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Celebrating the market resilience of the Lipper Fund Award winners for France

This year’s winners of the Refinitiv Lipper Fund Awards have been announced for France. 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.


  1. 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.
  2. The 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.
  3. 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 France 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.

Refinitiv Lipper is the go-to resource for fund performance research, providing premium data, fund ratings, analytical tools, and global commentary through specialised products

Winners of the 2021 Refinitiv Lipper Fund Awards for France

Winners of the 2021 Refinitiv Lipper Fund Awards for France

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.

View all the winners

Watch: 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 France 2021 deserve recognition for their exceptional work in mitigating substantial risks while delivering superior returns.”

Exclusive media partner coverage with Expert Investor. Lipper Fund Award winners for France

Exclusive media partner coverage with Expert Investor France

View the coverage, interviews and industry insights from Expert Investor France, exclusive media partner for the 2021 Refinitiv Lipper Fund Awards for France.

Messages from winners of the Lipper Fund Awards for France

This year’s award winners share what their award means for their firm and clients.

Actis Asset Management

David Letellier, CEO, Head of Asset Management, Actis Asset Management. Lipper Fund Award winners for France

“The continuous efforts of Actis Asset Management to promote and develop high-performance, low-volatility management for risk-averse investors are recognised with this prestigious honour.

“It is a resilient management process which has been recognised for the seventh time since 2013 by the Refinitiv Lipper Fund Awards with Alterna Plus!

“Thank you to our investment team for their consistency, already rewarded over 3, 5 and 10 years and another 10 years this year in the Absolute Return EUR Low category, which shows their solid performance in all market configurations.”

David Letellier, CEO, Head of Asset Management, Actis Asset Management

Amundi

Francesco Sandrini, Head of Multi Asset Balanced, Income and Real Returns Solutions, Amundi. Lipper Fund Award winners for France

“I am delighted, together with my co-portfolio managers Enrico Bovalini and Luigi Cesari, to have been recognised with this prestigious Lipper Fund Award for our Global Multi Asset conservative fund. It’s gratifying to receive industry recognition, particularly in such a competitive space.

“We strive to deliver innovative products for our clients, and our responsive and adaptable approach has meant that in a volatile year, we have been able to benefit from the cyclical market movements we have seen.”

Francesco Sandrini, Head of Multi Asset Balanced, Income and Real Returns Solutions, Amundi

Banque Cantonale de Geneve

Bruce Crochat, CFA, Vice President, Head of Institutional Portfolio Management, BCGE Asset Management. Lipper Fund Award winners for France

“Banque Cantonale de Geneve is truly honoured to receive a 2021 Refinitiv Lipper Fund Award for the Synchrony (LU) Swiss All Caps (CHF) A.

“Winning this award is a confirmation that our high-conviction approach of selecting companies makes sense and, most importantly, creates long-term value for our clients.”

Bruce Crochat, CFA, Vice President, Head of Institutional Portfolio Management, BCGE Asset Management

Credit Mutuel Asset Management

Alexis Bossard, Fund Manager of the CM-AM Pierre fund, Credit Mutuel Asset Management. Lipper Fund Award winners for France

“I am very happy for our clients and I think that European real estate equities are still a relevant diversification for investors; it provides both liquidity and strong performance in the long-term!”

Alexis Bossard, Fund Manager of the CM-AM Pierre fund, Credit Mutuel Asset Management

Financière Arbevel

Alexia de Roquefeuil, Fund Manager, and Sébastien Lalevée, Managing Partner, Financière Arbevel. Lipper Fund Award winners for France

“Financière Arbevel is an independent and entrepreneurial management company that has become part of the European small and mid-cap segment. Pluvalca Initiative PME is a small and micro-cap equity fund managed by Fund Manager Alexia de Roquefeuil and Sébastien Lalevée, Managing Partner of Financière Arbevel.

“The Refinitiv Lipper Fund Awards honours innovative and high-performing funds. Winning an award is a tribute to our management philosophy, which relies on deep analysis of companies, systematic meetings with their management and pays particular attention to the value creation potential of each of our investments.

“Receiving this award acknowledges our buy-and-hold investment philosophy, backed by our in-depth financial and strategic analysis of the companies in our portfolio.

“Winning this award commends the confidence of our clients, who have trusted us to take advantage of this under-researched segment of the market.”

Alexia de Roquefeuil, Fund Manager, and Sébastien Lalevée, Managing Partner, Financière Arbevel

Indep’AM

Guillaume Combepine, Fund Manager, Indep’AM. Lipper Fund Award winners for France

“We are very proud of to have won the 2021 France award as Best Bond Small Fund Family Group Over Three Years. Our results come from our commitment to deliver long-term value for our clients through up-and-down markets.”

Guillaume Combepine, Fund Manager, Indep’AM

Indépendance et Expansion

Indépendance et Expansion. Lipper Fund Award winners for France

“The portfolio management team is very proud to receive a Refinitiv Lipper Fund Award for the seventh year in a row for our France Small fund. This award recognises the continuous effort of the team and the relevance of our investment strategy over the long-term.

“We are also very grateful for the loyalty of our investors, and pleased that they achieved a +15.6% annual return with our fund over the past 10 years. We will continue to work hard to maintain this high level of performance.”

William Higgons, CEO, Indépendance et Expansion AM

Invesco

Thomas Moore, Co-Fund Manager, Invesco. Lipper Fund Award winners for France

“We are pleased to receive the Lipper Fund Award for 5- and 10-year performance. 

