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Morningstar: Ikke mange lyspunkter den første uge

Morten W. Langer

lørdag 09. januar 2016 kl. 16:11

Morningstar KategoriÅTD %3 mdr. %1 år %3 år %5 år %3 år std. afv.Dato
Sektor – Bioteknologi, Aktier-10,760,22-0,7533,0827,3924,1608-01-2016
Aktier – Danmark-3,453,9931,5127,6215,8011,5808-01-2016
Sektor – Sundhed, Aktier-5,103,707,5924,0918,5514,4808-01-2016
Aktier – Japan Mid/Small Cap-4,164,2818,8220,1611,7516,6208-01-2016
Aktier – Kina, A-aktier-12,055,127,7619,847,7631,2708-01-2016
Aktier – Sverige Mid/Small Cap-6,934,3821,1519,4511,2014,0008-01-2016
Aktier – Schweiz Mid/Small Cap-4,353,6818,4818,7910,7111,1208-01-2016
Aktier – England Mid Cap-4,91-1,4317,2718,3915,5012,0108-01-2016
Aktier – USA Large Cap Growth-6,67-0,135,7918,2313,4913,3008-01-2016
Aktier – England Small Cap-3,23-0,9418,7118,1614,5511,0608-01-2016
Aktier – USA Large Cap Blend-5,98-0,342,4116,8412,1412,4708-01-2016
Aktier – Europa Small Cap-4,941,4421,0716,5110,7411,5808-01-2016
Aktier – USA Mid Cap-6,33-3,701,1016,4710,7613,4408-01-2016
Aktier – Europa ex. England Mid/Small Cap-5,251,1619,3216,3110,6811,3708-01-2016
Sektor – Teknologi, Aktier-6,700,747,0216,189,4814,3808-01-2016
Ejendomme Indirekte – Europa-4,71-2,7212,4916,1411,8813,6308-01-2016
Aktier – USA Fleksibel Cap-6,68-3,06-0,6416,1011,0113,4408-01-2016
Aktier – Europa Mid Cap-5,62-0,9516,7915,6511,3611,7808-01-2016
Aktier – USA Large Cap Value-5,44-1,35-1,1015,3711,1812,5408-01-2016
Aktier – Japan Large Cap-4,912,3415,8814,966,7015,5408-01-2016
Sektor – Kommunikation, Aktier-4,021,097,7814,509,9812,6008-01-2016
Aktier – Globale Small Cap-5,85-2,055,8713,828,9111,8808-01-2016
Sektor – Alternativ Energi, Aktier-5,73-0,244,2213,441,6416,5108-01-2016
Aktier – Indien-4,18-3,301,1413,284,7521,0108-01-2016
Aktier – Finland-4,651,9212,7512,985,2414,1608-01-2016
Ejendomme Indirekte – Nordamerika-4,310,90-1,7312,9412,5316,5008-01-2016
Aktier – Euroland Mid Cap-5,65-3,3612,7812,717,6212,8308-01-2016
Aktier – Norden-5,750,6814,7712,687,6312,7608-01-2016
Ejendomme Direkte – Storbritannien-1,840,0412,3712,459,177,9208-01-2016
Aktier – England Højt Udbytte-5,10-3,717,4612,4410,3911,4908-01-2016
Aktier – Globale Large Cap Growth-6,35-1,454,3512,428,1312,3308-01-2016
Aktier – Schweiz Large Cap-5,28-1,237,3312,238,7211,6408-01-2016
Aktier – Euroland Small Cap-4,700,9320,0512,197,6312,5608-01-2016
Aktier – England Fleksibel Cap-5,40-3,657,8712,069,9411,9308-01-2016
Aktier – Europa ex. England Large Cap-5,71-1,9410,0611,928,7812,3808-01-2016
Konvertible Obligationer – Globale USD Valutasikret-3,191,427,9811,917,479,4308-01-2016
