SlideShare une entreprise Scribd logo
1  sur  56
Télécharger pour lire hors ligne
De goudhaantjes van Morningstar

Beleggingsfondsen met de hoogste
Morningstar Analyst Rating Gold
Aberdeen Global - Asia Pacific Equity Fund
Fondsmanager
Hugh Young

Fondshuis
Aberdeen

ISIN
LU0011963245
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
Aberdeen Global - Emerging Markets Equity Fund
Fondsmanager
Hugh Young

Fondshuis
Aberdeen

ISIN
LU0132412106
Morningstar Analyst Rating

Morningstar Rating
QQQQQ

(Bron: Morningstar 14/2/2014)
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)
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)
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)
BlackRock Global Allocation
Fondsmanager
Dennis Stattman

Fondshuis
BlackRock

ISIN
LU0072462426
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
BlackRock Euro Bond
Fondsmanager
Michael Krautzberger

Fondshuis
BlackRock

ISIN
LU0050372472
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
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)
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)
Comgest Growth Emerging Markets
Fondsmanager
Vincent Strauss
Wojciech Stanislawski

Fondshuis
Comgest

ISIN
IE0033535182
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
Comgest Growth Europe
Fondsmanager
Laurent Dobler

Fondshuis
Comgest

ISIN
IE0004766675
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
Davis Value Fund
Fondsmanager
Christopher C. Davis

Fondshuis
Davis

ISIN
LU0067888072
Morningstar Analyst Rating

Morningstar Rating
QQ

(Bron: Morningstar 14/2/2014)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
Franklin Mutual European
Fondsmanager
Philippe Brugere-Trelat

Fondshuis
Franklin Templeton

ISIN
LU0109981661
Morningstar Analyst Rating

Morningstar Rating
QQQQQ

(Bron: Morningstar 14/2/2014)
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)
GLG Japan CoreAlpha Equity
Fondsmanager
Neil Edwards
Stephen Harker

Fondshuis
GLG

ISIN
IE00B56CKP98
Morningstar Analyst Rating

Morningstar Rating

(Bron: Morningstar 14/2/2014)
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)
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)
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)
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)
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)
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)
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)
Loomis Sayles Multisector Income Fund
Fondsmanager
Daniel Fuss

Fondshuis
Natixis

ISIN
IE00B00P2J79
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
Magellan
Fondsmanager
Vincent Strauss
Wojciech Stanislawski

Fondshuis
Comgest

ISIN
FR0000292278
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
PIMCO GIS Total Return Bond Fund
Fondsmanager
Bill Gross

Fondshuis
Pimco

ISIN
IE00B0M2Y900
Morningstar Analyst Rating

Morningstar Rating
QQQ

(Bron: Morningstar 14/2/2014)
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)
Raiffeisen-Euro-Rent
Fondsmanager
Martin Hinterhofer

Fondshuis
Raiffeisen

ISIN
AT0000996681
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
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)
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)
Schroder ISF US Smaller Companies
Fondsmanager
Jenny Jones

Fondshuis
Schroders

ISIN
LU0012050646
Morningstar Analyst Rating

Morningstar Rating
QQQQ

(Bron: Morningstar 14/2/2014)
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)
SKAGEN Kon-Tiki
Fondsmanager
J.Kristoffer Stensrud

Fondshuis
Skagen

ISIN
NO0010140502
Morningstar Analyst Rating

Morningstar Rating
QQQQQ

(Bron: Morningstar 14/2/2014)
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)
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)
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
www.morningstar.nl

Contenu connexe

Tendances

Olympic Wealth Fund Javelin fund fact sheet class 'A' December end
Olympic Wealth Fund Javelin fund fact sheet class 'A' December endOlympic Wealth Fund Javelin fund fact sheet class 'A' December end
Olympic Wealth Fund Javelin fund fact sheet class 'A' December endOlympic Wealth Fund
 
Presentacion Mirabaud: Funds Experience 2016
Presentacion Mirabaud: Funds Experience 2016Presentacion Mirabaud: Funds Experience 2016
Presentacion Mirabaud: Funds Experience 2016Rankia
 
Harvest Stargate Version I
Harvest  Stargate  Version  IHarvest  Stargate  Version  I
Harvest Stargate Version IAndy Varoshiotis
 
