Citywire - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Newly AAA-rated: three top managers in focus

Newly AAA-rated: three top managers in focus

Last month, 15 sector-leading managers earned their first Citywire AAA ratings for outperformance in their respective sectors.

In doing so, the managers have gained Citywire's highest merit for their risk-adjusted returns, positioning themselves among just a select few at the top of the 15,000 managers in our database.

Here we take a closer look at the top three high-flying managers that joined the exclusive AAA-rated community.

For more information on our ratings and how manager ratios are calculated, please click here.

Mark Tay, Allianz Global Investors

Manager ratio: 1.27

Fund: Allianz Dynamic Asian High Yield Bond

Allianz GI's Mark Tay has earned an AAA rating and comes in as the highest newly-rated name in the Citywire database for his solid risk-adjusted performance on the Asian high yield bond fund. 

Tay first started to run the fund in October 2014 and is the head of fixed income at Allianz Global Investors Singapore. 

The Allianz Dynamic Asian High Yield Bond W USD fund returned 34.70% over the past three years to the end of October 2017 in Swiss franc terms. This compares with the benchmark, the United Asian High Yield Bond fund, which returned 27.47% over the same period. 

Gregory Finck, Morgan Stanley

Manager ratio: 1.22

Fund: Morgan Stanley Global Mortgage Securities

Newly AAA-rated Gregory Finck has run Morgan Stanley Global Mortgage Securities fund since 2014, alongside Citywire AA-rated Neil Stone

Finck currently serves as head of the securitised team at Morgan Stanley, with more than 22 years of investment experience. 

Over three years to the end of October 2017, the Morgan Stanley Global Mortgage Securities A EUR fund has returned 17.28% in Swiss franc terms, which compares with the benchmark Bloomberg Barclays US MBS TR's 10.22% over the same period. 

Michael J. Conelius, T. Rowe Price

Manager ratio: 0.92

Fund: T. Rowe Emerging Markets Bond Fund

Michael J. Conelius has the third best manager ratio of the group of newly AAA-rated managers, just missing the 1.00 mark. 

The emerging markets bond manager has run his T. Rowe Price fund since December 2004.

Conelius is a portfolio manager in the fixed income division at T. Rowe Price, where he has worked for 29 years. 

Over three years to the end of October 2017, the T. Rowe Emerging Markets Bond fund returned 25.29% in Swiss franc terms, while the benchmark JP Morgan EMBI Global returned 21.76% over the same period.

Here's a full rundown of the latest fund managers to join the elite group:

Manager MR Tracking error Contributing funds Sector
Mark Tay 1.27 1.49 Allianz Dynamic Asian High Yield Bond Bonds - Asia Pacific Hard Currency
Gregory Finck 1.22 1.66 Morgan Stanley Global Mortgage Securities Bonds - US Dollar Mortgages
Michael J. Conelius 0.92 1.53 T Rowe Emerging Markets Bond Bonds - Emerging Markets Global Hard Currency
Mohsin Memon & Rollo Roscow 0.92 6.14 Schroder ISF Emerging Europe Equities - Emerging Markets Europe
Bin Shi 0.89 9.83 UBS (Lux) Eq Fd - China Opportunity & UBS (Lux) Equity Fd - Greater China Equities - China & Equities - Greater China
Olga Karakozova 0.88 8.67 Danske Invest Russia Equities - Russia
Vinay Thapar 0.87 3.18 AB SICAV I-International Health Care Equities - Pharmaceuticals & Health Care
Frank Schwarz & Patrick Vogel  0.87 11.06 MainFirst - Global Equities Equities - Global
Guillaume Puech 0.85 6.67 Echiquier Agenor Equities - European Small & Medium Companies
Chris Lau 0.85 1.62 Invesco Asian Bond & Invesco Renminbi Fixed Income Bonds - Asia Pacific Hard Currency & Bonds - Chinese Yuan
Hugo Bain 0.82 4.85 Pictet - Emerging Europe & Pictet-Russian Equities Equities - Emerging Markets Europe & Equities - Russia
Rafael Mendoza Grendi 0.82 5.24 Investec GSF Latin American Equity Equities - Latin America
Eric Bendahan 0.78 4.05 Eleva European Selection Fund Equities - Europe

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Vinay Thapar
Vinay Thapar
6/28 in Equity - Pharmaceuticals & Health Care (Performance over 3 years) Average Total Return: 32.42%
Patrick Vogel
Patrick Vogel
2/358 in Equity - Global (Performance over 3 years) Average Total Return: 68.47%
Frank Schwarz
Frank Schwarz
3/358 in Equity - Global (Performance over 3 years) Average Total Return: 68.47%
Guillaume Puech
Guillaume Puech
34/82 in Equity - European Small & Medium Companies (Performance over 3 years) Average Total Return: 49.47%
Hugo Bain
Hugo Bain
14/29 in Equity - Emerging Markets Europe (Performance over 3 years) Average Total Return: 16.12%
Rollo Roscow
Rollo Roscow
3/29 in Equity - Emerging Markets Europe (Performance over 3 years) Average Total Return: 27.45%
Mohsin Memon
Mohsin Memon
4/29 in Equity - Emerging Markets Europe (Performance over 3 years) Average Total Return: 27.45%
Rafael Mendoza Grendi
Rafael Mendoza Grendi
1/31 in Equity - Latin America (Performance over 3 years) Average Total Return: 13.85%
Olga Karakozova
Olga Karakozova
6/16 in Equity - Russia (Performance over 3 years) Average Total Return: 45.76%
Eric Bendahan
Eric Bendahan
33/235 in Equity - Europe (Performance over 3 years) Average Total Return: 31.71%
Bin Shi
Bin Shi
2/28 in Equity - Greater China (Performance over 3 years) Average Total Return: 63.62%
Michael J. Conelius
Michael J. Conelius
Gregory Finck
Gregory Finck
Mark Tay
Mark Tay
Neil Stone
Neil Stone
Chris Lau
Chris Lau
Events
  • Citywire DACH 2017

    Citywire DACH 2017

  • Citywire Switzerland 2017

    Citywire Switzerland 2017

  • Citywire Zurich Alt Ucits 2017

    Citywire Zurich Alt Ucits 2017

  • Citywire Zurich Alt Ucits 2017

    Citywire Zurich Alt Ucits 2017

  • Citywire Zurich Alt Ucits 2017

    Citywire Zurich Alt Ucits 2017

  • Citywire Montreux 2017

    Citywire Montreux 2017

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Switzerland 2015, Gstaad

    Citywire Switzerland 2015, Gstaad

  • Zurich Forum 2015

    Zurich Forum 2015

  • Zurich Forum 2015

    Zurich Forum 2015

  • Geneva Roundtable 2015

    Geneva Roundtable 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Citywire Gstaad 2014

    Citywire Gstaad 2014