Tag Archives: shares

Ranking T-Advisor: The best stocks and funds in June

What stocks and funds were the best in June? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in June were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Lingotes Especiales

10

55.95%

36.12%

-5.66%

Madrid
Koenig & Bauer

10

42.99%

42.09%

-7.99%

Deutsche Boerse
Plastiques Loire

10

23.97%

40.06%

-7.62%

Paris
Esker

10

6.71%

24.97%

-6.45%

Paris
Hypoport

10

6.56%

61.34%

-11.69%

Deutsche Boerse

USA/CANADA

First Majestic

10

252.33%

68.34%

-15.51%

Toronto
Great Panther

10

180.00%

70.21%

-11.93%

Toronto
Richmont Mines

10

151.80%

56.24%

-13.79%

NYSE
Pro-Dex

10

109.87%

43.62%

-7.95%

Nasdaq
Goldfield Corp.

10

99.35%

51.09%

-8.59%

NYSE

ASIA-PACIFIC

Orocobre

10

117.39%

59.81%

-9.48%

Australia
St. Barbara

10

107.02%

67.99%

-14.82%

Australia
Lion Corp

10

39.69%

39.31%

-6.70%

Tokyo
Fuji Co

10

37.12%

34.88%

-7.80%

Tokyo
BML

9.22

35.63%

35.93%

-7.45%

Tokyo

LATAM

Raura

8.67

133.33%

49.37%

-4.98%

Lima
Graña y Montero

7.87

128.43%

73.82%

-12.18%

Lima
Parque Arauco

7.70

19.95%

18.21%

-4.34%

Santiago de Chile
Soc. Química y Minera

7.68

22.75%

37.99%

-9.12%

Santiago de Chile
Cencosud

7.52

31.75%

25.19%

-5.77%

Santiago de Chile

The best funds in June were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

INVESCO NIPP S/M EQ — SHS -A- — CAPITALISATION

9.45

11.97%

25.58%

-7.09%

Invesco
BGF WORLD GOLD FUND A2 EUR

8.22

63.07%

35.15%

-8.19%

BlackRock
TEMPLETON THAILAND FUND A(ACC) SGD

7.20

10.06%

13.48%

-2.93

Franklin Templeton
FRANKLIN INDIA FUND I(YDIS) EUR

7.20

0.87%

21.85%

-5.71%

Franklin Templeton
FF-ASIAN HI YLD ACC EUR

7.48

3.65%

11.96%

-2.83%

Fidelity
SISF US SMALL & MID-CAP EQ I ACC

7.13

8.03%

15.17%

-4.27%

Schroder
J.B.MULTIPARTNER – SAM SUS.W. B

7.12

3.31%

18.22%

-3.48%

GAM Funds
PMORGAN FUNDS – AMERICA MICRO CAP FUND

7.10

7.52%

17.31%

-4.71%

JP Morgan

FIXED INCOME

AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

8.86

3.91%

2.32%

-0.58%

AXA
BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
PIONEER SF – EURO EXTRA LONG TERM BOND CLASS F NON…

8.05

8.46%

9.17%

-2.46%

Pioneer
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

B. De Rothschild SICAV
AWF EUR 10+LT — SHS -A- — DISTRIBUTION

7.87

7.95%

8.41%

-2.29%

AXA
NUVEEN MUN INCOME

7.70

9.18%

12.08%

-2.58%

BlackRock
NUVEEN CA PERF PLUS

7.69

8.07%

7.72%

-1.93%

BlackRock
JPMF STERLING BOND A – GBP CAP

7.63

8.68%

7.57%

-1.52%

JP Morgan
SCHRODER ISF GLOBAL BOND I CAP

7.61

8.27%

4.86%

-1.22%

Schroder
PIONEER FUNDS – EMERGING MARKETS BOND I

7.58

3.09%

9.60%

-2.48%

Pioneer

 

Ranking T-Advisor: The best stocks and funds in May

What stocks and funds were the best in May? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in May were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Mensch und Masch

