Posted inSOUTHERN EUROPE

Revealed: All the winners of the 2022 Europe Refinitiv Lipper Fund Awards

Goldman Sachs Asset Management has retained its Overall Large Group accolade in this year’s Refinitiv Lipper Fund Awards for Europe, the results of which were revealed today. 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.

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Among funds to win individual awards for their showing over three years were NB Euro Bond (Bond EUR), AXA WF Euro Credit Total Return (Bond EUR Corporates), Base Investments Bonds Value (Bond Global EUR), DNCA Invest – SRI Norden Europe (Equity Europe), RobecoSAM Smart Mobility Equities (Equity Global) and ACATIS Datini Valueflex Fonds (Mixed Asset EUR Flex – Global).

The winners of the 20 largest award classifications by assets under management (AUM) on a three-year timeframe can be viewed in the table below. You can find all the winners of the 2022 Refinitiv Lipper Fund Awards here

Objectivity and rigour

In total, some 275 funds won individual awards across three, five and 10-year timeframes. “Objectivity and rigour are vital in an industry that is saturated with accolades,” said Detlef Glow, Refinitiv Lipper’s head of research, Europe, Middle East and Africa.

“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. There is no bias and no nomination process. Each award is based entirely on quantitative analysis.”

Refinitiv Lipper has now been running its fund awards for three decades, in that time extending its coverage to nearly 20 major markets around the world. The process is underpinned by Refinitiv Lipper’s fund data and proprietary quantitative methodology.

The universe for the awards is made up of UCITS funds from across the asset classes: equity, bond, mixed-asset, commodity and alternatives. To be eligible, funds must demonstrate a minimum of three years’ performance history and be registered for sale in at least three out of 31 European countries, composed of the 27 EU member state countries and the four EFTA countries.

“To ensure we compare like with like, we classify funds by type, asset class, country, currency, term and more,” said Glow. “Each fund award is based on one of our granular and clearly defined Lipper Global Classifications.

“The group awards, meanwhile, are won by those fund providers who have scored the highest across their fund ranges in each asset class, and overall. We recognise excellence both in large providers and small, so that the skill demonstrated in the latter is not swamped by the larger providers. Taken together, this allows investors to make like-for-like comparisons between funds that share meaningful characteristics.”

Refinitiv Lipper Fund Awards 2022 – 20 largest award classifications, over three years, by AUM

AwardFundProvider Fund count
Bond EURNB Euro Bond A DisNovo Banco72
Bond EUR CorporatesAXA WF Euro Credit Total Return A EUR CapAXA Investment Managers91
Bond EUR Short TermCarmignac Pfl Securite AW EUR accCarmignac59
Bond Global EURBase Investments Bonds Value EUR DisBanca del Sempione147
Bond Global USDAegon Strategic Global Bond A Acc USDAegon Asset Management131
Equity Asia Pacific ex JapanNew Capital Asia Future Leaders USD O AccEFG117
Equity ChinaAllianz China A-Shares AT-USDAllianz Global Investors63
Equity Emerging Mkts GlobalOekoWorld Growing Markets 2.0 COekoWorld212
Equity EuropeDNCA Invest – SRI Norden Europe A EURDNCA Investments289
Equity Europe Sm&Mid CapBerenberg European Small Cap RBerenberg102
Equity EuroZoneBerenberg Eurozone Focus Fund RBerenberg97
Equity GermanyDWS Concept Platow LCDWS21
Equity GlobalRobecoSAM Smart Mobility Equities D EURRobeco585
Equity Sector HealthcareFondita Healthcare BFondita50
Equity Sector Information TechJPM US Technology A Dis USDJPMorgan47
Equity SwedenODIN Sverige CODIN13
Equity USJPM US Growth A Dis USDJPMorgan220
Mixed Asset EUR Bal – GlobalBGF ESG Multi-Asset A2 EURBlackRock138
Mixed Asset EUR Cons – GlobalAssenagon I Multi Asset Conservative P EURAssenagon102
Mixed Asset EUR Flex – GlobalACATIS Datini Valueflex Fonds BAcatis223

Note: ‘Fund count’ refers to the number of funds under consideration for a particular award classification. Source: Refinitiv Lipper

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