This year’s winners at the Refinitiv Lipper Fund Awards for Europe have been announced. Based entirely on quantitative criteria, the industry’s premier awards programme recognises the continent’s best performing funds through a rigorous and independent assessment process.
- For over 30 years and in 17 countries worldwide, the Refinitiv Lipper Fund Awards have honoured funds and fund management companies that have outperformed their peers on a risk-adjusted basis.
- The awards recognise mutual funds and fund families from across all asset classes, including equity, bond, mixed-asset, commodity and alternatives, with additional awards presented to pension funds and exchange-traded funds in specific fund award universes.
- 2020 was a year like no other. Read what winners say about their achievement and the value these awards create for their firms, clients, and the industry.
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Explore key industry insights and predicted trends from the 2021 fund industry leaders.
In a year where market volatility reached record levels, and where business and operational models were completely upended, recipients of the 2021 Refinitiv Lipper Fund Awards for Europe deserve a special mention for their resilience to a myriad of market risks, and commendation for their vision, innovation and mastery of today’s rapidly evolving financial markets. Congratulations to each winner.
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 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.
Winners of the 2021 Refinitiv Lipper Fund Awards for Europe
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 Refinitiv Lipper’s proprietary methodology.
Watch: Refinitiv Lipper Fund Awards
With a 48-year track record of providing independent content, Refinitiv Lipper data encompasses over 345,000 share classes across over 80 countries. Refinitiv Lipper Leader ratings are available for mutual funds registered for sale in 47 markets with over 500 global and 174 U.S. fund classifications.
A message from Refinitiv Lipper
Robert Jenkins, Head of Research, Lipper, Refinitiv, said: “This year’s Refinitiv Lipper Fund Awards recognised the steadfast resolve of award-winning managers and firms who successfully navigated one of the sharpest market downturns and recoveries on record, enabling investors to maintain a level of economic confidence amidst a backdrop of uncertainty.
“In a year that endured the impacts of an unprecedented global humanitarian crisis, in which markets reflected investors’ emotions of shock and optimism, there was a degree of solace in having one’s financial fortunes overseen by the stewardship of professional money managers.
“The winners of the Refinitiv Lipper Fund Awards for Europe 2021 deserve recognition for their exceptional work in mitigating substantial risks while delivering superior returns.”
Exclusive media partner coverage with Expert Investor Europe
View the coverage, interviews and industry insights from Expert Investor Europe, exclusive media partner for the 2021 Refinitiv Lipper Fund Awards for Europe.
Messages from winners at the Refinitiv Lipper Fund Award
This year’s award winners share what their award means for their firm and clients.
ANIMA
“We are very pleased with the award given to the ANIMA Star High Potential Europe fund, managed by Lars Schickentanz, Head of Alpha Strategies Division, and his team.
“This recognition confirms that the fund’s investment strategy was successful in 2020; a very challenging year for the financial markets due to the global health crisis and the economic impacts of the pandemic.
“This fund was able to defend investors’ money in times of high volatility and to participate in the markets’ rising phases.”
Andrea Mandraccio, Head of Institutional and Wholesale business, ANIMA Sgr
Berenberg
“The Refinitiv Lipper Fund Awards are among the most important and prestigious awards in our industry. That is why it makes us proud to be recognised as the best small equity fund manager in Europe and best small asset manager overall in Germany, in addition to the awards for individual funds.
“The awards from Lipper are proof of the quality of our investment platform and our fund management team. We have shown that even in a difficult market environment, our quality-growth approach in equities and multi-asset is the right strategy to pursue. The awards are also an affirmation for us and our clients.”
Matthias Born, Head of Investments, Berenberg Wealth & Asset Management
East Capital
“The Refinitiv Lipper Fund Awards are one of the most prestigious honours in the highly competitive investment management industry.
“The award underlines the quality of our organisation and our investment team, our reach as a responsible investor in global emerging and frontier markets, and our strong processes leading to a superior performance that we have been able to deliver to our clients.
“Winning the award is invaluable to us as it is a very important recognition of our hard work over many years in frontier markets. The team is delighted to see that their efforts and outstanding performance are recognised by a third-party institution.”
Peter Elam Håkansson, Chairman & CIO, East Capital
Evli
“We are very grateful for the awards. They are a testimony to both our 30-plus years of expertise and the strength of our funds.
