Your SlideShare is downloading. ×

De goudhaantjes van Morningstar

10,555

Published on

Morningstar heeft zijn eigen goudenmedaillewinnaars. Beleggingsfondsen die de hoogste Morningstar Analyst Rating scoren: Gold. Deze 26 fondsen zijn onze kampioenen.

Morningstar heeft zijn eigen goudenmedaillewinnaars. Beleggingsfondsen die de hoogste Morningstar Analyst Rating scoren: Gold. Deze 26 fondsen zijn onze kampioenen.

Published in: Economy & Finance
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
10,555
On Slideshare
0
From Embeds
0
Number of Embeds
10
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. De goudhaantjes van Morningstar Beleggingsfondsen met de hoogste Morningstar Analyst Rating Gold
  • 2. Aberdeen Global - Asia Pacific Equity Fund Fondsmanager Hugh Young Fondshuis Aberdeen ISIN LU0011963245 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 3. Morningstar over Aberdeen Global - Asia Pacific Equity Fund A2 Aberdeen Global Asia Pacific Equity ranks among the best choices for Asian equity exposure. This fund benefits from the consistent and sensible approach undertaken by a stable and experienced team, resulting in a solid track record over one, three, five, and 10 years. We think that the fund remains a strong choice for investors seeking diversified exposure to Asia. As such, the fund has our highest Morningstar Analyst Rating of Gold. Moringstar-categorie Aandelen Azië-Pacific exclusief Japan (Bron: Morningstar 14/2/2014)
  • 4. Aberdeen Global - Emerging Markets Equity Fund Fondsmanager Hugh Young Fondshuis Aberdeen ISIN LU0132412106 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 5. Morningstar over Aberdeen Global - Emerging Markets Equity Fund A2 USD Acc Aberdeen Global Emerging Markets Equity is a strong choice for emerging-markets equity exposure. This fund benefits from a stable global and well-resourced team, proven and rigorous investment process, and a compelling track record over the long term. We maintain our highest Morningstar Analyst Rating Gold. Moringstar-categorie Aandelen emerging markets (Bron: Morningstar 14/2/2014)
  • 6. Allianz Europe Small Cap Equity Fondsmanager Frank Hansen Björn Mehrmann Fondshuis Allianz ISIN LU0293315296 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 7. Morningstar over Allianz Europe Small Cap Equity AT EUR The strategy has outperformed its references over various periods and also impresses on a risk-adjusted basis. This outcome can mainly be attributed to the stock-picking. However, the focus on high-quality small and mid-caps can also sometimes lead to underperformance, if the market is being driven by low-quality stocks. This was the case from the second half of 2012 and is why the fund's return over three years is only at an average level. We are confident, however, that the tried-and-tested approach is capable of delivering impressive risk-adjusted results over the long term, and we confirm our Gold rating. Moringstar-categorie Aandelen Europa small-cap (Bron: Morningstar 14/2/2014)
  • 8. BlackRock Global Allocation Fondsmanager Dennis Stattman Fondshuis BlackRock ISIN LU0072462426 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 9. Morningstar over BlackRock Global Funds - Global Allocation A2 BlackRock GF Global Allocation has all it takes to be one of the best funds of its kind. The fund benefits from impressive management, backed by a strong team, and a flexible yet diversified approach to portfolio construction. In addition, it boasts an impressive and proven track record. It continues to merit our highest rating, Gold. Moringstar-categorie Mixfondsen USD neutraal (Bron: Morningstar 14/2/2014)
  • 10. BlackRock Euro Bond Fondsmanager Michael Krautzberger Fondshuis BlackRock ISIN LU0050372472 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 11. Morningstar over BlackRock Global Funds - Euro Bond A2 BlackRock Euro Bond is one of our favorite funds in the sector. Although the fund’s TER is in line with the category median, we believe it could be lower given the economies of scale available in this large strategy. Given the manager’s experience, his consistent track record, and the team behind him, we have very high conviction in the prospects for continued, steady outperformance and have therefore maintained the fund’s Gold rating. BlackRock Euro Bond is genomineerd voor de Morningstar Awards 2014. Manager Michael Krautzberger is genomineerd voor de Morningstar European Fund Manager of the Year Award 2014. Moringstar-categorie Obligaties EUR gediversifieerd (Bron: Morningstar 14/2/2014)
