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Beyond Buyers’ Market: the top funds you’ve been talking about

Beyond Buyers’ Market: the top funds you’ve been talking about

Citywire Global has surveyed the fund selection community on subjects as diverse as rate rise protection to riding Europe and the US merger mania over the past 12 months.

With fund selectors and investment professionals revealing their preferred picks and their most-watched managers, who has been the most heavily discussed among our readership?

With over 1,100 response received since February 2010, this list updates the most recent look at the top 20 most mentioned names and also what topics have seen certain strategies come screaming into focus.

Top 20 most mentioned funds (February 2010-September 2015)

Fund Sector Manager Mentions
M&G Optimal Income Bond Global Richard Woolnough 11
Carmignac Patrimoine Mixed Asset EUR Flex - Global Edouard Carmignac, Rose Ouahba, Frédéric Leroux 9
Vanguard US Opportunities Equity North America Small and Mid-Cap PRIMECAP Management
8
Morgan Stanley Global Brands Equity Global William Lock, Bruno Paulson 7
AXA IM FIIS US Short Duration High Yield Bond USD High Yield Carl Whitbeck, Peter Vecchio 7
Carmignac Investissement Equity Global Edouard Carmignac 7
Julius Baer Absolute Return Bond Credit Strategies Timothy Haywood, Daniel Sheard 7
Aberdeen Global - Japanese Equity Equity Japan Chern-Yeh Kwok 7
Allianz Euroland Equity Growth Equity EuroZone Matthias Born 7
Pensato Europa Absolute Return Alternative Ucits - Long/Short Equity Graham Clapp, Edward Rumble 7
Alken Fund - European Opportunities Equity Europe Nicolas Walewski 6
Legg Mason Royce US Smaller Companies Equity North America Small and Mid-Cap Lauren Romeo 6
M&G Global Dividend Global Equity Income Stuart Rhodes 6
Allianz US Equity Equity North America Steve J. Berexa* 5
Templeton Global Bond Bond Global Michael Hasenstab, Sonal Desai 5
Alken Absolute Return Europe Long/Short Equity Nicolas Walewski 4
BlueBay Emerging Market Corporate Bond Emrg Mkts Global HC Polina Kurdyavko, Adam Borneleit 4
First State Asia Pacific Leaders Equity Asia Pacific Ex Japan Angus Tulloch 4
Franklin European Growth Equity Europe Uwe Zoellner, Robert Mazzuoli 4
GLG Japan CoreAlpha Equity Equity Japan Jeffrey Atherton, Neil Edwards 4

Steady acceleration

Two funds seeing an uptick in attentions over the past 12 months are the Allianz Euroland Growth Equity fund, run by Citywire + rated Matthias Born, and the Vanguard US Opportunities fund.

The increased attention sees the Vanguard fund, which is run on mandate by PRIMECAP Management, rise to be the third most mentioned fund since the beginning of the analysis period.

Similarly drawing attention was Chern-Yeh Kwok, who was mentioned several times for his Aberdeen Global – Japanese Equity fund. This approach was prominently discussed in the September issue of Citywire Global, which looked at whether corporate governance concerns were keeping investors out of Japan.

New tricks

Industry veteran Graham Clapp has risen from the chasing pack to sit among the top 20 most discussed funds with his boutique’s Alternative Ucits product.

The Pensato Europa Absolute Return fund, which Clapp co-runs with Edward Rumble, was among the most prominent picks when selectors were asked which strategies they were most strongly following in the liquid alternatives sector.

Woolnough wins out

Meanwhile, the top fund, M&G Optimal Income, consolidated its position as the most mentioned with one reference during a discussion on the best approaches to back if the hunt for yield was to be deemed a lost cause.

Citywire + rated Woolnough, who has also been name-checked in several fund selector profiles, was relatively quiet in commentary terms over the past year.

In the spring, the bond market veteran did state his belief that the eurozone crisis could have been temporarily calmed by allowing Greece to revert to a free-floating drachma. He had made a previous call for the currency to be reintroduced in 2011.

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Related Fund Managers

Edouard Carmignac
Edouard Carmignac
45/69 in Mixed Assets - Flexible EUR (Performance over 3 years) Average Total Return: 4.22%
Rose Ouahba
Rose Ouahba
46/69 in Mixed Assets - Flexible EUR (Performance over 3 years) Average Total Return: 4.22%
Frédéric Leroux
Frédéric Leroux
27/69 in Mixed Assets - Flexible EUR (Performance over 3 years) Average Total Return: 11.03%
Polina Kurdyavko
Polina Kurdyavko
7/20 in Bonds - Emerging Markets Global Corporates (Performance over 3 years) Average Total Return: 9.66%
William Lock
William Lock
54/348 in Equity - Global (Performance over 3 years) Average Total Return: 37.31%
Bruno Paulson
Bruno Paulson
53/348 in Equity - Global (Performance over 3 years) Average Total Return: 37.31%
Steve J. Berexa
Steve J. Berexa
74/348 in Equity - Global (Performance over 3 years) Average Total Return: 34.07%
Matthias Born
Matthias Born
6/17 in Equity - Germany (Performance over 3 years) Average Total Return: 45.43%
Richard Woolnough
Richard Woolnough
1/1 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 8.14%
Carl Whitbeck
Carl Whitbeck
14/17 in Bonds - US Dollar High Yield (Performance over 3 years) Average Total Return: 3.05%
Michael Hasenstab
Michael Hasenstab
45/49 in Bonds - Global (Performance over 3 years) Average Total Return: -3.84%
Sonal Desai
Sonal Desai
46/49 in Bonds - Global (Performance over 3 years) Average Total Return: -3.84%
Graham Clapp
Graham Clapp
61/145 in Alternative UCITS - Long/Short Equity (Performance over 3 years) Average Total Return: 12.20%
Edward Rumble
Edward Rumble
60/145 in Alternative UCITS - Long/Short Equity (Performance over 3 years) Average Total Return: 12.20%
Nicolas Walewski
Nicolas Walewski
24/145 in Alternative UCITS - Long/Short Equity (Performance over 3 years) Average Total Return: 21.80%
Timothy Haywood
Timothy Haywood
62/72 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: -0.62%
Daniel Sheard
Daniel Sheard
61/72 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: -0.62%
William A. Hench
William A. Hench
11/40 in Equity - US Small & Medium Companies (Performance over 3 years) Average Total Return: 39.56%
Lauren Romeo
Lauren Romeo
38/40 in Equity - US Small & Medium Companies (Performance over 3 years) Average Total Return: 18.27%
Chern-Yeh Kwok
Chern-Yeh Kwok
58/81 in Equity - Japan (Performance over 3 years) Average Total Return: 35.00%
Jeffrey Atherton
Jeffrey Atherton
26/81 in Equity - Japan (Performance over 3 years) Average Total Return: 43.65%
Neil Edwards
Neil Edwards
27/81 in Equity - Japan (Performance over 3 years) Average Total Return: 43.65%
Stuart Rhodes
Stuart Rhodes
36/57 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 18.11%
Uwe Zoellner
Uwe Zoellner
195/238 in Equity - Europe (Performance over 3 years) Average Total Return: 17.27%
Robert Mazzuoli
Robert Mazzuoli
194/238 in Equity - Europe (Performance over 3 years) Average Total Return: 17.27%
Adam Borneleit
Adam Borneleit
Angus Tulloch
Angus Tulloch
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