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The 10 equity funds very popular among investors

Interestingly, funds from BlackRock and Fidelity Investments dominate most of the list.

Investors have been pouring money into equity funds amidst global market volatility.

In this gallery, we present the top 10 funds that recorded the most inflows from last December to February, according to Morningstar data. These funds are also registered for sale in the Middle East.

Interestingly, funds from BlackRock and Fidelity Investments dominate most of the list. 

Investors have been pouring money into equity funds amidst global market volatility.

In this gallery, we present the top 10 funds that recorded the most inflows from last December to February, according to Morningstar data. These funds are also registered for sale in the Middle East.

Interestingly, funds from BlackRock and Fidelity Investments dominate most of the list. 

10. BNP Paribas Climate Impact

Net inflows: $314m

BNP Paribas Asset Management’s climate impact fund registered net inflows of $314m over three months ending February. 

The $1.2bn fund launched in 2006 and is managed by Jon Forster and Bruce Jenkyn-Jones. The fund is registered for sale in Bahrain and Lebanon. 

Over three months ending March, the fund outperformed its benchmark by 5.87%. 

Top holdings in the fund include 3.85% in Rayonier Reit, 3.49% in Koninklijke DSM NV and 3.30% in Ormat Technologies.

Top sector allocations include 37.47% in industrials, 24.96% in information technology and 13.11% in utilities.  

9. Pictet Water Fund

Net inflows: $372m

Pictet Asset Management’s Water fund registered net inflows of $372m over three months ending February. 

The $5.6bn fund was launched in 2000 and is managed by Hans Peter Portner (pictured), Philippe Rohner, Louis Veilleux, Cedric Lecamp and Peter Rawlence. The fund is registered for sale in the UAE.

Over three months ending March, the fund outperformed its reference index by 1.02%. 

The top holdings of the fund include 5.37% in Danaher, 5.31% in American Water Works and 4.08% in Thermo Fisher Scientific. 

Top sectors allocates include 53.50% in water technology, 32.75% in water supply and 11.03% in environmental services. 

8. BGF European Equity Income Fund

Net inflows: $383m

BlackRock’s European equity income fund registered net inflows of $383m over a three month period ending February. 

Launched in 2010, the $1.9bn fund is registered for sale in the UAE, and is managed by Andreas Zollinger.

Over three months ending March, the fund outperformed its benchmark by 1.82%.

Top holdings in the portfolio include 4.82% in Nestle, 4.47% in Zurich Insurance Group and 4.22% in Sanofi SA. 

By sector, the fund allocates 20.16% to industrials, 20.14% to financials and 14.71% to utilities.

7. BGF Emerging Markets Fund

Net inflows: $541m

BlackRock’s emerging markets fund recorded net inflows of $541m over a three month period ending February. 

The $1.8bn fund launched in 1993 and is registered for sale in Bahrain. The fund was previously co-managed by Citywire AA-rated Gordon Fraser and + rated Andrew Swan.

Swan has since left BlackRock to join Man GLG in April. Over three months ending March, the fund outperformed its benchmark by 0.74%.

Top holdings of the portfolio include 9.41% in Tencent Holdings, 5.76% in Alibaba Group and 3.98% in Samsung Electronics. 

Sector-wise, the fund allocates 17.44% to financials, 16.77% to consumer discretionary and 16.74% to communication. 

 

 

6. BGF World Gold Fund

Net inflows: $557m

BlackRock’s world gold fund registered net inflows of $557m over three months ending February. 

The $10.3bn fund was launched in 1994 and is managed by Evy Hambro (pictured) and Tom Holl. The fund is registered for sale in Bahrain, Qatar and the UAE.

Over a three month period ending March, the fund underperformed its benchmark by 2.08%. 

Top holdings of the fund include 10.05% in Barrick Gold, 9.53% in Newmont and 4.94% in Northern Star Resources.

The portfolio allocates 90.58% to gold, 3.97% to silver and 2.43% to cash and other derivatives. 

 

5. Fidelity Global Dividend Fund

Net inflows: $930m

Fidelity Investment’s global dividend fund registered net inflows of $930m over three months ending February. 

The $7.12bn fund was launched in 2012 and is managed by Daniel Roberts. The fund is registered for sale in Oman, Qatar, Saudi Arabia and the UAE. 

Over three months ending March, the fund outperformed its index by 6%. 

The largest sector exposures in the portfolio are 19% in financials, 18.5% in information technology and 16.2% in industrials. 

Top holdings include 4.03% in Roche Holding, 4.02% in Deutsche Boerse and 3.90% in Unilever. 