10

51.06%

38.33%

-7.71%

Deutsche Boerse
Elecster OYJ

10

46.01%

26.46%

-4.43%

Helsinki
LNC

10

34.05%

30.10%

-6.14%

Paris
IWKA

10

32.86%

35.98%

-5.87%

Deutsche Boerse
Koenig & Bauer

10

30.27%

42.11%

-7.99%

Deutsche Boerse

USA/CANADA

Claude Resources

10

178.21%

45.01%

-7.35%

Toronto
Richmont Mines

10

133.96%

53.98%

-13.79%

NYSE
Goldfield Corp

10

88.39%

51.03%

-8.59%

NYSE
Detour Gold

10

81.89%

49.20%

-11.05%

Toronto
Supreme Industries

10

74.89%

46.78%

-9.24%

NYSE

ASIA-PACIFIC

Tribune RSC

10

119.94%

43.68%

-8.56%

Australia
Saracen Mineral

10

108.20%

48.42%

-7.05%

Australia
Orocobre

10

64.35%

60.91%

-11.15%

Australia
Lion Corp

10

41.00%

38.93%

-6.70%

Tokyo
Aristocrat Leisure

10

19.69%

29.65%

-5.83%

Australia

LATAM

Cementos Pacasmayo

9.59

21.20%

36.31%

-9.12%

Lima
Alicorp

8.79

11.03%

32.11%

-7.71%

Lima
Graña y Montero

8.20

132.49%

73.74%

-12.18%

Lima
Norte Grande

7.28

33.84%

53.04%

-12.18%

Santiago de Chile
Cementos Lima

7.15

54.71%

47.34%

-11.59%

Lima

The best funds in May were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

FIXED-INCOME

BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
NV PRE INC MUN FD 4

8.50

15.55%

13.81%

-2.27%

BlackRock
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Comp. B. Rothschild SICAV
AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

7.75

3.12%

2.69%

-0.65%

AXA
FF-ASIAN HI YLD ACC EUR

7.48

3.65%

11.96%

-2.83%

Fidelity
BLCKRCK NY TRII-SBI

7.42

11.62%

11.48%

-1.99%

BlackRock
PIONEER FUNDS – EMERGING MARKETS BOND I

7.39

3.26%

9.98%

-2.51%

Pioneer
INVESCO ASIAN BOND FUND C (ACC) USD [LUX] C

7.33

5.00%

2.86%

-0,66%

Invesco
BGF AS TIG BD A2C

7.29

3.71%

4.21%

-1.29%

BlackRock
AXA WF GLOBAL CREDIT BONDS I CAP USD USD

7.23

4.32%

3.30%

-0.78%

AXA

EQUITY FUNDS

INVESCO NIPPON SMALL/MID CAP EQUITY FUND [LUX] I

10

21.39%

22.97%

-4.87%

Invesco
JPMORGAN FUNDS – JF JAPAN EQUITY FUND

7.92

3.99%

20.88%

-5.49%

JP Morgan
BGF WORLD GOLD FUND A2 EUR

7.75

54.17%

34.00%

-8.19%

BlackRock

 

Ranking T-Advisor: The best stocks and funds in April

What stocks and funds were the best in April? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in April were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Norcom Info Tech

10

178.55%

94.09%

-15.35%

Deutsche Boerse
Bet-at-home.com

10

41.91%

28.81%

-4.80%

Deutsche Boerse
Verbio

10

40.27%

57.80%

-11.08%

Deutsche Boerse
Mensch und Masch

10

36.24%

37.13%

-7.71%

Deutsche Boerse
Le Belier

10

32.67%

35.68%

-8.77%

Paris

USA/CANADA

Claude Resources

10

158.97%

45.61%

-7.35%

Toronto
Richmont Mines

10

95.95%

48.12%

-12.11%

Toronto
Supreme Inds

10

76.50%

47.20%

-9.24%

NYSE
Summit Financial

10

58.08%

22.20%

-3.66%

Nasdaq
Sciclone

10

43.15%

49.66%

-11.53%

Nasdaq

ASIA-PACIFIC

St. Barbara

10

56.49%

68.73%

-14.82%

Australia
Orocobre

10

41.30%

62.92%

-11.15%

Australia
Ono Yakuhin Kogyo

10

17.40%

34.13%

-8.81%

Tokyo
Shionogi

10

5.03%

29.99%

-5.10%

Tokyo
Clinvel Pharmaceutics

9.99

58.17%

37.05%

-6.99%

Australia

LATAM

Casagrande

9.61

122.86%

77.88%

-12.44%

Lima
Multifoods

9.55

129.03%

50.01%

-9.49%

Santiago de Chile
Alicorp

8.69

8.62%

32.05%

-7.71%

Lima
Luz del Sur

8.41

16.39%

29.89%

-7.41%

Lima
Graña y Montero

8.23

138.58%

73.92%

-12.18%

Lima

The best funds in April were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

