Top 10 funds results Q3 2022

Fundrella presents the latest Top 10 funds for Q3 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 Fixed Income
Global Equity
Emerging Market Debt
Alternative Funds
Global Impact

We are pleased to congratulate:

🌱 Atlant Fonder
🌱 Barings
🌱 Carmignac
🌱 Carnegie Fonder
🌱 CB Fonder
🌱 Danske Bank Asset Management
🌱 DWS
🌱 Eco Advisors
🌱 Fundsmith
🌱 Jupiter Asset Management
🌱 Macquarie
🌱 Muzinich
🌱 NN Investment Partners
🌱 PGIM
🌱 Robeco
🌱 SEB
🌱 Wellington Management

Quarterly comment

NN Investment Partners has most fund positions throughout all rankings during Q3 2022, and has funds represented in four of our Top 10 lists. NNIP's best positions are 2nd to 4th places in the Global Fixed Income top list, where SEB Green Bond fund takes the 1st place, Jupiter Global Ecology Bond excels from 10th to 7th position and DWS enters the ranking with two funds.

This quarter’s newcomer Carmignac starts off with a bang and claims 3rd, 4th and 8th positions in the Global Impact list, as well as 5th, 7th and 8th in the Global Equity ranking.

Danske Invest Tillväxtmarknadsobligationer is now in the 1st place of the Emerging Market Debt list, while Macquarie Sustainable Emerging Market LC Bond Fund lands on the 2nd place.

Atlant Fonder is representing half of the Top Alternative Funds list this quarter, and Another newcomer fund, ECO Advisors ESG Absolute Return Fund - PROTEA UCITS II, is landing on the 2nd place.

These results are not to be interpreted as investment advice. 

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 AB, December 2022.