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