Aktier – USA Small Cap-7,57-5,82-3,6111,828,8715,1008-01-2016
Aktier – England Large Cap Growth-5,48-2,567,3511,788,3712,2608-01-2016
Aktier – Europa Large Cap Growth-5,39-0,2613,0211,629,6512,1108-01-2016
Aktier – Italien-6,15-6,7315,6111,295,6217,2308-01-2016
Aktier – Globale Large Cap Value-5,72-3,100,6911,147,9211,6208-01-2016
Aktier – Europa Fleksibel Cap-5,66-1,4210,9511,097,7712,0208-01-2016
Aktier – Globale Large Cap Blend-5,75-1,883,2311,027,6311,7308-01-2016
Aktier – Tyskland Large Cap-6,800,539,1310,628,1615,1508-01-2016
Sektor – Miljø & Klima, Aktier-5,99-1,074,2210,475,4112,7508-01-2016
Sektor – Private Equity, Aktier-4,56-4,67-1,4310,426,1211,6608-01-2016
Aktier – Tyskland Mid/Small Cap-3,95-0,389,8610,318,1411,3808-01-2016
Aktier – Holland-5,23-0,4512,6610,305,4414,7508-01-2016
Aktier – Globale Fleksibel Cap-5,38-1,583,3310,295,4112,0508-01-2016
Aktier – Globale Højt Udbytte-5,16-1,702,7010,258,4111,3008-01-2016
Aktier – Europa Højt Udbytte-5,12-3,875,7510,237,9611,6208-01-2016
Sektor – Forsyning, Aktier-2,040,49-0,2210,076,4512,3608-01-2016
Aktier – Sverige Large Cap-7,16-3,454,899,976,7213,4808-01-2016
Konvertible Obligationer – Asien inkl. Japan-2,511,9610,549,805,449,8008-01-2016
Ejendomme Indirekte – Globale-3,900,022,339,658,9113,2808-01-2016
Aktier – England Large Cap Blend-5,79-5,383,459,488,0112,2708-01-2016
Aktier – Europa Large Cap Blend-5,84-3,765,849,437,1412,3108-01-2016
Konvertible Obligationer – Globale-3,111,036,589,426,617,7308-01-2016
Aktier – Euroland Large Cap-6,05-3,116,989,346,3414,0008-01-2016
Sektor – Privatforbrug, Aktier-6,18-3,710,019,268,4713,5308-01-2016
Obligationer – GBP Indeks-0,68-3,203,699,219,9910,5308-01-2016
Aktier – Europa Large Cap Value-6,24-4,994,359,126,5012,9908-01-2016
Konvertible Obligationer – Globale GBP Valutasikret-4,43-2,865,388,996,449,2708-01-2016
Obligationer – Asiatiske Højrente-0,104,8014,918,917,249,8808-01-2016
Obligationer – EUR Lange0,930,290,708,749,699,7008-01-2016
Balanceret – GBP Høj Risiko-4,77-2,863,868,706,9110,3208-01-2016
Balanceret – Target 2041-2045-5,16-2,202,298,696,3810,3808-01-2016
Balanceret – Target 2031-2035-4,81-1,932,638,656,3810,0208-01-2016
Balanceret – Target 2046+-5,04-2,102,538,645,9710,9508-01-2016
Konvertible Obligationer – Globale CHF Valutasikret-2,43-0,8911,048,646,3911,1008-01-2016
Balanceret – Target 2036-2040-4,95-1,832,548,585,5110,1708-01-2016
Obligationer – Globale Virksomheder USD Valutasikret-0,053,597,638,367,619,9508-01-2016
Sektor – Infrastruktur, Aktier-4,57-5,21-4,828,196,3613,5008-01-2016
Balanceret – Target 2026-2030-3,98-1,372,558,195,299,0508-01-2016
Balanceret – USD Moderat Risiko-3,11-0,343,118,175,829,8408-01-2016
