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Olé! New names lighting up the Spanish ratings

Olé! New names lighting up the Spanish ratings

Fund coverage in all European universes has been expanded to include 30 more sectors, taking the total number of sectors to 92 for the ratings analysis.

And, as a result of this 27 new managers have entered the Spanish ratings this month.

Making huge strides this month is Fidelity’s Asian equity manager Dale Nicholls. Nicholls is the lead manager on the Fidelity Funds Pacific fund, which is listed in the newly covered Equity Asia Pacific sector.

This fund has returned 122% in the last three years, which is almost 50% more than the return of the MSCI Asia Pacific Index, which has risen 74%.

Nicholls’ performance can be largely attributed to his large bet on technology. Almost one quarter of the fund is allocated to tech stocks, with ORIX, Samsung Electronics and Sony all featuring in his top 10 positions.

Staying with equities, Morgan Stanley duo Cristina Piedrahita and Gaite Ali have been awarded A ratings this month. The duo co-manages the Morgan Stanley Latin American Equity fund and they mainly invest in large stocks throughout the region with their main focus on growth.

Moving into bonds, we see a first rating for Hong Kong bond manger Chow Yang Ang from Schroders, who is among the top entrants in the sector.

He is the lead manager on the Schroder ISF Hong Kong Dollar Bond fund, which is housed in the newly added Bond HKD sector. Ang is now A rated in Spain.

Other managers taking a bow in this asset class are Pinebridge manager Rajeev Mittal and Pictet duo Mary-Thérèse Barton and Orlena Yee. All three managers now also hold A ratings.

Elsewhere, Tohru Kawakami from Amundi and Kent Burns from Franklin Templeton are among 10 managers who have reached the upper echelons of the ratings this month as they are now all AAA rated.

Kawakami’s rating comes of the back of solid performance on the Amundi Fds Equity Japan Value fund.

JP Morgan top the group stakes with 18 rated managers, T Rowe Price follow just behind with 16 rated managers and BlackRock lies third with 14 rated managers.

In total we have awarded 316 ratings to those managers who manage funds that are registered for sale in Spain, with 53 AAA, 75 AA and 188 A ratings issued.

We are now tracking 2,118 managers running 2,586 funds, of which 1,474 have the necessary performance history required to be eligible for a rating.

If you want to keep up-to-date with ratings changes Citywire you can join the Citywire Ratings LinkedIn group, run by senior research analyst Michael Atta-Mensah. 

Citywire Ratings highlight the best performing fund managers in the industry based on their ability to outperform the markets and this group offers commentary insights with in-depth analysis of fund managers.

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Related Fund Managers

Dale Nicholls
Dale Nicholls
26/103 in Equity - Asia Pacific Including Japan (Performance over 3 years) Average Total Return: 47.60%
Chow Yang Ang
Chow Yang Ang
5/7 in Bonds - Hong Kong Dollar (Performance over 3 years) Average Total Return: 1.80%
Ana Cristina Piedrahita
Ana Cristina Piedrahita
16/55 in Equity - Latin America (Performance over 3 years) Average Total Return: 30.74%
Gaite Ali
Gaite Ali
15/55 in Equity - Latin America (Performance over 3 years) Average Total Return: 30.74%
Kent Burns
Kent Burns
105/203 in Bonds - US Dollar Short Term (Performance over 3 years) Average Total Return: 2.62%
Mary-Thérèse Barton
Mary-Thérèse Barton
12/14 in Bonds - Emerging Markets Latin America (Performance over 3 years) Average Total Return: 4.61%
Tohru Kawakami
Tohru Kawakami
83/168 in Equity - Japan (Performance over 3 years) Average Total Return: 38.64%
Orlena Yee
Orlena Yee
Rajeev Mittal
Rajeev Mittal
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