Suplemento FundsPeople Fevereiro

High Conviction Investing Os fundos favoritos dos selecionadores portugueses em 2020 Fundo

Votos

Fundo

Votos

1 Jupiter Dynamic Bond Fund

11

66 AQR Long-Short Equity Fund

1

2 MS INVF US Advantage Fund

9

67 Arcano European Income Fund I

1

3 Fundsmith Equity Fund Sicav

7

68 AS SICAV I GDP Wtd Glb Govt Bd Fd

1

4 Brown Advisory US Equity Growth

4

69 Ashmore Emerging Markets Corporate IncFd

1

5 FvS Multiple Opportunities II

4

70 AXAWF Fram Switzerland

1

6 T. Rowe Price Japanese Equity Fund

4

71 AXAWF Global Inflation Bonds

1

7 BGF Continental European Flexible Fund

3

72 AXAWF Global Optimal Income

1

8 BSF European Absolute Return Fund

3

73 Baillie Gifford Emerging Markets Eqs

1

9 Capital Group New Perspective Fund (LUX)

3

74 Baillie Gifford Global Discovery Fund

1

10 DWS Concept Kaldemorgen

3

75 Baillie Gifford WW Global Credit Fund

1

11 Fidelity European Dynamic Growth Fund

3

76 BGF Emerging Markets Corporate Bond Fund

1

12 FvS Bond Opportunities

3

77 BGF ESG Multi-Asset Fund

1

13 Invest Alves Ribeiro PPR FIMA

3

78 BGF Euro Bond Fund

1

14 MFS Meridian European Value Fund

3

79 BGF European Focus Fund

1

15 Pictet TR - Atlas

3

80 BGF European Fund

1

16 PIMCO GIS Dynamic Multi-Asset Fund

3

81 BGF Next Generation Technology Fund

1

17 Ruffer Total Return International

3

82 BGF Sustainable Energy Fund

1

18 Seilern World Growth Fund

3

83 BGF United Kingdom Fund

1

19 Aberdeen Standard Japan Equity Fund

2

84 BGF US Growth Fund

1

20 Acatis Gané Value Event Fonds

2

85 BGF World Healthscience Fund

1

21 Allianz Dynamic Multi Asset Strat SRI 75

2

86 BGF World Technology Fund

1

22 Allianz Euroland Equity Growth

2

87 BlueBay Investment Grade Euro Govt Bd Fd

1

23 Allianz Global Artificial Intelligence

2

88 BMO Responsible Global Equity Fund

1

24 AXAWF Euro Credit Total Return

2

89 BNY Mellon Global Credit Fund

1

25 BGF Global Allocation Fund

2

90 Brown Advisory Global Leaders Fund

1

26 BlueBay Investment Grade Euro Aggt Bd Fd

2

91 Brown Advisory Sustainable Growth Fund

1

27 BPI GIF Opportunities

2

92 Candriam Bds Euro High Yield

1

28 BSF Managed Index Portfolios Growth

2

93 Candriam Eqs L Oncology Impact

1

29 DPAM L Bonds Universalis Unconstrained

2

94 Capital Group Em Mkts Gr Fd (LUX)

1

30 Eleva Eleva Abs Ret Eurp

2

95 Comgest Growth Europe

1

31 Eleva Eleva European Sel

2

96 DCI High Yield Corporate Bond Fd Feeder

1

32 FF-Asia Pacific Opportunities Fund

2

97 Discovery Fund

1

33 Fidelity Global Consumer Industries Fund

2

98 Dodge & Cox Worldwide Global Stk (UCITS)

1

34 Franklin K2 Alternative Strategies Fund

2

99 DoubleLine Core Fixed Income Fund

1

35 Franklin Technology Fund

2

100 DWS Invest Brazilian Equities

1

36 Invesco Pan European High Income Fund

2

101 DWS Invest Gold and Precious Metals Eqs

1

37 JPM Emerging Markets Equity Fund

2

102 DWS Latin America Equity Fund

1

38 Legg Mason WA Macro Opportunities Bd Fd

2

103 Echiquier Agenor SRI Mid Cap Europe

1

39 MS INVF Asia Opportunity Fund

