ASG Capital joins highest rated on SharingAlpha platform

Jonathan Boyd
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ASG Capital joins highest rated on SharingAlpha platform

The LFPartners ASG Dynamic Income fund has have joined the list of those most highly rated by SharingAlpha's platform users, constituting professional fund selectors across Europe and beyond.

Because the fund has gone straight into the first position of the most highly rated funds, it has pushed down most others in the top 10 rankings, such as the Liontrust European Income, Prosperity Cub and Sextant PEA funds - now in second, third and fourth place respectively.

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 Rating Ratings Position
LFPartners ASG Dynamic Income Fund Luxembourg 5 5 new
Liontrust European Income Fund United Kingdom 5 8 down
Prosperity Prosperity Cub Cayman Islands 4.86 7 down
Sextant PEA France 4.85 14 down
Magallanes European Equity FI Spain 4.84 22 same
azValor Iberia FI Spain 4.83 6 down
Russian Prosperity Fund Cayman Islands 4.83 8 down
Vanguard US Opportunities Fund Ireland 4.82 6 down
Schroder GAIA Two Sigma Diversified Luxembourg 4.81 19 same
azValor Internacional FI Spain 4.81 17 down

 

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 March 2019.

 

Highly rated providers

Provider Funds rated Ratings Rating
H2O 10 59 4.47
Fundsmith 3 100 4.47
Comgest 10 60 4.45
Robeco 29 98 4.39
Liontrust 8 129 4.38
American Funds 60 86 4.34
M&G 24 149 4.32
Schroders 57 254 4.3
Baillie Gifford 31 104 4.27
Jupiter 26 137 4.19

 

Most popular funds

Fund Domicile Fund of fund count Position
Fundsmith Equity United Kingdom 33 same
Merian Global Equity Absolute Return Fd Ireland 24 same
Morgan Stanley INVF Global Opportunity Fund Luxembourg 22 same
M&G Optimal Income Fund United Kingdom 20 same
BSF European Opportunities Extension Fd Luxembourg 18 up
Nordea 1 - Stable Return Fund Luxembourg 18 same
Magallanes European Equity FI Spain 17 down
Sextant Grand Large France 14 same
Hermes Global Emerging Mkts Ireland 13 new
PIMCO GIS Income Fund Ireland 13 new

 

Highly rated funds by category

Category Fund Provider
Aggressive Allocation MFS Meridian Prudent Wealth Fund MFS
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 Cartesio X FI Cartesio
Greater China Equity Janus Henderson China Opportunities Fund Janus Henderson
Commodities Broad Basket Vontobel Dynamic Commodity Vontobel
Consumer Goods & Services Sector Equity Invesco Global Leisure Fund Invesco
Convertibles Lazard Convertible Global Lazard
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 Sextant PEA Amiral Gestion
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 azValor Internacional FI azValor
Global Equity Mid/Small Cap Baillie Gifford Global Discovery Fund Baillie Gifford
Global Fixed Income PIMCO GIS Global Bond Fund Pimco
Market Neutral MLIS Marshall Wace Tops UCITS Fd (MN) Bank of America Merrill Lynch
Long/Short Equity Janus Henderson United Kingdom AbsRet Fd Janus Henderson
High Yield Fixed Income Manulife Emerging Markets Debt Fund Manulife
India Equity Kotak India Midcap Fund Kotak
Industrials Sector Equity RobecoSAM Smart Materials Fund Robeco
Japan Equity Parvest Equity Japan Small Cap BNP Paribas
Moderate Allocation Acatis - Gané Value Event Fonds Acatis
Multialternative Schroder GAIA Two Sigma Diversified Schroders
Other Alternative Bridgewater Pure Alpha Strat 18% Vol Bridgewater
Other Equity Pictet-Water Pictet
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
Real Estate Sector Equity AXA Aedificandi AXA IM
Natural Resources Sector Equity Investec GSF Global Natural Resources Fd Investec
Technology Sector Equity Pictet-Robotics Pictet
Sterling Fixed Income Baillie Gifford High Yield Bond Fund Baillie Gifford
UK Equity Large Cap Liontrust Special Situations Fund Liontrust
UK Equity Mid/Small Cap Liontrust UK Smaller Companies Fund Liontrust
US Fixed Income LFPartners ASG Dynamic Income Fund ASG
US Equity Large Cap Blend Vanguard US Opportunities Fund Vanguard
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 Threadneedle American Smlr Coms Fd(US) Columbia Threadneedle
US Equity Small Cap Nuveen NWQ Small-Cap Value Fund Nuveen
Africa Equity Marriott Dividend Growth Marriott
Africa Fixed Income STANLIB Aggressive Income STANLIB
Europe Emerging Markets Equity Prosperity Prosperity Cub Prosperity Capital
Infrastructure Sector Equity MS INVF Global Infrastructure Fund Morgan Stanley
Long/Short Credit Candriam Bds Credit Opportunities Candriam
Global Macro H2O Adagio H2O

 

Highly rated hedge funds

Fund Domicile Rating Ratings Category
Schroder GAIA Two Sigma Diversified Luxembourg 4.81 19 Multialternative
MLIS Marshall Wace Tops UCITS Fd (MN) Luxembourg 4.78 13 Market Neutral
SVS Church House Tenax Abs Ret Strts Fd United Kingdom 4.76 7 Multialternative
Pictet TR - Agora Luxembourg 4.76 7 Market Neutral
LF Odey Absolute Return Fund United Kingdom 4.75 6 Multialternative
Janus Henderson United Kingdom AbsRet Fd Luxembourg 4.72 9 Long/Short Equity
Luxembourg Life Fd Pn Lg Tr Gr Luxembourg 4.62 6 Multialternative
Hermes Absolute Return Credit Fund Ireland 4.61 5 Market Neutral
Man GLG Eurp Mid-Cap Eq Alt Ireland 4.6 7 Long/Short Equity
BNY Mellon Global Real Return Fd (EUR) Ireland 4.52 5 Multialternative
Artemis Pan-European Absolute Return Fd United Kingdom 4.5 8 Long/Short Equity
MW TOPS UCITS Fund Ireland 4.49 7 Long/Short Equity
BSF Fixed Income Strategies Fund Luxembourg 4.47 7 Market Neutral
Polar Capital UK Absolute Equity Fund Ireland 4.46 12 Long/Short Equity
LFIS Vision UCITS Premia Luxembourg 4.43 6 Multialternative
Bridgewater Pure Alpha Strat 18% Vol United States 4.38 7 Other Alternative
R Parus Fund Ireland 4.38 9 Long/Short Equity
JPM Global Macro Opportunities Fund Luxembourg 4.35 18 Multialternative
Merian Global Equity Absolute Return Fd Ireland 4.31 41 Market Neutral
F&C Global Equity Market Neutral Fund United Kingdom 4.3 7 Market Neutral
DWS Concept Kaldemorgen Luxembourg 4.25 7 Multialternative
Liontrust GF European Strategic Eq Fd Ireland 4.25 38 Long/Short Equity
Jupiter Global Fund - Jupiter Europa Luxembourg 4.19 10 Long/Short Equity
Invesco Global Targeted Returns Fund Luxembourg 4.15 24 Multialternative

 

Jonathan Boyd
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Jonathan Boyd

Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope.