azValor, Schroder funds join highest rated on SharingAlpha platform

The azValor Iberia and Schroder GAIA Two Sigma Diversified funds have have joined the list of funds most highly rated by SharingAlpha’s platform users, constituting professional fund selectors across Europe and beyond.

Other funds advancing on the leaderboard include the Sextant PEA, although the Valentum and Robeco Global Consumer Trends Equities funds have slipped – although still among the top 10 most highly rated funds among SharingAlpha’s users.

All these funds are rated on the key factors of people, price and portfolio. The scores represent the ‘wisdom of the crowd’, as they are based more on qualitatively derived expectations of fund selectors rather than backward looking quantitative filtering.

Highly rated funds

FundDomicileAverage RatingRatersPosition
Liontrust European Income FundUnited Kingdom58same
Oppenheimer Developing Markets FundUnited States4.95same
azValor Iberia FISpain4.856new
Valentum FISpain4.849down
Lindsell Train Global Equity FundIreland4.839same
Sextant PEAFrance4.8214up
Cobas Selección FISpain4.818same
Robeco Global Consumer Trends EquitiesLuxembourg4.815down
Magallanes European Equity FISpain4.8123same
Schroder GAIA Two Sigma DiversifiedLuxembourg4.818new

From the scores attributed to individual funds by fund selectors, SharingAlpha can compare the performance of those funds against equivalent ETFs, to gauge the alpha generation attributable to the skill of the selector. The closer the performance of the fund to the expectation of the selector, the higher the score of the selector. This is called a ‘Hit Score’ by SharingAlpha, which can then be compared between peers to identify groups of selectors who consistently do well, exhibiting selection skills.

The platform also enables fund selectors to run funds of funds, to establish asset allocation rankings. Again, this facilitates the generation of a track record of measurable skill on the part of the selector.

The data generated by platform users also enables SharingAlpha to provide updated rankings of providers, popular funds, popular categories, highly rated funds by category, and highly rated hedge funds. The ratings are provided on the basis of data available to the end of August 2018.

Highly rated providers

ProviderFunds RatedRatingsRating
Robeco26864.45
Fundsmith3884.42
Comgest9524.4
Liontrust71284.37
M&G231484.33
Schroders482404.32
Morgan Stanley261794.29
Legg Mason13574.28
Pimco37854.28
Baillie Gifford23874.21

Most popular funds

FundDomicileFund of Fund CountPosition
Fundsmith EquityUnited Kingdom29same
Merian Global Equity Absolute Return FdIreland24same
M&G Optimal Income FundUnited Kingdom18same
Morgan Stanley INVF Global Opportunity FundLuxembourg17up
Magallanes European Equity FISpain17down
Nordea 1 – Stable Return FundLuxembourg16up
BSF European Opportunities Extension FdLuxembourg15down
JPM Global Macro Opportunities FundLuxembourg13same
Sextant Grand LargeFrance13new
PIMCO GIS Income FundIreland12same

Popular categories

CategoryScoreAllocation ScorePosition
Europe Equity Mid/Small Cap100100same
UK Equity Mid/Small Cap6466same
Market Neutral5050same
Africa Equity5328same
Precious Metals Sector Equity4523up
Africa Fixed Income3136down
Global Equity Mid/Small Cap3030down
Consumer Goods & Services Sector Equity2041up
Europe Equity Large Cap3720down
Asia ex-Japan Equity3323same

