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Newly AAA rated: nine managers you should know about

Citywire Switzerland takes a closer look at nine managers who have recently earned their first AAA rating.

Last month, nine sector-leading managers earned their first Citywire AAA rating for their strong outperformance.

Here, Citywire Switzerland takes a closer look at the nine up-and-coming managers who have joined the elite.

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Last month, nine sector-leading managers earned their first Citywire AAA rating for their strong outperformance.

Here, Citywire Switzerland takes a closer look at the nine up-and-coming managers who have joined the elite.

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Sara Gardiner-Hill & Karl Hammond, Alma Capital Management (Lux)

Fund managed: Alma Eikoh Japan Large Cap Equity Fd I USD Hdg C

Eikoh Research Investment Management portfolio managers Sara Gardiner-Hill and Karl Hammond are now AAA rated for their performance with the Alma Capital Management fund.

The London-based duo work at the investment research boutique, which specialises in understanding Japanese companies.

Over the past three years, the fund has returned 63.09%, while the benchmark FTSE Japan 100% Hedged To USD TR generated a return of 43.12% over the same timeframe.

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Duncan Robertson, TT International

Fund managed: TT Asia Pacific Equity A

One of the latest managers to earn the AAA rating is Duncan Robertson for his strong performance in the Asia Pacific excluding Japan equity market.

Robertson has been at TT International since 2014 and has been consistently outperforming the average manager in his peer group over the last three years.

The fund returned 47.35% over three years, compared with its benchmark, FTSE World Asia Pacific ex Japan TR USD’s 17.21% return over the same period of time.

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Raphael Pitoun, Seilern Investment Management

Funds managed: Stryx America USD I

Stryx World Growth USD

Global equity and American equity manager Raphael Pitoun has earned an AAA rating for his performance on the Stryx America fund and Stryx World Growth fund.

Pitoun is responsible for the two funds at the London-based boutique Seilern Investment Management, which he has been managing since 2014.

The Stryx World Growth USD fund has returned 48.91% over the last three years, outperforming the benchmark MSCI World TR USD’s return of 28.01%.

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Andrew Greenup, First State

Funds managed: First State Global Listed Infrastructure A GBP Acc

First State Global Listed Infrastructure I (Dist)

First State Investment’s deputy head of global listed infrastructure, Andrew Greenup, has earned an AAA rating for outperforming his peers in the infrastructure industry.

Greenup has managed the fund since July 2015, alongside Citywire AA rated Peter Meany, who has run the fund since its launch in October 2007.

The First State Global Listed Infrastructure A GBP Acc fund has returned 29.32% over the last three years, while the benchmark S&P Global Infrastructure TR (USD) has generated returns of 19.73% over the same period of time.

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Simon Öhri, Liechtensteinische Landesbank

Fund managed: LLB Aktien Nordamerika (USD)

LLB Wandelanleihen Klasse H EUR

Newly AAA rated Simon Öhri has earned the well-deserved ranking for his top performance on the North American equity and investment grade convertible bonds funds.

The manager has run the North American equity fund since May 2016 and the converts fund since April 2014, both of which he manages alongside Timo Gruber.

Over the last three years, the LLB Wandelanleihen Klasse H EUR fund has returned 2.53%, which compares to the benchmark Thomson Reuters Global Convertible EUR hedged’s performance of -1.72% over the same timeframe.

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Helen Zhu, BlackRock

Fund managed: BGF China A2 USD

One outperforming manager to watch in the Chinese equity space is head of China equities for the Fundamental Equity division of BlackRock’s Alpha Strategies Group, Helen Zhu.

Zhu has been running the fund, which launched in 2008, since 2014.

Over the past three years, the fund generated 51.71% returns, while the benchmark MSCI China 10-40 NR returned 22.75% over the same timeframe.

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Henry Wong, Deutsche Asset Management

Funds managed: Deutsche Invest I Asian Bonds USD FC

Deutsche AM’s Henry Wong has been awarded his first AAA rating for his consistent outperformance in fixed income.

The Asian bonds fund invests in interest-bearing securities issued by governments of Asian countries, agencies, municipals and companies that have their registered office in an Asian country as well as supra-nationals denominated in Asian currencies and non-Asian corporates that are issued in Asian currencies.

The Asian bonds fund returned 41.55% over the last three years, compared to 11.82% generated by the technical indicator, BofA Merrill Lynch Asia Local Debt Markets Plus TR.

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Chris Turner, HSBC Global Asset Management

Fund managed: HSBC GIF Frontier Markets IC USD

Chris Turner is one of the latest managers to join his AAA rated peers after a strong performance on the HSBC fund this past year.

Turner has run the fund since August 2015, alongside portfolio manager Ramzi Sidani , who joined in June 2016.

The frontier market fund has returned 15.58%, while the benchmark MSCI Frontier Markets TR USD returned -1.34% over the same period of time.

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Related Fund Managers

Andrew Greenup
Andrew Greenup
2/16 in Equity - Infrastructure (Performance over 3 years) Average Total Return: 29.48%
Peter Meany
Peter Meany
3/16 in Equity - Infrastructure (Performance over 3 years) Average Total Return: 29.48%
Ramzi Sidani
Ramzi Sidani
12/18 in Equity - Frontier Markets (Performance over 1 year) Average Total Return: 0.57%
Helen Zhu
Helen Zhu
28/38 in Equity - China (Performance over 3 years) Average Total Return: 21.53%
Henry Wong
Henry Wong
1/1 in Bonds - Emerging Markets Other (Performance over 3 months) Average Total Return: -6.78%
Simon Öhri
Simon Öhri
193/267 in Equity - US (Performance over 1 year) Average Total Return: 13.81%
Timo Gruber
Timo Gruber
151/201 in Equity - US (Performance over 3 years) Average Total Return: 32.74%
Sara Gardiner-Hill
Sara Gardiner-Hill
32/88 in Equity - Japan (Performance over 3 years) Average Total Return: 33.97%
Karl Hammond
Karl Hammond
33/88 in Equity - Japan (Performance over 3 years) Average Total Return: 33.97%
Duncan Robertson
Duncan Robertson
1/123 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 58.26%
Raphael Pitoun
Raphael Pitoun
Chris Turner
Chris Turner