“The last 10 years has seen some real ups and downs in the European bond and equity markets, and we have been fortunate enough to navigate these ever-changing conditions to the benefit of clients.

“Providing income in a low-yield world has never been more important for European investors. I am confident that with the support of our strong investment team behind us, we are well placed to successfully manage the fund for the next 10 years.”

Thomas Moore, Co-Fund Manager, Invesco

Investisseurs Dans L’Entreprise

Marc Rochereau, Fund Manager, Investisseurs Dan L'Enteprise. Lipper Fund Award winners for France

“We are honoured to receive a Lipper Fund Award for the third consecutive year, particularly over five years, which is the recommended investment horizon of the fund.

“Many thanks from the whole team for this acknowledgement of a disciplined investment approach, focusing in particular on selecting those companies best positioned to benefit from long-term, durable trends in their industry.”

Marc Rochereau, Fund Manager, Investisseurs Dan L’Enteprise

Janus Henderson Investors

Charles-Henri Herrmann, Director of Sales France, BeneLux & Ints France, Janus Henderson Investors. Lipper Fund Award winners for France

“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.”

Charles-Henri Herrmann, Director of Sales France, BeneLux & Ints France, Janus Henderson Investors

Jupiter Asset Management

Andrea Boggio, Head of Continental Europe, Jupiter Asset Management. Celebrating the market resilience of the Lipper Fund Award winners for France

“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

Muzinich

Tatjana Greil-Castro, Portfolio Manager, Muzinich. Lipper Fund Award winners for France

“We are proud recipients of the Refinitiv Lipper Fund Awards France 2021 in the best Bond Global Short Term category over three and five years.

“We believe this award highlights our expertise in income generation and focus on delivering risk-adjusted returns for our clients, underpinned by our capital preservation mindset.”

Tatjana Greil-Castro, Portfolio Manager, Muzinich

Nordea Asset Management

Marc Oliver, Head of Institutional and Wholesale Distribution France, Nordea Asset Management. Celebrating the market resilience of the Lipper Fund Award winners for France

“We are truly honoured to receive these prestigious awards from Lipper and to be recognised among our peers for the strong risk-adjusted performance of two of our emerging markets solutions.

“Putting risk at the heart of our investment process has allowed us to deliver consistent returns over time for our clients. We continuously work with their needs in mind, and being acknowledged by the industry for our day-to-day work is truly gratifying.” 

Marc Oliver, Head of Institutional and Wholesale Distribution France, Nordea Asset Management

Oddo BHF Asset Management

Matthieu Barrière, Fund Manager, Oddo Retraite. Lipper Fund Award winners for France

“We are delighted to receive this award for our diversified management. Our asset allocation strategy, which aims to enable our clients to ‘stay the course’, is an active, long-term management approach based on fundamental analysis.”

Matthieu Barrière, Fund Manager, Oddo Retraite

Rothschild & Co

Marc Terras, CIO Open Architecture and Yoann Ignatiew, Portfolio Manager, Rothschild and co. Lipper Fund Award winners for France

“We are honoured to receive these prizes. They reward the understanding and motivation of our teams and the permanent search for long-term performance while trying to control risk, in spite of a difficult context, for the benefit of our clients.”

Marc Terras, CIO Open Architecture and Yoann Ignatiew, Portfolio Manager, Rothschild & Co

Schelcher Prince Gestion

Benoît Le Pape, Head of Convertible Bonds and Quentin Philippe, Convertible Bonds Manager, Schelcher Prince Gestion

“Our convertible bond strategy is based on a calibrated, dynamic and flexible approach.

“This award confirms our expertise in convertible bonds management. Our team, which is well experienced in the asset class, gets the knowledge to optimise the various market parameters (convexity, optionality, equity component, credit, sensitivity, specific clauses of convertibles) according to the context. This explains the sustainability of our performance.”

Benoît Le Pape, Head of Convertible Bonds, and Quentin Philippe, Convertible Bonds Manager, Schelcher Prince Gestion

Vatel Capital

Matthieu Lambert, Managing Director / Head of Sales, Vatel Capital. Lipper Fund Award winners for France

“We are very proud to win the 2021 Refinitiv Lipper Fund Award for France. This is the third time for us since 2015! Really unbelievable, in fact…

“Since 2008, the Vatel Capital team and its founders have been working together daily to earn the trust of our investors and working partnerships. Even if winning an award is not an end in itself, this allows us to be proud of the results of our efforts and skills!

“From the creation of our fund, the FCP Vatel Flexible, we have set up our ‘Private Equity approach’ in the selection of assets. Indeed, we deeply believe that the management team are key to delivering a coherent business plan. This approach naturally will remain in 2021 and into the future.”

Matthieu Lambert, Managing Director / Head of Sales, Vatel Capital

VEGA Investment Managers

Marc Riez, CEO, VEGA Investment Managers. Lipper Fund Award winners for France

“This award confirms the relevance of our expertise, notably with regards to our growth-tilted approach in selecting stocks and funds.”

Marc Riez, CEO, VEGA Investment Managers

Vontobel

Ludovic Colin, Head of Global Flexible Bonds, Vontobel

“We are grateful for this Lipper Award, which is evidence of the effectiveness of active management. Delivering performance to our investors is our ultimate goal, and this award is a testament to investors of our commitment to them.”

Ludovic Colin, Head of Global Flexible Bonds, Vontobel

Refinitiv Lipper is the go-to resource for fund performance research, providing premium data, fund ratings, analytical tools, and global commentary through specialised products


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.