Schroder GAIA Two Sigma Diversified, Valentum FI and DWS Deutschland join highest rated on SharingAlpha platform

The Schroder GAIA Two Sigma Diversified, Valentum FI and DWS Deutschland funds have become the top new entrant to the latest update 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 Lindsell Train Global Equity and Robeco Global Consumer Trends Equities funds, both of which have gained positions, taking into the top five highest rated funds.

Standing firm in the top three positions are the Liontrust European Income, Oppenheimer Developing Markets, and Cobas Internacional FI funds.

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 Kingdom57same
Oppenheimer Developing Markets FundUnited States4.915same
Cobas Internacional FISpain4.875same
Lindsell Train Global Equity FundIreland4.829up
Robeco Global Consumer Trends EquitiesLuxembourg4.825up
Schroder GAIA Two Sigma DiversifiedLuxembourg4.8116new
Invesco Global Leisure FundLuxembourg4.818same
Magallanes European Equity FISpain4.821down
Valentum FISpain4.797new
DWS DeutschlandGermany4.786new

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
Legg Mason13564.27

Most popular funds

FundDomicileFund of Fund CountPosition
Fundsmith EquityUnited Kingdom29same
Old Mutual Global Equity Absolute Ret FdIreland21same
M&G Optimal Income FundUnited Kingdom16same
Magallanes European Equity FISpain15up
Nordea 1 – Stable Return FundLuxembourg15down
BSF European Opportunities Extension FdLuxembourg14down
Morgan Stanley INVF Global Opportunity FundLuxembourg14up
JPM Global Macro Opportunities FundLuxembourg13down
Allianz Europe Equity GrowthLuxembourg12down
Hermes Global Emerging MktsIreland12same

Popular categories

CategoryScoreAllocation ScorePosition
Europe Equity Mid/Small Cap100100same
UK Equity Mid/Small Cap5952same
Market Neutral4743same
Africa Equity5419same
Europe Equity Large Cap3920up
Precious Metals Sector Equity4018up
Africa Fixed Income3423same
Consumer Goods & Services Sector Equity2035down
Asia ex-Japan Equity2820same
Technology Sector Equity2818same

Highly rated funds by category

Aggressive AllocationFirst Eagle Amundi International FundAmundi Pioneer
AllocationBlackRock Global Allocation FundBlackrock
Asia ex-Japan EquitySchroder ISF Asian Total ReturnSchroders
Asia Fixed IncomeMatthews Asia Fds Asia Credit OppsMatthews Asia
Asia EquityFidelity Pacific FundFidelity
Cautious AllocationInvesco Pan European High Income FundInvesco
Greater China EquityJanus Henderson China Opportunities FundJanus Henderson
Commodities Broad BasketVontobel Dynamic CommodityVontobel
Consumer Goods & Services Sector EquityRobeco Global Consumer Trends EquitiesRobeco
ConvertiblesRWC Global Convertibles FundRWC
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 CapMagallanes European Equity FIMagallanes
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 CapTrue Value FIRenta 4 Gestora
Global EquityEurizon Sustainable Global EquityEurizon Capital
Global Fixed IncomePIMCO GIS Global Bond FundPimco
Market NeutralPictet TR – AgoraPictet
Long/Short EquityCharlemagne OAKS Emerging and Frontier Opp FundFiera
High Yield Fixed IncomeNordea 1 – European High Yield Bd Fd IINordea
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
MiscellaneousEaton Vance Global High Yield Bond FundEaton Vance
Moderate AllocationAcatis – Gané Value Event Fonds UIAcatis
MultialternativeSchroder GAIA Two Sigma DiversifiedSchroders
Other AlternativeH2O VivaceH2O
Other Europe EquityDWS DeutschlandDeutsche
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 EquitySchroder Global Cities Real Estate FundSchroders
Natural Resources Sector EquityInvestec GSF Global Natural Resources FdInvestec
Technology Sector EquityPictet-RoboticsPictet
Sterling Fixed IncomeGAM Star Credit Opportunities (GBP)GAM
UK Equity Large CapJupiter UK Special Situations FundJupiter
UK Equity Mid/Small CapLiontrust Special Situations FundLiontrust
US Fixed IncomeGAM Star Credit Opportunities (USD)GAM
US Equity Large Cap BlendOssiam Shiller Bcly Cape US Sect Val TRNatixis
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

Schroder GAIA Two Sigma DiversifiedLuxembourg4.8116Multialternative
Pictet TR – AgoraLuxembourg4.757Market Neutral
Charlemagne OAKS Emerging and Frontier Opp FundIreland4.758Long/Short Equity
Man GLG Eurp Mid-Cap Eq AltIreland4.736Long/Short Equity
H2O VivaceFrance4.716Other Alternative
Candriam Bds Credit OpportunitiesLuxembourg4.695Other Alternative
Artemis US Extended Alpha FundUnited Kingdom4.697Long/Short Equity
BSF Fixed Income Strategies FundLuxembourg4.687Market Neutral
Janus Henderson United Kingdom AbsRet FdLuxembourg4.637Long/Short Equity
Hermes Absolute Return Credit FundIreland4.625Market Neutral
Polar Capital UK Absolute Equity FundIreland4.549Long/Short Equity
Legg Mason WA Macro Opportunities Bd FdIreland4.5314Other Alternative
MLIS Marshall Wace Tops UCITS Fd (MN)Luxembourg4.5315Market Neutral
H2O ModeratoFrance4.526Other Alternative
Artemis Pan-European Absolute Return FdUnited Kingdom4.518Multialternative
BNY Mellon Global Real Return Fd (EUR)Ireland4.515Multialternative
MW TOPS UCITS FundIreland4.497Long/Short Equity
Luxembourg Life Fd Pn Lg Tr GrLuxembourg4.465Multialternative
Bridgewater Pure Alpha Strat 18% VolUnited States4.466Other Alternative
R Parus FundIreland4.398Long/Short Equity
Old Mutual Global Equity Absolute Ret FdIreland4.3339Market Neutral
LFIS Vision UCITS PremiaLuxembourg4.325Multialternative
F&C Global Equity Market Neutral FundUnited Kingdom4.316Market Neutral
DWS Concept KaldemorgenLuxembourg4.277Multialternative
Liontrust GF European Strategic Eq FdIreland4.2338Long/Short Equity

Selector comments





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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