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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
5/1/2022No. Funds
Adobe Inc4 (+2)
ASML Holding NV4
Microsoft Corp4 (-1)
NVIDIA Corp4
Alphabet Inc Class C3
Amazon.com Inc3 (-1)
Ashtead Group PLC2 (+1)
Capgemini SE2
Hoya Corp2 (+1)
IDEXX Laboratories Inc2
London Stock Exchange Group PLC2
Partners Group Holding AG2 (+1)
Tesla Inc2
Visa Inc Class A2 (-1)
Accenture PLC Class A1 (-1)
adidas AG1 (NEW)
Adyen NV1
Airbus SE1
Baxter International Inc1
Booking Holdings Inc1
Cadence Design Systems Inc1
Charles Schwab Corp1
Cheniere Energy Inc1
CME Group Inc Class A1
Deutsche Post AG1
DexCom Inc1
Diageo PLC1
Edwards Lifesciences Corp1
Essilorluxottica1
First Republic Bank1 (NEW)
Housing Development Finance Corp Ltd1 (NEW)
Intuit Inc1
Johnson Controls International PLC1
Keysight Technologies Inc1 (NEW)
Linde PLC1 (NEW)
Macquarie Group Ltd1
Nestle SA1
Partners Group Holding AG1
PayPal Holdings Inc1 (-1)
Pioneer Natural Resources Co1
Prologis Inc1
Samsung Electronics Co Ltd1
ServiceNow Inc1
Teleperformance SE1 (NEW)
Thermo Fisher Scientific Inc1
T-Mobile US Inc1
Unilever PLC1
Vestas Wind Systems A/S1

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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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.