Kompetenzzentrum für Altersvorsorge und Kapitalanlage

Renditevergleich 2005

Renditevergleich 2005 nach Kategorien

Die wichtigsten Fonds

FondsRenditeRenditeIndex
Templeton Growth Fund23,96%vs. 24,90%MSCI World
Fid. European Growth Fund32,42%vs.20,70%DJ Stoxx 50
Templeton Growth (Euro) Fund A (acc)20,90%vs.24,90%MSCI World
JPMF Global Enhanced Bond Fund2,11%vs.3,70%Rex
Threadneedle European Select Growth Fund26,77%vs.23,00%DJ Euro Stoxx
Fid. European Smaller Companies Fund33,33%vs. 23,30%FT-ACT European Small Cap
Fid. European Balanced Fund18,84%vs.17,21%Mischindex Europa Balanced
(70% DJ Euro Stoxx / 30% JPM Europe Bond)
MK Variozins1,52%vs.1,53%FVBS Geldmarktfonds Euro
Templeton European Fund A (dis)23,57%vs.20,70%DJ Stoxx 50
FT Interspezial20,87%vs.24,90%MSCI World
DWS Provesta34,31%vs.23,30%FT-ACT European Small Cap
DGI grundbesitz-invest1,28%vs.2,79%FVBS offene Immobilienfonds
ACMGI Glob. Growth Trends A (US$)32,47%vs.24,90%MSCI World
JPMF EUR Global Bond A-EUR3,48%vs.3,70%Rex
DWS Vermögensbildungs-fonds R3,61%vs.3,70Rex
CS Euroreal3,55%vs.2,79%FVBS offene Immobilienfonds
DWS Select-Rent1,57%vs.1,44%FVBS Rentenfonds Euroland/Kurzläufer
ACMGI Dev. Reg. Mark. A (US$)48,33%vs.50,30%MSCI-EM $ Free
Templeton Emerging Markets Fund A (dis)44,99%vs.50,30%MSCI-EM $ Free
OIM Multi Invest12,60%vs.17,89%30% Geldmarktfonds, 70% MSCI World