2

104 Fidelity Euro Bond Fund

1

40 MS INVF Euro Strategic Bond Fund

2

105 Fidelity Euro Corporate Bond Fund

1

41 MS INVF Global Brands Fund

2

106 Fidelity Euro Short Term Bond Fund

1

42 MS INVF Global Opportunity Fund

2

107 Fidelity FAST Europe Fund

1

43 MS INVF US Growth Fund

2

108 Franklin US Opportunities Fund

1

44 Muzinich Enhancedyield Short-Term Fund

2

109 GAM Star Credit Opportunities (EUR)

1

45 NB Euro Bond

2

110 Groupama Avenir Euro

1

46 NN (L) US Credit

2

111 GS India Equity Portfolio

1

47 Nordea 1 - Alpha 15 MA Fund

2

112 GS Japan Equity Partners Portfolio

1

48 Oddo BHF Avenir Europe

2

113 GS US Focused Growth Equity Portfolio

1

49 Pictet-Security

2

114 Heptagon Future Trends Equity Fund

1

50 Pictet-Short Term Emerging Corporate Bds

2

115 Heptagon WCM Global Equity Fund

1

51 PIMCO Global Bond Fund

2

116 HSBC GIF Asia ex Japan Equity

1

52 Robeco High Yield Bonds

2

117 Invesco Global Structured Equity Fund

1

53 Schroder ISF Greater China

2

118 Invest Ibéria FIMA

1

54 Wellington Global Quality Growth Fund

2

119 Janus Henderson Balanced Fund

1

55 Jupiter European Growth Fund

1

120 Janus Henderson Horizon Euro HY Bd Fd

1

56 AB Concentrated Global Eq Port

1

121 JPM China Fund

1

57 Alger Dynamic Opportunities Fund

1

122 JPM Japan Equity Fund

1

58 Allianz China A-Shares

1

123 JPM Pacific Equity Fund

1

59 Allianz Strategic Bond

1

124 JPM US Select Equity Fund

1

60 Allianz Strategy 15

1

125 Jupiter Global Fund - Jupiter Europa

1

61 Amundi Fds Emerging Markets S/T Bd

1

126 Lazard Convertible Global

1

62 Amundi Fds European Equity Cnservative

1

127 Loomis Sayles Short Term Em Mkts Bd Fd

1

63 Amundi Fds European Equity Value

1

128 Lumyna Marshall Wace Tops (MN) UCITS Fd

1

64 Amundi Fds Global Multi-Asset Cnsrv

1

129 Lumyna PSAM Global Event Fund

1

65 Amundi Fds Multi-Asset Sustainable Fut

1

130 Lynx Valor

1

Fundo

Votos

Fundo

Votos

131 Lyxor Epsilon Global Trend Fund

1

160 Pictet-Water

132 M&G (Lux) Glb Corp Bd Fd

1

161 PIMCO Income Fund

1 1

133 Magallanes European Equity FI

1

162 Polen Capital Focus US Growth Fund

1

134 Man GLG Alpha Select Alternative

1

163 Rubrics Global Fixed Income UCITS Fund

1

135 Matador Global Macro Fund

1

164 Salar Fund Plc

1

136 MFS Meridian European Research Fund

1

165 Schroder ISF Asian Total Return

1

137 MFS Meridian Prudent Capital Fund

1

166 Schroder ISF Emerging Markets

1

138 MFS Meridian Prudent Wealth Fund

1

167 Schroder ISF EURO Corporate Bond

1

139 Mirabaud - Sustainable Global Focus

1

168 Schroder ISF EURO Equity

1

140 Mirabaud Equities Swiss Small & Mid

1

169 Schroder ISF EURO High Yield

1

141 Mirova Global Green Bond Fund

1

170 Schroder ISF European Alpha Absolute Return

1

142 MS INVF Europe Opportunity Fund

1

171 Schroder ISF Global Climate Change Eq

1

143 NB Corporate Euro

1

172 Schroder ISF Global Corporate Bond

1

144 NB Obrigações Europa FIMAO

1

173 Schroder ISF US Dollar Bond

1

145 Neuberger Berman US Small Cap

1

