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Beyond Buyers’ Market: the all-time most popular funds revealed

Beyond Buyers’ Market: the all-time most popular funds revealed

Since the inception of Citywire Global, we have strived to find out which funds and managers are topping investment professionals’ buy lists.

Focusing on our monthly magazine feature Buyers’ Market, we have, for the first time, collated all the responses given by leading fund selectors over the past three years to find the most popular industry picks.

From questions on specific sector bets to managers with a preferred style or sensibility, Citywire Global has received a wide array of world renowned and lesser-known names that leading fund selectors are following.

In total we have had in excess of 850 responses since February 2010. So, who are the stand-out performers? Let’s take a closer look at the 20 most mentioned funds and what context has led to these strategies topping investor watch lists over the past three years.

The top 20 most-mentioned funds (February 2010-July/August 2013)

Fund Sector Manager Mentions
Carmignac Patrimoine Mixed Asset EUR Flex - Global Edouard Carmignac, Rose Ouahba, Frédéric Leroux 9
M&G Optimal Income Bond Global Richard Woolnough 8
Carmignac Investissement Equity Global Edouard Carmignac 7
Julius Baer Absolute Return Plus Credit Strategies Daniel Sheard, Tim Haywood 7
Pictet Emerging Local Currency Debt Bond Emerging Market LC Simon Lue-Fong 7
AXA IM FIIS US Short Duration High Yield Bond USD High Yield Carl Whitbeck, Peter Vecchio 6
M&G Global Dividend Global Equity Income Stuart Rhodes 6
Morgan Stanley Global Brands Equity Global Peter Wright, William Lock, Bruno Paulson 6
Vanguard US Opportunities Equity North America Small and Mid-Cap PRIMECAP Management
6
Alken Fund - European Opportunities Equity Europe Nicolas Walewski 5
Allianz US Equity Equity North America Seung H Minn 5
Alken Fund - Absolute Return Europe Long/Short Equity Nicolas Walewski 4
BlueBay Emerging Market Corporate Bond Bond Emrg Mkts Global HC Adam Borneliet/Polina Kurdyavko 4
Franklin European Growth Equity Europe Michael Clements/Claire Manson 4
Invesco Balanced Risk Allocation Mixed Asset EUR Bal - Global Scott E. Wolle 4
IVI European Fund Equity Europe Adriaan de mol van Otterloo 4
Legg Mason Royce US Small Companies Equity North America Small and Mid-Cap Bill Hench 4
Nevsky Fund Equity Emerging Markets Europe Martin Taylor/Nick Barnes 4
Oddo Avenir Europe Equity Europe Sm&Mid Cap Pascal Riéges 4
PIMCO GIS Unconstrained Bond Global Bond Chris Dialynas 4

All things to all men

Working our way up from the mid-point, familiar names such as fixed income specialists BlueBay and Nicolas Walewski’s boutique Alken are among those appearing across multiple different questions.

However, out-doing both those companies by being name-checked in five separate editions on five very separate topics is the $9.5 billion Morgan Stanley Global Brands fund.

It was picked out as a fund which would benefit from cash-rich companies in the market, as well as having undergone a successful manager change, protected well in the economic downturn and other crisis moments, as well as having acted as a good hedge against inflation.

The changeover champ

The AXA IM FIIS US Short Duration High Yield fund was picked as the most popular fund for having weathered a senior management change successfully.

Investors were praiseworthy of the multi-billion dollar fixed income funds performance despite its three leading fund managers – Tom Kelleher, Anne Yobage and Hannah Strasser - stepping down in April 2012.

It would appear replacement manager Carl ‘Pepper’ Whitbeck has done more than enough to retain the confidence of leading fund selectors since assuming the hot seat.

Counting on credit

While bond funds were not widely represented in the top 20, those that do feature appear high on the list. For example, the Pictet-Emerging Local Currency bond fund was by and large seen as the key strategy for investing in Asian fixed income.

