BSD Investing has developed leaderboards allowing to rank funds based on its unique proprietary database aiming at giving a fair view between active and passive fund performances.
Based on BSD investing & L’Allocataire proprietary methodology to compare thematic funds (Read all the details about our new methodology in the following article “Thematic investing: A new fund selection methodology by BSD Investing & L’allocataire“ disclosed in our previous thematic newsletter), we can also rank index and non index thematic funds between them taking into account all their specificities (costs, performance, impact of stock selection either when creating the index or managing the portfolio on performance….)
In our methodology, those ETFs that do not follow a traditional passive benchmark (Sector, Factor, ESG, Thematic..) are included in active fund universes and compared to passive funds following a broader traditional benchmark in order to assess the relevance and suitability of the strategy. The choice of the benchmark will depend on the geographic exposition of the strategy to compare those funds and group them according to their unique commonality, their initial investment universe. Thematic funds with multiple geographic exposures should be compared to a broad market index with a global exposure, i.e. the MSCI ACWI index.
We have put in place two types of rankings:
BSD INVESTING OUTPERFORMING CONSISTENCY LEADERBOARD: top 15 index and non index funds showing the highest outperformance consistency vs passive funds following the same benchmark. Our screening is based on short to middle term (1,3,5 years) active funds outperformance consistency vs passive funds.
BSD INVESTING RISK ADJUSTED RETURN LEADERBOARD: top 15 active & passive funds showing the best risk adjusted historical performance.
Best index or non-index thematic funds with a global geographic exposure
BSD Investing leaderboards currently include both funds from environment thematic on one side and on technology on the other side. For example, the WisdomTree Artificial intelligence UCITS ETF is included in the BSD INVESTING OUTPERFORMING CONSISTENCY leaderboard.
BSD Investing Outperforming Consistency Leaderboard on Global thematic funds
| Isin | AuM | Q1 2023 return | 1-year return | 3-year return | 5-year return | 5-year volatility | Active fund | Index fund | % of time as best fund | |
|---|---|---|---|---|---|---|---|---|---|---|
| WisdomTree Artificial Intelligence ETF | IE00BDVPNG13 | €335M | 24.7% | -12.3% | 23.7% | NA | NA | 13.5% | ||
| BIT Global Internet Leaders 30 | DE000A2N8127 | €288M | 18.3% | -20.2% | 12.0% | NA | NA | 1.8% | ||
| Thematics AI and Robotics Fund | LU1951200481 | €464M | 15.6% | -5.7% | 21.4% | NA | NA | 24.5% | ||
| Amundi IS Amundi Smart Factory ETF | LU2037749822 | €33M | 15.1% | -7.5% | 12.6% | NA | NA | 1.6% | ||
| Neuberger Berman Next Generation MbltyFd | IE00BD6J9T35 | €163M | 14.7% | -3.2% | 23.0% | NA | NA | 13.3% | ||
| Lyxor MSCI Robotics &AI ESG Filtered ETF | LU1838002480 | €273M | 14.6% | -11.2% | 18.2% | NA | NA | 28.4% | ||
| Polar Capital Atmtn & Artfcl Intllgnc Fd | IE00BF0GL659 | €357M | 13.5% | -8.8% | 14.7% | 11.8% | 19.1% | 41.7% | ||
| White Fleet IV Secular Trends | LU1870288849 | €486M | 13.4% | -13.5% | 13.1% | NA | NA | 29.2% | ||
| BNY Mellon Mobility Innovation Fund | IE00BFYL6501 | €506M | 12.7% | -10.6% | 20.5% | NA | NA | 27.8% | ||
| BGF Next Generation Technology Fund | LU1861215975 | €2,489M | 10.8% | -27.8% | 11.2% | NA | NA | 28.6% | ||
| Schroder ISF Global Disruption | LU1910166021 | €389M | 10.1% | -8.7% | 17.8% | NA | NA | 1.8% | ||
| NHS-SICAV II MCM Israeli It-Sec | LU1345292533 | €67M | 9.8% | -17.3% | 7.9% | NA | NA | 27.0% | ||
| LBBW Mobilität der Zukunft | DE000A2PND96 | €261M | 9.8% | -9.9% | 14.6% | NA | NA | 8.8% | ||
| KBI Global Resource Solutions Fund | IE00B3QJ9N79 | €47M | 4.9% | 0.5% | 30.2% | NA | NA | 0.7% | ||
| Allianz Pet and Animal Wellbeing | LU1931536236 | €573M | 2.7% | -14.5% | 11.9% | NA | NA | 14.9% |
BSD Investing Risk Adjusted Return Leaderboard on Global Thematic funds
| Isin | AuM | Q1 2023 return | 1-year return | 3-year return | 5-year return | 5-year volatility | Active fund | Index fund | % of time as best fund | |
|---|---|---|---|---|---|---|---|---|---|---|
| iShares Electric Vhcl and Drvng Tech ETF | IE00BGL86Z12 | €794M | 17.8% | 3.6% | 105.4% | NA | NA | NA | ||
| L&G Battery Value-Chain ETF | IE00BF0M2Z96 | €900M | 10.6% | 4.4% | 156.4% | NA | NA | NA | ||
| BNPP E ECPI Circular Economy Leaders | LU1953136527 | €751M | 9.5% | 4.4% | 72.7% | NA | NA | NA | ||
| BGF Sustainable Energy Fund | LU0124384867 | €6,917M | 9.0% | 3.6% | 95.7% | 102.6% | 19.3% | NA | ||
| ENETIA Energy Transition Fund | CH0028361159 | €146M | 8.4% | -3.3% | 113.6% | 111.3% | 25.0% | NA | ||
| KBI Global Energy Transition Fund | IE00B44G8632 | €1,116M | 6.3% | 4.7% | 154.1% | 176.4% | 21.7% | NA | ||
| Schroder ISF Global Sustainable Growth | LU0557290854 | €3,724M | 5.8% | -2.6% | 65.7% | 96.3% | 17.7% | NA | ||
| DNB Miljøinvest | NO0010102890 | €665M | 5.3% | -4.0% | 152.8% | 126.1% | 25.0% | NA | ||
| KBI Water Fund | IE00B64V3N43 | €1,128M | 5.1% | 4.2% | 79.8% | 65.8% | 17.3% | 46.1% | ||
| DNB Renewable Energy | LU0302296149 | €536M | 5.0% | -6.0% | 144.4% | 112.7% | 24.7% | 3.4% | ||
| KBI Global Resource Solutions Fund | IE00B3QJ9N79 | €47M | 4.9% | 0.5% | 121.0% | NA | NA | 0.7% | ||
| Schroder ISF Global Energy Transition | LU1983299162 | €2,012M | 3.2% | 4.9% | 115.5% | NA | NA | NA | ||
| KBI Global Sust Infras Fd | IE00BK5X5F39 | €1,597M | 2.3% | -1.7% | 70.0% | NA | NA | 6.9% | ||
| KBC Eco Fund Alternative Energy Resp Inv | BE0175280016 | €331M | 1.7% | -3.5% | 136.7% | 137.0% | 20.6% | NA | ||
| iShares Global Clean Energy ETF | IE00B1XNHC34 | €5,790M | -2.3% | -5.5% | 110.8% | 148.8% | 27.8% | NA |
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Marlene Hassine Konqui