SharingAlpha highlights top rated funds

SharingAlpha, the platform enabling a community of fund selectors to rate funds and generate a quantifiable ranking of their own rating skills, has published its latest update of top rated funds.

The ratings are based on the preferences expressed by users of its platform, on the factors of people, price and portfolio, and are rated on a maximum score of ‘5’.

FundDomicileAverage ratingRatersMove from previous
Schroder GAIA Two Sigma DiversifiedLuxembourg4.8710up
Invesco Pan European High Income FundLuxembourg4.878down
R ValorFrance4.865up
Magallanes European Equity FISpain4.8115up
Cobas Seleccion FISpain4.86new
Sextant PEAFrance4.7914up
Vanguard US Opportunities FundIreland4.785new
Nordea 1 – European High Yield Bd Fd IILuxembourg4.789new
ECP Flagship SICAV European ValueLuxembourg4.775new
Sextant Grand LargeFrance4.7415new

Commenting on the rating for the Magallanes European Equity FI, Ignacio Martín Ocaña – Alpha Plus Gestora – Spain, said: “It should do well in the long run…with a highly motivated management team – Ivan Martín is a real value investor.”

“Benchmark and markets agnostic, it is a concentrated portfolio of 20-30 stocks with a very low rotation (25% p.a.). The process of ideas generation is based on: observation – large declines – meeting presentations – reading – analysis and special situations. Strong conviction ideas…focusing on companies invisible to investors (low analyst coverage), with a contrarian opinion, family owned, with solid financial situations, high cash flow conversion ratios, low debt or net cash, undervalued, with strong management teams and with solid and sustained MOATS (no financial stocks). Risk control [is implemented] on a well diversified portfolio (no single stock is more than 5% of the fund) across sectors and countries.”

The Invesco Pan European High Income Fund attracted the following comment from Carla Veiga – GNBGA – Portugal: “An excellent fund in terms of performance and investment process.”

Most popular

FundDomicileIn Fof countMove from previous
Fundsmith EquityUnited Kingdom22same
Old Mutual Global Equity Absolute Ret FdIreland16same
M&G Optimal Income FundUnited Kingdom12up
Nordea 1 – Stable Return FundLuxembourg12down
Allianz Europe Equity GrowthLuxembourg11same
BSF European Opportunities Extension FdLuxembourg11up
Magallanes European Equity FISpain10down
Robeco BP Global Premium EquitiesLuxembourg10up
M&G Dynamic Allocation FundUnited Kingdom9new

Additionally to the top rated funds, SharingAlpha has also published data showing the most popular funds as ranked by the number of virtual funds of funds portfolios maintained on its platform by fund selectors.

Commenting on the Allianz Europe Equity Growth fund, Romain Gaugry – Oddo BHF Asset management – France, noted: “The team is involved in the fund since almost a decade, they are looking for companies with high quality and structural growth. [The fund adopts] low turnover with a long term investment philosophy. The performance is impressive and regular over the long run. Moreover, the team is always available for a follow-up. I recommend this fund, if you are looking for a European growth equity fund.”

Beatriz Hernández Ribes – atl Capital – Spain, meanwhile said about the M&G Optimal Income Fund that: “It is one of the best funds in the flexible fixed income universe – although Morningstar categorizes it as a cautious allocation – which in the past has shown a very good performance due to the portfolio manager’s ability to find opportunities in the fixed income market. The fund has the distinctive feature that it can invest a little percentage of the portfolio in equity markets, therefore although we are going through a tough environment within fixed income, we still have conviction on Richard Woolnough’s skill to find opportunities in the market.”

And the Artemis US Extended Alpha Fund attracted the following comment from Thierry Guerillot – Myria AM – France: “One of our favorites in our model portfolio specialised in US equity funds. The process is robust and quite long, if you consider that it was initiated a long time ago by the same team under the flagship of Threadneedle. Bear in mind that the net exposure is clearly under 100% – around 85% in average. Good alpha both on the long and short portfolios.”

 

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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