This is while the M&G Optimal Income fund – which has – was pinpointed as being a good way to protect against uncertainty, while also being run by a well-respected veteran manager in the form of Richard Woolnough.

Carmignac capture the crown

There was really only likely to be one winner in our analysis, with French investment giant Carmignac boasting the most mentioned strategy for its blockbuster Carmignac Investissement and Carmignac Patrimoine funds.

The smaller of the two funds, Investissement, was a huge favourite when fund selectors were asked about good fund managers for a crisis. Here Edouard Carmignac was, by a long way, the most sought after fund manager.

The mixed asset fund – which has €24 billion in assets under management – was largely seen as a defensive safe bet. It was picked by selectors in response to questions on the best way to protect, the best managers for a crisis and the best veteran heads in investment.

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Related Fund Managers

Rose Ouahba
Rose Ouahba
602/662 in Mixed Assets - Flexible EUR (Performance over 3 years) Average Total Return: -4.85%
Scott E. Wolle
Scott E. Wolle
39/406 in Mixed Assets - Balanced EUR (Performance over 3 years) Average Total Return: 11.85%
Simon Lue-Fong
Simon Lue-Fong
18/33 in Bonds - Asia Pacific Local Currency (Performance over 3 years) Average Total Return: 6.10%
Polina Kurdyavko
Polina Kurdyavko
65/179 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 14.12%
Edouard Carmignac
Edouard Carmignac
1359/1417 in Equity - Global (Performance over 3 years) Average Total Return: 4.44%
Frédéric Leroux
Frédéric Leroux
1397/1417 in Equity - Global (Performance over 3 years) Average Total Return: -1.76%
Claire Shaw
Claire Shaw
133/167 in Equity - European Small & Medium Companies (Performance over 3 years) Average Total Return: 14.29%
Pascal Riégis
Pascal Riégis
229/250 in Equity - EuroZone (Performance over 3 years) Average Total Return: -0.49%
Carl Whitbeck
Carl Whitbeck
117/213 in Bonds - US Dollar High Yield (Performance over 3 years) Average Total Return: 14.39%
Hannah Strasser
Hannah Strasser
56/213 in Bonds - US Dollar High Yield (Performance over 3 years) Average Total Return: 16.56%
Anne Yobage
Anne Yobage
172/213 in Bonds - US Dollar High Yield (Performance over 3 years) Average Total Return: 11.25%
Richard Woolnough
Richard Woolnough
41/73 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 12.56%
Daniel Sheard
Daniel Sheard
69/86 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: -1.58%
Timothy Haywood
Timothy Haywood
70/86 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: -1.58%
William A. Hench
William A. Hench
43/752 in Equity - US Small & Medium Companies (Performance over 3 years) Average Total Return: 50.24%
Stuart Rhodes
Stuart Rhodes
34/169 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 25.04%
William Lock
William Lock
72/232 in Equity - Global Equity Income (Performance over 1 year) Average Total Return: 7.78%
Bruno Paulson
Bruno Paulson
73/232 in Equity - Global Equity Income (Performance over 1 year) Average Total Return: 7.78%
Nicolas Walewski
Nicolas Walewski
67/620 in Equity - Europe (Performance over 3 years) Average Total Return: 16.45%
Michael Clements
Michael Clements
437/620 in Equity - Europe (Performance over 3 years) Average Total Return: 2.06%
Adriaan de mol van Otterloo
Adriaan de mol van Otterloo
32/620 in Equity - Europe (Performance over 3 years) Average Total Return: 22.52%
Tom Kelleher
Tom Kelleher
Peter Wright
Peter Wright
Gary C Hatton
Gary C Hatton
Jane M White
Jane M White
Robert F Granahan
Robert F Granahan
John J Granahan
John J Granahan
Seung H Minn
Seung H Minn
Adam Borneleit
Adam Borneleit
Martin Taylor
Martin Taylor
Nick Barnes
Nick Barnes
Chris Dialynas
Chris Dialynas
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