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The newly-rated names you need to know in Alt Ucits

The newly-rated names you need to know in Alt Ucits

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

In November 2017, there are a total of 201 rated managers in this universe distributed in 29 AAA, 39 AA, 57 A and 76 Citywire + ratings. This includes 12 first timers this month under our Alt Ucits ratings methodology.

Highest new entrants

From those first timers only two managers have achieved a rating above Citywire + rating, with both achieving an A rating.

Drew Figdor of TIG Advisors is recognised for his work managing the Lyxor/Tiedemann Arbitrage Strategy Fund EB EUR fund. This sits within the Alt Ucits – Event Driven and Figdor has been awarded with an A rating.

Meanwhile, Juliette Pianko of Natixis-owned boutique H2O Asset Management has achieved an A rating for his work co-managing the H2O Tempo R fund. This fund sits within the Alt Ucits - Global Macro.

Among the rest of first timers we can highlight the GAM trio of Lars Jaeger, Pierre-Yves Moix and Stephan Muller who have achieved their first rating ever. They enter with a Citywire + rating for their work on GAM Systematic Alternative Risk Premia EUR Ins Acc fund within the Alt Ucits - Multi Strategy sector.

On the rise

Among those rising up the ratings, several managers have moved into AAA-rated territory, such as Teemu Liikanen of Danske Invest, who runs the Danske Invest Neutral Kasvu fund in Alternative Ucits – Bond Strategies sector. Liikanen has stepped up from a AA rating in October. He has consistently been rated since July 2016.

Co-managers Adrian Daniel and Patrick Vogel have also stepped up from a AA rating in October to a AAA in November. They manage the MainFirst - Absolute Return Multi Asset A fund within the Mixed Assets – Absolute Return Euro sector. They were first Citywire rated in May 2016.

From Franklin Templeton Investments, co-managers David C. Saunders, Brooks Ritchey and Robert Christian, who manage the Franklin K2 Alternative Strategies A (acc) EUR-H1 fund in Alternative Ucits – Funds of Funds, have also stepped up to be AAA.

Comeback stars

Four managers returned to the ratings this month. Co-managers Andrew Cole and Percival Stanion of Pictet, who have come back to the ratings with a Citywire +.

They run the FP Pictet Multi Asset Portfolio A Acc fund at Pitect, fund within the Mixed Assets – Absolute Return GBP. They were last award a rating in September 2014.

David Clott and Shawn Mato of Aviva Investors are also back to the ratings with a Citywire +, which is a year after their last Citywire rating. They manage the Aviva Investors Global Cnvs Abs Rtn Ih EUR fund in Alternatives Ucits - Convertibles.

In brief these are the key figures for this month:

  •  690 eligible managers for a rating running 867 funds
  • 201 received a rating
  • 29 AAA
  • 39 AA
  • 57 A
  • 76 +

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Related Fund Managers

Adrian Daniel
Adrian Daniel
7/78 in Mixed Assets - Absolute Return EUR (Performance over 3 years) Average Total Return: 21.17%
Andrew Cole
Andrew Cole
17/51 in Mixed Assets - Absolute Return GBP (Performance over 3 years) Average Total Return: 15.74%
Percival Stanion
Percival Stanion
295/547 in Mixed Assets - Balanced EUR (Performance over 1 year) Average Total Return: 4.17%
Patrick Vogel
Patrick Vogel
3/1387 in Equity - Global (Performance over 3 years) Average Total Return: 70.34%
Teemu Liikanen
Teemu Liikanen
110/269 in Bonds - US Dollar Short Term (Performance over 1 year) Average Total Return: 1.49%
Shawn Mato
Shawn Mato
46/106 in Bonds - Convertibles Global (Performance over 1 year) Average Total Return: 10.89%
David Clott
David Clott
45/106 in Bonds - Convertibles Global (Performance over 1 year) Average Total Return: 10.89%
Stephan Muller
Stephan Muller
37/76 in Alternative UCITS - Multi Strategy (Performance over 3 years) Average Total Return: 5.20%
Pierre-Yves Moix
Pierre-Yves Moix
35/76 in Alternative UCITS - Multi Strategy (Performance over 3 years) Average Total Return: 5.20%
Lars Jaeger
Lars Jaeger
38/76 in Alternative UCITS - Multi Strategy (Performance over 3 years) Average Total Return: 5.20%
Robert Christian
Robert Christian
49/50 in Alternative UCITS - Global Macro (Performance over 1 year) Average Total Return: -14.37%
Brooks Ritchey
Brooks Ritchey
48/50 in Alternative UCITS - Global Macro (Performance over 1 year) Average Total Return: -14.37%
Juliette Pianko
Juliette Pianko
7/30 in Alternative UCITS - Global Macro (Performance over 3 years) Average Total Return: 12.48%
David C. Saunders
David C. Saunders
10/36 in Alternative UCITS - Fund of Funds (Performance over 3 years) Average Total Return: 3.97%
Drew Figdor
Drew Figdor
4/19 in Alternative UCITS - Event Driven (Performance over 3 years) Average Total Return: 8.15%
Events
  • Citywire Luxembourg Forum

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