FONDS professionell Dachfonds-Studie, Ausgabe 2/2020

FONDS professionell DACHFONDS- Studie 2/2020 KAG 29. 12. 2017 29. 6. 2018 28. 12. 2018 28. 6. 2019 30. 12. 2019 30. 6. 2020 +/– +/– Volumen Volumen Volumen Volumen Volumen Volumen Volumen HJ ↓ in % HJ Amundi 337.146.069 665.996.976 669.817.695 572.439.981 516.786.501 865.698.146 348.911.645 67,52 Vanguard 42.970.261 54.145.324 43.195.176 56.331.514 73.270.976 331.819.980 258.549.004 352,87 Univest 237.579.792 161.440.235 220.297.971 230.709.002 106.595.616 231.625.467 125.029.851 117,29 Invesco 632.311.992 568.442.228 534.376.387 470.476.982 418.968.254 537.849.140 118.880.886 28,37 Goldman Sachs 326.465.483 355.081.355 277.431.582 297.259.796 298.043.301 393.813.079 95.769.778 32,13 Morgan Stanley 210.073.656 204.503.503 136.629.821 159.175.561 127.289.547 202.385.166 75.095.619 59,00 Wellington Management 61.056.531 71.026.837 33.136.098 62.899.214 83.811.960 144.187.551 60.375.591 72,04 UBS 128.247.544 120.675.022 104.968.008 97.662.467 100.643.246 158.646.353 58.003.107 57,63 Allianz GI 190.566.460 181.853.231 160.760.726 183.559.580 102.310.249 142.697.802 40.387.553 39,48 M&G 253.371.867 186.756.869 114.158.684 117.155.439 101.040.295 138.914.624 37.874.329 37,48 Pictet 312.730.230 209.895.132 171.546.326 201.419.566 204.423.634 242.181.190 37.757.556 18,47 Comgest 101.805.985 101.490.947 72.889.984 63.614.328 122.269.754 153.496.891 31.227.137 25,54 T. Rowe Price 80.455.141 83.170.157 79.574.532 136.587.379 215.738.996 224.496.322 8.757.326 4,06 Union Investment 168.707.389 150.452.403 189.640.316 183.934.664 164.422.495 169.252.008 4.829.512 2,94 J.P. Morgan 482.812.370 365.734.904 286.185.194 372.606.553 535.947.248 537.273.787 1.326.538 0,25 Lyxor 673.524.644 631.208.146 704.089.267 703.264.359 750.985.675 749.511.979 -1.473.695 -0,20 Metzler 202.442.349 185.211.615 132.009.789 57.905.566 150.388.644 148.082.849 -2.305.795 -1,53 Global Evolution 7.367.353 7.037.249 271.931.009 285.200.540 291.839.747 279.965.979 -11.873.768 -4,07 Pimco 82.631.430 143.228.964 51.428.951 85.965.356 118.150.791 101.143.653 -17.007.138 -14,39 SEB 115.611.852 151.064.992 170.295.567 191.240.494 169.321.583 148.599.848 -20.721.736 -12,24 Nomura 244.147.824 221.595.299 213.680.818 160.750.626 185.853.919 153.548.209 -32.305.710 -17,38 GAM 154.115.530 332.014.842 219.189.457 371.801.884 409.606.366 371.986.439 -37.619.927 -9,18 Robeco 175.996.910 195.051.625 213.800.926 212.686.548 183.435.480 140.344.334 -43.091.146 -23,49 BNP Paribas 394.943.976 347.287.719 407.388.824 435.977.616 487.917.352 442.171.429 -45.745.923 -9,38 DWS 194.675.162 176.958.595 273.891.393 197.288.132 243.429.239 192.829.127 -50.600.112 -20,79 Vontobel 308.429.866 213.846.795 201.972.854 190.069.740 255.746.331 204.876.914 -50.869.417 -19,89 AB (ACM Bernstein) 213.069.122 195.032.190 234.645.400 241.147.042 253.798.748 200.580.248 -53.218.500 -20,97 Nordea 179.563.943 155.154.891 142.377.285 149.535.690 188.825.390 133.783.025 -55.042.365 -29,15 Blackrock Investments 881.210.245 786.679.062 753.778.735 650051472,1 658.898.348 590.742.867 -68.155.481 -10,34 State Street 337.125.535 354.281.037 323.599.397 490.109.061 438.392.655 368.233.647 -70.159.008 -16,00 Fidelity 497.736.854 456.352.417 389.898.533 426.237.292 529.520.695 445.979.740 -83.540.955 -15,78 AXA IM 479.895.847 378.894.510 331.964.545 365.792.839 322.825.415 233.584.569 -89.240.847 -27,64 William Blair 144.776.128 26.178.002 141.995.364 137.157.368 193.728.416 103.474.431 -90.253.985 -46,59 Mainfirst 163.355.624 332.281.972 337.833.870 424.421.400 434.670.608 343.107.060 -91.563.549 -21,07 Schroders 634.318.902 790.281.269 759.090.969 749.339.835 775.942.201 680.348.539 -95.593.663 -12,32 Columbia Threadneedle 450.385.672 377.293.072 312.509.063 310.686.236 295.179.373 197.862.927 -97.316.446 -32,97 Xtrackers 998.118.223 1.024.096.613 914.885.530 1.036.228.616 1.076.869.791 959.109.562 -117.760.229 -10,94 Candriam 104.018.126 217.004.481 365.058.228 353.716.391 327.075.701 202.824.924 -124.250.778 -37,99 UBAM 348.569.721 486.011.898 443.016.692 498.838.338 435.558.444 310.923.924 -124.634.520 -28,61 UBS ETF 345.250.399 362.487.821 265.516.749 339.940.654 461.777.591 331.518.533 -130.259.058 -28,21 Amundi ETF 562.887.265 635.335.324 761.267.298 1.181.829.709 1.268.880.698 1.109.234.475 -159.646.223 -12,58 iShares 3.282.933.568 2.875.824.669 2.964.310.081 3.342.169.723 3.632.495.820 2.883.324.524 -749.171.296 -20,62 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 Amundi GAM Goldman Sachs T. Rowe Price Schroders 2015 2016 2017 2018 2019 2020 Mio. Euro 0 100 200 300 400 500 600 700 800 Mio. Euro Columbia Threadneedle LGT DWS Aberdeen Standard Allianz GI 2015 2016 2017 2018 2019 2020 Diese Grafiken zeigen die Entwicklung der aktiven ausländischen Subfondslieferanten in den vergangenen fünf Jahren. Während Amundi in dieser Zeit den größten Volumenszuwachs verzeichnete, musste LGT den stärksten Rückgang hinnehmen.