The Refinitiv Lipper Fund Awards Winners have been announced in Switzerland. 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 eight fund families receiving Asset Class Group awards for their superior firm-wide performance.
So, who were this year’s awards winners? Find out below:
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. View the full list of winners and photos from the event.
Hear what these industry leaders have to say and watch video interviews with winners and guests at the 31st Lipper Fund Award Ceremony in Zurich 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 these winning top-ranked institutions are saying about the value of winning and what it means to them and the industry:
“Receiving the Refinitiv Lipper Fund Award is a great honour for Basler Kantonalbank and tremendously boosts our motivation to aim for excellence.
The Award fosters transparency, builds trust and identifies superior results. It also strengthens clients in making informed and confident investment decisions.”
Sandro Merino, CIO at Basler Kantonalbank
“Winning the Refinitiv Lipper Award for Best Fund, Equity Sector Gold and Precious Metals, for the fourth year running means a lot to Baker Steel’s team, who have a combined investment experience of over 100 years in the mining sector.
“The recognition by Refinitiv highlights BAKERSTEEL Precious Metals Fund’s market-leading performance, and our team’s dedication to sound and disciplined investment principles. As a precious metals and mining industry specialist, this award represents the success in the key investment tenets of Baker Steel’s value-driven investment strategy.
“Baker Steel’s objective is to deliver superior risk-adjusted returns for our clients relative to our peers through active investment management. With the gold price in a recovery phase, backed by a supportive macroeconomic backdrop, we see a strong outlook for the precious metals sector.”
Mark Burridge, Fund Manager and Managing Partner, at Baker Steel Capital Managers
“In today’s very crowded asset management industry, it is a source of pride for a niche and tailor-made management company like Pharus to win the Refinitiv Lipper Fund Awards 2020 Switzerland for one of our flagship funds. Receiving this award from an authoritative entity like Refinitiv increases the prestige and reputation of Pharus brand.
“Pharus Liquidity is one of the first funds launched by our SICAV in 2002 and is an evergreen in our investors’ portfolios. The experience and skills of the management team, the wise use of diversification and the choice of the best short-term high-quality links have always helped to obtain positive returns far above the category average, as well as the top positions within the monetary rankings.
“This prize awarded to a “historical” Pharus fund confirms the value of the product and of our reality, pays tribute to our daily teamwork and encourages us to continue on the path of innovation.”
Davide Pasquali, Vice Chairman of Pharus
“We are honored to receive this award for our fund’s exceptional performance over the respective three- and five-year periods.
“We are committed to providing clients with diversifying real estate investment solutions and believe the current low interest rate environment remains attractive for real estate securities.”
Rogier Quirijns, Cohen & Steers’ Head of Europe Real Estate
“IFP Investment Management is thrilled to have been selected for its IFP Global Environment Fund as a winner of a Refinitiv Lipper Fund Award, for the absolute return category. The Lipper Fund Award represents one if not the most recognized award in our industry and that of course gives us a lot of pride.
“Since its launch in 2009, all the efforts and hard work we have put in imagining quite a unique Fund with its mixed allocation on different sub-sectors related to the environment, a trend that can only grow, with an SRI proprietary approach, are finally recognized by this award and this means a lot to us.
“That won’t stop neither the hardworking we have been doing, and will continue to do, nor the passion we put into it. We really hope that this Refinitiv Lipper Fund Award will increase both the awareness of this beautiful sustainable Fund as well as the growth that IFP Global Environment Fund deserves.
I also want to thank the whole team behind me that helped IFP Investment Management reaching this achievement.”
Pamela Zell, Director, IFP Investment Management SA
“The Refinitiv Lipper Fund Award is fantastic recognition for the excellent and consistent performance of our high yield investment team over the last 10 years. Winning such a high-profile award underlines the strength of our investment process and the in-depth knowledge and experience across our fixed income investment team.”
Adrian Cammidge, Head of media & PR at Kames Capital & Aegon Asset Management Europe
“We are delighted to receive the Bond USD High Yield Refinitiv Lipper fund award for the UBAM – US High Yield Solution. Our goal is to deliver consistently strong, risk-adjusted performance for our clients and this award recognizes this achievement.”
Christel Rendu de Lint, Head of Global Fixed Income at Union Bancaire Privée (UBP)
“As Equity Small Group award winners at Seilern Investment Management, we acknowledge the thoroughness of the performance analysis behind the prestigious 2020 Refinitiv Lipper Awards.
“The Equity Small Group award for Seilern is a powerful testament to the consistency of performance across all our equity funds which seek concentrated portfolios of only the highest quality growth businesses. This award (together with fund awards for Seilern America over 5 years and Seilern World Growth over 10 years) is a huge endorsement of our investment team and particularly reassuring for our investors.”
Peter Seilern, Chairman, Seilern Investment Management
“We are thrilled that the Brown Advisory US Equity Growth Fund has been recognized as a leading fund in the US equity category. This Award is a testament to the strength and depth of our investment team and process. We are grateful to Refinitiv Lipper Fund Awards for this industry acknowledgement.”
Logie Fitzwilliams, Head of International Business at Brown Advisory
“ESG considerations are risk parameters that can no longer be ignored. DNB has been working with precisely these parameters for 30 years and is pleased about the award and the associated recognition.
“This award underlines the outstanding and constant performance of Jon Sigurdsen & Christian Rom and testifies to their extensive market knowledge in the field of sustainable investments.”
Hagen-Holger Apel, Country Head Switzerland, Senior Client Portfolio Manager, DNB Asset Management S.A., Luxemburg
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.