7 MAR, 2024
By RankiaPro Europe
This weekend the world of cinema has a must-see event: the Oscar award ceremony, where the best professionals in the film industry of the year are awarded. On this occasion, we asked ourselves which fund would deserve the Oscar for its leading role in 2023 and so far in 2024. Here are the 5 funds we have nominated, based on their performance during last year and in the first months of 2024, as well as on the performance of the sector where they belong: which do you think would be the winner?
ISIN | LU1803069274 |
Morningstar Category | Other Equity |
Management Company | Franklin Templeton |
Index | NASDAQ Biotechnology TR USD |
Managers | Evan McCulloch (2000), Wendy Lam (2018) and Akiva Felt (2020) |
Yield 2024 | 14.3% |
This fund, established in 2018, focuses on purchasing shares of biotechnology and research companies based in the United States and other nations, and to a limited extent, on various types of debt securities, both US and foreign. The fund invests a substantial portion of its portfolio in small-cap companies, which typically have a market capitalization of less than 2 billion US dollars at the time of the fund's investment.
ISIN | IE00BZ4D7648 |
Morningstar Category | Other Equity |
Management Company | Polar Capital |
Index | Morningstar Category Index |
Managers | Nick Evans (2001), Ben Rogoff (2001) |
Yield 2024 | 16.08% |
The Fund, launched in 2017, aims to achieve long-term capital growth through investments in a globally diversified portfolio of companies in the technology sector.
ISIN | LU0329071053 |
Morningstar Category | India Equity |
Index | MSCI India GR USD |
Managers | Avinash Vazirani (2008) |
Yield 2024 | 15.96% |
The fund aims to achieve long-term capital growth through investments mainly in India and selected opportunities in Pakistan, Bangladesh, Sri Lanka, Bhutan, Nepal and the Maldives.
ISIN | LU2181906426 |
Morningstar Category | Sector Equity Technology |
Management Company | Sycomore Asset Management |
Index | MSCI AC World Information Technology |
Managers | Luca Fasan (2022), Marie Vallaeys (2020), David Rainville (2023) |
Yield 2024 | 16.68% |
The investment objective of the Sub-fund (denominated in EUR) is to outperform the total return of the MSCI AC World Information Technology Index (denominated in EUR) over a minimum investment horizon of five years, through an SRI strategy in listed shares. The Sub-fund targets Sustainable Investments according to Article 9 of the SFDR, investing in companies that value the responsible use of technology as a key element for sustainable development.
ISIN | IE00BMCTKC00 |
Morningstar Category | Sector Equity Technology |
Management Company | Neuberger Berman |
Index | MSCI ACWI NR USD |
Managers | Timothy Creedon (2020), Hariharan Ramanan (2020) |
Yield 2024 | 19.29% |
The portfolio's objective, launched in 2020, is to achieve a target average return of 3-5% above the Benchmark, net of fees, over a market cycle (typically 3 years), primarily investing in a portfolio of global equities, focused on companies involved or benefiting from Next Generation Connectivity.