  • 12. BlueBay High Yield Bond Fund Fondsmanager Anthony Robertson Peter Higgins Fondshuis BlueBay ISIN LU0206510082 Morningstar Analyst Rating Morningstar Rating QQ (Bron: Morningstar 14/2/2014)
  • 13. Morningstar over BlueBay High Yield Bond Fund R - EUR Acc We think BlueBay High Yield Bond can continue to do an excellent job for investors who are willing to accept its weekly dealing nature. Investors should note the fund is available only with weekly dealing. A further caveat is the large book of assets that makes it more difficult to invest flexibly. Nevertheless, fund manager Anthony Robertson has a strong track record and manager Peter Higgins adds to the team’s firepower. With this team in place, we remain very confident in the fund’s potential and it therefore retains a Gold rating. Moringstar-categorie Obligaties Europa high yield (Bron: Morningstar 14/2/2014)
  • 14. Comgest Growth Emerging Markets Fondsmanager Vincent Strauss Wojciech Stanislawski Fondshuis Comgest ISIN IE0033535182 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 15. Morningstar over Comgest Growth Emerging Markets Acc This fund is, in our opinion, one of the best in its category. Stock-picking was poor in 2012 but, in our opinion, this does not call into question the long-term validity of the approach. The fund's long-term risk/return profile is, in fact, very attractive and the fund's outperformance over the first eight months of 2013 illustrates the virtues of this approach in very volatile markets. We have the greatest confidence in the fund's long-term potential and it retains its Gold rating. Managers Vincent Strauss en Wojciech Stanislawski zijn genomineerd voor de Morningstar European Fund Manager of the Year Award 2014. Moringstar-categorie Aandelen emerging markets (Bron: Morningstar 14/2/2014)
  • 16. Comgest Growth Europe Fondsmanager Laurent Dobler Fondshuis Comgest ISIN IE0004766675 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 17. Morningstar over Comgest Growth Europe Acc This "quality and growth" approach has more than proved its worth over the long term. The consistent investment approach is implemented by an experienced team. As with all Comgest funds, the approach is highly collaborative and the managers can rely on a close-knit team. The group’s robust investment culture and the good results achieved over the long term fully justify us maintaining our Gold rating. Moringstar-categorie Aandelen Europa large-cap groei (Bron: Morningstar 14/2/2014)
  • 18. Davis Value Fund Fondsmanager Christopher C. Davis Fondshuis Davis ISIN LU0067888072 Morningstar Analyst Rating Morningstar Rating QQ (Bron: Morningstar 14/2/2014)
  • 19. Morningstar over Davis Value Fund A Acc Davis Value can be rewarding for the patient investor. While the recent improvement in returns shouldn’t be seen as a marker for the turnaround in the fund’s fortune, we believe the experienced managers and consistent process, which has proved successful in the past, should continue serving the fund well over the longer term. Moringstar-categorie Aandelen VS large-cap gemengd (Bron: Morningstar 14/2/2014)
  • 20. First State Asia Pacific Fund Fondsmanager Angus Tulloch David Gait Fondshuis First State ISIN GB0030183890 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 21. Morningstar over First State Asia Pacific Fund Class A (Acc) GBP First State Asia Pacific remains an impressive offering in the sector. The biases inherent in the strategy lead to a distinct performance profile that can differ significantly from its peers'. It typically loses less than peers in down markets. Although it can lag in low-quality or cyclical rallies, it hasn’t given up much compared with peers, the fund has delivered sparkling returns for investors through time. Overall, the team here is among the most impressive we’ve seen and its adherence to a sound process that works over the long run means we think it can continue to deliver. For these reasons, the fund retains our Gold rating. Moringstar-categorie Aandelen Azië-Pacific exclusief Japan (Bron: Morningstar 14/2/2014)
