Epsilon Fund – Euro Bond R has won first prize as best EMU Government Bond fund in the 3-year category at the Lipper Fund Awards in Switzerland (as had already been the case in 2019 in the 10-year category), Austria, France and the Nordic countries (Denmark, Finland, Norway and Sweden).
Award winners are chosen based on objective and quantitative criteria, and distinguish themselves in achieving solid, risk-adjusted performances, each in their specific category.
Epsilon Fund – Euro Bond R, winner of the Lipper Fund Award 2022, a Luxembourg fund established by Eurizon Capital S.A. and managed by Eurizon Capital SGR, has recently crossed the 15-year mark since inception, and with total assets of over 5 billion euros*, is one of the largest in Europe in terms of assets under management in its category. Furthermore, the fund boasts a 4-start Morningstar rating**.
The Refinitiv Lipper Fund Awards 2022 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. 2021. Within each Lipper fund classification, the award-winning fund ranks first in the Lipper Leaders classification in terms of Consistent Return, based on the Effective Return value, a measure of risk-adjusted return on various 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: Eurizon elaborations, data as at 28 Feb. 2022
** For further details, see the dedicated web page: https://www.eurizoncapital.com/pages/funds-with-4-and-5-stars.aspx
At the 24th edition of the High Yield Awards, handed out by Il Sole 24 Ore to asset management companies and mutual investment funds “that distinguished themselves for the results achieved, as well as for their commitment and professionalism in managing investments, inspired by the fundamental value of investor protection”.
Eurizon stood out by receiving awards in two categories:
- “Best Italian Fund Manager - ‘Big’ Group” Category Best Fund Manager – 2nd position
- “Best Bond Balanced Fund” Category Eurizon AM SICAV - Social 4 Planet - U – Winner
The awards are assigned based on solid analysis criteria, that take into account the trend of capitals over a three-year time horizon, and rely on the views provided by CFS Rating. In assigning the Best Italian Fund Manager – “Big” Group award, 12 macro-categories were considered:
- America Stocks
- Europe Stocks
- Euro Stocks
- Asia-Pacific Stocks
- Emerging Stocks
- International Stocks
- Balanced
- Flexible
- America Bonds
- Euro Bonds
- Emerging Bonds
- International Bonds
The AM companies were then considered with assets under management in open funds in excess of 6,000 million euros (Assogestioni data as at 3Q 2021), with one or more funds in at least 6 of the 12 macro-categories mentioned above.
Once the group of companies was identified, the following steps were taken:
- All the retail funds placed in Italy with a track record of at least three years were considered;
- The average rating of the different classes was calculated for each sub-fund;
- For each company, the average rating of the sub-funds included in each category was calculated;
- Subsequently, the average of all the categories was calculated for each;
- The awards went to the three companies with the highest average rating.
For what concerns the Best Bond Balanced Fund, the Italy-authorised retail fund with the best rating within the category considered (data as at 31 December 2021) was rewarded, verifying that the fund’s 3-year risk-return profile was in the 10% of its category.
For further information on the awards and on the methodology used, visit: https://premioaltorendimento.ilsole24ore.com/
Eurizon Fund – Absolute Green Bonds took first prize in the “Best Esg Investment Fund: Climate/Green Bonds” category of the ESG Investing Awards 2022, with Eurizon prevailing among the 345 American, British, and European companies considered. Eurizon also qualified as finalist in five further categories: Fixed Income, Specialist Fixed Income, Emerging Markets Debt, Global Thematic, and Social Bonds.
The ESG Investing Awards 2022 were assigned, as is the case every year, to the best financial products with respect to environmental, social, and governance criteria (ESG), and are hosted by ESG Investing, the Global Markets Media division dedicated to sustainability.
The winners in the various categories were selected by an independent jury, made up of financial professionals, academics, and experts.
For each category, the initial assessment focused on fund composition and portfolio strategy. Then the commitment of the funds or of the asset management companies with respect to ESG criteria was considered, as well as the transparency of the criteria themselves, and factors such as greenwashing and the effective ESG impact and performance.
To find out more on the methodology used and on the ESG Investment Awards, visit:
https://www.esginvesting.co.uk/awards/
MainStreet Partners, a company established in 2008 and specialised in ESG advisory, has announced its ESG Champions 2022, the winning funds and asset managers of its annual awards.
Among them, Eurizon Fund - Absolute Green Bonds, winner in the “Best Green Bond Fund” category.
MainStreet Partners has implemented an evaluation process that uses a proprietary methodology to determine the ESG and sustainability scores of a fund.
MainStreet Partners’ evaluation methodology is built on 3 pillars*:
- The AM company as a whole and the specific portfolio management team;
- The fund’s strategy, including the investment process and the investment goal;
- The individual shareholdings held in the portfolio.
Eurizon Fund – Absolute Green Bonds, established in 2018, offers the opportunity of investing on the international green bond market, therefore financing projects that benefit the environment. The fund – that qualifies as per art. 9 of (EU) Regulation 2019/2088 – has attracted investor interest, reaching total assets of around 2.4 billion euros **.
*For detailed information on the methodology, visit www.mspartners.org
**Source: Eurizon Capital SGR, data as at 31 Dec. 2021