Group 7 final questionnaire
Group 7 final questionnaireGroup 7 final questionnaire
Group 7 final questionnairekeyursavalia
 
Style Portfolio Empirical Analysis
Style Portfolio Empirical AnalysisStyle Portfolio Empirical Analysis
Style Portfolio Empirical AnalysisGraham Perkins
 
ravi shankar asset allocation
ravi shankar asset allocationravi shankar asset allocation
ravi shankar asset allocationEr. RAVI SHANKAR
 
Presentacion gestor BMO Global AM: Funds Experience 2016
Presentacion gestor BMO Global AM: Funds Experience 2016Presentacion gestor BMO Global AM: Funds Experience 2016
Presentacion gestor BMO Global AM: Funds Experience 2016Rankia
 
Presentacion MFS: Funds Experience 2016
Presentacion MFS: Funds Experience 2016Presentacion MFS: Funds Experience 2016
Presentacion MFS: Funds Experience 2016Rankia
 
Mutual fund scheme categorization
Mutual fund scheme categorizationMutual fund scheme categorization
Mutual fund scheme categorizationvenkysslide
 
The awareness of zakat on investment in malaysia (LZS)
The awareness of zakat on investment in malaysia (LZS)The awareness of zakat on investment in malaysia (LZS)
The awareness of zakat on investment in malaysia (LZS)shedarazi1
 
Alpha Dow Income & Growth
Alpha Dow Income & GrowthAlpha Dow Income & Growth
Alpha Dow Income & Growthgallas2
 
The Basics of a Mutual Fund
The Basics of a Mutual FundThe Basics of a Mutual Fund
The Basics of a Mutual FundAbhimanyu Mathur
 
Chapter 11 treasury rate risk management
Chapter 11   treasury rate risk managementChapter 11   treasury rate risk management
Chapter 11 treasury rate risk managementQuan Risk
 
Bankhall Conference 2009 - Skandia
Bankhall Conference 2009 - SkandiaBankhall Conference 2009 - Skandia
Bankhall Conference 2009 - SkandiaBankhall
 

Tendances (20)

Olympic Wealth Fund Javelin fund fact sheet class 'A' December end
Olympic Wealth Fund Javelin fund fact sheet class 'A' December endOlympic Wealth Fund Javelin fund fact sheet class 'A' December end
Olympic Wealth Fund Javelin fund fact sheet class 'A' December end
 
Investec Senate Group Presentation
Investec Senate Group Presentation Investec Senate Group Presentation
Investec Senate Group Presentation
 
Presentacion Mirabaud: Funds Experience 2016
Presentacion Mirabaud: Funds Experience 2016Presentacion Mirabaud: Funds Experience 2016
Presentacion Mirabaud: Funds Experience 2016
 
Harvest Stargate Version I
Harvest  Stargate  Version  IHarvest  Stargate  Version  I
Harvest Stargate Version I
 
Group 7 final questionnaire
Group 7 final questionnaireGroup 7 final questionnaire
Group 7 final questionnaire
 
Teaser
TeaserTeaser
Teaser
 
Style Portfolio Empirical Analysis
Style Portfolio Empirical AnalysisStyle Portfolio Empirical Analysis
Style Portfolio Empirical Analysis
 
Why to Invest in Reliance Mutual Funds?
Why to Invest in Reliance Mutual Funds? Why to Invest in Reliance Mutual Funds?
Why to Invest in Reliance Mutual Funds?
 
Time is Important, not the Timing
Time is Important, not the TimingTime is Important, not the Timing
Time is Important, not the Timing
 
ravi shankar asset allocation
ravi shankar asset allocationravi shankar asset allocation
ravi shankar asset allocation
 
Presentacion gestor BMO Global AM: Funds Experience 2016
Presentacion gestor BMO Global AM: Funds Experience 2016Presentacion gestor BMO Global AM: Funds Experience 2016
Presentacion gestor BMO Global AM: Funds Experience 2016
 
Presentacion MFS: Funds Experience 2016
Presentacion MFS: Funds Experience 2016Presentacion MFS: Funds Experience 2016
Presentacion MFS: Funds Experience 2016
 
Mutual fund scheme categorization
Mutual fund scheme categorizationMutual fund scheme categorization
Mutual fund scheme categorization
 
The awareness of zakat on investment in malaysia (LZS)
The awareness of zakat on investment in malaysia (LZS)The awareness of zakat on investment in malaysia (LZS)
The awareness of zakat on investment in malaysia (LZS)
 