  • 22. First State Asia Pacific Leaders Fund Fondsmanager Angus Tulloch Alistair Thompson Fondshuis First State ISIN GB0033874214 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 23. Morningstar over First State Asia Pacific Leaders Fund Class A (Acc) GBP Despite rapid asset growth, in our view First State Asia Pacific Leaders remains a strong choice. The approach has resulted in strong performance over the long term with the fund ahead of category peers and its benchmark, the MSCI AC Asia Pacific ex Japan index, in most market conditions. Recently, the fund’s defensive positioning in quality stocks lagged as the market rewarded riskier assets. Nonetheless, the performance is in keeping with our expectations from the portfolio’s biases, and those biases flow from a clear process that has generated an outstanding longterm track record, with the fund showing notable strength during downturns such Moringstar-categorie Aandelen Azië-Pacific exclusief Japan (Bron: Morningstar 14/2/2014)
  • 24. First State Global Emerging Markets Fund Fondsmanager Jonathan Asante Fondshuis First State ISIN GB0030190366 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 25. Morningstar over First State Global Emerging Markets Fund Class A (Acc) GBP We view First State Global Emerging Markets as an outstanding offering. The biases inherent in the strategy lead to a distinct performance profile, but the strategy has worked commendably over the long term and the fund has one of the lowest downside capture ratios in the category. Although this fund was soft-closed more than nine years ago, we believe current investors are in excellent hands with managers Jonathan Asante and Glen Finegan at the helm, and we are retaining our Gold rating. First State Global Emerging Markets Fund is in Nederland genomineerd voor een Morningstar Award 2014. Moringstar-categorie Aandelen emerging markets (Bron: Morningstar 14/2/2014)
  • 26. First State Global Emerging Markets Leaders Fund Fondsmanager Jonathan Asante Fondshuis First State ISIN GB0033873919 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 27. Morningstar over First State Global Emerging Markets Leaders Fund Class A (Acc) GBP We continue to believe First State Global Emerging Markets Leaders is one of the very best of its kind. The biases inherent in the strategy lead to a distinct performance profile, but the strategy has worked commendably over the long term and the fund has one of the lowest downside capture ratios in the category. We are maintaining our Gold rating as we believe investors are in excellent hands with managers Jonathan Asante and Glen Finegan at the helm. First State Global Emerging Markets Leaders Fund is in Nederand genomineerd voor een Morningstar Award 2014. Moringstar-categorie Aandelen emerging markets (Bron: Morningstar 14/2/2014)
  • 28. First State Greater China Growth Fund Fondsmanager Martin Lau Fondshuis First State ISIN GB0033874107 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 29. Morningstar over First State Greater China Growth Fund Class A (Acc) GBP First State Greater China Growth is an excellent choice in the region. Performance has been stellar under manager Martin Lau’s tenure with the fund ahead of its MSCI AC Golden Dragon benchmark and category peers over three- and five-year periods (ended Nov 2012) and has one of the lowest downside capture ratios in the category for the past five years. Although this fund was soft-closed to new investors in January 2012, we think the high-calibre staff, who adhere to First State Stewart’s process, give the fund a solid chance of maintaining its strong track record. It earns our highest rating, Gold. Moringstar-categorie Aandelen groter China (Bron: Morningstar 14/2/2014)
  • 30. Franklin Mutual European Fondsmanager Philippe Brugere-Trelat Fondshuis Franklin Templeton ISIN LU0109981661 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 31. Morningstar over Franklin Mutual European A Acc $ Expect steadiness from Franklin Mutual European. The experienced managers and proven process have delivered solid returns over time. This fund earns our top rating of Gold. Moringstar-categorie Aandelen Europa large-cap waarde (Bron: Morningstar 14/2/2014)
