |
|---|---|---|---|---|---|
| 1 | DWS Concept DJE Alpha Renten Global LC | 5,3% | 1 | 681,64 Mio. EUR | LU0087412390 |
| 2 | LGT GIM Balanced (EUR) B | 4,7% | 3 | 671,93 Mio. EUR | LI0108469169 |
| 3 | db PrivatMandat Comfort - Einkommen (U) | 4,5% | 3 | 408,12 Mio. EUR | LU0193173076 |
| 4 | VR Premium Fonds - Securitas / Stiftungen | 4,2% | 3 | 154,78 Mio. EUR | LU0392133038 |
| 5 | LGT Sustainable Strategy 3 Years (EUR) B | 3,8% | 3 | 786,24 Mio. EUR | LI0008232162 |
| 6 | Swisscanto (LU) Portfolio Fund Responsible Select (EUR) AA | 3,8% | 3 | 205,85 Mio. EUR | LU0112799290 |
| 7 | ODDO BHF Polaris Moderate DRW-EUR | 3,7% | 1 | 962,35 Mio. EUR | DE000A0D95Q0 |
| 8 | Amundi Total Return A EUR (DA) | 3,5% | 3 | 225,14 Mio. EUR | LU0149168907 |
| 9 | Bethmann Stiftungsfonds P | 3,4% | 2 | 671,48 Mio. EUR | DE000DWS08Y8 |
| 10 | TBF Global Income EUR R | 3,3% | 3 | 218,42 Mio. EUR | DE000A1JUV78 |
| 11 | Swisscanto (LU) Portfolio Fund Responsible Select (CHF) AA | 3,2% | 3 | 736,75 Mio. EUR | LU0112800569 |
| 12 | LBBW Multi Global R | 3,2% | 3 | 859,67 Mio. EUR | DE0009766881 |
| 13 | DWS Vermögensmandat-Defensiv | 3,2% | 4 | 156,26 Mio. EUR | LU0309482544 |
| 14 | Ethna-DEFENSIV (T) | 2,9% | 2 | 430,65 Mio. EUR | LU0279509144 |
| 15 | Deka-Global Balance CF | 2,5% | 3 | 224,43 Mio. EUR | DE000DK2J8N2 |
| 16 | VV-Strategie - BW-Bank Ertrag T7 | 2,5% | 3 | 553,92 Mio. EUR | LU0407362473 |
| 17 | Julius Baer Strategy Income (EUR) B | 2,3% | 4 | 234,33 Mio. EUR | LU0099840034 |
| 18 | Voba Pforzheim Premium R Fonds UI P | 2,3% | 3 | 200,68 Mio. EUR | DE000A0M8WY7 |
| 19 | BL - Global 30 B | 2,2% | 1 | 169,66 Mio. EUR | LU0048292394 |
| 20 | Jyske Invest Stable Strategy CL Euro thes | 2,0% | 3 | 222,95 Mio. EUR | DK0016262058 |
| 21 | UBS (Lux) Strategy Fund - Yield (EUR) N-acc | 2,0% | 4 | 871,42 Mio. EUR | LU0167295319 |
| 22 | Multi Asset Comfort | 1,8% | 3 | 119,74 Mio. EUR | DE000A0RKY45 |
| 23 | Franklin Diversified Conservative Fund A (Ydis) EUR | 1,8% | 4 | 172,54 Mio. EUR | LU1147470253 |
| 24 | PrivatDepot 2 (A) | 1,8% | 4 | 552,67 Mio. EUR | DE0005319925 |
| 25 | Sydbank Vermögensverwaltung Klassisch A | 1,7% | 2 | 103,34 Mio. EUR | DE0002605334 |
| 26 | CS (Lux) FundSelection Yield B EUR | 1,7% | 3 | 495,30 Mio. EUR | LU0984160217 |
| 27 | DB Vermögensfondsmandat Einkommen | 1,5% | 1 | 163,58 Mio. EUR | LU0240541283 |
| 28 | Berenberg 1590 Renten Strategie A | 1,4% | 1 | 301,99 Mio. EUR | DE000A0MZ309 |
| 29 | Migros Bank (Lux) Fonds 30 B | 1,3% | 3 | 288,16 Mio. EUR | LU0261662760 |
| 30 | WALSER Weltportfolio 10 R | 1,2% | 2 | 105,05 Mio. EUR | LU0327378385 |
| 31 | Allianz Flexi Rentenfonds - A - EUR | 1,2% | 2 | 577,05 Mio. EUR | DE0008471921 |
| 32 | WALSER Weltportfolio 25 R | 1,2% | 3 | 124,32 Mio. EUR | LU0327378468 |
| 33 | PrivatDepot 1 (A) | 1,1% | 3 | 255,88 Mio. EUR | DE000A0DNG57 |
| 34 | Bethmann Vermögensverwaltung Ertrag | 0,7% | 3 | 149,31 Mio. EUR | LU0328067912 |
| 35 | ZinsPlus | 0,6% | 1 | 140,31 Mio. EUR | DE000A0MUWS7 |
| 36 | Amundi Discount Balanced A DA | 0,6% | 3 | 114,85 Mio. EUR | DE0007012700 |
| 37 | Hamburger Stiftungsfonds T | 0,5% | 5 | 421,37 Mio. EUR | DE000A0YCK26 |
| 38 | Lampe Ausgewogen | 0,5% | 4 | 318,77 Mio. EUR | DE000A0MVZT6 |
| 39 | Stadtsparkasse Düsseldorf Top-Substanz | 0,2% | 2 | 125,30 Mio. EUR | DE000A0NBG59 |
| 40 | E&G Vermögensstrategie Anleihen A | -0,2% | 3 | 150,63 Mio. EUR | LU0334446647 |
| 41 | BKC Treuhand Portfolio I | -0,4% | 2 | 293,13 Mio. EUR | DE000A0YFQ92 |
| 42 | CS Portfolio Fund (Lux) Yield (USD) B | -0,4% | 3 | 310,50 Mio. EUR | LU0078046959 |
| 43 | apo VV Defensiv - Privat | -0,4% | 3 | 218,15 Mio. EUR | DE000A1JZLB9 |
| 44 | VermögensManagement Stabilität - A - EUR | -0,5% | 3 | 255,74 Mio. EUR | DE0009797381 |
| 45 | Deka-BR 35 | -0,6% | 2 | 717,90 Mio. EUR | DE0005424576 |
| 46 | UBS (Lux) Strategy Fund - Yield (USD) P-acc | -1,5% | 3 | 663,04 Mio. EUR | LU0033043885 |
| 47 | Allianz Strategiefonds Stabilität - A - EUR | -2,3% | 2 | 287,33 Mio. EUR | DE0009797282 |
| 48 | Allianz Vermögenskonzept SRI Defensiv - C - EUR | -7,5% | 4 | 178,63 Mio. EUR | LU0324635688 |
| 49 | CS (Lux) Global High Income Fund USD AH EUR | -8,6% | 4 | 155,39 Mio. EUR | LU1109644804 |
| 50 | Fidelity Funds - Global Multi Asset Tactical Defensive Fund A-ACC-Euro | -9,1% | 4 | 107,77 Mio. EUR | LU0393653166 |
| 51 | Fidelity Funds - SMART Global Defensive Fund A-Euro | -9,8% | 4 | 217,42 Mio. EUR | LU0056886558 |
| Stichtag: 20.11.2020, Quelle: FVBS professional | |||||
| Volumen: 100 Mio. Euro bis 1 Mrd. Euro | |||||
| FondsNote: 1-5 |
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