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06/04/2018 14:55:42
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Verbraucherschützer nehmen geschlossene Fonds unter die Lupe


FRANKFURT (dpa-AFX) - Anleger geschlossener Fonds haben Verbraucherschützern zufolge kaum Chancen auf Durchblick bei den Kosten. "Einzelne Posten werden bei den verschiedenen Fonds häufig ganz unterschiedlich berechnet. Das erschwert Verbrauchern den Vergleich", kritisierte Wolf Brandes, Marktwächter-Experte Grauer Kapitalmarkt bei der Verbraucherzentrale Hessen, am Freitag. Untersucht wurden alle 25 inländischen Publikumsfonds, die von Oktober 2016 bis September 2017 aufgelegt und von der Finanzaufsicht Bafin genehmigt wurden.

Das Ergebnis: Verbraucher haben den Angaben zufolge kaum eine Möglichkeit, die Kosten zu erfassen und zu vergleichen. Selbst bei den Dokumenten zu ein- und demselben Fonds habe es Abweichungen für die gleichen Posten gegeben, kritisierten die Verbraucherschützer. So würden zum Beispiel in 18 von den 25 untersuchten Fonds die Kosten für einmalige Aufwendungen, sogenannte Initialkosten, in den untersuchten Dokumenten teils mit, teils ohne Ausgabeaufschlag genannt. Abweichungen wurden demnach auch bei den laufenden Kosten festgestellt. Zudem seien die Texte häufig schwer verständlich, so die Verbraucherschützer.

Bei geschlossenen Publikumsfonds haben Anleger vor Ende der Laufzeit kein Rückgaberecht, sie kommen also nicht an ihr Geld. Da die Anteile an den Fonds üblicherweise nicht an der Börse gehandelt werden, lassen sie sich vor Laufzeitende auch nur schwer weiterverkaufen./mar/DP/fba

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