INVESCO NIPPON SMALL/MID CAP EQUITY FUND

9.58

9.07%

22.05%

-4.59%

Invesco
ALLIANZ US EQUITY FUND W (H-EUR)

8.51

3.56%

14.03%

-3.95%

Allianz
SISF US SMALL & MID EUR HG C ACC

8.49

6.22%

14.63%

-4.26%

Schroder
BK INDICE AMERICA FI

8.47

0.63%

17.21%

-4.75%

Bankinter
BANKIA BP INDICE S&P 500 FI

8.45

2.82%

14.65%

-4.41%

Bankia
R CAP US PREM EQ — SHS -IH EUR- — CAPITALISATION

8.44

1.08%

15.88%

-4.35%

Robeco

FIXED-INCOME

R CAP H Y BD DHC

8.76

6.55%

9.13%

-2.30%

Robeco
FF-GLB STRAT BD AC SEK HD

8.67

5.47%

5.09%

-0.77%

Fidelity
BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
SCHRODER ISF EMERGING MARKETS DEBT I EUR HEDGED CAP

8.24

8.45%

4.71%

-0.70%

Schroder
AGIF EURO HY — SHS -AT (EUR)- — CAPITALISATION

8.14

3.17%

5.63%

-1.17%

Allianz
AWF US HY BD — SHS -A-EUR HEDGED (95%)- — CAPITAL…

8.08

5.20%

7.71%

-2.20%

AXA
PIM EM MK-E-EUR ACC

8.07

6.29%

7.78%

-2.16%

Pimco
SISF GLBL HIGH YLD EUR HDG I ACC

8.03

4.71%

6.61%

-1.49%

Schroder
NV PRE INC MUN FD 4

7.99

14.35%

14.17%

-2.32%

BlackRock
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Comp. B. Rothschild SICAV

Model portfolios, the fashion product in investments

Model portfolios in T-Advisor

Model portfolio is one of the main fashion concepts in investments. They are mentioned everywhere and the roboadvisor trend has underlined them as a standard solution to offer easy and cheaper investment products with interesting returns.

In T-Advisor, model portfolios are far from being something new. We saw it clear since the beginning three years ago. One of our modules is specific to provide two different kind of them: ETF portfolios divided in different risk profiles and share portfolios divided in different markets.

Our modeling strategy is based on quantitative calculations. These are complex mathematical models that help detect investment opportunities mixing several indicators, as historical returns, volatility, trend, alpha, VaR, correlations… the data cocktail depends on the developer and the strategist, who work together to find the appropriate composition of this data mix in order to obtain the most interesting assets and the best performance.

In our case, our model portfolios play with two criteria: best performance and capital preservation. We look for good returns to overperform the market, but we also reduce losses compared with the reference indexes in bearish periods. To keep these goals, we review every second month the model portfolios to rebalance the assets that are not working as we wish.

Model portfolios are easy for customers: the structure is clear, they are based on a disciplined strategy and changes are seldom, in order to make adjustments in certain periods. However, they are not easy products for the companies that offer them, because they need strong calculation systems, as we have developed in T-Advisor. In addition, we cannot say that the machine work alone, but wealth managers monitor also the process, creating the strategy and analyzing possible changes. Although model portfolios are linked to roboadvisor, they are not totally robotic and they are used by traditional investment houses.

Model portfolios are flexible, because the wealth manager can design them taking into account different diversification, risk, assets, currencies or geographical areas. They are also easy to explain to investors, because they look like bespoke boxes.

Take a look at one example in T-Advisor: our Mexico portfolio, composed by 10 local shares. The 1-year performance was 22.69%.

Mexico model portfolio in T-Advisor

The Mexican IPC index had a 1-year performance of… 0,46%.

Mexican IPC index performance

This is a clear example of how a model portfolio works. Individual investors choose them because they are easy to understand and wealth managers, because they are easy to explain. Communication plays a very important role in finance and easy products provide more trustworthiness.

Ranking T-Advisor: The best stocks and funds in March

What stocks and funds were the best in March? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in March were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Norcom Info Tech

10

230.34%

93.04%

-15.35%

Deutsche Boerse
Fimalac

10

23.33%

26.93%

-3.83%

Paris
Devoteam S.A.

