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Schroder GAIA Two Sigma Diversified, Valentum FI and DWS Deutschland join highest rated on SharingAlpha platform

Schroder GAIA Two Sigma Diversified, Valentum FI and DWS Deutschland join highest rated on SharingAlpha platform
  • Jonathan Boyd
  • Jonathan Boyd
  • 18 September 2018
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The Schroder GAIA Two Sigma Diversified, Valentum FI and DWS Deutschland funds have become the top new entrant to the latest update of funds most highly rated by SharingAlpha’s platform users, constituting professional fund selectors across Europe and beyond.

Other funds advancing on the leaderboard include the Lindsell Train Global Equity and Robeco Global Consumer Trends Equities funds, both of which have gained positions, taking into the top five highest rated funds.

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Standing firm in the top three positions are the Liontrust European Income, Oppenheimer Developing Markets, and Cobas Internacional FI funds.

All these funds are rated on the key factors of people, price and portfolio. The scores represent the ‘wisdom of the crowd’, as they are based more on qualitatively derived expectations of fund selectors rather than backward looking quantitative filtering.

Highly rated funds

Fund Domicile Average Rating Raters Position
Liontrust European Income Fund United Kingdom 5 7 same
Oppenheimer Developing Markets Fund United States 4.91 5 same
Cobas Internacional FI Spain 4.87 5 same
Lindsell Train Global Equity Fund Ireland 4.82 9 up
Robeco Global Consumer Trends Equities Luxembourg 4.82 5 up
Schroder GAIA Two Sigma Diversified Luxembourg 4.81 16 new
Invesco Global Leisure Fund Luxembourg 4.81 8 same
Magallanes European Equity FI Spain 4.8 21 down
Valentum FI Spain 4.79 7 new
DWS Deutschland Germany 4.78 6 new

From the scores attributed to individual funds by fund selectors, SharingAlpha can compare the performance of those funds against equivalent ETFs, to gauge the alpha generation attributable to the skill of the selector. The closer the performance of the fund to the expectation of the selector, the higher the score of the selector. This is called a ‘Hit Score’ by SharingAlpha, which can then be compared between peers to identify groups of selectors who consistently do well, exhibiting selection skills.

The platform also enables fund selectors to run funds of funds, to establish asset allocation rankings. Again, this facilitates the generation of a track record of measurable skill on the part of the selector.

The data generated by platform users also enables SharingAlpha to provide updated rankings of providers, popular funds, popular categories, highly rated funds by category, and highly rated hedge funds. The ratings are provided on the basis of data available to the end of August 2018.

Highly rated providers

Provider Funds Rated Ratings Rating
Fundsmith 3 70 4.57
Robeco 25 83 4.51
MainFirst 9 62 4.44
Deutsche 31 76 4.43
Liontrust 7 124 4.37
Schroders 42 153 4.36
M&G 23 132 4.33
GAM 29 126 4.33
Pimco 36 83 4.29
Legg Mason 13 56 4.27

Most popular funds

Fund Domicile Fund of Fund Count Position
Fundsmith Equity United Kingdom 29 same
Old Mutual Global Equity Absolute Ret Fd Ireland 21 same
M&G Optimal Income Fund United Kingdom 16 same
Magallanes European Equity FI Spain 15 up
Nordea 1 – Stable Return Fund Luxembourg 15 down
BSF European Opportunities Extension Fd Luxembourg 14 down
Morgan Stanley INVF Global Opportunity Fund Luxembourg 14 up
JPM Global Macro Opportunities Fund Luxembourg 13 down
Allianz Europe Equity Growth Luxembourg 12 down
Hermes Global Emerging Mkts Ireland 12 same

Popular categories

Category Score Allocation Score Position
Europe Equity Mid/Small Cap 100 100 same
UK Equity Mid/Small Cap 59 52 same
Market Neutral 47 43 same
Africa Equity 54 19 same
Europe Equity Large Cap 39 20 up
Precious Metals Sector Equity 40 18 up
Africa Fixed Income 34 23 same
Consumer Goods & Services Sector Equity 20 35 down
Asia ex-Japan Equity 28 20 same
Technology Sector Equity 28 18 same

