April 30, 2020

Excellence in the Fund Industry in Europe

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: Europe 2020

The Refinitiv Lipper Fund Award Winners have been announced for Europe! 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 fund families receiving Asset Class Group awards for their superior firm-wide performance.

  • The merit of the winners is based entirely on quantitative criteria.
  • For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and focuses the investment world on top-funds.
  • Read what winners say about the value these awards create for their firms, clients and the industry.
Winner   Group Award 
MFS  Bond – Large  
Kempen Capital Management  Bond – Small 
Wellington Management  Equity – Large 
Seilern Investment Management  Equity – Small 
Flossbach von Storch  Mixed Assets – Large 
Swiss Rock  Mixed Assets – Small 
MFS  Overall – Large 
Hauck & Aufhaeuser  Overall – Small 

 

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 all winners  

A Message from Refinitiv Lipper

“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.

Messages from Winners

See what top-ranked institutions are saying about winning and the fund industry:

“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

“We continue to focus on the business models we own in a deep and fundamental way. Thanks to our superior stock-picking and focus on risk – taking a differentiated view to the benchmark – we have been able to outperform over long periods of time; which includes both the robust equity markets in 2019 and the volatility we have seen thus far in 2020. This concentrated portfolio of about 30 high quality growth companies is developed through our highly selective process driven by our own fundamental research – we take no shortcuts.”

Ken Stuzin, Portfolio Manager of the Brown Advisory US Equity Growth Fund

“We are very grateful for the awards, they are a testimony to both our long-tern expertise and the strength of our funds. They show that our excellent team’s hard work and disciplined investment strategy bear fruit. Receiving these awards in the highly competitive European fund markets is a great tribute and an indication of the international competitiveness of our funds.”

Mikael Lundström, CIO, Evli

“Each of our Lipper awards is a testament to Nordea Asset Management’s successful investment philosophy, process and performance. Recognition from an independent body based on objective criteria provides further validation of our investment approach. It is an honour to receive distinction for our team’s hard work and commitment to serving our clients”

Christophe Girondel, Global Head of Institutional and Wholesale Distribution, Nordea Asset Management

“The Refinitiv Lipper Fund Awards enjoy a high level of recognition in the industry due to the expertise behind them. We are therefore very proud of the award. It is both an incentive and an obligation for us to continue doing a very good job for our investors in the future.”

Dr. Bert Flossbach, CEO, Flossbach von Storch

“The Refinitiv Lipper Fund Award is a testament to the strength of our company. It shows that as a small company you will be recognized by your peers and the industry, if you strive for excellence and stick to your approach. We are grateful to Refinitiv for this recognition. “

Bruno Heusser, Head Mixed Assets and Fixed Income, Swiss Rock Asset Management AG

“First and foremost, we would like to thank Lipper Fund Awards for the awards. At Fidelity, winning awards like the Refinitiv Lipper Award means a lot. Our industry consists of many hard-working competitors that always try the hardest to earn returns for investors, so it is of course an honour to be awarded these prizes”

Fabio Riccelli and K.Rosenberg, Portfolio Managers of European Dynamic Growth, Fidelity

“We are proud of the recognition that these awards represent. These awards are a wonderful compliment to our team and a reward for the path we have taken: building a strong culture of a talented group of people. These Lipper awards are testament to the innovative and proactive approach that our teams take, with a focus on long term value creation for all stakeholders. Client service and innovation is key to how we work and shows our commitment to always deliver for the best for our clients.”

Lars Dijkstra, Chief Investment Officer at Kempen

Gain further insights

Subscribe to Lipper Alpha Insights complimentary newsletter to help you seize opportunities with powerful financial analysis. 

Discover our full suite of analytical tools for portfolio managers.

Disclaimer:

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. 

Get In Touch

Subscribe

We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.×