Balanceret – USD Lav Risiko-1,241,635,388,125,779,2508-01-2016
Aktier – Spanien-5,51-6,214,737,946,8315,6408-01-2016
Aktier – Frankrig Large Cap-5,76-3,707,537,834,9514,0708-01-2016
Sektor – Finansiel Service, Aktier-7,75-7,42-2,597,784,8314,6208-01-2016
Aktier – Afrika & Mellemøsten-4,31-7,83-10,337,743,9115,3808-01-2016
Aktier – Islamisk Globale-5,89-2,500,067,736,0711,8408-01-2016
Aktier – Asien-Pacific inkl. Japan-5,87-1,172,847,733,9813,7908-01-2016
Balanceret – GBP Moderat Risiko-3,62-2,514,027,696,669,0108-01-2016
Sektor – Vand, Aktier-6,37-5,31-6,337,677,2012,5308-01-2016
Obligationer – Globale USD Valutasikret-0,163,357,977,656,559,5208-01-2016
Obligationer – USD Virksomheder0,292,856,317,357,429,4908-01-2016
Obligationer – GBP Virksomheder-1,06-0,734,707,348,849,3008-01-2016
Obligationer – USD Øvrige0,033,017,797,216,539,5908-01-2016
Obligationer – Globale Fleksibel USD Valutasikret-0,622,617,377,126,019,0808-01-2016
Obligationer – USD Fleksibel-0,581,765,766,946,209,0408-01-2016
Obligationer – GBP Stat-0,48-1,434,506,918,0710,0708-01-2016
Obligationer – Globale Indeks USD Valutasikret0,082,236,836,826,9111,2308-01-2016
Obligationer – GBP Øvrige-0,97-1,224,686,758,329,4108-01-2016
Balanceret – Target 2021-2025-3,02-1,152,046,705,087,0008-01-2016
Obligationer – HKD-0,453,2910,156,695,599,2208-01-2016
Balanceret – GBP Lav Risiko-2,43-1,984,276,696,618,2108-01-2016
Obligationer – USD Stat0,223,108,376,595,109,3508-01-2016
Obligationer – GBP Fleksibel-1,59-1,304,946,568,028,5008-01-2016
Obligationer – GBP Højrente-2,01-2,734,786,478,039,0108-01-2016
Obligationer – Asien-0,203,889,136,445,739,4808-01-2016
Aktier – Kina-8,71-5,08-6,116,421,8219,8308-01-2016
Obligationer – USD Korte Øvrige-0,373,168,406,424,338,6308-01-2016
Balanceret – EUR Høj Risiko Global-3,81-1,781,386,404,139,2708-01-2016
Balanceret – CHF Moderat Risiko-1,85-1,097,176,344,249,6808-01-2016
Obligationer – RMB-1,960,494,876,329,6408-01-2016
Pengemarked – USD Korte-0,433,428,516,273,648,6008-01-2016
Pengemarked – USD-0,313,458,506,213,648,5908-01-2016
Obligationer – Globale Virksomheder-0,072,215,656,135,648,0608-01-2016
Obligationer – USD Højrente-1,26-1,720,626,116,788,9608-01-2016
Balanceret – EUR Høj Risiko-3,54-1,304,216,074,069,8708-01-2016
Obligationer – Nye Markeder Virksomheder-0,402,217,925,977,029,5608-01-2016
Balanceret – USD Fleksibel-3,24-0,761,505,974,7610,7808-01-2016
Obligationer – Globale Højrente-0,84-0,253,115,876,738,7908-01-2016
Obligationer – Globale USD Fokus-0,282,717,805,835,709,2108-01-2016
Balanceret – GBP Fleksibel Allokering-3,58-2,832,165,654,3110,4008-01-2016
