International focused mutual funds are funds that are composed of stocks based outside of the United States. For investors seeking international exposure, mutual funds add simplicity to the investment process. Below, we highlight some of the best performing international mutual funds of 2014. *All Data as of Nov. 30.
For more information on international mutual funds, check out the Beginner’s Guide to International Mutual Funds.
JOHCM International Select (JOHAX)
The
JOHCM International Select II (
JOHAX) was launched in 2010 and is managed by Christopher J.D. Lees and Nudgem Richyal. The fund’s holdings are primarily in the healthcare and technology sectors and its holdings are based in Europe and Asia. The fund currently has $1.4 billion in assets under management (
AUM).
YTD, this fund is up 7%.
Largest Holdings
| Symbol |
Company |
Portfolio Weight |
YTD Performance |
|
AVGO
|
Avago Technologies
|
3.34%
|
+92%
|
|
NXPI
|
NXP Semiconductors NV
|
3.32%
|
+68%
|
|
SHP
|
Shire
|
3.31%
|
+64%
|
Avago Technologies (AVGO) – Despite a drop in October,
AVGO surged nearly 100% in 2014.
NXP Semiconductors NV (NXPI) – Netherlands-based NXP Semiconductors has jumped 68% in 2014, despite a slight dip in October.
Shire (SHP) – Shares of Shire skyrocketed in 2014 after reports that it would be acquired by AbbVie. After the deal was cancelled, shares dropped. However, the stock is up over 60% in 2014.
UBS Global Sustainable Equity Fund (BNIEX)
The
UBS Global Sustainable Equity Fund (
BNIEX) was launched in 1997 and is managed by Bruno Bertocci and Shari Gilfillan. The fund is well balanced across industries and has most of its assets in European stocks. The fund currently has $22.7 million in assets under management (
AUM). In 2014, this fund has risen 4%.
Largest Holdings
| Symbol |
Company |
Portfolio Weight |
YTD Performance |
|
NXPI
|
NXP Semiconductors NV
|
6.46%
|
+68%
|
|
CHKP
|
Check Point Software Technologies Ltd
|
4.88%
|
+24%
|
|
CPH:MAERSK-B
|
A P Moller Maersk AS
|
4.81%
|
+4.5%
|
NXP Semiconductors NV (NXPI) – Netherlands-based
NXP Semiconductors has jumped 68% in 2014, despite a slight dip in October.
Check Point Software Technologies Ltd (CHKP) – This Israel-based company had a volatile year, but shares surged in October.
A P Moller Maersk AS (CPH:MAERSK-B) – A P Moller Maersk had a volatile year, trading essentially flat from a year ago.
Fidelity Advisor Intl Capital App A (FCPAX)
The Fidelity Advisor Intl Capital App A (
FCPAX) fund was launched in 1997 and is managed by Sammy Simnegar. The fund’s holding are primarily based in Europe and are well-balanced across industries. The fund has $151 million in assets under management (
AUM). In 2014, this fund has risen 3%.
Largest Holdings
| Symbol |
Company |
Portfolio Weight |
YTD Performance |
|
VTX:NESN
|
Nestle
|
1.59%
|
+12%
|
|
BAYN
|
Bayer
|
0.97%
|
+13%
|
|
BTI
|
British American Tobacco
|
0.89%
|
+3%
|
Nestle (VTX:NESN) – Shares of Nestle were volatile in 2014, but ended up in the positive.
Bayer (BAYN) – Bayer has been rising since it began trading in 2011. In 2014, the stock rose 13%.
British American Tobacco (BTI) – Despite its run in the beginning of the year, shares of BTI fell in December.
The Bottom Line
The funds above were a part of the best performing mutual funds so far in 2014. For a complete list,
click here.
