8 MARCH 2019 – Refinitiv today announces the winners of the United States Lipper Fund Awards 2019. These highly-respected awards recognise funds and fund management firms that have excelled in providing consistently strong risk-adjusted performances relative to their industry peers – the merit of the winners is based on objective, quantitative criteria.
The full list of Group Award winners follows below:
|GuideStone Funds Trust||Overall Small|
|Morgan Stanley Investment Management, Inc.||Fixed Income Large|
|Ashmore Funds||Fixed Income Small|
|PRIMECAP Management Company||Equity Small|
|TIAA Investments||Mixed Assets Large|
|Thrivent Mutual Funds||Mixed Assets Small|
“In a year that saw the return of market volatility, we would like to congratulate the Lipper Fund Award winners for their ability to help their investors navigate the markets’ choppy waters. We also wish them continued success as they seek to build on this year’s success with long-term outperformance for investors in a dynamic market environment,” said Bob Jenkins, head of Lipper research at Refinitiv “The awards are based on our independent fund data which enables us to grant these awards with authoritative recognition and emphasis on consistency to single funds and fund management groups.”
The influential and prestigious Lipper Fund Awards from Refinitiv are based on our Lipper Leaders Rating for Consistent Return (please click here to see the full list of winners). Individual classifications of three, five, and ten year periods, as well as fund families with high average scores for the three year period are also recognized. The awards are based on Lipper’s proven proprietary methodology, which can be viewed here.
Lipper data covers more than 312,000 share classes and 139,000 funds in 86 countries. The Lipper Leader ratings are available for mutual funds registered for sale in over 42 markets.
Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.
About the Lipper Fund Awards from Refinitiv
For more than three decades and in over 20 countries worldwide, the Lipper Fund Awards from Refinitiv have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers. For more information, please visit http://www.lipperfundawards.com/
Notes to Editors
The Lipper Fund Awards from Refinitiv do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, investors should not make an investment decision on the basis of this information. Lipper Fund Awards designations are for informational purposes only. Lipper is not responsible for the accuracy, reliability or completeness of the information obtained from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates. Past performance is not necessarily a guide to future performance and investors should remember that past performance is not a guarantee of future results.