Mountain View Fund Award 2020

Honours for the best mutual funds

For the second time the international Mountain View Fund Awards have been calculated from approximately 50,000 investment funds to honour the best mutual funds from various categories that are in the focus of investors. The award pays particular attention to climate-friendly investment strategies.

Due to the extremely positive feedback last year, the Carinthian fund data provider Mountain View Data has again decided to honour the best mutual funds over the previous five years with the international Mountain View Fund Award, named after the company itself. Karin Ladinig, Director of Content Management & Research, explains why the company decided to organize the awards a second time: "On the one hand, the company database includes approximately 50,000 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: Winner trophies 2019

Mountain View Fund Award:



Winner trophies 2020

The Mountain View Fund Award 2020 was handed over to each of the top three funds out of 38 selected categories based on trading volume. In this process equity, bond, mixed, alternative investment 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 Karin Ladinig. Furthermore, Mountain-View Data has put a special emphasis on the climate friendliness of investment funds. "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.", Karin Ladinig explicates.


The winners of the Mountain View Fund Awards 2020 at a glance:


Equity Funds Global

PlacementFund NameManagement
1st Place 2020Threadneedle (Lux) Global Focus FundThreadneedle Management Luxembourg SA
Winner 2020Comgest Growth WorldComgest Asset Management International Limited
Winner 2020Comgest MondeComgest Asset Management International Limited

Equity Funds Europe

PlacementFund NameManagement
1st Place 2020Squad European ConvictionsAxxion SA
Winner 2020Seilern EuropaSeilern Investment Management (Ireland) Limited
Winner 2020Fidelity Funds - European Dynamic Growth FundFIL Investment Management (Luxembourg) SA

Equity Funds Germany

PlacementFund NameManagement
1st Place 2020DWS Concept PlatowDWS Investment SA
Winner 2020Lupus alpha Smaller German ChampionsLupus alpha Investment SA
Winner 2020Fidelity Funds - Germany FundFIL Investment Management (Luxembourg) SA

Equity Funds Austria

PlacementFund NameManagement
1st Place 20203 Banken Österreich-Fonds3 Banken-Generali Investment-Gesellschaft mbH
Winner 2020Raiffeisen-Österreich AktienRaiffeisen Kapitalanlage-Gesellschaft mbH
Winner 2020ViennaStockSparkasse Oberösterreich Kapitalanlagegesellschaft mbH

Equity Funds China

PlacementFund NameManagement
1st Place 2020UBS (Lux) Equity Fund - China Opportunity (USD)UBS Fund Management (Luxembourg) SA
Winner 2020JPMorgan Funds China FundJPMorgan Asset Management (Europe) SARL
Winner 2020Goldman Sachs China Opportunity Equity PortfolioGoldman Sachs Asset Management Fund Services Limited

Equity Funds Asia ex Japan

PlacementFund NameManagement
1st Place 2020UBS (Lux) Key Selection SICAV-Asian Equities (USD)UBS Fund Management (Luxembourg) SA
Winner 2020JPMorgan Funds - Asia Growth FundJPMorgan Asset Management (Europe) SARL
Winner 2020Fidelity Funds - Asia Focus FundFIL Investment Management (Luxembourg) SA

Equity Funds USA

PlacementFund NameManagement
1st Place 2020Edgewood US Select GrowthCarne Global Fund Managers (Luxembourg) SA
Winner 2020Wells Fargo (Lux) Worldwide Fund US Large Cap Growth FundWells Fargo Asset Management Luxembourg SA
Winner 2020Vontobel US EquityVontobel Asset Management SA

Equity Funds Switzerland

PlacementFund NameManagement
1st Place 2020BlackRock Global Funds Swiss Small & MidCap Opportunities FundBlackRock (Luxembourg) SA
Winner 2020AXA World Funds - Framlington SwitzerlandAXA Funds Management SA
Winner 2020UBAM Swiss EquityUBP Asset Management (Europe) SA

Equity Funds EMU

PlacementFund NameManagement
1st Place 2020DPAM Invest B Equities EurolandDegroof Petercam Asset Management SA
Winner 2020HSBC GIF Euroland GrowthHSBC Investment Funds (Luxembourg) SA
Winner 2020Allianz Wachstum EurolandAllianz Global Investors GmbH

Equity Funds Japan

PlacementFund NameManagement
1st Place 2020Comgest Growth JapanComgest Asset Management International Limited
Winner 2020Swisscanto (LU) Equity Fund Small & Mid Caps JapanSwisscanto Asset Management International SA
Winner 2020T. Rowe Price Funds-Japanese Equity FundT. Rowe Price (Luxembourg) Management SARL

Equity Funds Asia/Pacific ex Japan

PlacementFund NameManagement
1st Place 2020Fidelity Funds - Asia Pacific Opportunities FundFIL Investment Management (Luxembourg) SA
Winner 2020First State Asian Growth FundFirst State Investments (Hong Kong) Limited
Winner 2020Threadneedle (Lux) Asian Equity Income FundThreadneedle Management Luxembourg SA

