FONDS professionell Dachfonds-Studie, Ausgabe 2/2018

www.fondsprofessionell.at 44 FONDS professionell DACHFONDS- Studie 2/2018 KAG 30. 12. 2015 30. 6. 2016 30. 12. 2016 30. 6. 2017 29. 12. 2017 29. 6. 2018 +/– +/– Volumen Volumen Volumen Volumen Volumen Volumen Volumen HJ ↓ in % HJ Amundi 141.212.202 155.845.063 217.794.863 291.025.096 337.146.069 665.996.976 328.850.908 97,54 GAM 224.489.257 289.241.030 340.240.840 387.497.050 154.115.530 332.014.842 177.899.312 115,43 Mainfirst 215.225.986 177.899.919 221.951.715 263.284.331 163.355.624 332.281.972 168.926.347 103,41 Schroders 446.457.748 391.499.492 606.969.526 647.556.184 634.318.902 790.281.269 155.962.367 24,59 UBAM 310.632.832 291.569.695 355.966.913 403.637.539 348.569.721 486.011.898 137.442.177 39,43 Degroof Petercam 4.516.308 5.991.055 7.903.981 28.616.492 37.732.629 162.302.772 124.570.143 330,14 Candriam 67.433.919 78.965.438 102.011.000 90.772.988 104.018.126 217.004.481 112.986.356 108,62 Amundi ETF 89.872.250 44.396.663 121.322.226 209.946.709 562.887.265 635.335.324 72.448.059 12,87 Pimco 58.748.697 68.750.531 101.045.283 71.423.098 82.631.430 143.228.964 60.597.534 73,33 BNP Paribas Easy ETF 12.328.653 23.432.723 35.620.020 23.328.650 56.875.435 106.748.895 49.873.460 87,69 SEB – 36.378.621 67.165.345 72.205.216 115.611.852 151.064.992 35.453.140 30,67 Goldman Sachs 274.509.274 284.632.291 362.060.382 335.046.859 326.465.483 355.081.355 28.615.872 8,77 HSBC 150.755.504 92.880.277 93.797.306 97.261.868 80.108.160 106.807.995 26.699.835 33,33 DWS / XTrackers 790.956.530 572.901.517 693.707.612 762.867.455 998.118.223 1.024.096.613 25.978.390 2,60 BNY Mellon 76.441.166 76.316.294 54.573.382 68.415.132 77.678.234 103.521.111 25.842.877 33,27 Robeco 108.352.333 123.859.901 145.326.746 179.827.019 175.996.910 195.051.625 19.054.715 10,83 UBS ETF 43.759.387 59.917.718 94.798.244 123.519.392 345.250.399 362.487.821 17.237.422 4,99 State Street 383.356.623 424.929.892 249.597.817 286.089.721 337.125.535 354.281.037 17.155.501 5,09 Comgest 50.487.545 46.917.886 75.186.850 80.704.581 101.805.985 101.490.947 -315.038 -0,31 Morgan Stanley 114.546.839 146.387.076 132.752.203 191.500.867 210.073.656 204.503.503 -5.570.153 -2,65 Lazard AM 97.434.303 91.511.318 88.196.950 118.006.007 117.892.847 111.863.510 -6.029.338 -5,11 UBS 87.568.115 107.276.296 83.472.975 99.719.752 128.247.544 120.675.022 -7.572.521 -5,90 Allianz GI 369.306.887 165.069.356 217.574.456 173.750.677 190.566.460 181.853.231 -8.713.229 -4,57 Metzler 162.814.242 149.889.546 162.010.443 193.670.736 202.442.349 185.211.615 -17.230.735 -8,51 DWS 299.636.792 332.623.969 243.629.758 250.993.213 194.675.162 176.958.595 -17.716.568 -9,10 AB (ACM Bernstein) 122.445.092 102.521.011 130.116.383 119.535.659 213.069.122 195.032.190 -18.036.932 -8,47 Union Investment 121.022.431 209.774.904 108.876.917 129.287.595 168.707.389 150.452.403 -18.254.986 -10,82 Nomura 167.672.258 87.795.303 196.588.360 169.774.648 244.147.824 221.595.299 -22.552.526 -9,24 Nordea 135.244.188 134.707.161 151.201.789 228.420.918 179.563.943 155.154.891 -24.409.051 -13,59 LGT 280.649.852 280.113.712 356.636.301 390.196.875 323.180.287 283.721.351 -39.458.936 -12,21 Fidelity 491.825.190 603.474.317 741.742.239 508.790.524 497.736.854 456.352.417 -41.384.437 -8,31 Lyxor 468.176.631 531.198.064 584.259.807 623.428.038 673.524.644 631.208.146 -42.316.497 -6,28 BNP Paribas 265.121.845 290.490.947 285.949.510 335.337.764 394.943.976 347.287.719 -47.656.256 -12,07 Aberdeen 190.803.536 183.243.675 215.512.309 255.806.038 234.402.342 176.860.166 -57.542.176 -24,55 Invesco 474.331.261 427.954.546 378.416.757 537.492.490 632.311.992 568.442.228 -63.869.764 -10,10 M&G 190.945.539 174.001.835 243.336.827 270.522.239 253.371.867 186.756.869 -66.614.998 -26,29 Columbia Threadneedle 310.081.463 335.233.801 393.417.822 370.222.394 450.385.672 377.293.072 -73.092.600 -16,23 Univest 258.693.219 250.810.266 196.040.419 232.072.255 237.579.792 161.440.235 -76.139.558 -32,05 Blackrock Investments 581.169.379 636.634.447 709.537.883 767.379.204 881.210.245 786.679.062 -94.531.183 -10,73 Vontobel 218.910.374 228.616.687 198.261.255 261.694.744 308.429.866 213.846.795 -94.583.071 -30,67 AXA IM 344.403.742 330.621.611 410.507.680 427.802.903 479.895.847 378.894.510 -101.001.337 -21,05 Pictet 233.384.280 438.375.268 274.311.761 363.993.127 312.730.230 209.895.132 -102.835.098 -32,88 J.P. Morgan 488.955.592 448.091.630 524.004.759 556.748.111 482.812.370 365.734.904 -117.077.465 -24,25 iShares 1.940.725.644 1.935.234.021 2.542.487.516 2.710.787.891 3.282.933.568 2.875.824.669 -407.108.899 -12,40 Abb. 57: Entwicklung der größten ausländischen Subfondslieferanten ab 100 Mio. Euro Volumen Abb. 56: Die größten aktiven Gewinner und Verlierer in den letzten 5 Jahren 0 200 400 600 800 1.000 Schroders GAM Amundi Blackrock UBAM 2014 2013 2015 2016 2017 2018 Mio. Euro 0 100 200 300 400 500 600 Mio. Euro DWS Columbia Threadneedle Aberdeen Alceda M&G 2014 2013 2015 2016 2017 2018 Diese Grafiken zeigen die Entwicklung der aktiven ausländischen Subfondslieferanten in den vergangenen fünf Jahren. Während Schroders in dieser Zeit den größten Volumenszuwachs verzeichnete, musste die DWS den stärksten Rückgang hinnehmen. Die Tabelle zeigt, welche ausländischen Subfondsanbieter (aktive und passive zusammen), die über 100 Millionen Euro zum heimischen Dachfondsmarkt beitragen, zu den stärksten Gewinnern beziehungsweise Verlierern zählen.