April 24, 2020

Excellence in the Fund Industry in France

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: France 2020 

The Refinitiv Lipper Fund Award Winners have been announced for France!  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. 

2020 France Lipper Fund Awards Winners 

Winner   Group Award 
Raiffeisen Capital Management  Bond – Large  
Evli  Bond – Small 
Wellington Management  Equity – Large 
Seilern Investment Management  Equity – Small 
AG2R La Mondiale  Mixed Assets – Large 
ING  Mixed Assets – Small 
MFS  Overall – Large 
Meeschaert Asset Management  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.”     

LogieFitzwilliams, 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 StuzinPortfolio 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. 

The Group Award is a great acknowledgment of our 20 years of experience in fixed income and the uncompromising work of our portfolio management to achieve the best possible return in different market conditions, our success is built on our flexible investment strategy based on the best risk-return ratio and strong expertise in the European and Nordic corporate bond markets.’’ 

Mikael Lundström, CIO,Evli 

“It is always very valuable for a fund company to be recognized for an overall performance. France is one of the most competitive fund markets in Europe. We are therefore very proud to be honored in this market with one of the coveted Refinitiv Lipper Fund Awards as best bond manager in the “Large Company” category.

For us, the award is both confirmation and incentive to consistently pursue our chosen path as a quality supplier of asset management services. For our clients it is the confirmation that their assets are managed with best possible care.”

Rainer Schnabl, CEO of Raiffeisen Capital Management 

 

“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 

 

“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 ofEuropean Dynamic Growth,Fidelity 

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.×