Morgan Stanley, Franklin Templeton break Nordic home bias

Only two global brands have managed to break the Nordic domination of the latest ‘Top-3’ lists of equity, bond and hedge funds picked by advisers at Fondmarknaden.se, Sweden’s biggest fund supermarket.

The funds selected are not purchase recommendations per se, but represent the choices made on the basis of analysis of quantitative and qualitative factors. The funds lists are used, however, where personal financial advice is sought in addition to the self-select functions of the Fondmarknaden platform.

The factors considered by the advisers include management fees, buy/sell fees, performance fees, TER, minimum investment levels, and ratios such as Sharpe, volatility, Alpha, Beta, trackign error, as well as strategies. Qualitative factors researched include the management history, staff turnover, and working methods.

The funds on the Top-3 lists are continuously updated, but currently are as follows:

Equity
    Danske Invest Lux – Global Emerging Markets Smaller Companies SEK
    Skagen Fonder – Skagen Kon-Tiki (NOK)
    Morgan Stanley – Global Brands

Bonds
    Franklin Templeton – Templeton Global Bond Fund A(acc)SEK-H1
    Nordea 1 – US Corporate Bond Fund
    Carnegie Asset Management – Svensk Kort Ränta

Hedge
    Brummer & Partners – Multi-Strategy
    SEB – Räntehedge Alpha
    Skandia – Global Hedge

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