FONDS professionell Deutschland, Ausgabe 2/2025

Mountain-View Fonds-Rating 2025 (Auswahl 1 ) Ranking Top 3 Ertrag Sharpe Ratio 3 KATEGORIE Fonds ISIN 2024 2 1 J. 3 J. 5 J. 1 J. 3. J. 5 J. Gesellschaft Aktien Global 1 M&G (Lux) Global Dividend Fund EUR A Acc LU1670710075 22,382 31,112 64,345 4,560 0,531 0,430 M&G Global 2 Jupiter Merian World Equity Fund, L USD Acc IE0005263466 27,769 35,927 89,609 2,561 0,586 0,668 Jupiter Global 3 Allianz Best Styles Global Equity – A – EUR LU1075359262 29,373 37,029 83,737 2,744 0,592 0,623 Allianz Global Investors Europa 1 Wellington Strategic European Equity Fund EUR D AccU IE00B8BPMF80 17,718 26,811 59,028 1,430 0,418 0,434 Wellington Europa 2 CT (Lux) European Growth & Income A Inc EUR LU0515381530 15,068 28,924 54,636 1,571 0,412 0,370 Threadneedle Europa 3 Brandes European Value Fund A USD IE0031574530 16,966 37,206 59,555 1,220 0,543 0,345 Brandes Deutschland 1 Fidelity Funds – Germany Fund A-Euro LU0048580004 16,719 10,941 22,872 1,910 0,055 0,083 FIL Deutschland 2 MEAG Proinvest A DE0009754119 15,022 13,843 27,720 1,378 0,107 0,118 Meag Deutschland 3 Allianz Vermögensbildung Deutschland – A – EUR DE0008475062 9,379 11,869 27,306 0,821 0,078 0,114 Allianz Global Investors Österreich 1 RT Zukunftsvorsorge Aktienfonds EUR (T) AT0000659644 -0,278 -4,566 14,677 -0,439 -0,252 0,008 Erste AM Österreich 2 RT Österreich Aktienfonds EUR R01 (T) AT0000497292 -0,135 -5,947 13,934 -0,400 -0,295 0,002 Erste AM Österreich 3 Amundi Austria Stock – A AT0000857412 -2,454 -7,177 16,158 -0,650 -0,302 0,019 Amundi Austria USA 1 Schroder Intern. Sel.Fund US Large Cap A Distr. USD AV LU0006306889 34,693 42,431 117,775 2,173 0,674 0,868 Schroder USA 2 Capital Group Inv. Company of America (Lux) B EUR LU1378994690 31,456 42,676 95,728 2,754 0,698 0,737 Capital International USA 3 JPMorgan Funds – America Eq. F. – JPM America Eq. A LU0053666078 34,291 45,875 120,368 2,245 0,651 0,763 J.P. Morgan AM Schwellenländer 1 HSBC Global – Frontier Markets LU0666199749 23,762 47,548 94,822 1,887 0,840 0,557 HSBC Schwellenländer 2 Schroder Intern. Sel. Fund Frontier Mkts. Equity A Accum. LU0562313402 24,689 38,356 77,422 1,611 0,635 0,513 Schroder Schwellenländer 3 East Capital Global Frontier Markets A EUR LU1125674454 28,521 26,752 57,948 2,331 0,409 0,339 East Capital Asien ex Japan 1 Franklin Templeton Inv. Funds Temp. Asian Sm. Comp. F. LU0390135415 18,990 9,925 53,724 2,656 0,048 0,311 Franklin Templeton Asien ex Japan 2 Allianz Asian Small Cap Equity – AT15 – USD LU1055786526 26,096 -0,545 70,955 2,056 -0,161 0,465 Allianz Global Investors Asien ex Japan 3 HSBC Global – Aasia ex Japan Equity Smaller Companies LU0164939612 15,699 0,170 50,538 1,275 -0,198 0,317 HSBC China 1 BGF Systematic China A-Share Opportunities Fund Class LU1580142542 22,777 -20,726 13,921 0,722 -0,475 0,002 Blackrock China 2 GAM Multistock – China Evolution Equity USD B LU0982189804 22,208 -15,961 3,759 0,602 -0,295 -0,073 Fundrock China 3 Ninety One Global Strategy Fund – All China Equity F. LU1251922891 28,633 -15,014 -8,315 0,911 -0,334 -0,208 Ninety One Japan 1 ASPOMA Japan Opportunities Fund Klasse E LI0181971842 20,457 46,591 62,903 2,346 1,192 0,546 LLB Japan 2 Morgan Stanley Investment Funds Japanese Equity F. LU0512093542 23,461 44,584 55,507 1,445 0,794 0,432 MSIM Japan 3 JPMorgan Investment Funds – Japan Strategic Value F. LU0329204894 21,285 31,904 52,048 1,303 0,545 0,385 J.P. Morgan AM Anleihenfonds Global 1 Solitaire Global Bond Fund – USD LI0229057109 23,454 23,769 45,646 3,588 0,566 0,411 VP Fund Solutions Global 2 Bluebay Total Return Credit Fund – C – USD (QIDiv) LU1128624639 13,761 16,511 27,621 2,176 0,388 0,283 