174 Seilern America Fund

1

146 Ninety One Global Multi-Asset Income FF

1

175 T. Rowe Price US Smaller Companies Eq Fd

1

147 NN (L) Green Bond

1

176 Thematics Subscription Economy Fund

1

148 Nordea 1 - Alpha 10 MA Fund

1

177 Threadneedle (Lux) European Select

1

149 Nordea 1 - Emerging Market Bond Fund

1

178 Threadneedle American Smlr Coms Fd(US)

1

150 Nordea 1 - Emerging Stars Equity Fund

1

179 Threadneedle European Bond Fund

1

151 Nordea 1 - Global Climate and Envir Fd

1

180 Threadneedle Global Focus Fund

1

152 Nordea 1 - Low Duration Eur Cov Bnd Fund

1

181 UBS (Lux) EF Greater China (USD)

1

153 Pictet TR - Agora

1

182 UBS (Lux) ES European Opp Unconst (EUR)

1

154 Pictet TR - Divers Alpha

1

183 UBS (Lux) SF Growth (EUR)

1

155 Pictet TR - Mandarin

1

184 Vontobel mtx Sustainable Emerg Mkts Ldrs

1

156 Pictet-Digital

1

185 Vontobel TwentyFour Absolute Ret Crdt Fd

1

157 Pictet-Health

1

186 Wellington US Research Equity Fund

1

158 Pictet-Multi Asset Global Opportunities

1

187 Merian Financials Contingent Capital Fund

1

159 Pictet-Robotics

1

Gestoras com mais votos em 2020 Fundo

Votos

Fundo

Votos

Fundo

Votos

BlackRock

21

Aberdeen Standard Investments

3

Ashmore

1

Morgan Stanley IM

20

Baillie Gifford

3

BMO AM

1

Pictet AM

15

BlueBay

3

BNY Mellon IM

1

Jupiter AM

12

Goldman Sachs AM

3

Comgest

1

Fidelity

11

Invesco

3

DCI

1

Schroders

11

Natixis IM

3

Dodge & Cox

1

Allianz Global Investors

9

NN IP

3

DoubleLine

1

Flossbach von Storch

7

Ruffer

3

Ferox Capital

1

Franklin Templeton

7

UBS AM

3

GAM

1

Fundsmith

7

Wellington Management

3

Groupama AM

1

Nordea AM

7

Acatis

2

HSBC IF

1

Brown Advisory

6

BPI Gestão de Ativos

2

La Financière de l'Echiquier

1

DWS

6

Candriam

2

La Française AM

1

JPMorgan AM

6

Degroof Petercam AM

2

Lazard

1

MFS IM

6

Heptagon

2

Lyxor

1

PIMCO

6

Janus Henderson

2

M&G

1

Amundi

5

Lynx Asset Managers

2

Magallanes

1

AXA IM

5

Mirabaud AM

2

Man Group

1

T. Rowe Price

5

Muzinich

2

Marshall Wace

1

Capital Group

4

ODDO BHF AM

2

Matador Investment Management

1

Columbia Threadneedle Investments

4

Robeco

2

Neuberger Berman

1

Eleva Capital

4

Vontobel AM

2

Ninety One

1

GNB Gestão de Ativos

4

AllianceBernstein

1

P. Schoenfeld Asset Management

1

Invest GA

4

AQR

1

Polen Capital

1

Seilern

4

Arcano

1

Rubrics Asset

1

Participaram neste estudo 33 profissionais de 28 casas distintas ABANCA • Alvarium • Ask Patrimónios • Atlântico Europa • Baluarte Wealth Advisors • Banco Best • Banco Carregosa • Banco de Investimento Global (BiG) • Banco Invest - PFA • Banco Português de Gestão • BBVA Asset Management • BPI Gestão de Ativos • Caixa Gestão de Ativos • Crédito Agrícola Gest • Future Proof • GNB Gestão de Ativos • Hawkclaw Capital Advisors • Invest Gestão de Activos • Lynx Asset Managers • Millennium bcp - DWM • Montepio Gestão de Ativos • Novo Banco • Optimize Investment Partners • Partners2U • Real Vida Seguros • Sixty Degrees • Tree Family Office

High Conviction Investing