Alpha Dow Income & Growth
Alpha Dow Income & GrowthAlpha Dow Income & Growth
Alpha Dow Income & Growth
 
Fairtree Senate Group presentation
Fairtree Senate Group presentationFairtree Senate Group presentation
Fairtree Senate Group presentation
 
The Basics of a Mutual Fund
The Basics of a Mutual FundThe Basics of a Mutual Fund
The Basics of a Mutual Fund
 
Chapter 11 treasury rate risk management
Chapter 11   treasury rate risk managementChapter 11   treasury rate risk management
Chapter 11 treasury rate risk management
 
Prime: Our Investment Philosophy
Prime: Our Investment PhilosophyPrime: Our Investment Philosophy
Prime: Our Investment Philosophy
 
Bankhall Conference 2009 - Skandia
Bankhall Conference 2009 - SkandiaBankhall Conference 2009 - Skandia
Bankhall Conference 2009 - Skandia
 

En vedette

VITOGAZ présente: La Revue de presse RUBIS mars 2015
VITOGAZ présente: La Revue de presse RUBIS mars 2015VITOGAZ présente: La Revue de presse RUBIS mars 2015
VITOGAZ présente: La Revue de presse RUBIS mars 2015VITOGAZ FRANCE
 
De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013
De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013
De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013maartenvanderpas
 
Maurice Lévy: The Competitive Lever of Strong Boards and Good Governance
Maurice Lévy: The Competitive Lever of Strong Boards and Good GovernanceMaurice Lévy: The Competitive Lever of Strong Boards and Good Governance
Maurice Lévy: The Competitive Lever of Strong Boards and Good GovernanceMSL
 
ttopstart academy: how to write a successful ERC PoC proposal
ttopstart academy: how to write a successful ERC PoC proposalttopstart academy: how to write a successful ERC PoC proposal
ttopstart academy: how to write a successful ERC PoC proposalttopstart B.V.
 
Problemas con fracciones resueltos
Problemas con fracciones resueltosProblemas con fracciones resueltos
Problemas con fracciones resueltosColegio Vedruna
 
Innovation dans l assurance
Innovation dans l assuranceInnovation dans l assurance
Innovation dans l assuranceQuintess
 

En vedette (8)

VITOGAZ présente: La Revue de presse RUBIS mars 2015
VITOGAZ présente: La Revue de presse RUBIS mars 2015VITOGAZ présente: La Revue de presse RUBIS mars 2015
VITOGAZ présente: La Revue de presse RUBIS mars 2015
 
ERA Roadmap
ERA RoadmapERA Roadmap
ERA Roadmap
 
De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013
De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013
De 15 meest geraadpleegde fondsanalyses op www.morningstar.nl in 2013
 
Maurice Lévy: The Competitive Lever of Strong Boards and Good Governance
Maurice Lévy: The Competitive Lever of Strong Boards and Good GovernanceMaurice Lévy: The Competitive Lever of Strong Boards and Good Governance
Maurice Lévy: The Competitive Lever of Strong Boards and Good Governance
 
ttopstart academy: how to write a successful ERC PoC proposal
ttopstart academy: how to write a successful ERC PoC proposalttopstart academy: how to write a successful ERC PoC proposal
ttopstart academy: how to write a successful ERC PoC proposal
 
Esperanza gómez silva
Esperanza gómez silvaEsperanza gómez silva
Esperanza gómez silva
 
Problemas con fracciones resueltos
Problemas con fracciones resueltosProblemas con fracciones resueltos
Problemas con fracciones resueltos
 
Innovation dans l assurance
Innovation dans l assuranceInnovation dans l assurance
Innovation dans l assurance
 

Similaire à De goudhaantjes van Morningstar

Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...
Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...
Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...maartenvanderpas
 
SF Brochure Sept 2016
SF Brochure Sept 2016SF Brochure Sept 2016
SF Brochure Sept 2016Richard Smith
 
KB Star Funds - Presentation Material (201606)
KB Star Funds - Presentation Material (201606)KB Star Funds - Presentation Material (201606)
KB Star Funds - Presentation Material (201606)kbasset
 