  • 32. GLG Japan CoreAlpha Equity Fondsmanager Neil Edwards Stephen Harker Fondshuis GLG ISIN IE00B56CKP98 Morningstar Analyst Rating Morningstar Rating (Bron: Morningstar 14/2/2014)
  • 33. Morningstar over GLG Japan CoreAlpha Equity D H USD GLG Japan CoreAlpha remains one of our most favoured Japanese equity funds. GLG Japan CoreAlpha combines an experienced management team with a sensible process and we believe it will reward long-term investors. The rating of the fund is maintained at our highest Moringstar Analyst Rating of Gold. Moringstar-categorie Aandelen Azië overig (Bron: Morningstar 14/2/2014)
  • 34. Henderson Horizon European Growth Fund Fondsmanager Richard Pease Simon Rowe Fondshuis Henderson ISIN LU0504465815 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 35. Morningstar over Henderson Horizon European Growth Fund R1 EUR Inc Henderson Horizon European Growth features a consistency of management and approach that, in our opinion, make it one of the best offerings in its sector. We think highly of fund managers Richard Pease and Simon Rowe: Their extensive experience and proven ability make this an attractive offering. Nevertheless, investors should be aware of the elevated risks that come with Pease's strategy and the potential swings in performance along the way to solid longterm returns. The fund earns our highest rating, Gold. Moringstar-categorie Aandelen Europa exclusief Verenigd Koninkrijk large-cap (Bron: Morningstar 14/2/2014)
  • 36. Kempen European High Dividend Fund Fondsmanager Jorik van den Bos Fondshuis Kempen ISIN NL0000293348 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 37. Morningstar over Kempen European High Dividend Fund - R Expert management and competent implementation of a proven process lead us to rate this fund Gold. Compared with other funds from the category, the fund’s performance has been clearly above average. The fund also remains well ahead of the category over three and five years. This can be attributed primarily to its focus on quality and the consistent application of the process. 2013 has been somewhat more difficult as a result of the defensive positioning and the preference for non-life insurers over banks. This fund will not be able to achieve above-average performance in every market, but we are convinced of its quality over the long term. The fund retains our Morningstar Analyst Rating Gold. Moringstar-categorie Aandelen Europa - dividend (Bron: Morningstar 14/2/2014)
  • 38. Kempen Global High Dividend Fund Fondsmanager Jorik van den Bos Fondshuis Kempen ISIN NL0006089229 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 39. Morningstar over Kempen Global High Dividend Fund – R Expert management and competent implementation of a proven process lead us to rate this fund Gold. Compared with other funds from the category, the fund’s performance has been clearly above average. The fund also remains well ahead of the category over three and five years. This can be attributed primarily to its focus on quality and the consistent application of the process. 2013 has been somewhat more difficult as a result of the overweighting of European equities and the defensive positioning. This fund will not be able to achieve above average performance in every market, but we are convinced of its quality over the long term. It retains our Morningstar Analyst Rating Gold. Moringstar-categorie Aandelen wereldwijd - dividend (Bron: Morningstar 14/2/2014)
  • 40. Loomis Sayles Multisector Income Fund Fondsmanager Daniel Fuss Fondshuis Natixis ISIN IE00B00P2J79 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 41. Morningstar over Loomis Sayles Multisector Income Fund R/D (USD) Even after a recent high-profile departure of longtime comanager Kathleen Gaffney, Loomis Sayles Multisector Income has plenty to offer. This fund isn't for the faint of heart, but for those with the requisite patience, it's still a star. It retains our Morningstar Analyst Rating Gold. Moringstar-categorie Obligaties USD flexibel (Bron: Morningstar 14/2/2014)