10

22.84%

37.79%

-7.64%

Paris
PCAS

10

21.08%

29.34%

-4.94%

Paris
Picanol

10

20.86%

34.92%

-7.01%

Brussels

USA/CANADA

Claude Resources

10

75.64%

41.79%

-7.35%

Toronto
Richmont Mines

10

73.21%

49.75%

-13.79%

NYSE
Pro-Dex Inc

10

51.09%

31.31%

-6.85%

Nasdaq
Summit Financial

10

34.01%

20.40%

-3.66%

Nasdaq
Orbcomm

9.91

32.60%

34.61%

-7.17%

Nasdaq

ASIA-PACIFIC

Clinvel Pharmaceuticals

10

56.65%

39.86%

-8.37%

Australia
Manaccom Corp.

10

28.43%

42.71%

-7.18%

Australia
Miura

10

20.89%

24.34%

-4.63%

Tokyo
Yamaha

10

18.51%

30.23%

-5.30%

Tokyo
Lion Corp

10

13.11%

33.00%

-6.70%

Tokyo

LATAM

Embonor

9.54

15.59%

26.67%

-6.03%

Santiago de Chile
Casagrande

8.90

82.86%

77.23%

-12.44%

Lima
Alicorp

8.49

1.72%

29.27%

-7.71%

Lima
CTC

8.41

166.67%

58.04%

-3.33%

Santiago de Chile
Multifoods

8.35

100.00%

49.85%

-9.49%

Santiago de Chile

The best funds in March were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

INVESCO NIPPON SMALL/MID CAP EQUITY FUND

9.17

7.28%

22.37%

-4.59%

Invesco
SISF US SMALL & MID EUR HG C ACC

8.25

1.31%

14.49%

-4.26%

Schroder
SCHRODER ISF SWISS SMALL & MID CAP EQUITY I CAP

8.23

0.30%

14.44%

-3.61%

Schroder
FF-ASIAN AGGRESSIVE Y

8.16

2.43%

22.64%

-5.56%

Fidelity
INVESCO US STRUCTURED EQUITY FUND [LUX] CH

8.14

2.47%

12.64%

-3.35%

Invesco
M&G INV 1 AMER — ACCUM.SHS — CLASS -C- EUR

8.05

0.01%

19.59%

-5.79%

M&G Investment
AMUNDI EQ US RV — SHS -AU- — CAPITALISATION

8.04

0.45%

16.89%

-4.85%

Groupama
AXA PAC EX-JA — ACCUM.UNITS — CLASS -B- EUR

8.04

0.74%

21.65%

-5.23%

AXA
JPMORGAN ASEAN EQUITY A (ACC) – EUR

8.03

2.67%

22.13%

-5.85%

JP Morgan

FIXED-INCOME

BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
ALLIANZ EURO HIGH YIELD BOND AT (H2-PLN)

8.10

1.61%

5.14%

-1.10%

Allianz
FF-GLB STRAT BD AC SEK HD

7.99

4.50%

4.98%

-0.77%

Fidelity
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

B. Rothschild SICAV
AWF US HY BD — SHS -A-EUR HEDGED (95%)- — CAPITAL…

7.70

2.15%

7.56%

-2.20%

AXA
AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

7.69

2.87%

2.86%

-0.67%

AXA
AVIVA FUNDS – LONG TERM EUROPEAN BOND FUND P1 CAP

7.61

7.13%

14.20%

-2.33%

Aviva
JPMF INVESTMENT FUNDS – GLOBAL HIGH YIELD BOND X – EUR

7.57

1.97%

7.26%

-1.84%

JP Morgan
AXA WF GLOBAL EMERGING MARKETS BONDS F CAP EUR

7.51

3.93%

4.97%

-1.27%

AXA
JPMORGAN FUNDS – EUROPE HIGH YIELD BOND FUND

7.37

1.79%

5.80%

-1.35%

JP Morgan

 

Ranking T-Advisor: Our best stocks and funds in February

What stocks and funds were the best in February? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in February were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Tessi

