Mountain View Fund Award 2019

Honours for the best mutual funds

The international Mountain View Fund Awards were calculated out of 40,000 investment funds to honour the best mutual funds of 20 different categories that are in the focus of investors. The future annual award pays particular attention to climate-friendly investment strategies.

In the year of its 25th anniversary, the Carinthian fund data provider Mountain View Data has decided for the first time to honour the best mutual funds over the previous five years with the international Mountain View Fund Award, named after the company itself. Michael Tschas, Director of Data & Research, explains why the company decided to organize the awards: "On the one hand, the company database includes more than 40,000 different funds. So we are able to cover a large part of the international investment funds offered in the German-speaking area that brings us in a position to show interested investors which funds have successfully established themselves on the financial market in recent years. On the other hand, we have realized that most investors are overwhelmed with the fund selection and are often losing track due to the wide range of mutual funds of countless providers, so in our view, it makes sense to highlight and reward the best mutual funds and their successful managers. This makes the success of funds visible to the customer."


Mountain View Fund Award 2019: Winner Awards

Mountain View Fund Award 2019: Winner Awards

The Mountain View Fund Award 2019 was handed over to each of the top three funds out of 20 selected categories based on trading volume. In this process equity, bond, mixed and exchange traded funds with different focus were taken into account that are accessible to investors in German-speaking countries. "The awards were evaluated on the basis of weighting the 5, 3, and 1-year Sharpe ratio, because this indicator, developed by Nobel laureate William F. Sharpe, emphasizes the investor-critical risk / reward comparison. Therefore, it is possible for us to evaluate the best performance but also to highlight the associated risk for the customer," explains Tschas. Furthermore, Mountain-View Data has put a special emphasis on the climate friendliness of investment funds. The Data & Research specialist Tschas continues, "The consequences of global warming over the past years has led us to the decision that we only honour funds with the MVD Award, which invest only marginally in coal and fracking companies (under 2 % of the fund volume). It is very important for us to pay attention to our environment to make a positive contribution to the climate protection of our planet and ultimately to eliminate an additional risk for the benefit of investors."


The winners of the Mountain View Fund Awards 2019 at a glance:


Equity Funds Global

PlacementFund NameManagement Company
WinnerComgest Growth WorldComgest S.A.
2nd PlaceWellington Global Quality Growth FundWellington Management Funds (Luxembourg)
3rd PlaceComgest Monde CComgest S.A.

Equity Funds Europe

PlacementFund NameManagement Company
WinnerLupus Alpha Micro ChampionsLupus Alpha Investment S.A.
2nd PlaceEchiquier Agenor Mid Cap Europe FundLa Financière de l'Echiquier
3rd PlaceSquad Capital - Squad GrowthAxxion S.A.

Equity Funds Germany

PlacementFund NameManagement Company
WinnerLupus Alpha Smaller German ChampionsLupus Alpha Investment S.A.
2nd PlaceCredit Suisse (Lux) Small and Mid Cap Germany Equity FundCredit Suisse Fund Management S.A.
3rd PlaceFidelity Funds - Germany FundFIL Investment Management (Luxembourg) S.A.

Equity Funds Austria

PlacementFund NameManagement Company
Winner3 Banken Österreich-Fonds3 Banken-Generali Investment-Gesellschaft m.b.H.
2nd PlaceRaiffeisen-Österreich AktienRaiffeisen Kapitalanlage-Gesellschaft mbH
3rd PlaceKepler Österreich AktienfondsKepler-Fonds KAG

Equity Funds Emerging Markets

PlacementFund NameManagement Company
WinnerHSBC GIF BRIC Markets EquityHSBC Investment Funds (Luxembourg) S.A.
2nd PlaceFidelity Funds - Emerging Asia FundFIL Investment Management (Luxembourg) S.A.
3rd PlaceSchroder ISF Emerging AsiaSchroder Investment Management (Europe) S.A.

Equity Funds China

PlacementFund NameManagement Company
WinnerUBS (Lux) Equity Fund-China Opportunity (USD)UBS Fund Management (Luxembourg) S.A.
2nd PlaceAllianz China A-SharesAllianz Global Investors GmbH
3rd PlaceVontobel Fund - mtx China LeadersVontobel Asset Management S.A.

Equity Funds Asia ex Japan

PlacementFund NameManagement Company
WinnerSchroder ISF Asian OpportunitiesSchroder Investment Management (Europe) S.A.
2nd PlaceJPMorgan Funds - Asia Growth FundJPMorgan Asset Management (Europe) S.à.r.l.
3rd PlaceFidelity Funds - Asian Special Situations FundFIL Investment Management (Luxembourg) S.A.

Equity Funds Sustainability

PlacementFund NameManagement Company
WinnerLombard Odier Funds - Generation GlobalLombard Odier Funds (Europe) S.A.
2nd PlaceLGT Sustainable Quality Equity FundLGT Capital Partners (FL)
3rd PlaceAB FCP I Sustainable US Thematic PortfolioAlliance Bernstein Lux S.à.r.l.