Obligationer – Globale Fleksibel GBP Valutasikret-1,73-1,794,625,627,058,3508-01-2016
Aktier – Storkina-7,93-4,37-4,655,591,8217,4308-01-2016
Aktier – Taiwan Large Cap-6,84-5,85-5,055,522,4713,3108-01-2016
Balanceret – USD Høj Risiko-4,25-2,05-0,265,473,4610,3608-01-2016
Balanceret – Target 2016-2020-2,22-0,852,165,364,135,2408-01-2016
Aktier – Globale Frontier Markeder-3,63-3,86-6,805,322,5012,2408-01-2016
Konvertible Obligationer – Globale EUR Valutasikret-2,71-1,211,165,243,815,6908-01-2016
Obligationer – Globale Virksomheder CHF Valutasikret0,450,238,925,087,0311,6108-01-2016
Balanceret – EUR Moderat Risiko-2,34-0,853,245,083,947,4408-01-2016
Obligationer – CHF0,440,5810,915,025,3711,1108-01-2016
Obligationer – Globale Virksomheder GBP Valutasikret-1,37-1,654,094,986,198,5008-01-2016
Balanceret – CHF Lav Risiko-1,13-1,037,804,973,819,6408-01-2016
Obligationer – Globale Fleksibel-0,761,243,684,934,548,5808-01-2016
Konvertible Obligationer – Europæiske-2,31-0,334,414,713,955,8908-01-2016
Obligationer – Europæiske Højrente-0,560,152,764,696,244,4108-01-2016
Obligationer – Globale GBP Valutasikret-1,94-2,442,574,555,968,4008-01-2016
Balanceret – EUR Moderat Risiko Global-2,10-1,270,284,513,426,6808-01-2016
Balanceret – Asien-3,75-0,420,574,444,3311,2508-01-2016
Obligationer – Globale Fleksibel CHF Valutasikret0,03-0,309,364,443,2010,4908-01-2016
Obligationer – Globale Højrente CHF Valutasikret-0,24-2,027,214,427,4511,0408-01-2016
Obligationer – Globale Højrente GBP Valutasikret-2,09-4,071,624,156,969,2208-01-2016
Balanceret – Target 2011-2015-1,60-0,532,634,014,494,1408-01-2016
Obligationer – Europæiske-0,080,291,563,994,933,9508-01-2016
Aktier – Hong Kong-7,28-4,70-4,543,951,6816,9408-01-2016
Obligationer – EUR Stat0,250,270,703,914,674,0108-01-2016
Obligationer – EUR Højrente-0,61-0,021,153,725,794,4908-01-2016
Obligationer – Nye Markeder-0,871,415,213,695,939,7308-01-2016
Balanceret – CHF Høj Risiko-2,45-1,312,373,672,989,9908-01-2016
Obligationer – Globale Indeks-0,022,867,223,585,2410,5008-01-2016
Obligationer – Globale-0,501,053,083,564,507,6508-01-2016
Aktier – Asien ex. Japan-6,45-4,26-6,603,501,4114,6808-01-2016
Pengemarked – CHF0,130,2510,133,382,819,7908-01-2016
Obligationer – EUR Øvrige0,150,340,373,334,383,3808-01-2016
Balanceret – EUR Fleksibel Allokering Global-2,43-1,56-0,223,241,907,8108-01-2016
Balanceret – SEK Fleksibel-4,56-2,551,393,20-0,329,9608-01-2016
Sektor – Industrivarer, Aktier-6,85-6,19-5,673,160,6715,3808-01-2016
Obligationer – EUR Virksomheder-0,100,44-0,593,044,673,1708-01-2016
Pengemarked – GBP Korte-1,78-1,644,833,032,457,0508-01-2016
Obligationer – Globale Indeks GBP Valutasikret-1,34-2,702,813,035,819,5208-01-2016