10

17,11%

20,67%

-3,09%

Paris
Aubay

10

14,15%

29,06%

-6,71%

Paris
Muhlbauer Holding

10

8,98%

26,87%

-6,13%

Deutsche Boerse
Artec Technologies

9.95

8,23%

95,81%

-18,13%

Deutsche Boerse
Verbio

9.79

12,27%

58,49%

-11,08%

Deutsche Boerse

USA

Richmont Mines

10

40,81%

48,66%

-13,79%

NYSE
Pro-Dex Inc

9.92

22,12%

32,17%

-8,33%

Nasdaq
Black Hills Corp

9.86

23,67%

25,83%

-6,68%

NYSE
Chase Corp

9.77

12,20%

29,60%

-6,60%

NYSE
Orbcomm

9.76

18,37%

34,67%

-7,17%

Nasdaq

ASIA-PACIFIC

New World China

10

20,29%

36,19%

-6,11%

Hong Kong
St. Barbara

9.91

29,47%

73,81%

-13,81%

Australia
Daito Trust

9.80

7,92%

25,09%

-6,56%

Tokyo
Yamaha

9.75

5,97%

30,23%

-5,30%

Tokyo
Lion Corp

9.71

4,98%

33,35%

-6,70%

Tokyo

LATAM

Embonor

9.17

2,32%

25,83%

-6,03%

Santiago de Chile
Banco Crédito e Inversión

7.80

4,41%

16,28%

-3,43%

Santiago de Chile
Parque Arauco

7.48

0,60%

16,70%

-4,42%

Santiago de Chile
Paz Corp

7.46

7,26%

19,47%

-4,09%

Santiago de Chile
Inversiones Agua

7.33

0,10%

8,33%

-2,52%

Santiago de Chile

The best funds in February were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

BRS&P QR GBL EQ MGD

6,63

2,16%

10,45%

-2,20%

BlackRock
ALLIANZ RCM INDONESIA A EUR

6,50

2,22%

31,04%

-8,54%

Allianz
AWF FRA AMER GR — SHS -A- — CAPITALISATION

6,40

11,12%

20,24%

-4,87%

AXA
CS EF LUX GL PRES B

6,30

11,89%

13,36%

-3,43%

Credit Suisse
AWF F EU MICR — SHS -A- — CAPITALISATION

6,13

15,28%

13,57%

-2,86%

AXA
BGF WORLD GOLD FUND A2 EUR

5,99

31,37%

32,97%

-8,19%

BlackRock

FIXED-INCOME

AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

8,37

1,27%

2,85%

-0,67%

AXA
CIE BENR OPP IN — SHS -A-(USD)

7,90

3,11%

2,05%

-0,54%

Rothschild
FC CART RT FJ DURAC – UNITS

7,54

2,12%

11,14%

-0,82%

CaixaBank
AV I LG EU BD — SHS -A- — CAPITALISATION

7,21

5,82%

11,85%

-3,22%

Aviva
JPMORGAN FUNDS – GLOBAL GOVERNMENT BOND FUND

7,20

3,11%

3,47%

-0,80%

JP Morgan AM
AXA WF EURO 10+LT M CAP EUR

7,16

5,40%

11,21%

-2,94%

AXA
PIONEER SF – EURO EXTRA LONG TERM BOND CLASS F NON.

7,04

5,36%

12,29%

-3,87%

Pioneer
UBAM YLD CURV EURO — SHS -AC- — CAPITALISATION

6,98

2,17%

4,91%

-1,37%

UBAM
PIMCO MUN INC-SBI

6,93

3,68%

7,45%

-1,89%

Pimco
NUVEEN MUN INCOME

6,87

5,34%

12,47%

-2,67%

BlackRock

 

Ranking T-Advisor: the best stocks and funds in January

What stocks and funds were the best in January? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in January were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Guerbet

10

17.26%

38.70%

-5.22%

Paris
Panariagroup

10

9.94%

34.10%

-4.54%

Mercato Continuo Italiano
Trigano

9.78

3.59%

32.42%

-5.15%

Paris
Plastic Omnium

9.78

2.93%

32.37%

-8.50%

Paris
Muhlbaer Holding

9.51

2.50%

25.98%

-6.13

Deutsche Boerse

USA

Integrated Electronics

9.79

6.41%

35.11%

-5.46%

Nasdaq
New Jersey Resources

9.45

6.71%

24.51%

-5.72%

NYSE
Pep Boys-Manny

9.44

0.38%

38.01%

-7.34%

NYSE
Intervest Bancshares

9.27

7.26%

20.25%

-2.92%

Nasdaq
Wuxi Pharmatech

9.24

36.16%

26.36%

-4.31%

Nasdaq

ASIA-PACIFIC

Daito Trust Construction

9.17

1.21%

22.48%

-5.88%

Tokyo
Fuji Electric

8.92

8.86%

17.25%

-4.06%

Tokyo
JB Hi-Fi

8.87

17.11%

25.17%

-5.78%

Australia
Sumimoto Osaka Cement

8.67

4.72%

25.58%

-5.96%

Tokyo
Japan Real Estate

8.50

1.36%

23.07%

-6.02%

Tokyo

LATAM

Campos Chilenos

10

6.67%

62.64%

-5.17%

Santiago de Chile
Bancolombia

7.90

2.38%

29.12%

-6.99%

Colombia
Paz Corp.

