Citywire Selector - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

The newly-rated Alt Ucits managers you need to know

The newly-rated Alt Ucits managers you need to know

In this month’s round-up, Tania Perez runs the rule over the 167 fund managers entering the Alternative Ucits ratings for May.

This breaks down as 62 + rated, 50 A-rated, 36 AA-rated and a total of 18 fund managers have earned Citywire AAA-ratings for their risk-adjusted returns.

Let’s take a closer look at some of the standout names entering the ratings for the first time.

Newly-rated

Earning his first ever Alternative Ucits rating is Hermes IM’s Fraser Lundie, who is AAA rated for his work on the Hermes Multi Strategy Credit F EUR Acc fund.

Lundie has only just become eligible after serving for three years on the Alt Ucits fund but has been operating in the long-only fund market for a number of years.

He was last awarded a Citywire rating in November due to his three years adjusted performance in the long-only universe.

Returning to the ratings this month is BNP Paribas AM’s Olivier Rudez, who is now Citywire AA-rated for his work in the currency sector. He manages the THEAM I FX Opportunities fund and has also previously worked on long-only currency funds at previous employer Amundi.

Another making waves is Philippe de Weck, who has been awarded with a AA rating due to his performance while managing the PTR-Diversified Alpha-P EUR fund at Pictet, which is a market neutral fund. This is his first ever rating under our Alt Ucits methodology.

On the rise

P&G’s Fabiana Gambarota, who runs the P&G Structured Credit Opportunities Fund A fund within the Bonds – Absolute Return EUR sector, has stepped up to a AA rating from an A rating. This is her first AA rating since November last year.

Meanwhile, Teemu Liikanen has followed the same ratings rise path as Gambarota. He achieved his last AA in November 2016 and stepped up from Citywire A rating to AA this month.  The Danske Fund’s fund manager runs the Danske Invest Neutral Kasvu fund in the Alt Ucits – Bond Strategies sector.

In brief these are the key figures for this month:

  • 661 eligible managers for a rating running 786 funds
  • 167 received a rating
  • 18 AAA
  • 36 AA
  • 50 A
  • 62 +

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Events
  • Citywire Alternative Ucits Retreat 2017

    Citywire Alternative Ucits Retreat 2017

  • Citywire Milan 2017

    Citywire Milan 2017

  • Citywire Paris 2017

    Citywire Paris 2017

  • Citywire Deutschland 2017

    Citywire Deutschland 2017

  • Citywire DACH 2017

    Citywire DACH 2017

  • Citywire Italy 2016

    Citywire Italy 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Alt Ucits 2016

    Citywire Alt Ucits 2016

  • Citywire Berlin 2016

    Citywire Berlin 2016

  • Citywire Switzerland 2017

    Citywire Switzerland 2017

  • Citywire Amsterdam 2016

    Citywire Amsterdam 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Deutschland 2016

    Citywire Deutschland 2016

  • Citywire Latin America 2016

    Citywire Latin America 2016

  • Citywire Milan 2016

    Citywire Milan 2016

  • Citywire Munich 2016

    Citywire Munich 2016

  • Citywire Paris Alt Ucits 2016

    Citywire Paris Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016