Obligationer – Globale CHF Valutasikret-0,67-0,895,683,015,2211,3408-01-2016
Obligationer – DKK Lange0,540,58-0,252,974,933,6408-01-2016
Balanceret – EUR Lav Risiko-1,19-0,690,562,883,454,2208-01-2016
Balanceret – EUR Fleksibel Allokering-2,52-1,471,262,832,188,1208-01-2016
Aktier – Asien-Pacific ex. Japan-6,75-4,10-7,292,682,5014,2208-01-2016
Balanceret – EUR Lav Risiko Global-0,99-0,59-0,272,682,704,3908-01-2016
Obligationer – Asien Lokalvaluta-1,641,561,922,523,929,6708-01-2016
Ejendomme Indirekte – Asien-5,04-2,61-3,092,284,2015,2408-01-2016
Obligationer – Globale EUR Fokus0,090,170,432,273,243,6408-01-2016
Pengemarked – GBP-1,65-1,364,772,221,627,2408-01-2016
Obligationer – EUR Fleksibel-0,25-0,07-0,122,153,433,5908-01-2016
Obligationer – Globale Virksomheder EUR Valutasikret0,22-0,06-0,971,583,783,8608-01-2016
Obligationer – DKK Øvrige0,340,45-0,971,513,022,7008-01-2016
Aktier – Korea-3,93-2,762,751,49-1,0215,3808-01-2016
Obligationer – EUR Virksomheder Korte-0,210,090,111,222,461,3808-01-2016
Balanceret – SEK Lav Risiko-2,34-1,211,401,192,865,2408-01-2016
Sektor – Landbrug, Aktier-6,00-3,79-8,811,110,4813,0008-01-2016
Obligationer – DKK Korte0,150,39-0,121,092,041,2208-01-2016
Pengemarked – SGD-1,971,381,181,021,607,5608-01-2016
Obligationer – EUR Korte Øvrige-0,050,090,341,001,721,1508-01-2016
Obligationer – Globale EUR Valutasikret-0,27-0,83-2,010,722,573,3108-01-2016
Obligationer – EUR Indeks-0,09-0,331,610,682,284,4208-01-2016
Obligationer – Globale Højrente EUR Valutasikret-0,32-2,99-3,470,683,985,1308-01-2016
Obligationer – Globale Fleksibel EUR Valutasikret-0,21-0,70-1,230,572,513,5008-01-2016
Aktier – Canada-0,39-13,510,43-1,0713,2230-12-2015
Obligationer – EUR Ultrakorte-0,08-0,060,120,250,860,5308-01-2016
Obligationer – Globale Indeks-0,970,310,700,222,698,1808-01-2016
Pengemarked – EUR-0,07-0,020,290,160,410,2908-01-2016
Obligationer – Europa Nye Markeder-1,15-0,960,540,092,106,4308-01-2016
Pengemarked – EUR Korte-0,04-0,050,190,000,200,2308-01-2016
Aktier – ASEAN-lande-4,32-1,50-10,97-0,311,9215,6908-01-2016
Balanceret – NOK-2,67-5,10-4,55-0,332,0110,5308-01-2016
Obligationer – SEK Øvrige-0,84-0,562,10-0,402,854,7208-01-2016
Obligationer – Nye Markeder Virksomheder EUR Fokus-0,04-0,99-0,38-0,583,065,5208-01-2016
Obligationer – Globale Indeks EUR Valutasikret0,12-1,45-2,42-0,672,575,1708-01-2016
Aktier – Norge-7,20-9,62-6,83-0,80-1,0515,4808-01-2016
Obligationer – SEK Virksomheder-1,19-0,142,06-0,892,284,3608-01-2016
Aktier – Singapore-6,21-3,84-13,07-1,800,1214,0408-01-2016
Obligationer – Nye Markeder EUR Fokus-0,40-1,53-1,86-1,822,776,8308-01-2016
Aktier – Europa Nye Markeder ex. Rusland-4,33-6,27-7,86-2,12-3,4411,7508-01-2016