7.46

3.11%

21.02%

-3.92%

Santiago de Chile
Habitat

7.20

3.26%

13.41%

-3.48%

Santiago de Chile
Mineros

7.18

2.44%

27.48%

-8.02%

Colombia

The best funds in January were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Invesco Korean Equity Fund A

7.85

8.33%

26.85%

-7.86%

Invesco AM
MLIS M WT MKT N Shares-EUR A – CAPITALISATION

7.44

1.07%

3.77%

-0.88%

Merril Lynch Fund
OM GLB EQ AB RE — ACCUM.PTG.SHS — CLASS -I- EUR

7.32

0.44%

4.70%

-1.55%

Old Mutual Dublin
SISF Japanese Equity Alpha I

6.62

7.48%

18.20%

-4.77%

Schroder
AXA WF Human Capital F DIS EUR

6.61

17.47%

15.07%

-2.96%

AXA
AXA WF FRM Switzerland M CAP

6.41

1.38%

17.02%

-5.44%

AXA
AWF FRA AMER GR — Shares -A- — Capitalisation

6.40

11.12%

20.24%

-4.87%

AXA

FIXED-INCOME

BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

Comp. Benjamin de Rothschild
AXA WF Global Aggregate Bonds M CAP USD Hedged USD

7.61

1.48%

2.79%

-0.64%

AXA
FC CART RT FJ DURAC – UNITS

7.04

0.77%

11.13%

-0.82%

Caixabank
BLKRK MUNASST

7.01

2.45%

8.42%

-1.89%

BlackRock
Carmignac Court Terme

6.91

0.05%

0.06&

0.00%

Carmignac
JPMF US Dollar Liquidity C – USD

6.82

0.01%

0.01%

0.00%

JP Morgan AM
PIMCO MUN INC-SBI

6.43

2.64%

8.39%

-2.07%

PIMCO Global Adv.
FONDEUDPUBINTER – UNITS

6.39

0.51%

5.33%

-1.02%

Caixabank

Ranking T-Advisor: Our best stocks and funds in December

What stocks and funds were the best in December? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in December were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sysopen Digia

10

176.32%

33.08%

-5.31%

Helsinki
Agfa-Gevaert

10

146.08%

29.78%

-5.22%

Brussels
Trigano

10

144.76%

32.51%

-4.61%

Paris
Stedim

10

113.02%

26.18%

-5.39%

Paris
PCAS

10

110.16%

27.34%

-3.89%

Paris

USA

Amazon

10

117.74%

31.26%

-5.02%

Nasdaq
Cascades

10

75.26%

32.46%

-7.14%

Toronto
CCL Industries

10

74.32%

29.45%

-5.68%

Toronto
Acuity Brands

10

67.66%

24.49%

-4.92%

NYSE
Verisign

10

57.91%

21.85%

-4.30%

Nasdaq

ASIA

Ono Yakuhin

10

94.13%

34.17%

-6.70%

Tokyo
Kaneka

10

91.98%

26.75%

-5.31%

Tokyo
Toei

10

72.61%

33.11%

-6.08%

Tokyo
Shionogi

10

69.76%

29.99%

-5.10%

Tokyo
Marui

10

67.18%

35.05%

5.75%

Tokyo

LATAM

Oro Blanco

6.63

26.26%

50.51%

-11.80%

Santiago de Chile
Cervecerías

6.25

33.11%

25.79%

-5.33%

Santiago de Chile
Edelnor

5.71

11.63%

15.64%

-4.01%

Santiago de Chile
Inversiones Agua

5.71

5.26%

8.33%

1.89%

Santiago de Chile
Embotelladora Andina

5.61

28.74%

25.98%

-4.81%

Santiago de Chile

The best funds in December were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