“The awards 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, Chief Investment Officer, Evli Fund Management Company
Eyb & Wallwitz
“Eyb & Wallwitz is an independent asset management company based in Germany Established in 2004, our company has proven to be a reliable partner for established institutional clients in German-speaking countries and is now one of the largest independent asset managers in Germany.
“Winning a Refinitiv Lipper Fund Award means the hard work, dedication and passion of our team has paid off. For our clients, it is confirmation that they have put their money to work in the right place.
“Such a well-known and respected award shows to our clients and also to the industry that Eyb & Wallwitz can deliver a very high and solid quality over a long-term period in respect to all required criteria.
“This award has been one of the most respected in the industry for many years.”
Uwe Diehl, Managing Director / Head of Sales, Eyb & Wallwitz
Fiera Capital
“We are delighted to accept the 2021 Equity Frontier Markets Nordic and Europe Lipper Awards for our Magna New Frontiers Fund performance. This reflects the success of our team’s focused stock-picking approach and in-depth fundamental company analysis.”
Dominic Bokor-Ingram, Senior Portfolio Manager, Frontier Markets, Fiera Capital
Flossbach von Storch
“We are very pleased to receive this award. It shows that a flexible, very active investment strategy in the bond market can produce good results.
“This award is a further incentive for us to continue to give everything for our investors in the years to come ‒ and to remain true to our convictions.”
Frank Lipowski, Fund Manager – Bond Opportunities, Flossbach von Storch
La Financière de l’Echiquier
“We are very honoured to be recognised at the Lipper Fund Awards for Europe 2021, which highlights our ambition to become a leading European asset manager.
“This award confirms the expertise of La Financière de l’Échiquier’s management teams, whatever the market context. It underlines the quality of our stock-picking and demonstrates the relevance of active management. It also distinguishes our historical expertise in European small and mid caps, as well as our international thematic range.
“The award means a lot for the whole team and for our clients. It underlines the relevance of our strategies and the performance we delivered to our clients, even during periods of market stress.”
Olivier de Berranger, Deputy CEO & CIO, La Financière de l’Echiquier
IFP Investment Management
“IFP Investment Management is delighted and thrilled to have won the three- and ten-years European Refinitiv Lipper double awards this year.
“The IFP Global Environment Fund had the best absolute performance in the European patrimonial medium category, and these Lipper Fund Awards reward the performance we consistently delivered to our investors.
“The IFP Global Environment Fund was launched in 2009 as the first IFP Sustainable Fund with the objective to invest in companies addressing environmental issues. These awards reward IFP Investment Management’s strategy and sustainable investment philosophy and recognise IFP’s superior track record that is driven by our unique expertise and passion for thematic investing.
“These Refinitiv Lipper Fund Awards will both increase awareness of the IFP Global Environment Fund among investors and strengthen our belief that the IFP sustainable investment strategy is right.”
Pamela Zell, Director, IFP Investment Management
Janus Henderson Investors
“We’re delighted our funds are being recognised in the prestigious Lipper Fund Awards. This recognition is a testament to our team’s devotion to delivering superior risk-adjusted returns for our clients.
“We look forward to continuing our strong momentum and join Lipper in congratulating all of this year’s nominees and award recipients.”
Enrique Chang, Global Chief Investment Officer, Janus Henderson Investors
Jupiter Asset Management International SA
“We are honoured to receive this award and we are very pleased with the success of the Jupiter Financial Innovation fund.
“At Jupiter, we believe in the value of active minds. The global financial equities sector, to which this fund is designed to give investors a better way of allocating, is a good example of how an active approach can generate alpha.
“This high conviction fund has achieved this by investing in dynamic companies driving disruption and innovation in global fintech and financial services.”
Andrea Boggio, Head of Continental Europe, Jupiter Asset Management
PGIM
“PGIM Investments is committed to delivering best-in-class investment solutions to help clients meet their goals through the expertise of PGIM’s specialised asset managers.
“We are honoured that Lipper has recognised the PGIM Jennison Emerging Markets Equity Fund for its outstanding 3-year track record. The fund is managed by Jennison Associates, a specialist in growth equity investing. Jennison’s philosophy is that durable alpha is generated through deep fundamental company research. Their teams of highly experienced investment professionals are dedicated to discovering the next generation of market leaders.