Ejendomme Direkte – Øvrige-1,930,522,55-2,15-0,299,5308-01-2016
Pengemarked – SEK-1,26-0,191,96-2,190,344,0908-01-2016
Aktier – Thailand-4,75-7,30-17,13-2,394,8719,6108-01-2016
Ejendomme Direkte – Europa-0,16-1,57-3,09-2,41-0,683,8808-01-2016
Aktier – Australien & New Zealand-9,42-1,65-7,45-2,47-0,0717,9208-01-2016
Aktier – Globale Nye Markeder-6,52-7,42-12,83-2,52-2,5614,3608-01-2016
Obligationer – CAD-1,63-3,47-6,86-2,730,278,0508-01-2016
Balanceret – Nye Markeder-4,10-5,23-10,00-3,49-2,2011,0608-01-2016
Obligationer – JPY1,765,369,66-3,53-2,1911,3808-01-2016
Obligationer – AUD-3,960,13-5,01-3,651,6710,1708-01-2016
Aktier – Indonesien-2,446,05-15,43-4,07-1,2026,2008-01-2016
Aktier – BRIK-7,04-8,51-13,82-4,60-6,0117,0008-01-2016
Aktier – Europa, Mellemøsten & Afrika-8,11-14,67-15,04-5,07-3,6515,0308-01-2016
Pengemarked – CAD-2,25-4,59-9,07-5,28-2,927,7408-01-2016
Obligationer – Globale NOK Valutasikret-1,71-5,90-8,08-5,431,019,3108-01-2016
Obligationer – Nye Markeder Lokalvaluta-2,15-3,49-9,94-5,73-1,6310,8008-01-2016
Obligationer – NOK Øvrige-0,48-4,87-6,93-5,76-0,407,9608-01-2016
Pengemarked – AUD-4,500,49-5,37-5,83-1,269,6808-01-2016
Aktier – Afrika-4,66-12,73-21,30-6,68-6,1413,5208-01-2016
Obligationer – NOK Korte-0,87-5,10-6,59-7,23-2,098,2008-01-2016
Råvarer – Landbrug-2,71-5,00-14,82-10,38-9,6713,9408-01-2016
Aktier – Europa Nye Markeder-5,83-9,37-8,19-11,21-9,1217,4808-01-2016
Aktier – Tyrkiet-5,27-8,84-29,83-11,98-7,4727,7408-01-2016
Råvarer – Ædle metaller3,20-3,23-9,34-12,63-6,0020,3508-01-2016
Aktier – Rusland-4,43-6,668,16-12,67-12,5426,6608-01-2016
Sektor – Energi, Aktier-7,96-20,57-25,24-12,85-11,0219,3608-01-2016
Råvarer – Mix-2,86-11,87-21,36-15,38-11,7911,9408-01-2016
Aktier – Latinamerika-6,63-11,73-26,92-16,99-12,4918,1508-01-2016
Sektor – Naturressourcer, Aktier-7,21-18,97-30,97-18,68-16,0818,4308-01-2016
Sektor – Ædle metaller, Aktier4,47-4,22-17,31-22,98-20,7235,1008-01-2016
Aktier – Brasilien-6,25-14,95-40,64-23,59-18,8123,9008-01-2016

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Analyse af og prognoser for Fixed Income (statsrenter og realkreditrenter)

Direkte adgang til opdaterede analyser fra toneangivende finanshuse:

Goldman Sachs

Fidelity

Danske Bank

Morgan Stanley

ABN Amro

Jyske Bank

UBS

SEB

Natixis

Handelsbanken

Merril Lynch 

Direkte adgang til realkreditinstitutternes renteprognoser:

Nykredit

Realkredit Danmark

Nordea

Analyse og prognoser for kort rente, samt for centralbankernes politikker

Links:

RBC

Capital Economics

Yardeni – Central Bank Balance Sheet 

Investing.com: FED Watch Monitor Tool

Nordea

Scotiabank