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Welcome to the club: the latest AAA-rated managers

Our newest additions to the AAA club.

Achieving a Citywire AAA rating is no easy feat. Out of over 4,300 tracked managers in Switzerland, only 122 fund managers have landed the title. 

We're taking a look at which managers moved up in the ranks as of June 2018. 

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Achieving a Citywire AAA rating is no easy feat. Out of over 4,300 tracked managers in Switzerland, only 122 fund managers have landed the title. 

We're taking a look at which managers moved up in the ranks as of June 2018. 

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David Ross

La Financière de l'Echiquier

Fund: Echiquier Global

Fund size: CHF 359.4 million

David Ross's rating rose to AAA after being AA rated for just over a year. He manages the Echiquier Global fund, which has returned 53.7% over three years as of May 2018.   

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Ferrill Roll

Harding Loevner Management

Fund: Harding Loevner Global Equity A Inst EUR

Fund Size: CHF 814.3 million

Ferrill Roll has returned to the AAA-club. He held a AAA rating between May and September of 2017, dropping to AA rated until May of 2018. He co-manages the Harding Loevner Global Equity fund alongside Peter Baughan, who is also AAA rated.

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Sophia Li

First State

Funds:

Fund sizes respectively:

  • CHF 660.5 million
  • CHF 53.5 million

Sophia Li has jumped from being AA rated to AAA rated, as she co-manages the top Citywire rated Japanese equity fund, the First State Japan Equity III Acc. This fund has returned 80.3% over three years as of May 2018 and is managed alongside AA-rated Martin Lau.

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Archibald Ciganer

T Rowe Price Group

Fund: T Rowe Japanese Equity I EUR

Fund size: CHF 745.4 million

Archibald Ciganer has bounced between being A rated and AA rated since 2016, and has finally broken through the AAA barrier this month. He manages the T Rowe Price Japanese Equity fund, which has seen returns of 57.1 % over three years as of May 2018.

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Kaspar Hense

BlueBay 

Fund: BlueBay Inv Grade Euro Aggregate Bd B CHF

Fund size: CHF 3.03 billion

Kaspar Hense has received his first rating, entering the Citywire ranks with a AAA. Hense manages the BlueBay Investment Grade Euro Aggregate Bond Fund alongside AAA-rated Mark Dowding and AAA-rated Russel Matthews. The fund has seen returns of 8.3% over three years as of May 2018.

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Jonathan Pines

Hermes Investment Management

Fund: Hermes Asia ex Japan Equity Z GBP Acc

Fund size: CHF 3.9 billion

Jonathan Pines is no stranger to the AAA club. He held on to his AAA rating for two and a half years before a drop to AA during April and May of 2018. As of June, he's back to AAA. 

Pines manages the Hermes Asia Ex Japan Equity fund, which has seen returns of 49.3% over three years as of May 2018.

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Pierre Cloux

Dominicé

Fund: Swiss Equity Discovery Fund A

Fund size: CHF 35 million

Pierre Cloux has been AA rated since April 2016, occasionally jumping into the AAA region. Most recently, he was AAA rated in February 2018. 

Cloux manages Dominicé's Swiss Equity Discovery Fund, which has seen returns of 34.5% over three years as of May 2018.

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Drew Beja

Granahan Investment Management

Fund: Granahan US Focused Growth A USD Acc

Fund size: CHF 603.2 million

Drew Beja has been Citywire rated since May 2017. Primarily A rated, Beja moved up to AA in March 2018, and now to AAA in June 2018.

He manages the Granahan US Focused Growth fund, which is the top Citywire rated fund in the US small and medium companies equity category. It has seen returns of 92.6% over three years as of May 2018. 

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Michael Fischer

Medical Strategy

Funds:

Fund size respectively:

  • CHF 188.9 million
  • CHF 127.2 million

Oppenheim's Michael Fischer is new to the AAA-club. He received his first AA-rating in March 2018, and has upgraded as of June 2018. 

He manages the FCP Biohealth Trends fund alongside Mario Linimeier, which has seen returns of 40.4% over three years as of May 2018, and ranks first out of 13 Citywire ranked biotechnology funds. He also co-manages the Pharma wHEALTH fund alongside A-rated Harald Schwarz, which has seen returns of 21.2% over three years as of May 2018.

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John Devir

PIMCO

Fund: PIMCO MLP & Energy Infrastructure E Acc USD

Fund size: CHF 288.1 million

John Devir has received his first ever Citywire rating, coming in at AAA. He co-manages the PIMCO MLP & Energy Infrastructure fund alongside A-rated Mark Kiesel and Danny Seth. It has seen returns of -9.5% over three years as of May 2018. 

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Vincent Bruyère 

Degroof Petercam Asset Management

Fund: PrivilEdge - DPAM European Real Estate EUR MA

Fund size: CHF 137 million

Vincent Bruyère has reached a AAA rating after being AA rated for nine consecutive months. He manages Lombard Odier's PrivilEdge DPAM European Real Estate fund alongside AA-rated Damien Marichal, which has seen returns of 11% over one year as of May 2018. 

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Steve Glod

Banque de Luxembourg

Fund: BL Equities Japan B Cap

Fund size: CHF 572 million

Steve Glod has once again risen to AAA, last holding the title in October 2016. In the interim, he held a AA-rating. He manages the bank's Japan Equity fund, which has seen returns of 55.7% over three years as of May 2018.

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Robert Hofmann

Allianz Global Investors

Fund: Allianz Europe Equity Growth Select - A - EUR

Fund size: CHF 580.2 million

Robert Hofmann has joined the AAA club after receiving his first AA rating since March 2018. He co-manages the Allianz Europe Equity Growth Select fund alongside A-rated Thorsten Winkelmann. It has seen returns of 19% over three years as of May 2018. 

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