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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 December.

In December 2017, there were a total of 190 rated managers in this universe, which is distributed as 23 AAA rated, 40 AA, 55 A and 72 Citywire + ratings. Within that, there are nine first timers this month under our Alt Ucits ratings methodology.

Highest new entrants

Of the nine newcomers, two of the most high profile new entrants are co-managers Yves Balcer and Sanjiv Kumar of Fort Investment.

They are acknowledged for their work on the Fort Global UCITS Contrarian and FORT Global UCITS Diversified funds, which sit within the Alt Ucits – Managed Futures and Multi Strategy respectively. 

Elsewhere, Amundi’s Nathalie Coffre has also entered the ratings with a Citywire + rating, she manages the Amundi 24 M E (C) fund within the Alt Ucits – Bond Strategies sector.

Looking at team-led approaches, the quartet overseeing the AQR Style Premia UCITS fund is co-managed by the following first-time rated managers: Andrea Frazzini; Jacques Friedman; Ronen Israel; and Michael Katz. The fund falls into the Alternative Ucits Multi Strategies sector.

On the rise

Yann Olivier of from Aesope Gestion De Portefeuilles has achieved his first-ever AAA rating while managing the Aesope Equilibre fund in the Mixed Assets - Absolute Return EUR sector. Olivier has stepped up from his AA rating in November. Since January 2017 he has achieved a rating consistently every month.

Muzinich’s Michael McEachern has also stepped up from a AA rating in November to a AAA in December. He manages the Muzinich Global Tactical Credit Hdg USD Inc Fndr fund within the Bonds - Absolute Return USD sector. He got his first Citywire rating in December 2016, which was a Citywire AAA rating.

Akin Akinloye of Cheyne Capital, who manages the Cheyne Convertibles Absolute Return S2 EUR fund in Alternative Ucits – Convertibles sector, has been awarded with a AA.  He stepped from the Citywire A rating he received last month.

Comeback stars

In December there were two managers who came back to the ratings. Amundi’s Matthieu Caillou returns with a Citywire + rating.  He co-manages the Amundi 24 M E fund along the previously-mentioned Nathalie Coffre. The fund sits within Alt Ucits – Bond Strategies. He received his first Citywire rating under this methodology in December 2014.

From State Street Global Advisors, Frédéric Dodard is back to the ratings with a Citywire + rating. He manages the SSgA Flexible Asset Allocation Plus Fund B Cap fund in Mixed Assets - Absolute Return EUR sector.

In brief these are the key figures for this month:

  • 701 eligible managers for a rating running 867 funds
  • 190 received a rating
  • 23 AAA
  • 40 AA
  • 55 A
  • 72 +

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Related Fund Managers

Frédéric Dodard
Frédéric Dodard
17/73 in Mixed Assets - Absolute Return EUR (Performance over 3 years) Average Total Return: 10.44%
Yann Olivier
Yann Olivier
8/383 in Mixed Assets - Conservative EUR (Performance over 3 years) Average Total Return: 13.75%
Michael McEachern
Michael McEachern
192/225 in Bonds - Global High Yield (Performance over 1 year) Average Total Return: 4.65%
Ronen Israel
Ronen Israel
113/225 in Bonds - Global High Yield (Performance over 1 year) Average Total Return: 8.03%
Matthieu Caillou
Matthieu Caillou
12/139 in Bonds - Euro Short Term (Performance over 3 years) Average Total Return: 4.95%
Nathalie Coffre
Nathalie Coffre
11/139 in Bonds - Euro Short Term (Performance over 3 years) Average Total Return: 4.95%
Sanjiv Kumar
Sanjiv Kumar
32/123 in Alternative UCITS - Multi Strategy (Performance over 1 year) Average Total Return: 6.42%
Yves Balcer
Yves Balcer
33/123 in Alternative UCITS - Multi Strategy (Performance over 1 year) Average Total Return: 6.42%
Akin Akinloye
Akin Akinloye
3/6 in Alternative UCITS - Convertibles (Performance over 3 years) Average Total Return: 10.39%
Michael Katz
Michael Katz
309/651 in Equity - Global Emerging Markets (Performance over 1 year) Average Total Return: 37.22%
Jacques Friedman
Jacques Friedman
318/496 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 29.42%
Andrea Frazzini
Andrea Frazzini
317/496 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 29.42%
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