The Refinitiv Lipper Fund Award Winners have been announced in Austria. The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s seven fund families receiving Asset Class Group awards for their superior firm-wide performance.
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.
“In a year of dramatic change across the global economy, climate & the environment and political cultures, it has never been more important to have your investments entrusted with talented and experienced professionals. The Refinitiv Lipper Fund Awards recognize those exceptional managers and fund management groups who navigate these changes and steer your assets into outperforming returns,” said Robert Jenkins, Head of Lipper Research at Refinitiv.
Lipper data covers more than 330,000 share classes in 86 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets with over 500 fund classifications.
See what top-ranked institutions are saying about the Austrian Lipper Fund Awards from Refinitiv:
“This award is a testament of our commitment to the strategy that has been running for over 25 years which we continue to uphold today as it has proven resilient through market dislocations and periods of stress. Through our and our teams hard work we have consistently delivered balanced income for our clients and we are honored to have been recognized for this by achieving the Refinitiv Lipper Award for Austria.”
Gershon Distenfeld and Scott DiMaggio, co-Heads of Fixed Income and Portfolio Managers, AllianceBernstein
“Wir freuen uns natürlich sehr über die Auszeichnung, die uns in unserer langfristig erfolgreichen Anlagestrategie bestätigt. Sie ist vor allem ein Ansporn für die Zukunft, die mit Blick auf die Corona-Krise einige Herausforderungen bringen wird.”
Alexander Patz, Repräsentant der Flossbach von Storch Invest S.A. in Österreich
“We are very proud about the award, which confirms our long-term successful investment strategy. Overall it is an incentive for the future, which will bring some challenges in the light of the Corona crisis.”
Alexander Patz, Manager, Fund Sales, Flossbach von Storch Invest S.A. in Austria