  • 42. Magellan Fondsmanager Vincent Strauss Wojciech Stanislawski Fondshuis Comgest ISIN FR0000292278 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 43. Morningstar over Magellan C In our opinion, this fund is one of the best in its category. Stock-picking was poor in 2012 but, in our opinion, this does not invalidate the long-term approach. The fund's long-term risk/return profile is, in fact, very attractive and the fund's outperformance over the first eight months of 2013 illustrates the virtue of this approach in very volatile markets. We have the greatest confidence in the fund's long-term potential and it retains its Gold rating. Managers Vincent Strauss en Wojciech Stanislawski zijn genomineerd voor de Morningstar European Fund Manager of the Year Award 2014. Moringstar-categorie Aandelen emerging markets (Bron: Morningstar 14/2/2014)
  • 44. PIMCO GIS Total Return Bond Fund Fondsmanager Bill Gross Fondshuis Pimco ISIN IE00B0M2Y900 Morningstar Analyst Rating Morningstar Rating QQQ (Bron: Morningstar 14/2/2014)
  • 45. Morningstar over PIMCO GIS Total Return Bond Fund E Inc USD It's too soon to harshly judge the missteps of PIMCO GIS Total Return. The fund's occasional stumbles may be particularly disappointing to investors who have come to expect perfection from this fund, but they're otherwise bumps in a long road of great success. Fund manager Bill Gross has continued to show, in both bull (2012) and bear (2008) markets, that the fund can still excel. Its solid longer-term returns and moderate volatility have combined to form an excellent record. Moringstar-categorie Obligaties USD gediversifieerd (Bron: Morningstar 14/2/2014)
  • 46. Raiffeisen-Euro-Rent Fondsmanager Martin Hinterhofer Fondshuis Raiffeisen ISIN AT0000996681 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 47. Morningstar over Raiffeisen-Euro-Rent (R) A We continue to think that Raiffeisen-Euro-Rent is a strong choice to gain exposure to the euro fixed income market. We also think highly of Raiffeisen’s focus on the fund's shareholders, as is evident from the moderate level of fees across the firm's fund range. This fund is no exception, with a TER that is 30 basis points cheaper than the retail category median, giving it a strong tailwind relative to peers. Based on the above, we are confident in confirming our Morningstar Analyst Rating Gold. Moringstar-categorie Obligaties EUR gediversifieerd (Bron: Morningstar 14/2/2014)
  • 48. Schroder ISF US Small & Mid Cap Eq Fondsmanager Jenny Jones Fondshuis Schroders ISIN LU0205194284 Morningstar Analyst Rating Morningstar Rating QQ (Bron: Morningstar 14/2/2014)
  • 49. Morningstar over Schroder ISF US Small & Mid Cap Eq A Inc There’s no denying this fund has in recent years lagged its peers during a strongly rising market, but we believe it remains an attractive offering in the US small- and mid-cap space. The fund’s highly experienced manager and robust investment process have provided investors with notable outperformance through time. We have high conviction in the manager’s ability and willingness to continue to provide investors with attractive returns and have therefore maintained the fund’s Morningstar Analyst Rating Gold. Moringstar-categorie Aandelen Verenigde Staten mid-cap (Bron: Morningstar 14/2/2014)
  • 50. Schroder ISF US Smaller Companies Fondsmanager Jenny Jones Fondshuis Schroders ISIN LU0012050646 Morningstar Analyst Rating Morningstar Rating QQQQ (Bron: Morningstar 14/2/2014)
  • 51. Morningstar over Schroder ISF US Smaller Companies A Dis There’s no denying this fund has in recent years lagged its peers during a strongly rising market, but we believe it remains an attractive offering in the US small-cap space. The fund’s highly experienced manager and robust investment process have provided investors with notable outperformance through time. We have high conviction in the manager’s ability and willingness to continue to provide investors with attractive returns and have therefore maintained the fund’s Morningstar Analyst Rating Gold. Moringstar-categorie Aandelen Verenigde Staten small-cap (Bron: Morningstar 14/2/2014)
  • 52. SKAGEN Kon-Tiki Fondsmanager J.Kristoffer Stensrud Fondshuis Skagen ISIN NO0010140502 Morningstar Analyst Rating Morningstar Rating QQQQQ (Bron: Morningstar 14/2/2014)
