As global economies continue to feel the effects of the pandemic, inflationary pressures, central bank policy changes and heightened volatility will be the hallmarks of the recovery. Amid these challenges, the winners of the Refinitiv Lipper Fund Awards 2022 have shown resilience and superior fund performance.
- There are currently a number of factors influencing the global economy as the impact of COVID-19 lingers on. Among these are rising inflation, shifts in central bank policy and market volatility.
- In spite of these headwinds, Refinitiv Lipper Fund Awards winners have achieved consistently superior fund performance.
- Refinitiv Lipper Fund Awards recognise mutual funds and fund families from across the following asset classes: equity, bond, mixed-assets, and alternatives, with additional awards presented to pension funds and exchange-traded funds in specific fund award universes.
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Winners of the Refinitiv Lipper Fund Awards
Saudi Arabia
We congratulate this year’s two fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Canada
We congratulate this year’s six fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Netherlands
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
India
We congratulate this year’s four fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
MENA Markets
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Global Islamic
We congratulate this year’s three fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Singapore
We congratulate this year’s four fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Hong Kong
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Nordics
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
France
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Europe
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Austria
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Malaysia
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Refinitiv Lipper Fund Awards for Malaysia
Japan
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Refinitiv Lipper Fund Awards for Japan
UK
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Refinitiv Lipper Fund Awards for the United Kingdom
Germany
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Refinitiv Lipper Fund Awards for Germany
United States
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Refinitiv Lipper Fund Awards for the United States
Switzerland
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
View the full list of winners.
Refinitiv Lipper Fund Awards for Switzerland
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A message from Refinitiv Lipper
Robert Jenkins, Head of Research, Lipper, Refinitiv says: “The 2022 Refinitiv Lipper Fund Awards recognise award winning managers who are successfully facing down market factors not seen in decades, including rising inflation, a thinning labour pool and continuing constraints on the global supply chain.
“Markets are ebbing and flowing along with the sentiments and emotions of investors as the pandemic continues to cloud outlooks and change perspectives. Fund managers find themselves looking beyond earnings statements and factoring in impacts of viral waves – making active management more challenging than ever.
“We applaud the 2022 Refinitiv Lipper Fund Award winners for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios in a time of unprecedented change.”
Watch: Refinitiv Lipper Fund Awards
About the Refinitiv Lipper Fund Awards
These awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
They 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.
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 recognised. The awards are based on Lipper’s proven proprietary methodology.
Discover Refinitiv’s 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.