RBC Bluebay Global 3 JPMorgan Funds – Global Strategic Bond Fund A (perf) LU0514679140 11,979 17,306 22,377 1,795 0,454 0,239 J.P. Morgan AM Europa 1 Nordix Renten plus R DE000A0YAEJ1 12,642 2,991 7,415 2,888 -0,204 -0,110 Bantleon Europa 2 Nordea 1 – European Covered Bond Opp. Fund – BP – EUR LU1915690595 4,040 7,802 11,391 0,443 -0,016 -0,116 Nordea Europa 3 AB FCP I European Income Portfolio Class A2 LU0095024591 4,211 -0,593 3,370 0,478 -0,363 -0,230 Alliance Bernstein EMU 1 BNY Mellon Euroland Bond Fund Euro A IE0032722260 3,634 -7,352 -6,733 0,222 -0,702 -0,569 BNY Mellon EMU 2 Axa WF Euro 7-10 A Capitalisation EUR LU0251659180 2,579 -10,205 -8,222 -0,004 -0,678 -0,559 Axa IM EMU 3 Epsilon Fund – Euro Bond R EUR Accumulation LU0367640660 0,637 -9,815 -7,510 -0,335 -0,695 -0,585 Eurizon Schwellenländer 1 Abrdn SICAV I – Frontier Markets Bond Fund, A MInc LU0963865083 21,031 22,229 27,775 2,621 0,383 0,186 Aberdeen Schwellenländer 2 Morgan Stanley Investment Funds Emerging Markets LU0057132697 19,099 12,863 17,186 2,896 0,151 0,056 MSIM Schwellenländer 3 Goldman Sachs Frontier Markets Debt (Hard Currency) LU0990547944 19,638 18,287 16,728 2,526 0,271 0,033 Goldman Sachs AM USA 1 JPMorgan Investment Funds – US Bond Fund A (acc) LU0070215933 7,709 0,242 5,702 0,871 -0,391 -0,222 J.P. Morgan AM USA 2 JPMorgan Funds – US Aggregate Bond Fund A (dist) LU0117838564 7,876 0,808 5,173 0,923 -0,377 -0,238 J.P. Morgan AM USA 3 Goldman Sachs US Fixed Income Portfolio Base Shares LU0089313992 7,369 -1,381 3,356 0,774 -0,435 -0,269 Goldman Sachs AM Gemischte Fonds Global Balanced 1 DC Value Global Balanced (PT) DE000A0YAX72 8,007 10,385 44,106 2,051 0,093 0,538 Oddo BHF Global Balanced 2 BGF Global Allocation Fund A2 EUR LU0171283459 16,102 11,985 40,937 1,654 0,130 0,425 Blackrock Global Balanced 3 DJE – Zins & Dividende – PA (EUR) LU0553164731 10,737 7,117 24,605 1,784 -0,043 0,292 DJE Global Defensive 1 WWK Select Balance konservativ B LU1479925304 10,943 7,397 13,953 3,214 -0,036 0,007 WWK Global Defensive 2 Phaidros Funds – Conservative B LU0504448647 10,529 7,436 23,292 2,116 -0,021 0,167 IP Concept Global Defensive 3 BKC Treuhand Portfolio – Anteilklasse T DE000A141VM3 9,362 5,225 10,049 1,902 -0,135 -0,092 Universal Investment Global Dynamic 1 Allianz Strategiefonds Wachstum – A – EUR DE0009797266 22,476 21,694 48,906 2,629 0,368 0,424 Allianz Global Investors Global Dynamic 2 DC Value Global Dynamic EUR LU0370310038 10,217 11,388 52,752 1,575 0,108 0,563 Oddo BHF Global Dynamic 3 DJE – Multi Asset & Trends – PA (EUR) LU0159549145 14,823 8,796 39,213 2,260 0,030 0,427 DJE Global Flexible 1 Schroder Global Target Return A Accumulation USD LU1516354237 16,600 18,870 36,075 2,384 0,574 0,570 Schroder Global Flexible 2 Amundi Funds Income Opportunities – A2 USD LU1883839398 10,931 21,395 37,844 1,622 0,495 0,389 Amundi Global Flexible 3 R-co Valor C EUR FR0011253624 16,708 21,242 45,849 1,875 0,330 0,354 Rothschild & Co Global Multi Asset 1 Ninety One Global Strategy Fund – Global Macro All.Fund LU1821325948 8,127 8,514 27,911 0,630 0,016 0,223 Ninety One Global Multi Asset 2 Ergo Vermögensmanagement Flexibel DE000A2ARYP6 10,199 4,560 20,974 1,515 -0,119 0,122 Meag Global Multi Asset 3 Fidelity Funds – Global Multi Asset Dynamic Fund A-USD LU0080751232 19,572 7,272 11,977 1,664 -0,022 -0,029 FIL 1 EinevollständigeÜbersicht findenSieauf fponline.de/MV225. | 2 Diemit -ZeichengekennzeichnetenFonds rangierten indieserKategorieauch2024unterdendreibestenFonds. | 3 SharpeRatioberechnetmit6-Monats-Euribor |Stichtag:31.12.2024 Quelle: Fortsetzung siehe nächste Seite MARKT & STRATEGIE Mountain-View Awards 174 fondsprofessionell.de 2/2025