April 29, 2020

Excellence in the Nordics Fund Industry

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: Nordics 2020

The Refinitiv Lipper Fund Award Nordics Winners have been announced!  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  and individual fund winners 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.

Nordics 2020 Lipper Fund Awards Winners

Winner Group Award
MFS Bond – Large
Fondsfinans Bond – Small
Nykredit Invest Equity – Large
BLS Equity – Small
Nordea Mixed Assets – Large
LahiTapiola Mixed Assets – Small
Goldman Sachs Overall – Large
LahiTapiola 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.

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

 

 

“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 very proud to have these Lipper Fund Awards. This was the seventh year in a row when our balanced funds have the best risk-adjusted returns in their own peer groups. We consider these awards as a token of proven investment process. Our investment process combines both models and discretionary thinking. Our regime-based models include both macro-based relative valuation and cyclical outlook measures. However, no model is perfect and we also need to have some discretionary thinking as well. To our customers, these awards present a proof of best risk-adjusted returns within different fund category.”

 Jari Järvinen, Chief Economist and Director, LocalTapiola Asset Management, LahiTapiola

 

 

“Being awarded in the Refinitiv Lipper Fund Awards 2020, with four of our funds in a total of six categories, is a true honour. We consider it to be a testament to the quality of our investment management and it is humbling to receive this recognition from an independant third party. We particularly appreciate this award because the methodology is based on risk-adjusted performance relative to our peer group.

Winning the bond asset class group among small companies is important for us as it shows how we have established ourselves as an significant player in this field. Winning awards both in equity and bond fund categories is a signal that we are able to deliver strong results across different asset classes.

An independent third-party award allows fund managers to communicate fund performance with credibility.  Our clients can feel confident that they have made a wise investment decission and that our funds have a strong performance compared to our competitors.”

Erlend Lødemel, Head of Fixed Income, Fondsfinans

 

“The award is a testament to the dedicated teamwork and strong processes behind a number of our core strategies. The core philosophy behind the products have been in place for many years and this consistency is the main reason for the good results, but still we always strive to improve. One example is our work with sustainability and ESG, which have been a major focus area for us. No doubt our imbedded ESG process has been one of the drivers behind our success in many of our products, and it reaffirms our strong belief that investing sustainable walks hand in hand with creating attractive long-term risk adjusted returns.

So even though I know that  focus currently is on the human and financial consequences of Covid-19 and not so much on awards for past performance, I am still immensely proud of the products, the teams behind them and of the strong risk adjusted returns we have been able to offer to our clients over an extended period of time.“

Morten Gregersen, CIO, Nykredit Invest

 

“The Nykredit Corporation has a more than 165-year long history in the bonds market, and we have a long record of accomplishment investing in the bonds market. So winning this award of course means a lot to us.”

Henrik Jørgensen, CIO, Nykredit Invest

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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.

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