JPMF India

9.77

3.84

17.84%

-4.32%

JP Morgan Asset
JPMF Pacific

9.76

3.90%

13.90%

-4.01%

JP Morgan Asset
JPMF US

9.70

0.24%

13.09%

-3.21%

JP Morgan Asset
AXA Europe Small Cap

9.69

36.67%

12.11%

-1.81%

AXA
Inv 3 Global Tech

9.66

4.82%

15.44%

-3.90%

Invesco Asset
AXA World Fund Talents

9.66

20.18%

16.58%

-3.68%

AXA

FIXED-INCOME

BLKRKMUNASST

9.18

1.74%

8.31%

-1.89%

BlackRock
JP Morgan US Bond

8.95

1.94%

2.81%

-0.58%

JP Morgan Asset
BlackRock PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
SISF AS CON BD

8.47

4.95%

8.16%

-1.40%

Schroder
SISF Global Conver.

8.32

3.01%

6.63%

-1.61%

Schroder
SISF Asian Convert.

8.31

6.88%

8.18%

-1.37%

Schroder

Ranking T-Advisor: Our best stocks and funds in November

What stocks and funds were the best in November? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in November were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sysopen Digia

10

176.32%

33.41%

-5.31%

Helsinki
Agfa-Gevaert

10

116.70%

31.10%

-6.24%

Brussels
Done Solutions

10

115.81%

35.38%

-6.34%

Helsinki
Stedim

10

110.79%

25.42%

-5.31%

Paris
Alti SGPS

10

105.40%

34.01%

-7.14%

Lisbon

USA

Total System Services

10

57.77%

14.85%

-3.51%

NYSE
Tyler Technologies

10

56.51%

25.97%

-4.83%

NYSE
Flagstar Bancorp

10

51.62%

24.78%

-5.29%

NYSE
Verisign

10

47.23%

19.26%

-3.80%

Nasdaq
Cantel Medical

10

46.80%

23.87%

-5.43%

NYSE

ASIA

Lion Corp

10

92.22%

28.04%

-5.13%

Tokyo
Yamaha

10

76.60%

30.23%

-5.30%

Tokyo
Sundrug

10

54.00%

29.45%

-6.91%

Tokyo
Nichirei

10

53.75%

27.15%

-5.35%

Tokyo
Nissan Chemical Industries

10

47.05%

27.54%

-5.66%

Tokyo

LATAM

Edelnor

8.43

12.00%

16.29%

-4.01%

Santiago de Chile
Embotelladora Andina

7.59

32.47%

25.51%

-4.22%

Santiago de Chile
Banco de Chile

6.55

5.95%

8.10%

-1.92%

Santiago de Chile
PVD US ADR

6.34

15.05%

8.96%

-1.74%

Sistema Internac. de Cotiz.

The best funds in November were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Schroder ISF Japanese Smaller Companies

9.91

23.28%

15.16%

-4.46%

Schroder Investments
Agif Japan EQ Shares

9.90

33.95%

18.02%

-4.47%

Allianz
Gam Star Japan Equity

9.86

14.88%

18.69%

-5.16%

GAM
FF-Japan Advantage

9.81

13.50%

18.75%

-6.74%

Fidelity
FF-Global Technology

9.81

24.69%

20.03%

-4.14%

Fidelity
Pictet Funds – Japanese Equities

9.80

14.46%

17.03%

-5.52%

Pictet
Fidelity Funds – Technology Fund A

9.80

23.89%

20.02%

-4.17%

Fidelity
JPMF Funds – Pacific Equity

9.79

4.15%

13.53%

-4.00%

JP Morgan
BGF World Technology Fund E2

9.79

4.53%

14.85%

-3.21%

BlackRock

FIXED-INCOME

BKRK MNYD MC II

9.80

3.81%

9.28%

-1.43%

BlackRock
SISF Global Convertible Bond I

9.62

5.22%

6.64%

-1.59%

Schroder Investments
SISF Asia Convertible Bond

9.60

7.27%

8.22%

-1.37%

Schroder Investments
BKRK MNHD NY QT

9.56

0.00%

8.80%

-2.57%

BlackRock
DWS Mun INC

9.46

1.05%

7.92%

-2.12%

BlackRock
Salar Accum Shares Class E3

9.40

2.89%

4.36%

-0.88%

Salar Fund
JPMF – Global Convertible Funds

9.39

2.66%

6.11%

-1.47%

JP Morgan
BLKRK Munivest II

9.28

0.45%

9.72%

-2.31%

BlackRock

Ranking T-Advisor: Our best stocks and funds in October

What stocks and funds were the best in October? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in October were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Artec Technologie

