This year’s winners of the Refinitiv Lipper Fund Awards have been announced for the Netherlands. Based entirely on quantitative criteria, the industry’s premier awards programme recognises the country’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 the Netherlands 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 the Netherlands
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
A message from Refinitiv Lipper
Robert Jenkins, Global 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 the Netherlands 2021 deserve recognition for their exceptional work in mitigating substantial risks while delivering superior returns.”
Exclusive media partner coverage, IEXProfs
View the winner coverage, interviews and industry insights from IEXProfs, exclusive media partner for the 2021 Refinitiv Lipper Fund Awards for the Netherlands.
Messages from Lipper Fund Award winners
This year’s award winners share what their award means for their firm and clients.
a.s.r. vermogensbeheer
“a.s.r. vermogensbeheer is proud to receive the prestigious award for one of the balanced funds for several consecutive years.
“The balanced funds are creating steady capital growth using a mixed selection of assets for our long-term investors, and are aiming to deliver consistent performance with relative limited risk, allowing tactical positioning and sustainability factors such as ESG factors.
“As the qualification for the award is based on consistently strong, risk-adjusted performance relative to peers for the three-year period, including the COVID-19 tumble, the investment strategy of the balanced fund has proven to provide a lasting value for the team and, most importantly, our clients.
“The Refinitiv Lipper Fund Award is therefore a recognition of the sustainable investment strategy of the balanced funds for our clients and the competitive mutual fund industry, and encourages the team that they are meeting clients’ expectations.”
Mark van Engelen, Head of Fund Management and External Managers Monitoring, a.s.r. vermogensbeheer
Comgest
“We are very honoured by the recognition of the Lipper Fund Awards. To be a recipient of these well-established industry rewards is testament to our long-term investment objective to outperform our benchmarks. Not over every time period, but surely over time.
“The most important value driver for our quality growth investment style is long-term growth compounding. Cushioning earnings declines and limiting losses during a crisis is the cornerstone for strong long-term growth compounding.
“We continue to invest in quality growth companies that we believe provide us with long-term visibility. The more confident we can be about long-term earnings growth, the more optimistic we can be for the compounding of our strategies over the longer term.”
Alistair Wittet, Denis Lepadatu and Eva Fornadi, Portfolio management team, Comgest Growth Europe Smaller Companies
Goldman Sachs Asset Management
“At Goldman Sachs Asset Management, our clients are at the centre of everything we do. To best serve our clients’ diverse and evolving needs, we have built our business to be global, broad and deep across asset classes, geographies and investment solutions. We are very pleased about this award, as it proves that we are on the right course.
“As a firm, we are active participants in various ESG industry efforts and strive to balance the depth and quality of our contributions, as well as be transparent and collaborative in our approach.
“Our product teams are focused on delivering consistent and persistent outcomes for our clients and we are honoured to have their hard work and success recognised at this year’s Refinitiv Lipper Fund Awards, which have a strong reputation particularly among professional investors and market experts.”
Gerald Cartigny, Head of Goldman Sachs Asset Management’s Benelux Client Business, Goldman Sachs
Janus Henderson Investors
“We are delighted to have been recognised by Refinitiv with a number of awards highlighting our expertise across all major asset classes.
“These awards demonstrate our commitment to delivering on our strategy of simple excellence by producing dependable investment outcomes for our clients.”
Sander VanDerEnt, Head of EMEA ex-UK Institutional, Janus Henderson Investors
PGIM Investments
“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 Jennison Associates – PGIM’s specialist in fundamental growth equity investing – as the best Small Equity Group and the PGIM Jennison Emerging Markets Equity Fund for its outstanding three-year track record.
“Jennison’s philosophy is that durable alpha is generated through deep fundamental company research. Its 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.”
Yvo van der Pol, Vice President, Head of Benelux Accounts, PGIM Investments
Van Lanschot Kempen
“We are proud of the recognition that this award represents, and it is a wonderful compliment to our team and an endorsement for the path we have taken: creating long-term value for our clients while taking into account the specific fund objective.”
Florentine Hanlo, Head of Private Clients, Van Lanschot Kempen
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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.
