Celebrating the winners of the Lipper Fund Awards 2023 for Switzerland and marking the 50th anniversary of the foundation of Lipper.
- This year marks the 50th anniversary of the foundation of Lipper. In the five decades since, we have provided independent global fund intelligence to empower analysis, performance reporting and decision-making.
- The past three years have been marked by a succession of historic events that have greatly affected financial markets. Despite this, fund managers have continued to navigate the complexity.
- 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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Lipper was founded 50 years ago this year. We have been privileged to provide independent global fund intelligence to empower analysis, performance reporting and decision-making ever since.
Together we have witnessed and lived through numerous geopolitical and market events. We have managed through history together.
In the past three years, unprecedented historic events have had a significant impact on markets. From the remnants of the COVID-19 pandemic and fiscal policies surrounding this to the conflict between Russia and Ukraine and its impact on both developed and developing market economies, we have played witness to the perfect storm of global macroeconomic dislocation, deglobalisation and its future impacts.
Despite this, fund managers have navigated the complexity, moving from the sharp gyrations of the COVID-19 markets into the state-of-war and inflationary challenges in 2022, and have still come out on top.
Winners of the Refinitiv Lipper Fund Awards for Switzerland 2023
We congratulate this year’s eight fund families receiving Asset Class Group awards and the individual fund winners for their superior firm-wide performance.
For a full list of winners click here.
A message from Refinitiv Lipper
Robert Jenkins, Head of Research, Lipper, Refinitiv, says: “The 2023 Refinitiv Lipper Fund Awards recognise those award-winning managers who navigated their shareholders through the impacts of a global pandemic and then the perfect storm of economic shocks leading to generational inflation pressure and global central bank interventions.
“Prospects for potential recessionary forces taking hold and subdued returns across most major asset classes in 2023 highlight the need for adept stewardship of one’s investments. Fund managers will need to guide their investors through these challenging times and position them favourably for the eventual recovery.
“We applaud the 2023 Refinitiv Lipper Fund Award winners for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global economic disruptions.”
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, which can be viewed here.
Watch: Refinitiv Lipper Fund Awards
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.