10

430.32%

76.69%

-8.10%

Deutsche Boerse
Koenig & Bauer

10

175.80%

41.22%

-8.25%

Deutsche Boerse
Sysopen Digia

10

110.90%

32.45%

-6.33%

Helsinki
Pfeiffer Vaccum

10

62.82%

25.43%

-4.63%

Deutsche Boerse
PCAS

10

58.55%

26.45%

-4.27%

Euronext Paris

USA

Central Garden and Pet

10

97.38%

34.58%

-6.57%

Nasdaq
TRC Companies

10

75.23%

46.71%

-8.96%

NYSE
Nexmed Inc

10

55.00%

77.27%

-18.42%

Nasdaq
Cameron International

10

30.95%

50.09%

-10.32%

NYSE
AAC Pericom Semiconductor

10

29.61%

45.94%

-6.30%

Nasdaq

ASIA

Asanuma

10

103.79%

44.85%

-5.51%

Tokyo
Geely Auto

10

53.84%

54.95%

-14.47%

Hong Kong
Tom Group

10

33.33%

47.45%

-8.59%

Hong Kong
Min Xin Holdings

9.87

11.88%

41.94%

-8.13%

Hong Kong
JEOL

9.76

9.63%

36.21%

-6.80%

Tokyo

LATAM

Embotelladora Andina

9.65

46.05%

27.20%

-5.03%

Santiago de Chile
Cervecerías Unidas

9.29

38.13%

23.71%

-4.71%

Santiago de Chile
Embonor

9.26

36.91%

25.10%

-4.89%

Santiago de Chile
Empresas CMPC

8.30

20.90%

17.91%

-3.46%

Santiago de Chile
Edelnor

8.08

12.20%

16.41%

-4.01%

Santiago de Chile

The best funds in October were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Frnkln Ind Blu – Gr

7.87

4.40%

13.93%

-3.41%

Franklin Templeton
AXA Pacific Ex-Japan Small Cap Alpha Fund Class Class M USD ACCM

7.34

1.61%

15.21%

-3.76%

AXA
R Cap As-Pac Eq — Shs -D USD- — Capitalisation

6.66

1.92%

15.63%

-3.24%

Robeco
BBVA DOBLE BENEFICIO

6.51

9.11%

12.55%

-2.65%

BBVA Gestión
JPM UK Sml Ac-C-Ins

6.40

20.43%

6.37%

-1.08%

JP Morgan AM
AXA WF Frm Europe Real Estate I CAP EUR HEDGED EUR

6.73

10.86%

15.49%

-3.49%

AXA
AIIS Eu Mic Cap — Shs -W- — Distribution

6.40

17.81%

9.27%

-2.12%

Allianz
M&G EUROPEAN SM CO-£-X-ACC

6.40

12.60%

9.71%

-2.08%

M&G Investments
Fid Special Sit Acc

6.40

8.94%

9.84%

-2.55%

Fidelity
Invesco Gl Struc Eq — Shs -A- — Distribution

6.40

3.80%

10.67%

-2.54%

Invesco AM

FIXED-INCOME

Fc Cart Rt Fj Durac – Units

9.40

12.02%

10.99%

-0.63%

Caixabank
Nuveen Ca Perf Plus

7.53

1.66%

8.72%

-2.29%

BlackRock
CAJA MADRID RENTAS I 2038 FI

7.20

4.22%

4.36%

-0.05%

Bankia Fondos
FonDeudPubInter – Units

7.11

13.74%

6.30%

-1.01%

Caixabank
Templeton Global Bond (Euro) Fund I

7.08

2.78%

4.14%

-1.14%

Franklin Templeton
Montgomery St In Se

7.01

7.55%

6.04%

-1.15%

BlackRock
Av I Lg Eu Bd — Shs -A- — Capitalisation

6.94

2.41%

10.80%

-2.96%

Aviva
Pioneer SF – Euro Extra Long Term Bond  Class F Non – Distributing EUR

6.81

1.70%

11.44%

-3.15%

Pioneer
AXA WF EURO 10+LT M Cap EUR

6.58

2.78%

10.32%

-2.91%

AXA