Kompetenzzentrum für Altersvorsorge und Kapitalanlage
Renditevergleich 2004
| Die wichtigsten Fonds |
|---|
| Fonds | Rendite | | Rendite | Index |
| Templeton Growth Fund | 8,75% | vs. | 3,2% | MSCI World |
| Fid. European Growth Fund | 14,52% | vs. | 1,2% | DJ Stoxx 50 |
| Templeton Growth (Euro) Fund A (acc) | 8,06% | vs. | 3,2% | MSCI World |
| JPMF Global Enhanced Bond Fund | 4,7% | vs. | 5% | J.P.Morgan Europa-Bondindex |
| Threadneedle European Select Growth Fund | 9,46% | vs. | 1,9% | DJ Euro Stoxx |
| Fid. European Smaller Companies Fund | 27,45% | vs. | 3,7% | FT-ACT European Small Cap |
| Fid. Euro Balanced Fund | 9,48% | vs. | 2,68% | Mischindex Europa Balanced (70% DJ Euro Stoxx/ 30% JPM Europe Bond |
| MK Variozins | 1,88% | vs. | 1,16% | FVBS Geldmarktfonds Euro |
| Templeton European Fund A (dis) | 15,11% | vs. | 1,2% | DJ Stoxx 50 |
| FT Interspezial | 2,4% | vs. | 3,2% | MSCI World |
| DWS Provesta | 21,48% | vs. | 3,7% | FT-ACT European Small Cap |
| DGI grundbesitz-invest | 2,67% | vs. | 2,06% | FVBS offene Immobilienfonds |
| ACMGI Glob.GrowthTrends A(US$) | 2,77% | vs. | 3,2% | MSCI World |
| JPMF EUR Global Bond A - EUR | 4,75% | vs. | 5% | J.P.Morgan Europa-Bondindex |
| DWS Vermögensbildungsf. R | 6,73% | vs. | 4,2% | J.P.Morgan Global-Bondindex |
| CS Euroreal | 4,04% | vs. | 2,06% | FVBS offene Immobilienfonds |
| CS Euroreal | 3,01% | vs. | 1,57% | FVBS Renterfonds Euroland/Kurzläufer |
| ACMGI Dev. Reg. Mark. A (US$) | 16,63% | vs. | 7,2% | MSCI-EM $ Free |
| Templeton Emerging Markets Fund A (dis) | 13,62% | vs. | 7,2% | MSCI-EM $ Free |
| OIM Multi Invest | 13,68% | vs. | 3,4% | 80% MSCI World, 20% J.P. Morgan Global Bond Index $ |