Equity Funds Technology

PlacementFund NameManagement Company
WinnerPolar Capital Global Technology FundPolar Capital Funds plc
2nd PlaceBlackRock Global Funds - World Technology FundBlackRock Lux S.A.
3rd PlaceParvest Disruptive TechnologyBNP Paribas Asset Management Luxembourg

Bond Funds Global

PlacementFund NameManagement Company
WinnerFranklin Templeton Investment Funds - Franklin GCC BondFranklin Templeton International Services S.à r.l.
2nd PlaceJPMorgan Funds Income FundJPMorgan Asset Management (Europe) S.à.r.l.
3rd PlacePIMCO Diversified Income FundPIMCO Global Advisors (Ireland) Limited

Bond Funds Europe

PlacementFund NameManagement Company
WinnerNordea 1 European Covered Bond FundNordea Investment Funds S.A.
2nd PlaceKEPLER Europa RentenfondsKepler-Fonds KAG
3rd PlaceAllianz Invest RentenfondsAllianz Invest Kapitalanlagegesellschaft mbH

Bond Funds Emerging Markets

PlacementFund NameManagement Company
WinnerApollo New WorldSecurity Kapitalanlage AG
2nd PlaceVontobel Emerging Markets DebtVontobel Asset Management S.A.
3rd PlaceAberdeen Standard SICAV I - Frontier Markets Bond FundAberdeen Standard Investments Luxembourg S.A.

Bond Funds USA

PlacementFund NameManagement Company
WinnerAmundi Funds - Pioneer US BondAmundi Luxembourg S.A.
2nd PlaceT.Rowe Price Funds - US Aggregate Bond FundT. Rowe Price (Luxembourg) Management S.à r.l.
3rd PlaceLegg Mason Western Asset US Core Plus Bond FundLegg Mason Investments (Ireland) Limited

Bond Funds Sustainability

PlacementFund NameManagement Company
Winners Ethik BondSparkasse Oberösterreich Kapitalanlagegesellschaft m.b.H.
2nd PlaceKEPLER Ethik RentenfondsKepler-Fonds KAG
3rd PlaceLGT Sustainable Bond Fund EM DefensiveLGT Capital Partners (FL)

Mixed Asset Funds Global Balanced

PlacementFund NameManagement Company
WinnerDJE - Zins & DividendeDJE Investment S.A.
2nd PlaceBL Global 50BLI - Banque de Luxembourg Investments S.A.
3rd PlaceZürich Kosmos InvestGutmann Kapitalanlageaktiengesellschaft

Mixed Asset Funds Global Flexible

PlacementFund NameManagement Company
WinnerMFS Meridian Prudent Wealth FundMFS Investment Management Company (Lux) S.à r.l.
2nd PlaceBL Global Flexible B USDBLI - Banque de Luxembourg Investments S.A.
3rd PlaceFidelity Funds - Growth & Income FundFIL Investment Management (Luxembourg) S.A.

Mixed Asset Funds Global Multi Asset

PlacementFund NameManagement Company
WinnerFidelity Funds - Global Multi Asset Income FundFIL Investment Management (Luxembourg) S.A.
2nd PlacePro Invest PlusErste Asset Management GmbH
3rd PlaceFlossbach von Storch - Multi Asset - BalancedFlossbach von Storch Invest S.A.

ETF Equity Global

PlacementFund NameManagement Company
WinneriShares Dow Jones Global Titans 50 UCITS ETF (DE)BlackRock Asset Management Deutschland AG
2nd PlaceLyxor MSCI World UCITS ETFLyxor International Asset Management S.A.S.
3rd PlaceHSBC MSCI World ETFHSBC Investment Funds (Luxembourg) S.A.

ETF Equity Emerging Markets

PlacementFund NameManagement Company
WinnerXtrackers S&P Select Frontier Swap UCITS ETFDWS Investment S.A.
2nd PlaceiShares BRIC 50 UCITS ETFBlackRock Asset Management Ireland Limited
3rd PlaceVanguard FTSE Emerging Markets UCITS ETFVanguard Group (Ireland) Limited

ETF Equity Sustainability

PlacementFund NameManagement Company
WinnerUBS ETF MSCI USA Socially Responsible UCITS ETFUBS Fund Management (Luxembourg) S.A.
2nd PlaceUBS ETF MSCI World Socially Responsible UCITS ETFUBS Fund Management (Luxembourg) S.A.
3rd PlaceiShares Global Water UCITS ETFBlackRock Asset Management Ireland Limited


Mountain-View Data congratulates all winners of the Mountain View Fund Award on their outstanding achievements, as they have proven over the past five years to consistently outperform in terms risk and return – and thus they prevail against the big competition in the financial market.