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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. 

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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 top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

 

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Top Fund Managers' Favourite International Shares

FUND BEST IDEAS: GLOBAL
25/11/2020No. Funds
Amazon.com Inc6 (+1)
Microsoft Corp4 (-1)
Alibaba Group Holding Ltd ADR3 (NEW)
Mastercard Inc A3 (-2)
Accenture PLC Class A2
Alphabet Inc Class C2
Charles Schwab Corp2 (+1)
Linde PLC2
London Stock Exchange Group PLC2
Tencent Holdings Ltd2 (+1)
Adobe Inc1 (NEW)
Alphabet Inc A1 (-1)
Apple Inc1
Aptiv PLC1 (NEW)
Becton, Dickinson and Co1
Capgemini SE1
Church & Dwight Co Inc1 (NEW)
CME Group Inc Class A1
Dentsply Sirona Inc1 (NEW)
Deutsche Boerse AG1
Electronic Arts Inc1
Equinix Inc1
Fidelity National Information Services Inc1
Genmab A/S1 (NEW)
Hoya Corp1
IDEXX Laboratories Inc1 (NEW)
Infineon Technologies AG1 (NEW)
Intuit Inc1 (NEW)
Lam Research Corp1
LVMH Moet Hennessy Louis Vuitton SE1 (NEW)
MercadoLibre Inc1 (NEW)
Nike Inc B1 (NEW)
Nintendo Co Ltd1 (NEW)
Novo Nordisk A/S B1 (-2)
NVIDIA Corp1
Partners Group Holding AG1
PayPal Holdings Inc1 (NEW)
Ping An Insurance (Group) Co. of China Ltd Class H1
Prologis Inc1
Roche Holding AG Dividend Right Cert.1
Samsung Electronics Co Ltd1
ServiceNow Inc1 (NEW)
Teleperformance SE1 (NEW)
Tesla Inc1
Unilever PLC1
Vestas Wind Systems A/S1 (NEW)
Visa Inc Class A1
Zoetis Inc Class A1 (NEW)

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.

 

Nick Train: “We hate selling”

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.