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Top five European equity funds by Q1 inflows

We take a closer look at five in-demand European equity funds.

With the return of market volatility, there's no doubt that 2017 is shaping up to be a precarious year. 

We took a look at which funds are starting the year off right by analysing the net inflows of European equity funds. Here's the top five funds according to Citywire data. 

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With the return of market volatility, there's no doubt that 2017 is shaping up to be a precarious year. 

We took a look at which funds are starting the year off right by analysing the net inflows of European equity funds. Here's the top five funds according to Citywire data. 

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Fifth: Odey European Focus EUR A Acc

Estimated net inflows: CHF 80.45 million

Fund manager: Oliver Kelton

Fund size: CHF 586.19 million 

Performance over one year: 16.9% as of March 2018

Citywire ranking: 88 out of 313

The Odey European Focus fund had inflows of just over CHF 80 million in Q1, as its returns around hovered above the benchmark at about 17%.  

As of February 2018 its largest equity exposures by sector included cash, utilities and telecommunication services, and its top holdings included Orange at 8.3%, Uniper at 7.8% and Koninklijke KPN at 7.3%. 

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Fourth: DNCA Value Europe C

Estimated net inflows: CHF 122 million

Fund manager: Isaac Chebar, Don Fitzgerald, Maxime Genevois

Fund size: CHF 1.3 billion

Performance over three years: 15.6% as of March 2018

Citywire ranking: 127 out of 274

DNCA Value Europe came in fourth with net Q1 inflows of CHF 122 million. The fund is managed by Maxime Genevois, Isaac Chebar and Don Fitzgerald. Chebar and Fitzgerald are both Citywire A rated. 

As of February 2018, the fund is largely allocated to the industrial goods and services sector (21.6%), followed by banks (10.7%) and telecommunications (9.1%). Some 27.6% of its assets are allocated in France. Its main holdings include Wacker Chemie AG, Publicis Groupe and Randstad Holding. 

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Third: Melchior Selected Trust European Opps I1 EUR

Estimated net inflows: CHF 141.47 million

Fund manager: David Robinson

Fund size: CHF 1.06 billion 

Performance over 3 years: 37.6% as of March 2018

Citywire ranking: 8 out of 274

The Melchior European Opportunities fund comes in third place with CHF 141.47 million in Q1 inflows. It is managed by Citywire AAA-rated David Robinson, and has soared above sector average since 2014.

As of February 2018, sector holdings include industrials at 23.5%, which is nearly double its MSCI Europe benchmark. This is followed by financials at 19.7% and consumer staples at 12.3%. Its country holdings include the UK, underweight by almost two points at 25.5%, France at 11.5% and Spain at 9.7%. 

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Second: Eleva European Selection Fund R EUR

Estimated net inflows: CHF 175.05 million

Fund manager: Eric Bendahan

Fund size: CHF 3.06 billion

Performance over 3 years: 28.3% as of March 2018

Citywire ranking: 26 out of 274

The Eleva European Selection fund is managed by Citywire AAA rated Eric Bendahan, and saw inflows of just over CHF 175 million in Q1. 

As of February 2018, assets are allocated largely to financials at 26.8%. This is followed by consumer discretionary at 12.9% and Consumer staples at 10.8%. Its top holdings include Royal Dutch Shell, Erste Group Bank and Prudential, with 21.9% of its assets allocated in the UK. 

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First: Investec GSF European Equity A Acc USD

Estimated Net Inflows: CHF 289.76 million

Fund manager: Ken Hsia

Fund size: CHF 3.2 billion

Performance over 3 years: 24.7% as of March 2018

Citywire ranking: 39 out of 274

With the biggest inflows for Q1 2018, we have Investec's European Equities fund, which saw inflows of CHF 289.76 million in the quarter. This fund is ranked 39th out of 274 Citywire-ranked funds, and is managed by Citywire AA-rated Ken Hsia

As of February 2018, its top three holdings include Royal Dutch Shell, HSBC Holdings and Novo Nordisk, with the UK ranking highest in its geographical allocation at 24.6%. It allocates 24.7% to the financial sector, followed by 11.9% in industrials and 10.8% in consumer discretionary.

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Related Fund Managers

Eric Bendahan
Eric Bendahan
42/254 in Equity - Europe (Performance over 3 years) Average Total Return: 25.40%
David Robinson
David Robinson
14/254 in Equity - Europe (Performance over 3 years) Average Total Return: 35.18%
Don Fitzgerald
Don Fitzgerald
145/254 in Equity - Europe (Performance over 3 years) Average Total Return: 14.60%
Maxime Genevois
Maxime Genevois
253/328 in Equity - Europe (Performance over 1 year) Average Total Return: 4.50%
Isaac Chebar
Isaac Chebar
128/254 in Equity - Europe (Performance over 3 years) Average Total Return: 15.57%
Oliver Kelton
Oliver Kelton
166/254 in Equity - Europe (Performance over 3 years) Average Total Return: 13.23%
Ken Hsia
Ken Hsia
54/254 in Equity - Europe (Performance over 3 years) Average Total Return: 22.42%