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Top global themes equity managers revealed

We take a closer look at the top performers in the global themes sector.

Demographic developments, groundbreaking technological products and digital healthcare are just a few of the big themes that are influencing the world of investments and its players. 

Here we take a look at the managers landing the strongest returns in the global themes equity sector over the past three years to the end of June 2018. 

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Demographic developments, groundbreaking technological products and digital healthcare are just a few of the big themes that are influencing the world of investments and its players. 

Here we take a look at the managers landing the strongest returns in the global themes equity sector over the past three years to the end of June 2018. 

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

Catherine Cahill & Matthew Sheldon

Fund: KBI Water A EUR

Fund size: CHF 209 million

Three-year returns: 38.1%

Citywire + rated managers Catherine Cahill and Matthew Sheldon manage the KBI Water A EUR. The duo landed returns of 38.1%, outperforming the average manager's 27.9%. 

The fund invests in shares of international companies involved in the water sector. 

 

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Hans Peter Portner

Funds: Pictet-Global Megatrend Selection-P USD, Pictet-Global Thematic Opportunities-P USD

Fund sizes: CHF 7.5 billion; CHF 491 million

Three-year returns: 40.6%

The manager of the two Pictet funds is hovering above the average manager’s performance, with total returns of 40.6%. 

Both the Pictet-Global Thematic Opportunities fund and the Pictet-Global Megatrend Selection fund invest in equities of companies that benefit from demographic, environmental, lifestyle and other long-term global trends. 

 

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Henning Padberg & Thomas Sørensen

Fund: Nordea 1 - Global Climate and Environment BP EUR

Fund size: CHF 1 billion

Three-year returns: 43.9%

Citywire AA-rated Henning Padberg and A-rated Thomas Sørensen generated returns of 43.9% over the past three years, compared with 27.9% from the average manager. 

The fund’s assets are mostly allocated to the US, Germany and Japan.

 

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Patrick Kolb

Funds: CS (Lux) Global Robotics Equity Fund B, CS (Lux) Global Security Equity Fund B USD

Fund sizes: CHF 2.54 billion; CHF 1.3 billion

Three-year returns: 54.2%

With returns of 54.2%, Patrick Kolb has climbed to the top of this ranking, outperforming the other managers in the global themes equity sector.

Kolb has been AA-rated by Citywire since April 2018.

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Related Fund Managers

Matthew Sheldon
Matthew Sheldon
7/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 46.04%
Catherine Cahill
Catherine Cahill
6/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 46.04%
Hans Peter Portner
Hans Peter Portner
3/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 48.47%
Henning Padberg
Henning Padberg
5/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 47.41%
Patrick Kolb
Patrick Kolb
1/41 in Equity - Global Themes (Performance over 3 years) Average Total Return: 66.94%