Equity Funds UK

PlacementFund NameManagement
1st Place 2020Threadneedle UK Smaller Companies FundThreadneedle Investment Services Limited
Winner 2020BNY Mellon UK Opportunities FundBNY Mellon Fund Managers Limited
Winner 2020BlackRock Global Funds United Kingdom FundBlackRock (Luxembourg) SA

Equity Funds Emerging Markets

PlacementFund NameManagement
1st Place 2020HSBC GIF BRIC EquityHSBC Investment Funds (Luxembourg) SA
Winner 2020Schroder ISF Emerging AsiaSchroder Investment Management (Europe) SA
Winner 2020Magna New Frontiers FundFiera Capital (IOM) Limited

Equity Funds Technology

PlacementFund NameManagement
1st Place 2020Polar Capital Global Technology FundPolar Capital LLP
Winner 2020Janus Henderson Global Technology and Innovation FundJanus Henderson Investors
Winner 2020BlackRock Global Funds - World Technology FundBlackRock (Luxembourg) SA

Equity Funds Sustainability

PlacementFund NameManagement
1st Place 2020DPAM Invest B Equities World SustainableDegroof Petercam Asset Management SA
Winner 2020Lombard Odier Funds - Generation GlobalLombard Odier Funds (Europe) SA
Winner 2020LBBW Global WarmingLBBW Asset Management Investmentgesellschaft mbH

Equity Funds Sustainability Climate

PlacementFund NameManagement
1st Place 2020LBBW Global WarmingLBBW Asset Management Investmentgesellschaft mbH
Winner 2020Nordea 1 - Global Climate and Environment FundNordea Investment Funds SA
Winner 2020BNPP Climate ImpactBNP PARIBAS ASSET MANAGEMENT Luxembourg

Rentenfonds Global

PlacementFund NameManagement
1st Place 2020KCM Bond SelectMASTERINVEST Kapitalanlage GmbH
Winner 2020PIMCO Euro Income Bond FundPIMCO Global Advisors (Ireland) Limited
Winner 2020GAM Star Credit Opportunities (EUR)GAM Fund Management Limited

Bond Funds Europe

PlacementFund NameManagement
1st Place 2020KEPLER Europa RentenfondsKEPLER- FONDS Kapitalanlagegesellschaft mbH
Winner 2020Nordea 1 European Covered Bond FundNordea Investment Funds SA
Winner 2020AB FCP I European Income PortfolioAllianceBernstein (Luxembourg) SARL

Bond Funds USA

PlacementFund NameManagement
1st Place 2020Legg Mason Western Asset US Core Plus Bond FundLegg Mason Investments (Ireland) Limited
Winner 2020Amundi Funds Pioneer US BondAmundi Luxembourg SA
Winner 2020JPMorgan Investment Funds US Bond FundJPMorgan Asset Management (Europe) SARL

Bond Funds EMU

PlacementFund NameManagement
1st Place 2020Macquarie Bonds EuropeLLB Invest Kapitalanlagegesellschaft mbH
Winner 2020AXA World Funds - Euro 7-10AXA Funds Management SA
Winner 2020Euro BondPortfolioSpängler IQAM Invest GmbH

Bond Funds Emerging Markets

PlacementFund NameManagement
1st Place 2020Apollo New WorldSecurity Kapitalanlage AG
Winner 2020Aberdeen Standard SICAV I - Frontier Markets Bond FundAberdeen Standard Investments Luxembourg SA
Winner 2020M&G (Lux) Emerging Markets Bond FundM&G Luxembourg SA

Bond Funds Sustainability

PlacementFund NameManagement
1st Place 2020NN (L) Euro Sustainable Credit (excluding Financials)NN Investment Partners BV
Winner 2020LIGA-Pax-Rent-UnionUnion Investment Privatfonds GmbH
Winner 2020JSS Sustainable Bond EURJ. Safra Sarasin Fund Management (Luxembourg) SA

Mixed Funds Global Balanced

PlacementFund NameManagement
1st Place 2020Zürich Kosmos InvestGutmann Kapitalanlageaktiengesellschaft
Winner 2020BL Global 50BLI - Banque de Luxembourg Investments SA
Winner 2020JSS GlobalSar Balanced (EUR)J. Safra Sarasin Fund Management (Luxembourg) SA

Mixed Funds Global Flexible

PlacementFund NameManagement
1st Place 2020MFS Meridian Prudent Wealth FundMFS Investment Management Company (Lux) SARL
Winner 2020Seilern Global TrustLLB Invest Kapitalanlagegesellschaft mbH
Winner 2020BL Global Flexible USDBLI - Banque de Luxembourg Investments SA

Mixed Funds Global Multi Asset

PlacementFund NameManagement
1st Place 2020HRK Invest Vermögensverwaltungsfonds HAxxion SA
Winner 2020Pro Invest PlusErste Asset Management GmbH
Winner 2020Flossbach von Storch - Multiple Opportunities IIFlossbach von Storch Invest SA

