FRANKFURT / LONDON (IT BOLTWISE) – Scope’s latest assessment of funds shows significant shifts. While the DWS Top Dividende fund is rising after a strong performance, the Allianz Global Artificial Intelligence fund is experiencing a decline. These developments reflect current market trends, which emphasize quality and defensive risk management.
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Scope’s recent review of funds has shown significant moves in ratings, with DWS Top Dividende Fund standing out as one of the winners. After two years with a D rating, the fund has improved to a C rating, reflecting an impressive one-year performance of 9.0%, compared to the peer group average of 4.6%. This development underlines the importance of stable risk management and consistent performance, especially in a volatile market environment.
In contrast, the Allianz Global Artificial Intelligence fund has experienced a significant decline, falling from a D rating to the lowest E rating. The fund’s performance underperformed its peer group, indicating excessive risk-taking coupled with inadequate returns. This shift shows that market participants are increasingly paying attention to the consistency and risk profile of funds rather than being guided by hype.
Another notable example is the Fidelity US High Yield fund, which moved from a C to a B rating after a period of consolidation. This shows that disciplined risk management in high yield bonds is rewarded in the long term. The ability to achieve stable performance in a challenging market environment is a crucial factor in the success of funds.
Current developments in fund ratings also reflect larger market trends. While gold and commodity equity funds posted strong gains in September, other markets such as Switzerland and India fell short of expectations. These sector rotations highlight the preference for funds with clear factor exposure and robust risk management. The days when technology or AI stories alone were enough to convince investors appear to be over.
Overall, Scope’s analysis shows that quality and defensive risk management are crucial in the current market environment. Funds that meet these criteria have a better chance of holding their own in an increasingly challenging market environment. Investors should therefore pay more attention to the consistency and risk profile of funds in order to be successful in the long term.
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