Citywire Global has surveyed the fund selection community on subjects as diverse as rate rise protection to riding Europe and the US merger mania over the past 12 months.
With fund selectors and investment professionals revealing their preferred picks and their most-watched managers, who has been the most heavily discussed among our readership?
With over 1,100 response received since February 2010, this list updates the most recent look at the top 20 most mentioned names and also what topics have seen certain strategies come screaming into focus.
Top 20 most mentioned funds (February 2010-September 2015)
Two funds seeing an uptick in attentions over the past 12 months are the Allianz Euroland Growth Equity fund, run by Citywire + rated Matthias Born, and the Vanguard US Opportunities fund.
The increased attention sees the Vanguard fund, which is run on mandate by PRIMECAP Management, rise to be the third most mentioned fund since the beginning of the analysis period.
Similarly drawing attention was Chern-Yeh Kwok, who was mentioned several times for his Aberdeen Global – Japanese Equity fund. This approach was prominently discussed in the September issue of Citywire Global, which looked at whether corporate governance concerns were keeping investors out of Japan.
Industry veteran Graham Clapp has risen from the chasing pack to sit among the top 20 most discussed funds with his boutique’s Alternative Ucits product.
The Pensato Europa Absolute Return fund, which Clapp co-runs with Edward Rumble, was among the most prominent picks when selectors were asked which strategies they were most strongly following in the liquid alternatives sector.
Woolnough wins out
Meanwhile, the top fund, M&G Optimal Income, consolidated its position as the most mentioned with one reference during a discussion on the best approaches to back if the hunt for yield was to be deemed a lost cause.
Citywire + rated Woolnough, who has also been name-checked in several fund selector profiles, was relatively quiet in commentary terms over the past year.
In the spring, the bond market veteran did state his belief that the eurozone crisis could have been temporarily calmed by allowing Greece to revert to a free-floating drachma. He had made a previous call for the currency to be reintroduced in 2011.