Webinar - Netwealth’s GSS Active funds and Russell Investments
Webinar - Netwealth’s GSS Active funds and Russell InvestmentsWebinar - Netwealth’s GSS Active funds and Russell Investments
Webinar - Netwealth’s GSS Active funds and Russell InvestmentsnetwealthInvest
 
Olympic Wealth Fund Marathon December end Fact sheet now available
Olympic Wealth Fund Marathon December end Fact sheet now availableOlympic Wealth Fund Marathon December end Fact sheet now available
Olympic Wealth Fund Marathon December end Fact sheet now availableOlympic Wealth Fund
 
Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...
Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...
Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...maartenvanderpas
 
FSM Fund Awards 2015
FSM Fund Awards 2015FSM Fund Awards 2015
FSM Fund Awards 2015Tony Goh
 
Investment Outlook January 2014
Investment Outlook January 2014Investment Outlook January 2014
Investment Outlook January 2014Fidelity
 
{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...
{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...
{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...A. Tyler Purviance, CFA, CAIA
 
GRIN - Grown Rogue - M Partners Morning Note Review
GRIN - Grown Rogue - M Partners Morning Note ReviewGRIN - Grown Rogue - M Partners Morning Note Review
GRIN - Grown Rogue - M Partners Morning Note ReviewMomentumPR
 
Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...
Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...
Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...maartenvanderpas
 
Marketing materials presentation material kb value focus korea equity_20151211
Marketing materials presentation material kb value focus korea equity_20151211Marketing materials presentation material kb value focus korea equity_20151211
Marketing materials presentation material kb value focus korea equity_20151211kbasset
 
Investment project aviazoncorp report
Investment project aviazoncorp reportInvestment project aviazoncorp report
Investment project aviazoncorp reportVishal Prabhakar
 
AFC Asia Frontier Fund Presentation 2015.04.10
AFC Asia Frontier Fund Presentation 2015.04.10AFC Asia Frontier Fund Presentation 2015.04.10
AFC Asia Frontier Fund Presentation 2015.04.10Thomas Hugger
 
Epic research malaysia daily klse malaysia report of 6th november 2014
Epic research malaysia   daily klse malaysia report of 6th november 2014Epic research malaysia   daily klse malaysia report of 6th november 2014
Epic research malaysia daily klse malaysia report of 6th november 2014Epic Research Pte. Ltd.
 
Certitude Global Investing Insights - May 2013
Certitude Global Investing Insights - May 2013Certitude Global Investing Insights - May 2013
Certitude Global Investing Insights - May 2013certitudeglobal
 
Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)maartenvanderpas
 

Similaire à De goudhaantjes van Morningstar (20)

Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...
Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...
Nominaties Morningstar Fund Manager of the Year Award: Tim Stevenson, Nicolas...
 
SF Brochure Sept 2016
SF Brochure Sept 2016SF Brochure Sept 2016
SF Brochure Sept 2016
 
KB Star Funds - Presentation Material (201606)
KB Star Funds - Presentation Material (201606)KB Star Funds - Presentation Material (201606)
KB Star Funds - Presentation Material (201606)
 
Webinar - Netwealth’s GSS Active funds and Russell Investments
Webinar - Netwealth’s GSS Active funds and Russell InvestmentsWebinar - Netwealth’s GSS Active funds and Russell Investments
Webinar - Netwealth’s GSS Active funds and Russell Investments
 
Denker Capital
Denker CapitalDenker Capital
Denker Capital
 
Olympic Wealth Fund Marathon December end Fact sheet now available
Olympic Wealth Fund Marathon December end Fact sheet now availableOlympic Wealth Fund Marathon December end Fact sheet now available
Olympic Wealth Fund Marathon December end Fact sheet now available
 
Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...
Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...
Top 10 High-Conviction aandelenbeleggingen van de Ultimate Stock-Pickers in h...
 
federal reserve.
federal reserve.federal reserve.
federal reserve.
 
FSM Fund Awards 2015
FSM Fund Awards 2015FSM Fund Awards 2015
FSM Fund Awards 2015
 
Investment Outlook January 2014
Investment Outlook January 2014Investment Outlook January 2014
Investment Outlook January 2014
 
{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...
{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...
{567f3e52-8333-40b4-9a85-51603f4fc04b}_A_challenging_period_for_financial_mar...
 
