Two Eurizon Funds win awards at the Lipper Fund Awards 2023 Nordics
Eurizon received awards at the Lipper Awards 2023 Nordics for two of its investment solutions.
The winners were Epsilon Fund - Euro Bond R, that topped the chart as best fund in the Bond EMU Government 3, 5, and 10-year categories; and Eurizon Fund – Bond Aggregate RMB R, that after receiving the award as best Asia Pacific Local Currency Bond Fund in the 3-year category at the 2023 Lipper Fund Awards Switzerland, Germany, Austria, and France, came first out of 18 funds in the Nordic countries as well. The funds that received the awards stood out based on objective and quantitative criteria that measure risk-adjusted performance in each fund’s category.
Eurizon Fund - Bond Aggregate RMB R is a Luxembourg fund managed by Eurizon SLJ Capital LTD, a company based in London and 65% owned by Eurizon Capital SGR. The fund specialises in investments in bonds denominated in Renminbi, traded on the China Interbank Bond Market and on other markets in the People’s Republic of China and in Hong Kong. Launched in February 2018, it has rapidly become one of the largest mutual funds specialised in this asset class outside China , with around 1345 million euros in assets under management at the end of February 2023.
Epsilon Fund - Euro Bond R had already received the prestigious award in the Bond EMU Government 10-year category in 2019 (Austria, Germany, Switzerland and Europe) and 2022 (Austria, France, Nordics, and Switzerland). The fund has over 15 years of history, adopts an investment strategy geared to active management of duration and seeks to take advantage of the peculiar characteristics of the Euro government bond market
The Refinitiv Lipper Fund Awards were given to funds registered for sale in the respective geographical region/country with at least 36 months of performance history as at 31 Dec. 2022.
Within each Lipper Fund classification (that differs depending on the asset class), the award winners rank first in the Lipper Leaders Rating for Consistent Return, based on the Effective Return criterion, a measure of risk-adjusted return over different time horizons (daily, weekly, monthly and/or annual). The calculation periods extend over 3, 5 or 10 years.
Further details on the methodology used available at the following address http://lipperfundawards.com
* Source: Morningstar, data as at 28 Feb. 2023
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The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.