




















MFC
Gesellschaft für Marketing- und Finanz-, Consulting
Am Klösterle 4
D-76571 Gaggenau
Telefon: 0 72 43 / 53 19 0
Telefax: 0 72 43 / 53 19 21
info@mfc-etl.de
Gesellschaft für Marketing- und Finanz-, Consulting
Am Klösterle 4
D-76571 Gaggenau
Telefon: 0 72 43 / 53 19 0
Telefax: 0 72 43 / 53 19 21
info@mfc-etl.de
Wertentwicklungs-Übersicht Investmentsfonds - Stand 31.05.2010
Fondsname | Performance 2007 |
Performance 2008 | Performance 2009 | 2010 kummuliert | Mai 2010 kummuliert | |
Deutschland | cominvest Fondak P | 17% | -48% | 40% | -2,31 | -4,22 |
DWS Deutschland | 21% | -35% | 34% | -1,29 | -4,20 | |
Europa | Fidelity Funds - European Growth Fund A (EUR) | 6% | -46% | 30% | -1,85 | -6,13 |
DJE - Absolut P (EUR) | 10% | -31% | 17% | 0,90 | -4,38 | |
Osteuropa | DWS Osteuropa | 23% | -69% | 96% | 5,30 | -6,69 |
Griffin Eastern European Fund | 17% | -64% | 76% | 2,46 | -7,08 | |
Russland | DWS Russia | 17% | -85% | 127% | 7,61 | -5,03 |
International | Carmignac Investissement | 19% | -30% | 41% | 5,09 | 1,23 |
M&G Global Basics Fund A | 10% | -44% | 43% | 5,46 | -3,89 | |
DWS Vermögensbildungsfonds I | 1% | -32% | 23% | 1,08 | -4,04 | |
BGF Global Allocation Fund A2 | 3% | -19% | 20% | 1,31 | -5,96 | |
Asien | LINGOHR-ASIEN-SYSTEMATIC-LBB-INVEST | 20% | -48% | 67% | 10,15 | -1,41 |
Nestor Fernost Fonds | 38% | -64% | 126% | 3,86 | -3,17 | |
Raiffeisen-Eurasien-Aktien (A) Stückorder | 41% | -64% | 90% | 5,32 | -3,61 | |
China | Baring Hong Kong China Fund (EUR) | 58% | -52% | 69% | 2,21 | 0,29 |
Robeco Cinese Equities (EUR) D | 51% | -47% | 77% | 0,29 | 2,24 | |
Indien | DWS India | 49% | -63% | 97% | 9,23 | -2,70 |
HSBC GIF Indian Equity AD | 59% | -69% | 138% | -11,33 | -11,11 | |
Osprey Fonds - Indien Inside B | 62% | -70% | 70% | 7,07 | 0,14 | |
USA | Janus US Twenty Fund A Euro | 28% | -46% | 46% | -10,40 | -11,61 |
Threadneedle (Lux) US Equities AU | 0% | -21% | 27% | -2,44 | -8,23 | |
Pioeer Funds - U.S. Mid Cap Value A EUR | n.v. | 4% | 21% | 16,53 | -2,78 | |
BRIC | Allianz dit-BRIC Stars - A - EUR | 40% | -70% | 103% | 1,41 | -3,25 |
DWS Invest BRIC Plus LD | 38% | -61% | 78% | -0,10 | -3,78 | |
Robeco Em. Star Eq. D EUR | 39% | -55% | 93% | 2,89 | -4,23 | |
Schwellenländer | Comgest Magellan | 24% | -44% | 56% | 5,85 | 0,12 |
Lateinamerika | CAAM Lat. Am. C thes. | 34% | -51% | 107% | -13,97 | -11,18 |
Brasilien | EMIF Brazil (thes.) | 44% | -58% | 104% | -16,11 | -11,27 |
DWS Brazil | 41% | -61% | 95% | -0,62 | -4,66 | |
Arabien | Morgan Stanley Emerging EU,Middle East & Africa | 29% | -60% | 54% | 9,22 | -4,05 |
Rohstoffe | BGF (MLIIF) World Mining Fund A2 EUR | 43% | -62% | 99% | -2,23 | -3,97 |
Allianz-dit Rohstoffonds A (EUR) | 31% | -61% | 108% | -5,84 | -5,32 | |
Energie | BGF World Energy Fund A2 EUR | 26% | -44% | 33% | 3,99 | -5,06 |
Ökologie | AGIF- Allianz-dit Global EcoTrends - A - EUR | 53% | -55% | 19% | -4,22 | -6,23 |
DWS ZukunftsInvestitionen | 17% | -50% | 48% | 6,86 | -4,30 | |
Gold | BGF (MLIIF) World Gold Fund A2 EUR | 20% | -31% | 58% | 10,54 | 4,28 |
Mischfonds | Carmignac Patrimoine A | 9% | 0% | 18% | 7,09 | 4,15 |
Lux Topic - Cosmopolitan | 24% | -20% | 28% | 1,93 | -1,65 | |
Immobilien | Grundbesitz Global | 5% | 5% | 3% | 0,59 | 0,19 |
Geldmarkt | DWS Geldmarktfonds | 3% | 0% | 1% | -0,40 | -0,40 |
Commerzbank Money Market Fund | 4% | 4% | 1% | 0,29 | 0,00 | |
Multi Asset Fonds | APUS - AC Statistical Value Market Neutral 7 | n.v. | 6% | 4% | -0,49 | -1,98 |
SEB Asset Selection Fund | 9% | 25% | -2% | -0,65 | -1,50 | |
Dach-Fonds | cominvest Best-in-One Chance | 2% | -32% | 19% | 2,52 | -3,22 |
Rentenfonds | ARIQON Konservativ (T) | 1% | 1% | 16% | 1,92 | -1,71 |
Aktien-+Rentenfonds | C-QUADRAT ARTS Total Return Global - AMI A | 6% | -8% | 25% | 4,84 | -1,55 |
überwiegend Aktienfonds | BWI - Fonds Portfolio Rohstoffe & Ressourcen | 16% | -42% | 49% | 6,25 | -3,29 |
hauptsächlich Aktienfonds | Sauren Global Opportunities | 8% | -41% | 49% | 9,91 | -2,01 |
Absolute Return | JPM Global Capital Preservation EUR A(acc) | 6% | -9% | 10% | -2,04 | -4,47 |
Rentenfonds D | BWI-Rent D | 3% | 3% | 19% | 1,56 | -0,35 |
Rentenfonds Global | Templeton Global Bond Fund A (Mdis) USD | 0% | 12% | 16% | 8,79 | -4,76 |
Wandelanleihen | H & A Lux Wandelanleihen Fonds A | 3% | -28% | 37% | -2,68 | -5,97 |