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Dachfonds investieren ihre Finanzmittel in andere Investmentfonds. Daher werden sie auch Funds of Funds genannt. Da das Kapital nicht in einzelne Aktien oder Immobilien gehalten wird, kann es in Form eines Dachfonds weiter gestreut werden, was in der Regel zu einer Risikominimierung führt. Maximal dürfen 20 Prozent des verwalteten Vermögens in einen einzigen Fonds investiert werden. Je nach Anteil der Aktien handelt es sich bei einem Dachfonds um eine mittel- bis langfristige Anlage.

Name Valor Fondsgesellschaft Währ. 1Y % 3Y % 5Y % Vol. (Mio.)
JPMorgan Investment Funds - Global Opportunistic Convertibles Income I2 (acc) - USD Fonds 55534351 JPMorgan Asset Management (Europe) S.à r.l. USD - - - 125.66
JPMorgan Investment Funds - Global Opportunistic Convertibles Income I2 (div) - EUR (hedged) Fonds 55534353 JPMorgan Asset Management (Europe) S.à r.l. EUR - - - 125.66
JPMorgan Investment Funds - Global Opportunistic Convertibles Income I2 (div) - USD Fonds 55534337 JPMorgan Asset Management (Europe) S.à r.l. USD - - - 125.66
JPMorgan Investment Funds - Global Opportunistic Convertibles Income I2 (inc) - CHF (hedged) Fonds 55534257 JPMorgan Asset Management (Europe) S.à r.l. CHF - - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income I2 (inc) - GBP (hedged) Fonds 55535095 JPMorgan Asset Management (Europe) S.à r.l. GBP - - - 125.66
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (acc) - CHF (hedged) Fonds 55534321 JPMorgan Asset Management (Europe) S.à r.l. CHF - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (acc) - EUR (hedged) Fonds 55534270 JPMorgan Asset Management (Europe) S.à r.l. EUR -5.49 - - 314.32
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (acc) - GBP (hedged) Fonds 55535112 JPMorgan Asset Management (Europe) S.à r.l. GBP - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (acc) - SEK (hedged) Fonds 55535072 JPMorgan Asset Management (Europe) S.à r.l. SEK - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (acc) - USD Fonds 55535102 JPMorgan Asset Management (Europe) S.à r.l. USD -4.60 - - 73.68
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (div) - EUR (hedged) Fonds 55534154 JPMorgan Asset Management (Europe) S.à r.l. EUR - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (div) - SEK (hedged) Fonds 55535061 JPMorgan Asset Management (Europe) S.à r.l. SEK - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (div) - USD Fonds 55535096 JPMorgan Asset Management (Europe) S.à r.l. USD - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (inc) - CHF (hedged) Fonds 55534310 JPMorgan Asset Management (Europe) S.à r.l. CHF - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income S2 (inc) - GBP (hedged) Fonds 55535107 JPMorgan Asset Management (Europe) S.à r.l. GBP - - - 126.54
JPMorgan Investment Funds - Global Opportunistic Convertibles Income X (acc) - EUR (hedged) Fonds 112279250 JPMorgan Asset Management (Europe) S.à r.l. EUR - - - 125.66
JSS Sustainable Bond - Global Convertibles C EUR acc hedged Fonds J. Safra Sarasin Fund Management (Luxembourg) S.A. EUR 5.68 -9.52 - 78.34
JSS Sustainable Bond - Global Convertibles I CHF acc hedged Fonds 29317302 J. Safra Sarasin Fund Management (Luxembourg) S.A. CHF 3.39 -13.01 0.04 78.34
JSS Sustainable Bond - Global Convertibles I CHF dist hedged Fonds 49478903 J. Safra Sarasin Fund Management (Luxembourg) S.A. CHF 3.39 -13.23 - 78.34
JSS Sustainable Bond - Global Convertibles I EUR acc hedged Fonds 29317305 J. Safra Sarasin Fund Management (Luxembourg) S.A. EUR 5.95 -8.87 5.26 78.34