Highly rated funds by category

categoryName fundName providerName
Aggressive Allocation First Eagle Amundi International Fund Amundi Pioneer
Allocation BlackRock Global Allocation Fund Blackrock
Asia ex-Japan Equity Schroder ISF Asian Total Return Schroders
Asia Fixed Income Matthews Asia Fds Asia Credit Opps Matthews Asia
Asia Equity Fidelity Pacific Fund Fidelity
Cautious Allocation Invesco Pan European High Income Fund Invesco
Greater China Equity Janus Henderson China Opportunities Fund Janus Henderson
Commodities Broad Basket Vontobel Dynamic Commodity Vontobel
Consumer Goods & Services Sector Equity Robeco Global Consumer Trends Equities Robeco
Convertibles RWC Global Convertibles Fund RWC
Currency First Trust FactorFX ETF First Trust
Emerging Markets Equity Oppenheimer Developing Markets Fund Oppenheimer
Emerging Markets Fixed Income BGF Emerging Markets Bond Fund Blackrock
Energy Sector Equity First Trust North Amer Engy InfrasFund First Trust
Europe Equity Large Cap Liontrust European Income Fund Liontrust
Europe Equity Mid/Small Cap Magallanes European Equity FI Magallanes
Euro Fixed Income La Francaise LUX Multistratégies Obligataires La Francaise
Euro Money Market BNP Paribas Money 3M BNP Paribas
Flexible Allocation Belgravia Épsilon  FI Belgravia
Global Equity Large Cap Lindsell Train Global Equity Fund Lindsell Train
Global Equity Mid/Small Cap True Value FI Renta 4 Gestora
Global Equity Eurizon Sustainable Global Equity Eurizon Capital
Global Fixed Income PIMCO GIS Global Bond Fund Pimco
Market Neutral Pictet TR – Agora Pictet
Long/Short Equity Charlemagne OAKS Emerging and Frontier Opp Fund Fiera
High Yield Fixed Income Nordea 1 – European High Yield Bd Fd II Nordea
India Equity Kotak India Midcap Fund Kotak
Industrials Sector Equity RobecoSAM Smart Materials Fund Robeco
Inflation Linked Sanlam Multi Mgd Inflation Lnkd Bond Sanlam
Japan Equity Janus Henderson Horizon Jpn Smr Coms Fd Janus Henderson
Miscellaneous Eaton Vance Global High Yield Bond Fund Eaton Vance
Moderate Allocation Acatis – Gané Value Event Fonds UI Acatis
Multialternative Schroder GAIA Two Sigma Diversified Schroders
Other Alternative H2O Vivace H2O
Other Europe Equity DWS Deutschland Deutsche
Other Fixed Income GAM Star MBS Total Return GAM
Precious Metals Sector Equity BGF World Gold Fund Blackrock
Property-Direct Schroder UK Real Estate Fund Schroders
Other Sector Equity RobecoSAM Sustainable Water Fund Robeco
Real Estate Sector Equity Schroder Global Cities Real Estate Fund Schroders
Natural Resources Sector Equity Investec GSF Global Natural Resources Fd Investec
Technology Sector Equity Pictet-Robotics Pictet
Sterling Fixed Income GAM Star Credit Opportunities (GBP) GAM
UK Equity Large Cap Jupiter UK Special Situations Fund Jupiter
UK Equity Mid/Small Cap Liontrust Special Situations Fund Liontrust
US Fixed Income GAM Star Credit Opportunities (USD) GAM
US Equity Large Cap Blend Ossiam Shiller Bcly Cape US Sect Val TR Natixis
US Equity Large Cap Growth MS INVF US Growth Fund Morgan Stanley
US Equity Large Cap Value Robeco BP US Premium Equities Robeco
US Equity Mid Cap Vanguard US Opportunities Fund Vanguard
US Equity Small Cap Nuveen NWQ Small-Cap Value Fund Nuveen
Africa Equity Marriott Dividend Growth Marriott
Africa Fixed Income STANLIB Aggressive Income STANLIB

Highly rated hedge funds

fundName domicile rating numRatings category
Schroder GAIA Two Sigma Diversified Luxembourg 4.81 16 Multialternative
Pictet TR – Agora Luxembourg 4.75 7 Market Neutral
Charlemagne OAKS Emerging and Frontier Opp Fund Ireland 4.75 8 Long/Short Equity
Man GLG Eurp Mid-Cap Eq Alt Ireland 4.73 6 Long/Short Equity
H2O Vivace France 4.71 6 Other Alternative
Candriam Bds Credit Opportunities Luxembourg 4.69 5 Other Alternative
Artemis US Extended Alpha Fund United Kingdom 4.69 7 Long/Short Equity
BSF Fixed Income Strategies Fund Luxembourg 4.68 7 Market Neutral
Janus Henderson United Kingdom AbsRet Fd Luxembourg 4.63 7 Long/Short Equity
Hermes Absolute Return Credit Fund Ireland 4.62 5 Market Neutral
Polar Capital UK Absolute Equity Fund Ireland 4.54 9 Long/Short Equity
Legg Mason WA Macro Opportunities Bd Fd Ireland 4.53 14 Other Alternative
MLIS Marshall Wace Tops UCITS Fd (MN) Luxembourg 4.53 15 Market Neutral
H2O Moderato France 4.52 6 Other Alternative
Artemis Pan-European Absolute Return Fd United Kingdom 4.51 8 Multialternative
BNY Mellon Global Real Return Fd (EUR) Ireland 4.51 5 Multialternative
MW TOPS UCITS Fund Ireland 4.49 7 Long/Short Equity
Luxembourg Life Fd Pn Lg Tr Gr Luxembourg 4.46 5 Multialternative
Bridgewater Pure Alpha Strat 18% Vol United States 4.46 6 Other Alternative
R Parus Fund Ireland 4.39 8 Long/Short Equity
Old Mutual Global Equity Absolute Ret Fd Ireland 4.33 39 Market Neutral
LFIS Vision UCITS Premia Luxembourg 4.32 5 Multialternative
F&C Global Equity Market Neutral Fund United Kingdom 4.31 6 Market Neutral
DWS Concept Kaldemorgen Luxembourg 4.27 7 Multialternative
Liontrust GF European Strategic Eq Fd Ireland 4.23 38 Long/Short Equity

Selector comments

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