  • 53. Morningstar over SKAGEN Kon-Tiki A SKAGEN Kon-Tiki remains one of the best emerging-markets equity funds in our view, despite a recent comanager departure. While the largest outperformance was achieved when the fund was smaller, we don’t think size should preclude it from continuing to deliver a high level of outperformance in the future—the size issue is mitigated to an extent by the managers’ contrarian approach and low-turnover style. The fund does come with higher volatility of returns than peers and the MSCI EM benchmark, but investors have been well rewarded for this additional risk. The fund retains our Morningstar Analyst Rating Gold. Fund manager J.Kristoffer Stensrud is nominated for the Morningstar European Fund Manager of the Year Award 2014. Moringstar-categorie Aandelen emerging markets (Bron: Morningstar 14/2/2014)
  • 54. Overzicht goudhaantjes (deel 1) De goudhaantje van Morningstar: beleggingsfondsen met de hoogste Morningstar Analyst Rating Gold Beleggingsfonds Morningstar Morningstar Morningstar Category Analyst Rating Rating Aberdeen Global Asia Pacific Equity A2 Gold QQQQ Aberdeen Global Emerging Markets Eq A2 Gold QQQQQ Allianz Europe Small Cap Equity AT EUR Gold BlackRock Global Funds - Global Allocation A2 Total Ret YTD Total Ret Total Ret Base (Mo-End) EUR Annlzd 3 Yr Annlzd 5 Yr Currency (Mo-End) EUR (Mo-End) EUR KIID Ongoing Charge ISIN Asia-Pacific ex-Japan Equity -2.94 0.50 15.47 USD 1.96 LU0011963245 Global Emerging Markets Equity -5.54 -0.10 15.51 USD 2.00 LU0132412106 QQQQ Europe Small-Cap Equity -0.79 11.02 20.99 EUR 2.04 LU0293315296 Gold QQQQ USD Moderate Allocation 0.01 5.21 8.36 USD 1.77 LU0072462426 BlackRock Global Funds - Euro Bond A2 Gold QQQQ EUR Diversified Bond 1.85 6.59 6.67 EUR 0.98 LU0050372472 BlueBay High Yield Bond Fund R - EUR Acc Gold QQ Europe High Yield Bond 1.06 6.52 15.10 EUR 1.66 LU0206510082 Comgest Growth Emerging Mkts Acc Gold QQQQ Global Emerging Markets Equity -6.17 -1.65 11.58 USD 1.60 IE0033535182 Comgest Growth Europe Acc Gold QQQQ Europe Large-Cap Growth Equity -2.71 14.46 15.67 EUR 1.58 IE0004766675 Davis Value Fund A Acc First State Asia Pacific Fund Class A (Acc) GBP Gold QQ US Large-Cap Blend Equity -2.31 9.84 14.72 USD 1.80 LU0067888072 Gold QQQQQ Asia-Pacific ex-Japan Equity -2.97 5.33 17.03 GBP 1.83 GB0030183890 First State Asia Pacific Lds Fund Class A (Acc) GBP Gold QQQQQ Asia-Pacific ex-Japan Equity -3.43 3.90 15.03 GBP 1.55 GB0033874214 First State Gbl Emerging Markets Fund Class A (Acc) GBP Gold QQQQQ Global Emerging Markets Equity -5.37 4.26 17.95 GBP 1.89 GB0030190366 First State Gbl Emerging Markets Lds Fund Class A (Acc) GBP Gold QQQQQ Global Emerging Markets Equity -5.34 4.52 16.78 GBP 1.58 GB0033873919 First State Greater China Growth Fund Class A (Acc) GBP Gold QQQQQ Greater China Equity -4.13 5.45 18.54 GBP 1.84 GB0033874107 (Bron: Morningstar 14/2/2014)
  • 55. Overzicht goudhaantjes (deel 2) De goudhaantje van Morningstar: beleggingsfondsen met de hoogste Morningstar Analyst Rating Gold Beleggingsfonds Morningstar Morningstar Morningstar Category Analyst Rating Rating Franklin Mutual European A Acc $ Gold GLG Japan CoreAlpha Equity D H USD Gold Henderson Horizon European Growth Fund R1 EUR Inc Gold Kempen European High Dividend - R Kempen Global High Dividend - R Total Ret YTD Total Ret Total Ret Base (Mo-End) EUR Annlzd 3 Yr Annlzd 5 Yr Currency (Mo-End) EUR (Mo-End) EUR Europe Large-Cap Value Equity -0.32 9.43 Other Asia-Pacific Equity -3.77 10.90 QQQQ Europe ex-UK Large-Cap Equity -3.38 7.92 Gold QQQQ Europe Equity Income -0.87 Gold QQQQ Global Equity Income -2.44 Loomis Sayles Multisect Inc Fd R/D USD Gold QQQQ USD Flexible Bond Magellan C Gold QQQQ Global Emerging Markets Equity PIMCO GIS Total Ret Bd E Inc USD Gold QQQ Raiffeisen-Euro-Rent R A Gold QQQQ Schroder ISF US Sm & MdCp Eq A Inc Gold QQ Schroder ISF US Smaller Comp A DIS Gold QQQQ SKAGEN Kon-Tiki A Gold QQQQQ (Bron: Morningstar 14/2/2014) QQQQQ 13.42 KIID Ongoing Charge ISIN USD 1.82 USD 1.88 LU0109981661 IE00B56CKP98 16.06 EUR 2.00 LU0504465815 10.38 15.20 EUR 0.83 NL0000293348 8.42 15.13 EUR 0.78 NL0006089229 2.01 7.64 12.52 USD 1.50 IE00B00P2J79 -6.24 -2.15 11.25 EUR 2.02 FR0000292278 USD Diversified Bond 3.42 3.34 4.03 USD 1.40 IE00B0M2Y900 EUR Diversified Bond 1.51 6.26 6.40 EUR 0.61 AT0000996681 US Mid-Cap Equity -0.25 11.60 16.27 USD 1.97 LU0205194284 US Small-Cap Equity -0.55 11.94 17.00 USD 1.91 LU0012050646 Global Emerging Markets Equity -4.61 -0.14 18.67 NOK 2.00 NO0010140502
  • 56. www.morningstar.nl

×