Mixed Funds Defensive

PlacementFund NameManagement
1st Place 2020Value Investment Fonds KlassikSecurity Kapitalanlage AG
Winner 2020Oddo BHF Polaris ModerateODDO BHF Asset Management GmbH
Winner 2020Phaidros Funds - Fallen AngelsIPConcept (Luxemburg) SA

Mixed Funds Dynamic

PlacementFund NameManagement
1st Place 2020BL Global 75BLI - Banque de Luxembourg Investments SA
Winner 2020FFPB Dividenden SelectHauck & Aufhäuser Fund Services SA
Winner 2020UniRakUnion Investment Privatfonds GmbH

ETF Equity Global

PlacementFund NameManagement
1st Place 2020iShares Dow Jones Global Titans 50 UCITS ETF (DE)BlackRock Asset Management Deutschland AG
Winner 2020Lyxor MSCI World UCITS ETFLyxor International Asset Management SAS
Winner 2020Amundi Index Solutions - Amundi Index MSCI World UCITS ETFAmundi Luxembourg SA

ETF Equity USA

PlacementFund NameManagement
1st Place 2020iShares NASDAQ 100 UCITS ETFBlackRock Asset Management Ireland Limited
Winner 2020ComStage Nasdaq-100 UCITS ETFLyxor Funds Solutions S.A.
Winner 2020Invesco Markets III plc-EQQQ NASDAQ-100 UCITS ETFInvesco Investment Management Limited

ETF Equity Europe

PlacementFund NameManagement
1st Place 2020SPDR MSCI Europe Small Cap UCITS ETFState Street Global Advisors Limited
Winner 2020iShares STOXX Europe Mid 200 UCITS ETF (DE)BlackRock Asset Management Deutschland AG
Winner 2020iShares STOXX Europe Select Dividend 30 UCITS ETF (DE)BlackRock Asset Management Deutschland AG

ETF Equity EMU

PlacementFund NameManagement
1st Place 2020Lyxor MSCI EMU Growth (DR) UCITS ETFLyxor International Asset Management SAS
Winner 2020iShares EURO STOXX Mid UCITS ETFBlackRock Asset Management Ireland Limited
Winner 2020UBS ETF MSCI EMU Small CapUBS Fund Management (Luxembourg) SA

ETF Equity UK

PlacementFund NameManagement
1st Place 2020iShares MSCI UK Small Cap UCITS ETFBlackRock Asset Management Ireland Limited
Winner 2020Invesco Markets plc-FTSE 250 UCITS ETFInvesco Investment Management Limited
Winner 2020iShares FTSE 250 UCITS ETFBlackRock Asset Management Ireland Limited

ETF Equity Japan

PlacementFund NameManagement
1st Place 2020iShares MSCI Japan SmallCap UCITS ETFBlackRock Asset Management Ireland Limited
Winner 2020Xtrackers Nikkei 225 UCITS ETFDWS Investment SA
Winner 2020ComStage Nikkei 225 UCITS ETFLyxor Funds Solutions S.A.

ETF Equity Germany

PlacementFund NameManagement
1st Place 2020iShares TecDAX(DE)UCITS ETFBlackRock Asset Management Deutschland AG
Winner 2020Deka MDAX UCITS ETFDeka Investment GmbH
Winner 2020ComStage MDAX UCITS ETFLyxor Funds Solutions S.A.

ETF Equity Emerging Markets

PlacementFund NameManagement
1st Place 2020iShares BRIC 50 UCITS ETFBlackRock Asset Management Ireland Limited
Winner 2020WisdomTree Emerging Markets Equity Income UCITS ETFWisdomTree Management Limited
Winner 2020Vanguard FTSE Emerging Markets UCITS ETFVanguard Group (Ireland) Limited

ETF Equity Sustainability

PlacementFund NameManagement
1st Place 2020iShares Global Water UCITS ETFBlackRock Asset Management Ireland Limited
Winner 2020UBS ETF - MSCI World Socially Responsible UCITS ETFUBS Fund Management (Luxembourg) SA
Winner 2020Lyxor World Water UCITS ETFLyxor International Asset Management SAS

AI Managed Futures

PlacementFund NameManagement
1st Place 2020Superfund Red Gold USD SICAVSuperfund Asset Management GmbH
Winner 2020Superfund Green Gold USD SICAVSuperfund Asset Management GmbH
Winner 2020AMANDEA Altruid HybridHauck & Aufhäuser Fund Services SA

Equity Long Short

PlacementFund NameManagement
1st Place 2020GAM Star Alpha TechnologyGAM Fund Management Limited
Winner 2020Pictet Total Return-MandarinPictet Asset Management (Europe) SA
Winner 2020Schroder GAIA Egerton EquitySchroder Investment Management (Europe) SA


Mountain-View Data gratuliert den Gewinnern herzlich zu ihren hervorragenden Leistungen, denn sie haben über den Zeitraum der letzten fünf Jahre bewiesen, eine dauerhaft überdurchschnittliche Leistung im Hinblick auf Risiko und Rendite zu erbringen – und dadurch setzen sie sich gegen die große Konkurrenz am Finanzmarkt durch.