GRIN - Grown Rogue - M Partners Morning Note Review
GRIN - Grown Rogue - M Partners Morning Note ReviewGRIN - Grown Rogue - M Partners Morning Note Review
GRIN - Grown Rogue - M Partners Morning Note Review
 
Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...
Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...
Top 10 New-Money aandelenbeleggingen van de Ultimate Stock-Pickers in het 3de...
 
Fact sheet 2016 q2 eng
Fact sheet 2016 q2 engFact sheet 2016 q2 eng
Fact sheet 2016 q2 eng
 
Marketing materials presentation material kb value focus korea equity_20151211
Marketing materials presentation material kb value focus korea equity_20151211Marketing materials presentation material kb value focus korea equity_20151211
Marketing materials presentation material kb value focus korea equity_20151211
 
Investment project aviazoncorp report
Investment project aviazoncorp reportInvestment project aviazoncorp report
Investment project aviazoncorp report
 
AFC Asia Frontier Fund Presentation 2015.04.10
AFC Asia Frontier Fund Presentation 2015.04.10AFC Asia Frontier Fund Presentation 2015.04.10
AFC Asia Frontier Fund Presentation 2015.04.10
 
Epic research malaysia daily klse malaysia report of 6th november 2014
Epic research malaysia   daily klse malaysia report of 6th november 2014Epic research malaysia   daily klse malaysia report of 6th november 2014
Epic research malaysia daily klse malaysia report of 6th november 2014
 
Certitude Global Investing Insights - May 2013
Certitude Global Investing Insights - May 2013Certitude Global Investing Insights - May 2013
Certitude Global Investing Insights - May 2013
 
Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aandelenposities (naar overtuiging)
 

Plus de maartenvanderpas

Top 25 beleggingsfondsen 2014
Top 25 beleggingsfondsen 2014Top 25 beleggingsfondsen 2014
Top 25 beleggingsfondsen 2014maartenvanderpas
 
Top 15 beleggingsfondsen oktober 2014
Top 15 beleggingsfondsen oktober 2014Top 15 beleggingsfondsen oktober 2014
Top 15 beleggingsfondsen oktober 2014maartenvanderpas
 
Top 15 ETFs september 2014
Top 15 ETFs september 2014Top 15 ETFs september 2014
Top 15 ETFs september 2014maartenvanderpas
 
Top 15 beleggingsfondsen september 2014
Top 15 beleggingsfondsen september 2014Top 15 beleggingsfondsen september 2014
Top 15 beleggingsfondsen september 2014maartenvanderpas
 
Top 15 beleggingsfondsen augustus 2014
Top 15 beleggingsfondsen augustus 2014Top 15 beleggingsfondsen augustus 2014
Top 15 beleggingsfondsen augustus 2014maartenvanderpas
 
Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...
Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...
Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...maartenvanderpas
 
Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...
Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...
Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...maartenvanderpas
 
Top 15 beleggingsfondsen juni 2014
Top 15 beleggingsfondsen juni 2014Top 15 beleggingsfondsen juni 2014
Top 15 beleggingsfondsen juni 2014maartenvanderpas
 
Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)maartenvanderpas
 
Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)
Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)
Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)maartenvanderpas
 
Kijk verder dan de sterren van een beleggingsfonds
Kijk verder dan de sterren van een beleggingsfondsKijk verder dan de sterren van een beleggingsfonds
Kijk verder dan de sterren van een beleggingsfondsmaartenvanderpas
 
Top 15 beleggingsfondsen mei 2014
Top 15 beleggingsfondsen mei 2014Top 15 beleggingsfondsen mei 2014
Top 15 beleggingsfondsen mei 2014maartenvanderpas
 
Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...
Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...
Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...maartenvanderpas
 
Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...
Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...
Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...maartenvanderpas
 
100 Sterke merken, 22 aantrekkelijke aandelen
100 Sterke merken, 22 aantrekkelijke aandelen100 Sterke merken, 22 aantrekkelijke aandelen
100 Sterke merken, 22 aantrekkelijke aandelenmaartenvanderpas
 
Top 15 beleggingsfondsen april 2014
Top 15 beleggingsfondsen april 2014Top 15 beleggingsfondsen april 2014
Top 15 beleggingsfondsen april 2014maartenvanderpas
 

Plus de maartenvanderpas (20)

Top 25 beleggingsfondsen 2014
Top 25 beleggingsfondsen 2014Top 25 beleggingsfondsen 2014
Top 25 beleggingsfondsen 2014
 
