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Fund managers' favourite international shares

Find out which stocks top fund managers think are the best in the world
Fund managers' favourite international shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best. 

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of international stocks.

Our fund managers’ best ideas tables constitute the three most overweight positions of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

Top Fund Managers' Favourite International Shares

FUND BEST IDEAS: GLOBAL
27/05/2022No. Funds
Microsoft Corp7 (+1)
Amazon.com Inc3 (-1)
NVIDIA Corp3 (-1)
Alphabet Inc Class C2 (-1)
Ashtead Group PLC2 (+1)
Booking Holdings Inc2 (+1)
Capgemini SE2 (+1)
Intuit Inc2
London Stock Exchange Group PLC2
LVMH Moet Hennessy Louis Vuitton SE2
MercadoLibre Inc2 (+1)
Tesla Inc2
Accenture PLC Class A1 (NEW)
adidas AG1
Adobe Inc1
Airbus SE1
Anglo American PLC1 (NEW)
Apple Inc1
ASML Holding NV1 (-1)
Automatic Data Processing Inc1
B3 SA - Brasil Bolsa Balcao1 (NEW)
Baxter International Inc1
Becton, Dickinson and Co1
Cadence Design Systems Inc1 (NEW)
Canadian Pacific Railway Ltd1
Charles Schwab Corp1
Church & Dwight Co Inc1
CME Group Inc Class A1
DexCom Inc1
Diageo PLC1
Eli Lilly and Co1
Essilorluxottica1
IDEXX Laboratories Inc1
International Business Machines Corp1
Lam Research Corp1 (NEW)
Linde PLC1 (-1)
Macquarie Group Ltd1
Mowi ASA1
Nintendo Co Ltd1
Partners Group Holding AG1
PayPal Holdings Inc1
Prologis Inc1
Schlumberger Ltd1 (NEW)
ServiceNow Inc1
Tencent Holdings Ltd1 (NEW)
The Walt Disney Co1
Thermo Fisher Scientific Inc1
Tyler Technologies Inc1
Ulta Beauty Inc1
Visa Inc Class A1

Source: Morningstar. Based on 3 most overweight holdings

Learn from the best

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

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Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.