The best equities funds this year: global, growth and American

by | 19 Aug 2020

Newspaper El Español has published a review of the best equities investment funds and we have wanted to share some of its observations.

“From among the equities funds marketed in Spain, ten of these that have obtained the best return in the year, with a 5 star VDOS rating, have been selected. In this selection, we have observed more frequent appearance of US and global equities categories and, in terms of style, growth is the common thread. Only one out of these ten funds invests in Asian corporate stocks.”

Moreover, the author comments on the good performance of Lord Abbett US Growth Leaders fund from the Lord Abbett fund management firm, represented in Spain by Selinca AV.

“With a global and high growth approach, the class A dollar capitalisation of Lord Abbett US Growth Leaders obtained a return of 30.9% until 13 August. Over the last year, it has increased by 33.6%, with a volatility of25%. The management firm seeks to form a portfolio of companies with extraordinary growth, capable of transforming society via innovative products and services. To this end it mainly invests in corporate equities, whether or not in the US, which are believed by the fund managers to present an above average long term growth potential, in all market segments.  Their main positions include names such as Microsoft (6.23%), Amazon (5.93%), Apple (5.50%), Alphabet A (3.30%) and Nvidia (2.67%). The minimum investment required to subscribe the class A USD capitalisation of this fund is 2500 dollars (approximately 2,111 euros). It charges its participants a fixed fee of 1.65% and a deposit fee of 0.03%.”

Comparte en redes sociales

Do you want more information about this manager?

Contact us through the contact form on our website or by phone (+34 91 556 00 56). We will attend to your request and get in touch with you as soon as possible.

Evli again the best and most used institutional asset manager in Finland

Evli was once again ranked as “the Best Institutional Asset Manager” among 11 asset management companies, in the recent Kantar Prospera "External Asset Management Finland 2023" -survey. In addition to this, Evli was placed first overall in sustainable investments...

 Seema Shah, Chief Strategist at Principal Global Investors, commenting on emerging markets

"Several emerging market countries have recently accelerated their pace of vaccination and are now on track to reach critical vaccination levels in late 2021. After lagging much of the global recovery, these countries are poised for a reawakening in activity,...

OFI AM is accredited an SRI label for its Short-Term Credit fund

OFI AM has just been awarded a new ISR (SRI) labels, raising its number of SRI-certified funds to 20, covering the money-market, government and corporate bond, equity, diversified and convertible bond asset classes.   [pdf-embedder...

Regístrate para tener acceso

Para poder acceder a todos nuestros contenidos resulta necesario identificarse como contraparte elegible según los criterios de la Comisión Nacional del Mercado de Valores (CNMV) de España.

SELINCA AV

Somos una agencia de valores referente en la comercialización de fondos de terceros en España. Regístrate en nuestra página web y disfruta de todos nuestros contenidos. Si necesitas cualquier información adicional, por favor, contacta con nosotros por cualquiera de los medios disponibles.

C/ Sil 50, 28002, Madrid, España
+34 915 560 056
Email: info@selinca.com