Top 15 ETFs oktober 2014
Top 15 ETFs oktober 2014Top 15 ETFs oktober 2014
Top 15 ETFs oktober 2014
 
Top 15 beleggingsfondsen oktober 2014
Top 15 beleggingsfondsen oktober 2014Top 15 beleggingsfondsen oktober 2014
Top 15 beleggingsfondsen oktober 2014
 
Top 15 ETFs september 2014
Top 15 ETFs september 2014Top 15 ETFs september 2014
Top 15 ETFs september 2014
 
Top 15 beleggingsfondsen september 2014
Top 15 beleggingsfondsen september 2014Top 15 beleggingsfondsen september 2014
Top 15 beleggingsfondsen september 2014
 
Top 15 ETFs augustus 2014
Top 15 ETFs augustus 2014Top 15 ETFs augustus 2014
Top 15 ETFs augustus 2014
 
Top 15 beleggingsfondsen augustus 2014
Top 15 beleggingsfondsen augustus 2014Top 15 beleggingsfondsen augustus 2014
Top 15 beleggingsfondsen augustus 2014
 
Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...
Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...
Morningstar's Ultimate Stock-Pickers: Top 10 New-Money aandelenbeleggingen in...
 
Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...
Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...
Morningstar's Ultimate Stock-Pickers: Top 10 High-Conviction aandelenbeleggin...
 
Top 15 ETFs in juni 2014
Top 15 ETFs in juni 2014Top 15 ETFs in juni 2014
Top 15 ETFs in juni 2014
 
Top 15 beleggingsfondsen juni 2014
Top 15 beleggingsfondsen juni 2014Top 15 beleggingsfondsen juni 2014
Top 15 beleggingsfondsen juni 2014
 
Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)
Ultimate Stock-Pickers - Top 10 aankopen (naar overtuiging)
 
Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)
Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)
Ultimate Stock Pickers - Top 10 verkopen (naar overtuiging)
 
Kijk verder dan de sterren van een beleggingsfonds
Kijk verder dan de sterren van een beleggingsfondsKijk verder dan de sterren van een beleggingsfonds
Kijk verder dan de sterren van een beleggingsfonds
 
Top 15 ETFs mei 2014
Top 15 ETFs mei 2014Top 15 ETFs mei 2014
Top 15 ETFs mei 2014
 
Top 15 beleggingsfondsen mei 2014
Top 15 beleggingsfondsen mei 2014Top 15 beleggingsfondsen mei 2014
Top 15 beleggingsfondsen mei 2014
 
Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...
Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...
Top 10 New-Money aankopen in eerste kwartaal door Mornintstars Ultimate Stock...
 
Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...
Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...
Top 10 High-Conviction aankopen in eerste kwartaal door Mornintstars Ultimate...
 
100 Sterke merken, 22 aantrekkelijke aandelen
100 Sterke merken, 22 aantrekkelijke aandelen100 Sterke merken, 22 aantrekkelijke aandelen
100 Sterke merken, 22 aantrekkelijke aandelen
 
Top 15 beleggingsfondsen april 2014
Top 15 beleggingsfondsen april 2014Top 15 beleggingsfondsen april 2014
Top 15 beleggingsfondsen april 2014
 

Dernier

logistics industry development power point ppt.pdf
logistics industry development power point ppt.pdflogistics industry development power point ppt.pdf
logistics industry development power point ppt.pdfSalimullah13
 
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Bhubaneswar🌹Ravi Tailkes  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Call Girls Mumbai
 
Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...
Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...
Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...janibaber266
 
Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...
Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...
Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...sanakhan51485
 
Toronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfToronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfJinJiang6
 
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...priyasharma62062
 
Mahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
Mahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot GirlsMahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
Mahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot GirlsDeepika Singh
 
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Bhubaneswar🌹Kalpana Mesuem  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Call Girls Mumbai
 
Business Principles, Tools, and Techniques in Participating in Various Types...
Business Principles, Tools, and Techniques  in Participating in Various Types...Business Principles, Tools, and Techniques  in Participating in Various Types...
Business Principles, Tools, and Techniques in Participating in Various Types...jeffreytingson
 
Kurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
Kurla Capable Call Girls ,07506202331, Sion Affordable Call GirlsKurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
Kurla Capable Call Girls ,07506202331, Sion Affordable Call GirlsPriya Reddy
 
Webinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumWebinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumFinTech Belgium
 
