Most Consistent Fund Managers
in Up and Down Markets
Global Equity Markets
Quantitative screening complemented by Qualitative assessment ….Past performance are never a guidance for future returns, for sure. However,…. -> Consistency in bull and bear markets …We have built a screening tool for the purpose to identify the best performing managers in both times of bear and bull equity markets… ->A focus on downside protection, but also on the recovery capture … Periods of market crisis are the best time to witness managers’ ability to protect on the downside … ->
Here is a short list of funds displaying the best asymmetry of returns, through the most severe up and down markets. We believe they are investment considerations for core long-term holdings in this current environment.
Eventually, we could customize this tool to focus on more specific bear or bull periods, according to your chosen outlook.
Some of the funds listed here may be included in our selection lists as they met our others eligibility criteria.
Should you have any questions, do not hesitate to contact us. We will be delighted to assist you and provide support in the current market turmoil to build the most resilient portfolio for your clients.
The WS Partners Team
Portfolio Manager(s) | Funds | ISIN Clean sh. class |
Peer group | WSP Consistency scoring |
---|---|---|---|---|
Terry Smith Tenure: 01.11.2010 |
Fundsmith Equity |
GB00B41YBW71 LU0893933373 | Global Large-Cap Growth | 82.9/100 |
Michael Boyd, Giles Warren Tenure: 10.12.2014 |
GuardCap Global Equity |
IE00BSJCNS13 | Global Large-Cap Growth | 81.7/100 |
Clyde Rossouw Tenure: 8.12.2011 |
Investec GSF Global Franchise | LU0426422076 | Global Large-Cap Growth | 81.1/100 |
D. Lynch, D. Cohen & al. Tenure: 31.01.2013 |
Morgan Stanley IF Global Advantage | LU0868754119 | Global Large-Cap Growth | 78.4/100 |
W. Lock, B. Paulson, & al. Tenure: 1.08.2013 |
Morgan Stanley IF Global Quality |
LU0955011175 | Global Large-Cap Growth | 77.4/100 |
John Boselli Tenure: 25.05.2011 |
Wellington Global Quality Growth | LU1084870465 | Global Large-Cap Growth | 77.1/100 |