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And the nominees for the Oscar for best investment funds are…
Investment Funds

And the nominees for the Oscar for best investment funds are…

Franklin Biotechnology Discovery Fund, Polar Capital Global Technology Fund, Jupiter India Select Class, Sycomore Sustainable Tech or Neuberger Berman 5G Connectivity Fund… which fund will be awarded?
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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?

Franklin Biotechnology Discovery Fund A(acc) EUR-H1

Morningstar CategoryOther Equity
Management CompanyFranklin Templeton
IndexNASDAQ Biotechnology TR USD
ManagersEvan McCulloch (2000), Wendy Lam (2018) and Akiva Felt (2020)
Yield 202414.3%
Morningstar data, March 6, 2024

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.

  • YTD Return: 14.3%
  • 1 Year Return: 31.19%

Polar Capital Funds PLC - Polar Capital Global Technology Fund R EUR Hedged Accumulation

Morningstar CategoryOther Equity
Management CompanyPolar Capital
IndexMorningstar Category Index
ManagersNick Evans (2001), Ben Rogoff (2001)
Yield 202416.08%
Morningstar data, March 6, 2024

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.

  • YTD Yield: 16.08%
  • 1 year Yield: 50.63%

Jupiter India Select Class L GBP A Inc

Morningstar CategoryIndia Equity
IndexMSCI India GR USD
ManagersAvinash Vazirani (2008)
Yield 202415.96%
Morningstar data, March 6, 2024

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.

  • YTD Yield: 15.96%
  • 1 year Yield: 58.14%

Sycomore Fund SICAV - Sycomore Sustainable Tech R EUR

Morningstar CategorySector Equity Technology
Management CompanySycomore Asset Management
IndexMSCI AC World Information Technology
ManagersLuca Fasan (2022), Marie Vallaeys (2020), David Rainville (2023)
Yield 202416.68%
Morningstar data, March 6, 2024

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.

  • YTD Yield: 16.68%
  • 1 year Yield: 49.26%

Neuberger Berman 5G Connectivity Fund Class USD M Accumulating

Morningstar CategorySector Equity Technology
Management CompanyNeuberger Berman
ManagersTimothy Creedon (2020), Hariharan Ramanan (2020)
Yield 202419.29%
Morningstar data, March 6, 2024

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.

  • YTD Yield: 19.29%
  • 1 year Yield: 44.90%
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