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...vershagrag
 
GIFT City Overview India's Gateway to Global Finance
GIFT City Overview  India's Gateway to Global FinanceGIFT City Overview  India's Gateway to Global Finance
GIFT City Overview India's Gateway to Global FinanceGaurav Kanudawala
 
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...batoole333
 
Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Significant AI Trends for the Financial Industry in 2024 and How to Utilize ThemSignificant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them360factors
 
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...batoole333
 
cost-volume-profit analysis.ppt(managerial accounting).pptx
cost-volume-profit analysis.ppt(managerial accounting).pptxcost-volume-profit analysis.ppt(managerial accounting).pptx
cost-volume-profit analysis.ppt(managerial accounting).pptxazadalisthp2020i
 
Benefits & Risk Of Stock Loans
Benefits & Risk Of Stock LoansBenefits & Risk Of Stock Loans
Benefits & Risk Of Stock LoansMartinRowse
 

Dernier (20)

logistics industry development power point ppt.pdf
logistics industry development power point ppt.pdflogistics industry development power point ppt.pdf
logistics industry development power point ppt.pdf
 
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...Bhubaneswar🌹Ravi Tailkes  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
Bhubaneswar🌹Ravi Tailkes ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswar ...
 
Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...
Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...
Famous No1 Amil Baba Love marriage Astrologer Specialist Expert In Pakistan a...
 
Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...
Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...
Escorts Indore Call Girls-9155612368-Vijay Nagar Decent Fantastic Call Girls ...
 
Toronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdfToronto dominion bank investor presentation.pdf
Toronto dominion bank investor presentation.pdf
 
Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7
Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7
Call Girls in Tilak Nagar (delhi) call me [🔝9953056974🔝] escort service 24X7
 
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
Female Russian Escorts Mumbai Call Girls-((ANdheri))9833754194-Jogeshawri Fre...
 
Mahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
Mahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot GirlsMahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
Mahendragarh Escorts 🥰 8617370543 Call Girls Offer VIP Hot Girls
 
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...Bhubaneswar🌹Kalpana Mesuem  ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
Bhubaneswar🌹Kalpana Mesuem ❤CALL GIRLS 9777949614 💟 CALL GIRLS IN bhubaneswa...
 
Business Principles, Tools, and Techniques in Participating in Various Types...
Business Principles, Tools, and Techniques  in Participating in Various Types...Business Principles, Tools, and Techniques  in Participating in Various Types...
Business Principles, Tools, and Techniques in Participating in Various Types...
 
Kurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
Kurla Capable Call Girls ,07506202331, Sion Affordable Call GirlsKurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
Kurla Capable Call Girls ,07506202331, Sion Affordable Call Girls
 
Webinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech BelgiumWebinar on E-Invoicing for Fintech Belgium
Webinar on E-Invoicing for Fintech Belgium
 
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
Premium Call Girls Bangalore Call Girls Service Just Call 🍑👄6378878445 🍑👄 Top...
 
W.D. Gann Theory Complete Information.pdf
W.D. Gann Theory Complete Information.pdfW.D. Gann Theory Complete Information.pdf
W.D. Gann Theory Complete Information.pdf
 
GIFT City Overview India's Gateway to Global Finance
GIFT City Overview  India's Gateway to Global FinanceGIFT City Overview  India's Gateway to Global Finance
GIFT City Overview India's Gateway to Global Finance
 
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
Certified Kala Jadu, Black magic specialist in Rawalpindi and Bangali Amil ba...
 
Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Significant AI Trends for the Financial Industry in 2024 and How to Utilize ThemSignificant AI Trends for the Financial Industry in 2024 and How to Utilize Them
Significant AI Trends for the Financial Industry in 2024 and How to Utilize Them
 
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
Famous Kala Jadu, Black magic expert in Faisalabad and Kala ilam specialist i...
 
cost-volume-profit analysis.ppt(managerial accounting).pptx
cost-volume-profit analysis.ppt(managerial accounting).pptxcost-volume-profit analysis.ppt(managerial accounting).pptx
cost-volume-profit analysis.ppt(managerial accounting).pptx
 
Benefits & Risk Of Stock Loans
Benefits & Risk Of Stock LoansBenefits & Risk Of Stock Loans
Benefits & Risk Of Stock Loans
 

De goudhaantjes van Morningstar

  • 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)
  • 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