Highly rated funds by category

CategoryFundProvider
Aggressive AllocationMFS Meridian Prudent Wealth FundMFS
AllocationBlackRock Global Allocation FundBlackrock
Asia ex-Japan EquitySchroder ISF Asian Total ReturnSchroders
Asia EquityFidelity Pacific FundFidelity
Cautious AllocationCartesio X FICartesio
Greater China EquityJanus Henderson China Opportunities FundJanus Henderson
Commodities Broad BasketVontobel Dynamic CommodityVontobel
Consumer Goods & Services Sector EquityRobeco Global Consumer Trends EquitiesRobeco
ConvertiblesLazard Convertible GlobalLazard
CurrencyFirst Trust FactorFX ETFFirst Trust
Emerging Markets EquityOppenheimer Developing Markets FundOppenheimer
Emerging Markets Fixed IncomeBGF Emerging Markets Bond FundBlackrock
Energy Sector EquityFirst Trust North Amer Engy InfrasFundFirst Trust
Europe Equity Large CapLiontrust European Income FundLiontrust
Europe Equity Mid/Small CapValentum FIGesiuris
Euro Fixed IncomeLa Francaise LUX Multistratégies ObligatairesLa Francaise
Euro Money MarketBNP Paribas Money 3MBNP Paribas
Flexible AllocationBelgravia Épsilon FIBelgravia
Global Equity Large CapLindsell Train Global Equity FundLindsell Train
Global Equity Mid/Small CapCobas Selección FICobas
Global EquityEurizon Sustainable Global EquityEurizon Capital
Global Fixed IncomePIMCO GIS Global Bond FundPimco
Market NeutralMLIS Marshall Wace Tops UCITS Fd (MN)Bank of America Merrill Lynch
Long/Short EquityJanus Henderson United Kingdom AbsRet FdJanus Henderson
High Yield Fixed IncomeNomura Fds US High Yield Bond FundNomura
India EquityKotak India Midcap FundKotak
Industrials Sector EquityRobecoSAM Smart Materials FundRobeco
Inflation LinkedSanlam Multi Mgd Inflation Lnkd BondSanlam
Japan EquityJanus Henderson Horizon Jpn Smr Coms FdJanus Henderson
Moderate AllocationAcatis – Gané Value Event Fonds UIAcatis
MultialternativeSchroder GAIA Two Sigma DiversifiedSchroders
Other AlternativeH2O VivaceH2O
Other Europe EquityazValor Iberia FIazValor
Other Fixed IncomeGAM Star MBS Total ReturnGAM
Precious Metals Sector EquityBGF World Gold FundBlackrock
Property-DirectSchroder UK Real Estate FundSchroders
Other Sector EquityRobecoSAM Sustainable Water FundRobeco
Real Estate Sector EquityAXA AedificandiAXA IM
Natural Resources Sector EquityInvestec GSF Global Natural Resources FdInvestec
Technology Sector EquityPictet-RoboticsPictet
Sterling Fixed IncomeL&G Fixed Interest TrustL&G
UK Equity Large CapJupiter UK Special Situations FundJupiter
UK Equity Mid/Small CapLiontrust Special Situations FundLiontrust
US Fixed IncomePGIM Total Return Bond FundPrudential
US Equity Large Cap BlendArtemis US Extended Alpha FundArtemis
US Equity Large Cap GrowthMS INVF US Growth FundMorgan Stanley
US Equity Large Cap ValueRobeco BP US Premium EquitiesRobeco
US Equity Mid CapVanguard US Opportunities FundVanguard
US Equity Small CapNuveen NWQ Small-Cap Value FundNuveen
Africa EquityMarriott Dividend GrowthMarriott
Africa Fixed IncomeSTANLIB Aggressive IncomeSTANLIB

Highly rated hedge funds

FundDomicileRatingRatingsCategory
Schroder GAIA Two Sigma DiversifiedLuxembourg4.818Multialternative
MLIS Marshall Wace Tops UCITS Fd (MN)Luxembourg4.7914Market Neutral
Pictet TR – AgoraLuxembourg4.777Market Neutral
H2O VivaceFrance4.726Other Alternative
Candriam Bds Credit OpportunitiesLuxembourg4.696Other Alternative
Janus Henderson United Kingdom AbsRet FdLuxembourg4.698Long/Short Equity
BSF Fixed Income Strategies FundLuxembourg4.677Market Neutral
Man GLG Eurp Mid-Cap Eq AltIreland4.647Long/Short Equity
Hermes Absolute Return Credit FundIreland4.615Market Neutral
Legg Mason WA Macro Opportunities Bd FdIreland4.5415Other Alternative
H2O ModeratoFrance4.526Other Alternative
MW TOPS UCITS FundIreland4.527Long/Short Equity
Artemis Pan-European Absolute Return FdUnited Kingdom4.518Long/Short Equity
BNY Mellon Global Real Return Fd (EUR)Ireland4.515Multialternative
Polar Capital UK Absolute Equity FundIreland4.511Long/Short Equity
Bridgewater Pure Alpha Strat 18% VolUnited States4.476Other Alternative
Luxembourg Life Fd Pn Lg Tr GrLuxembourg4.465Multialternative
JPM Global Macro Opportunities FundLuxembourg4.4220Multialternative
R Parus FundIreland4.48Long/Short Equity
F&C Global Equity Market Neutral FundUnited Kingdom4.346Market Neutral
Merian Global Equity Absolute Return FdIreland4.3441Market Neutral
LFIS Vision UCITS PremiaLuxembourg4.315Multialternative
DWS Concept KaldemorgenLuxembourg4.257Multialternative
Liontrust GF European Strategic Eq FdIreland4.2338Long/Short Equity
Charlemagne OAKS Emerging and Frontier Opp FundIreland4.2317Long/Short Equity

 

ABOUT THE AUTHOR
Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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