IEX Funds of Fonz
Beleggingsfondsen modelportefeuille. Redacteur Peter van Kleef stelt op basis van vier selectiecriteria een portefeuille samen van de beste beleggingsfondsen. Doel: de MSCI World verslaan.
| Instrument |
Aantal |
Aanschaf |
Waarde |
Koers |
Waarde nu |
Rendement |
|
| Beleggingsfonds |
| Aberdeen Em.Mar.E... |
L |
225 |
45,61 |
10.261 |
54,15 |
12.183 |
1.922 |
(+18,73%) |
|
| BL Emerging Marke... |
L |
140 |
106,41 |
14.897 |
126,64 |
17.730 |
2.832 |
(+19,01%) |
|
| Carmignac Investi... |
L |
20 |
1.041,68 |
20.834 |
969,29 |
19.386 |
-1.448 |
(-6,95%) |
|
| DWS Top Dividende... |
L |
200 |
74,21 |
14.841 |
95,45 |
19.090 |
4.249 |
(+28,63%) |
|
| ISHARES WORLD |
L |
22 |
21,73 |
478 |
24,50 |
539 |
61 |
(+12,75%) |
|
| Ke Eur High Div Fund |
L |
3.080 |
5,52 |
17.002 |
6,60 |
20.328 |
3.326 |
(+19,57%) |
|
| Robeco H.Yld Bds ... |
L |
425 |
23,38 |
9.937 |
26,04 |
11.067 |
1.131 |
(+11,38%) |
|
| SAS Commodity Fd A-k |
L |
150 |
103,05 |
15.457 |
92,25 |
13.837 |
-1.620 |
(-10,48%) |
|
| 103.707 | 114.160 | | |
| |
| Waarde portefeuille (€): | 103.707 | 114.160 | +10,08% | |
| Banksaldo (€): | | 11 | | |
Rendementen (€)
| Totaal | | +14.171 | +14,17% | (x 100.000) |
| 2013 | | +6.694 | +6,23% | (x 107.477) |
| 2012 | | +10.800 | +11,17% | (x 96.677) |
| 2011 | | -11.866 | -10,93% | (x 108.543) |
| 2010 | | +17.304 | +18,97% | (x 91.239) |
| 2009 | | +21.143 | +30,16% | (x 70.096) |
| 2008 | | -56.766 | -44,75% | (x 126.862) |
| 2007 | | +13.174 | +11,59% | (x 113.688) |
| 2006 | (+100.000) | +13.688 | +13,69% | (x 100.000) |