“At PGIM Investments, we pride ourselves on offering high-conviction investment ideas that translate into sustainable alpha for our clients, and we are delighted to have this performance recognised by the industry.”
Kimberly LaPointe, Executive Vice President, Head of PGIM Investments International, PGIM Investments
Quaero Capital
“Quaero Capital is very proud of the Refinitiv Lipper Fund Awards. It is a strong recognition of the commitment we make to investment excellence and sustainable investing in the interests of our clients.”
Jean Keller, CEO, Quaero Capital
Seilern Investment Management
“We are pleased that our fund Seilern Global Trust could qualify for the highly respected Lipper Fund Awards in the categories for the 5- and 10-year periods, within a group of 546 funds (for the 5-year period).
“All our funds follow the same Quality Growth Strategy that is based on Seilern’s ‘10 Golden Rules’. That our funds qualified for Lipper Awards also in the previous years gives us confidence that our ’10 Golden Rules’ can contribute to protecting our clients’ assets in different market environments.”
Marco Lo Blanco, Michael Faherty (Portfolio Managers), Karl Safft (Investment Specialist and Sales D-A-CH), Seilern Investment Management
Swan Asset Management SA
“I’m very honoured that our fund managers have been recognised by Refinitiv Lipper for the results obtained in the last five years. This is a strong validation of Swan AM’s investment philosophy and approach to global credit markets, which is committed to efficiency through the generation of excess returns combined with low volatility.
“Strict adherence to our principles and careful credit selection will continue to be pillars of our methodology, with the goal to create value for our investors.”
Enrico Angella, President, Swan Asset Management SA
Trigon Capital
“Winning the Refinitiv Lipper Fund Award is not only a testament to the performance of the fund versus its peers, but is also a confirmation of our skills and expertise in the Russian equity space that our clients appreciate.
Refinitiv Lipper Fund Awards are highly respected, as the merit of winners is based on objective quantitative criteria, and signals our ability to provide consistently strong risk-adjusted performance relative to the competition.”
Jelena Rozenfeld, Partner and Fund Manager, Trigon Capital
UBAM Union Bancaire Privée
“We are delighted to have received a Refinitiv Lipper Fund Award for the UBAM – Global High Yield Solution, particularly on the fund’s 10th anniversary. With this fund, our goal is to deliver consistently strong, risk-adjusted performance for our clients and this award recognises this achievement.”
Philippe Graub, Head of Global and Absolute Return Fixed Income Team, Union Bancaire Privée
VAM
“VAM’s business has been built on a continuing pursuit of fund management excellence, combined with a first-class service to its clients. We are very honoured to be recognised at this year’s Refinitiv Lipper Fund Awards.”
Brendan Adams, Director VAM Funds (Lux), VAM
Vitruvius (Managed by Belgrave Capital Management Ltd.)
“Vitruvius SICAV is extremely pleased to receive the Refinitiv Lipper Fund Awards Europe 2021 Winner Award as Best Greater China Equity Fund Over 5 Years, for Vitruvius Greater China, and honoured that it follows also being recognised by Refinitiv Lipper as Best Greater China Equity Fund Over 5 Years in Austria and Switzerland.
“This result confirms that our approach continues to produce excellent results in identifying superior investment talent in Asia, as evidenced by our long-standing relationship with Greenwoods Asset Management, Advisor for Vitruvius Greater China Equity portfolio.
“We wish to thank our Investors, our team and Refinitiv Lipper for their confidence and continued support.”
Mattia Nocera, Chief Investment Officer, Belgrave Capital Management Ltd. (Ceresio Investors)
Vontobel
“The awards are a testament to our passion for high conviction active management and the strong performance culture inherent in our specialised and talented investment teams.
“As investors, our mission is clear: we aim to create added value for our clients and are committed to pursuing this objective with discipline and transparency. The active approach employed by our portfolio managers enables them to exploit investment opportunities, which is vitally important in this low-yield environment.
“We support independent thought, strong convictions and a forward-looking mindset. Thank you Refinitiv for these awards”
Simon Lue-Fong, Head of Fixed Income, Vontobel
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.
