Top 10 funds results Q2 2022

Fundrella presents the latest Top 10 funds for Q2 2022 according to the ESG Alignment Matrix. These funds are most aligned with Nordic investors' preferences across 50+ different ESG parameters covering ESG processes, resources and exclusions.

Q2 rankings cover the following Peer groups:

Global Equity
Global Emerging Markets
European Equity
US Equity
Global Fixed Income
Emerging Market Debt
Impact Funds (Article 9)

We are pleased to congratulate:

🌱 Allianz
🌱 Barings
🌱 Brown Advisory
🌱 Carnegie
🌱 Carnegie Fonder
🌱 CB Fonder
🌱 Danske Bank Asset Management
🌱 Didner & Gerge
🌱 DWS
🌱 Fundsmith
🌱 Handelsbanken Fonder
🌱 Jupiter Asset Management
🌱 Lannebo
🌱 Macquarie
🌱 Muzinich
🌱 Natixis
🌱 NN Investment Partners
🌱 PGIM
🌱 Robeco
🌱 SEB
🌱 SPP
🌱 Stewart Investors
🌱 Storebrand
🌱 Threadneedle
🌱 Vontobel
🌱 Wellington Management

Quarterly comment

Storebrand dominates our Q2 2022 rankings with most funds at top positions throughout all top lists. NNIP, DWS and SEB also represent the majority of the funds represented in the top lists.

Fundrella’s newcomer PGIM makes a grand entrance and lands two of their funds, PGIM Emerging Market Corporate ESG Bond and PGIM Emerging Market Hard Currency Debt ESG (HC), on 3rd and 4th places in the Emerging Market Debt ranking.

NNIP enters the Global Equity top ranking with three funds: Climate & Environment, Health & Well Being and Smart Connectivity.

Handelsbanken’s Hållbar Energi fund continues to rank as the no1 best-aligned fund with the aggregated ESG preferences of Nordic Investors using Fundrella. Their Amerika Tema fund takes a second place in the US Equity group during the second quarter.

These results are not to be interpreted as investment advice. 

Top 10 Global Equity funds Q2 2022 - ESG Alignment Matrix
Top 10 Global Emerging Markets funds Q2 2022 - ESG Alignment Matrix
Top 10 European Equity funds Q2 2022 - ESG Alignment Matrix
Top 10 US Equity funds Q2 2022 - ESG Alignment Matrix
Top 10 Global Fixed Income funds Q2 2022 - ESG Alignment Matrix
Top 10 Emerging Market Debt Q2 2022 - ESG Alignment Matrix
Top 10 Impact Funds (Article 9) Q2 2022 - ESG Alignment Matrix

Methodology

Fundrella does not provide any third-party assessment. Fund companies have categorized their own funds in order to achieve the most correct categorization. We let investors select their individual ESG preferences. The ESG Matrix calculates the % match between investors' preferences and fund companies' ESG features, based on Fundrella’s 50+ ESG parameters, across internal processes as well as exclusions and thresholds. Fundrella’s ESG Alignment Matrix allows asset managers to see how aligned their funds are with the ESG preferences of Fundrella users i.e., professional investors across the Nordics.

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Disclaimer

Fundrella has received pre-approval to publish names of asset managers listed in this article. This data is exclusive intellectual property of Fundrella. If used, Fundrella shall be referred to as owner. Fundrella September 2022. 

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