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April 2022 – Refinitiv Lipper Europe Awards Guide

Given the contrasting series of market environments investors have had to deal with over the last three years, it is quite the understatement to suggest delivering the best risk-adjusted returns has been a challenge. As such, a consistent and tried-and-tested methodology to identify such performance has been – and looks set to continue to be…

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Stephen Hanna

Given the contrasting series of market environments investors have had to deal with over the last three years, it is quite the understatement to suggest delivering the best risk-adjusted returns has been a challenge. As such, a consistent and tried-and-tested methodology to identify such performance has been – and looks set to continue to be – an invaluable support to fund selection.

Against this challenging backdrop, Goldman Sachs Asset Management retained its Overall Large Group accolade in this year’s Refinitiv Lipper Fund Awards for Europe while Luxembourg-based NEF won the corresponding Overall Small Group award – also for the second year in succession.

France based Groupama and Chahine Capital of Luxembourg picked up the two big equity prizes – respectively for Large Equity Group and Small Equity Group – while Russell Investments and OFI Asset Management, another France-based operation, were respectively judged Large Bonds Group and Small Bonds Group. Completing the company awards, Credit Suisse won Large Mixed Asset Group while the Small Mixed Asset Group accolade went to Swiss Rock.

Some 275 funds also won individual awards across three, five and 10-year timeframes. “Objectivity and rigour are vital in an industry that is saturated with accolades,” notes Refinitiv Lipper’s head of research, Europe, Middle East and Africa, Detlef Glow. “These fund awards are unique in that they are the only ones based entirely on objective, quantitative criteria, recognising exceptional outperformance on a risk-adjusted basis relative to a fund’s peers.”

To read the guide of the 2022 Refinitiv Lipper Europe Awards Guide, please click here.

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