The Refinitiv Lipper Fund Award Winners have been announced for the Germany fund industry. 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 what winners say about the value these awards create for their firms, clients and the industry.
2020 German 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.
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A message from Refinitiv Lipper
Robert Jenkins, Head of Lipper Research at Refinitiv said: “In a year of dramatic change across the global economy, climate and 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.”
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.
The awards are based on Lipper’s proven proprietary methodology.
Messages from the winners
See what top-ranked institutions are saying about the German Lipper Fund Awards from Refinitiv:
Daniel Kerbach, Chief Investment Officer (CIO) of Merck Finck: “The award is a strong indication of the quality of our investment approach. Our funds can demonstrate attractive returns with acceptable risks. They also prove their robustness in turbulent times. This is particularly important today.
“All of our investment strategies follow the same quality standards. We therefore see the award as a seal of quality for our wealth management services, too.
“We are very proud that we have been number one over three years among our major competitors. The award is clearly confirming our hard work to form a sound investment approach which delivers competitive risk-adjusted performance over three years.
“This sound investment process is also our key process for our discretionary mandate solutions because we use the same modular-based approach across the bank to deliver a strong performance for our clients.”
Daniela Brogt, Head of Germany and Austria at Janus Henderson Investors: “We are very proud to be awarded this prestigious prize. I am particularly pleased that these funds are products that are extremely popular and in demand among our German clients. Local investors are traditionally very bond- and property-oriented.
“The praise is due to our investment experts, who succeed in identifying and exploiting the best opportunities in the currently difficult market environment. The fact that we have achieved multiple awards in the 10-year category shows in particular that actively managed funds pay off for long-term oriented investors.”
Thorben Pollitaras, Geschäftsführer, Managing Director at Comgest Deutschland GmbH: “Our investment approach is special because of our focus on quality growth companies, our long-term investment horizon, and our high active share. Lipper’s renowned awards show that we deliver added value with consistent quality. The Refinitiv Lipper Fund Awards are thus a seal of approval that gives our investors security.”
Josef Scarfone, Managing Director of SKAGEN Funds in Germany: “We are pleased that the excellent performance of our fund management has been confirmed by external experts. SKAGEN m2 has an excellent track record and is proving to be an outstanding investment in the long term.
“As a real estate equity fund, SKAGEN m2 offers an attractive alternative investment solution as a diversification option between equities and bonds, and with numerous advantages compared with direct investments in real estate.”
Michael Gobitschek, fund manager of the SKAGEN m2: “Such awards are a great motivation for us to continue looking for the best investment opportunities for our clients. The fact that the award recognizes a five-year duration demonstrates that we are on the right track and that we should continue to follow the direction we have taken.
“The strengths of our concentrated portfolio certainly lie in our truly global investment and in our focus on companies and growth-oriented global mega-trends.”
Frank Fischer, CEO of Shareholder Value Management AG: “Our goal is to increase and protect the assets of our investors in the long term. The award from Refinitiv Lipper shows that we have succeeded in doing so well in recent years with our value approach. Our investors will recognize the value of the seal of such a renowned research house.”
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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.