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May 6, 2020

Excellence in the Netherlands Fund Industry

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: Netherlands 2020 

The Refinitiv Lipper Fund Award Winners have been announced for the Netherlands fund industry.  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. 

2020 Netherlands Lipper Fund Awards Winners 

Winner  Group Award 
MFS  Bond – Large  
Kempen Capital Management  Bond – Small 
MFS  Equity –Large 
Nuveen  EquitySmall 
Actiam  Mixed Assets – Large 
ASR  Mixed Assets – Small 
Goldman Sachs  Overall – Large 
Kempen Capital 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 the 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 these winning top-ranked institutions are saying about the value of winning and what it means to them and the industry: 

“The ACTIAM mixed funds invest in bonds, global listed equities and listed European real estate firms. Our forward-thinking approach focusses on the transition towards a sustainable society and delivers both financial and social returns. We are therefore proud to have delivered these results on a three-year basis under different economic circumstances. We see the Refinitiv Lipper Awards as a valuable recognition of our efforts.” 

Dennis van der Putten, Director Sustainability & Corporate StrategyACTIAM  

 

“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 Capital 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 proud to win a Refinitiv Lipper Fund, especially because it is the fourth time to win the Group Award! This award as best performing asset manager for smaller companies in a very competitive mutual fund market is the confirmation that sustainable investment policy based on our index plus strategies is a winning strategy. Our balanced funds with a long-term track record of over 5 until 10 years and (re)winning the Refinitiv Lipper Fund Awards clearly proved this. 

The Refinitiv Lipper Fund Award is providing confidence in maintaining our index plus investment strategies. and is achieving more and more a secured place in the markets of mutual funds with either passive or active strategies. 

Both our retail and institutional clients are reaching out to us as a sustainable asset manager with solid investment strategies more and more. This is based on strong inflow of asset under managements. Receiving the Refinitiv Lipper Fund Awards 4 years in a row, is giving us and our clients confidence. 

Mark van Engelen, Head of Fund management, and External Managers Monitoring, ASR 

“These awards are an important validation of the expertise of our investment professionals, the discipline of our investment approach, and Lord Abbett’s long-standing heritage in fixed-income investing. This industry recognition also highlights what it means to be investment-led and investor-focused, demonstrating the power of our independent perspective, our commitment to active management, and our intelligent product design.” 

Douglas B. Sieg, Managing Partner ofLord Abbett 

“This year Robeco has won Refinitiv Lipper Fund awards in several countries around the world. For Robeco and its investment professionals, this is a fantastic recognition of our unique integration of fundamental, quantitative and sustainability research in all our investment strategies. For our clients, this is a clear signal that our approach – which puts research at the heart of everything we do – truly enables them to achieve their financial and sustainability goals.” 

Peter Ferket, Head of Investments, Robeco   

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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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