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The newly-rated Alt Ucits managers you need to know

The newly-rated Alt Ucits managers you need to know

In this round-up, research analyst Tania Pérez showcases the star performers posting ratings-worthy performances in Alternative Ucits for the month of February.

In February 2017, there Are a total of 173 rated managers in this Alternative Ucits universe, with 21 now AAA-rated, 33 AA, 53 A and 66 receiving a Citywire + rating.

Debutants

There are three first timers this month under our Alt Ucits ratings methodology, these are:

La Française AM’s François Rimeu, who runs the La Française Allocation fund within the Alternative Ucits – Global Macro sector has been awarded with an A in his first Citywire rating ever.

First AAA ratings

In addition to three new entrants, there are a trio of managers receiving the highest rating, which is AAA. These are:

Charles-Henri Neme from Exane AM, who runs the Exane Funds 1 - Ceres fund in Alt Ucits – Market Neutral. He has risen from his AA rating, which he has consistently held since September last year.

Meanwhile, Hans-Olov Bornemann is recognised while running three funds in Alt Ucits – Managed Futures, among them there is SEB 1 Asset Selection fund. He has been awarded on a monthly basis since November 2014.

Finally, Ashish Kochar of Columbia Threadneedle returned to the Alt Ucits ratings last month after a 15 month absence. He manages the Threadneedle (Lux)-American Absolute Alpha and Threadneedle American Extended Alpha funds within the Alternative Ucits – Long/Short and is now AAA-rated.

Comeback stars

There are six come back stars this month, who reappear after more than 12 months away. These are:

M&G’s Eric Lonergan, who manages M&G Episode Defensive Sterling fund in Mixed Assets – Absolute Return GBP. He has been awarded with a AA rating.

The GAM trio of Paul McNamara, Caroline Gorman and Denise Prime have each been awarded this month with an A rating. They co-manage the GAM Star Emerging Market Rates EUR fund, which belongs to the Alternative Ucits - Bond Strategies sector. They were last rated in July 2014 with a Citywire + rating.

Meanwhile, from XAIA, co-managers Jochen Felsenheimer and Wolfgang Klopfer return to the ratings fold with a Citywire + rating.  The last time they were awarded was in May 2015 with an A.

They run four funds contributing to their rating, the XAIA Credit Basis and XAIA Credit Basis II, XAIA Credit Curve Carry and XAIA Credit Debt Capital. All of them classified within the Alternative Ucits – Bond Strategies.

In brief these are the key figures for this month:

  • 620 eligible managers for a rating running 811 funds
  • 173 received a rating
  • 21 AAA
  • 33 AA
  • 53 A
  • 66 +

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Related Fund Managers

Eric Lonergan
Eric Lonergan
51/136 in Mixed Assets - Aggressive GBP (Performance over 3 years) Average Total Return: 30.83%
Ashish Kochar
Ashish Kochar
153/1387 in Equity - Global (Performance over 3 years) Average Total Return: 36.49%
Charles-Henri Nême
Charles-Henri Nême
8/52 in Alternative UCITS - Market Neutral (Performance over 3 years) Average Total Return: 12.65%
Hans-Olov Bornemann
Hans-Olov Bornemann
16/29 in Alternative UCITS - Managed Futures (Performance over 3 years) Average Total Return: 3.27%
Wolfgang Klopfer
Wolfgang Klopfer
14/74 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: 6.45%
Jochen Felsenheimer
Jochen Felsenheimer
15/74 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: 6.45%
Denise Prime
Denise Prime
30/74 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: 3.76%
Caroline Gorman
Caroline Gorman
29/74 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: 3.76%
Paul McNamara
Paul McNamara
31/74 in Alternative UCITS - Bond Strategies (Performance over 3 years) Average Total Return: 3.76%
Michael Biggs
Michael Biggs
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