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Excellence in the Austria Fund Industry

Refinitiv Lipper Fund Award Winners – Austria 2020

The Refinitiv Lipper Fund Award Winners have been announced in Austria.  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 seven fund families receiving Asset Class Group awards 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 why winners value receiving a Refinitiv Lipper Fund Award

2020 Austria Refinitiv Lipper Fund Awards Winners

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.

Exclusive Media Partner Coverage, GELD-Magazin

Read this year’s winners press coverage in the following special supplement from GELD-Magazin, exclusive media partner of the Refinitiv 2020 Austrian Lipper Fund Awards.

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.

Johann Leikert, Sales Director CEE/CIS, Refinitiv presents the full picture of The Refinitiv ESG Scores.
Johann Leikert, Sales Director CEE/CIS, Refinitiv presents the full picture of The Refinitiv ESG Scores.
Detlef Glow, Head of Lipper EMEA Research, presents the 2019 European Fund Flow review to the award ceremony attendees at the Park Hyatt, Vienna.
Detlef Glow, Head of Lipper EMEA Research, presents the 2019 European Fund Flow review to the award ceremony attendees at the Park Hyatt, Vienna.

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.

Wolfgang Pinner, CIO Sustainable & Responsible Investment, Raiffeisen Capital Management gives his keynote on the sustainable investment process.
Wolfgang Pinner, CIO Sustainable & Responsible Investment, Raiffeisen Capital Management gives his keynote on the sustainable investment process.

Please click here or the full list of winners and view photographs from the event here.

Projection of a message congratulating all of the Austria winners from Refinitiv's Lipper Fund Awards 2020
Projection of a message congratulating all of the Austria winners from the Refinitiv Lipper Fund Awards 2020.

Messages from Winners

See what top-ranked institutions are saying about the Austrian Lipper Fund Awards from Refinitiv:

“This award is a testament of our commitment to the strategy that has been running for over 25 years which we continue to uphold today as it has proven resilient through market dislocations and periods of stress. Through our and our teams hard work we have consistently delivered balanced income for our clients and we are honored to have been recognized for this by achieving the Refinitiv Lipper Award for Austria.”

Gershon Distenfeld and Scott DiMaggio, co-Heads of Fixed Income and Portfolio Managers, AllianceBernstein

Translation:
“Wir freuen uns natürlich sehr über die Auszeichnung, die uns in unserer langfristig erfolgreichen Anlagestrategie bestätigt. Sie ist vor allem ein Ansporn für die Zukunft, die mit Blick auf die Corona-Krise einige Herausforderungen bringen wird.”

Alexander Patz, Repräsentant der Flossbach von Storch Invest S.A. in Österreich

Translation:
“We are very proud about the award, which confirms our long-term successful investment strategy. Overall it is an incentive for the future, which will bring some challenges in the light of the Corona crisis.”

Alexander Patz, Manager, Fund Sales, Flossbach von Storch Invest S.A. in Austria

Wir sind stolz, in gleich drei Kategorien jeweils den ersten Platz zu belegen. Dies steigert unsere Bekanntheit in Österreich und unsere Wahrnehmung als Fixed Income Spezialist und Anbieter alternativer Investments.  Die jährlichen Lipper Fund Awards geben Auskunft über die langfristige Qualität der Fonds und sorgen so für mehr Transparenz im Markt. Und die Fund Award Verleihungen sind eine gute Gelegenheit, sich mit Kunden und Branchenkollegen auszutauschen.  Für unsere Kunden bedeuten diese Auszeichnungen einerseits die Bestätigung, die richtige Wahl getroffen zu haben, in unsere Fonds zu investieren. Andererseits können sie sich darauf verlassen, dass wir alles tun werden, um diese Awards auch im nächsten Jahr wieder zu gewinnen. Und auf Seiten unserer potenziellen Kunden führen diese Auszeichnungen zu einer gesteigerten Wahrnehmung unserer Fonds. 

Frank Steffen, Director Sales Germany & Austria, BlueBay Asset Management LLP  

Translation:
“We are proud to have won first place in three categories. This increases our awareness in Austria as a fixed income specialist and provider of alternative investments. The annual Lipper Fund Awards provide information on the long-term quality of the funds, thus ensuring greater transparency in the market. The Fund Awards are also a good opportunity to exchange ideas with clients and industry colleagues. For our clients, these awards mean, on the one hand, confirmation that they have made the right choice to invest in our funds. On the other hand, they can be confident that we will do everything we can to win these awards again next year. And on the part of our potential clients, these awards lead to an increased awareness of our funds.”

Frank Steffen, Director Sales Germany & Austria, BlueBay Asset Management LLP  

“Es freut mich sehr das c-quadrat diesen award gewonnen hat obwohl wir unterschiedliche assetmanager mit unterschieldlichen managementansätzen beschäftigen. Insofern ist es eine besondere auszeichnung den „overall“ preis zu gewinnen, da es zeigt dass wir nicht nur durch zufall einen richtigen trend mit einigen wenigen fonds erwischt haben sondern offensichtlich die qualitative auswahl der einzelnen manager überdurchschnittlich erfolgreich ist. Das bedeutet mir sehr viel und gibt uns kraft und motivation in den aktuell nicht ganz einfachen zeiten. Die auszeichnung von so einem renomierten haus wie lipper ist auch für unsere kunden ein wichtiger beweis dass österreichische unternehmen international ganz vorne mitspielen können und dass es nicht immer notwendig ist in der ferne zu schweifen wenn das gute vor der haustüre liegt. 

Alexander Schütz, CEO, C Quadrat 

Translation: 

“I am very pleased that C Quadrat won this award, even though we employ different asset managers with different management approaches. In this respect, it is a special distinction to win the “Overall” group award, as it shows that we not only identified a right trend with a few funds by chance, but obviously the qualitative selection of the individual managers is above average and successful. This means a lot to me and gives us strength and motivation in the current difficult times. The award from such a renowned name as Lipper is also important as proof for our customers that Austrian companies can play at the forefront internationally and that is not necessary to wander far when the good is on the doorstep”.

Alexander Schütz, CEO, C Quadrat 

Dies würdigt die herausragende Leistung des Concentrated Global Growth Teams, das unermüdlich daran gearbeitet hat, unseren Kunden zu helfen, ihre Anlageziele zu erreichen. Wir freuen uns, dass sie diese besondere Anerkennung erhalten haben.“ 

Jamie Downing, Global Head of Institutional Distribution, American Century Investments 

Translation: 

This recognizes the outstanding performance of the entire Global Growth Team, who has worked tirelessly to help our clients achieve their investment goals. We are pleased that they received this special recognition. 

Jamie Downing, Global Head of Institutional Distribution American Century Investments 

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