4. Fidelity Global Technology Fund

Net inflows: $1.1bn

Fidelity Investment’s global technology fund registered net inflows of $1.1bn over three months ending February. 

The $6.2bn fund was launched in 1999 and is managed by HyunHo Sohn. The fund is registered for sale in Bahrain, Oman, Qatar, Saudi Arabia and the UAE.

Over three months ending March, the fund underperformed its index by 0.6%. 

The fund allocates 74.20 to the technology sector, 18.70% to communication services and 5.25% to consumer cyclicals. 

Top holdings in the portfolio include 5.73% in Samsung Electronics, 5.06% in Apple and 4.81% in KLA. 

3. BGF World Technology Fund

Net inflows: $1.1bn

BlackRock’s world technology fund recorded net inflows of $1.1bn over three months ending February. 

The $6.2bn fund was launched in 1995 and is managed by Citywire AA-rated Tony Kim. The fund is registered for sale in Bahrain and Israel. 

Over three months ending March, the fund outperformed its index by 5.6%. 

Top holdings of the fund include 4.37% in Microsoft, 3.50% in Apple and 3.05% in Amazon. 

In terms of sector exposure, the portfolio allocates 42.75% to software and services, 15.67% to semiconductors and semiconductor equipment, and 13.93% in media and entertainment. 

2. Fidelity European Dynamic Growth Fund

Net inflows: $1.4bn 

Fidelity Investments’ European dynamic growth fund posted net inflows of $1.4bn over three months ending February. 

Launched in 2001, the $5.4bn fund is managed by Citywire AAA-rated Fabio Riccelli. The fund is registered for sale in Qatar, the UAE and Oman. 

The fund outperformed its reference index by 7.9% over three months ending March. 

Top sector allocations within the portfolio include 23.7% in healthcare, 22.6% in industrials and 19.2% in information technology.

Top holdings include 6.5% in SAP SE, 5.6% in Novo-Nordisk and 4.0% in Grifols SA. 

1. BGF World Healthscience Fund

Net inflows: $1.6bn

BlackRock’s world healthscience fund registered net inflows of $1.6bn over a three month period ending February. 

Launched in 2001, the $11.3bn fund is managed by Citywire A-rated Erin Xie. The fund is registered for sale in Bahrain and the UAE.

Over the same period, the fund outperformed its index by 0.3%. 

Top holdings of the fund include 5.67% in UnitedHealth Group, 4.95% in Roche Holding and 4.13% in Sanofi SA. 

The fund allocates 36.79% to the pharmaceuticals sector, 24.97% to healthcare equipment and supplies, and 15.58% to healthcare providers and services. 

Related Fund Managers

Andreas Zöllinger
Andreas Zöllinger
1/5 in Equity - Europe Income (Performance over 3 years) Average Total Return: -4.28%
Erin Xie
Erin Xie
2/2 in Equity - Pharmaceuticals & Health Care (Performance over 3 years) Average Total Return: 38.29%
HyunHo Sohn
HyunHo Sohn
6/8 in Equity - Technology (Performance over 3 years) Average Total Return: 60.64%
Tony Kim
Tony Kim
1/10 in Equity - Technology (Performance over 24 months) Average Total Return: 42.09%
Tom Holl
Tom Holl
3/4 in Equity - Gold & Precious Metals (Performance over 3 years) Average Total Return: 25.45%
Bruce Jenkyn-Jones
Bruce Jenkyn-Jones
8/9 in Equity - Global Themes (Performance over 3 years) Average Total Return: 12.59%
Jon Forster
Jon Forster
7/9 in Equity - Global Themes (Performance over 3 years) Average Total Return: 12.59%
Peter Rawlence
Peter Rawlence
9/14 in Equity - Global Themes (Performance over 1 year) Average Total Return: 7.98%
Cedric Lecamp
Cedric Lecamp
7/14 in Equity - Global Themes (Performance over 1 year) Average Total Return: 7.98%
Louis Veilleux
Louis Veilleux
5/9 in Equity - Global Themes (Performance over 3 years) Average Total Return: 31.52%
Hans Peter Portner
Hans Peter Portner
6/9 in Equity - Global Themes (Performance over 3 years) Average Total Return: 15.87%
Evy Hambro
Evy Hambro
2/2 in Equity - Natural Resources (Performance over 3 years) Average Total Return: 15.93%
Daniel Roberts
Daniel Roberts
1/3 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 12.07%
Gordon Fraser
Gordon Fraser
3/16 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 9.19%
Fabio Riccelli
Fabio Riccelli
1/22 in Equity - Europe (Performance over 3 years) Average Total Return: 27.37%
Andrew Swan
Andrew Swan