GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed...

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LIPPER FUND AWARDS 2015 GERMANY WINNER LIST GROUP AWARD SIZE COMPANY Bond Large BlackRock Bond Small T Rowe Price Equity Large Robeco Equity Small Charlemagne Capital Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock Overall Small Jyske Invest LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME COMPANY FUND COUNT Absolute Return EUR High 3 Years C-QUADRAT ARTS Best Momentum EUR T ARTS Asset Management GmbH 50 Absolute Return EUR Low 3 Years Ascensio II Absolute Return Bond Fund WSS Vermoegensmanagement GmbH 55 Bond Euro 3 Years WARBURG – PROFIL – FONDS Dr. Kohlhase Vermoegensverwaltungsgesellschaft mbH 148 Bond Euro – Corporates 3 Years BANKEN FOKUS BASEL III Degussa Bank GmbH 84 Bond Euro – Short Term 3 Years Deutsche Invest I Euro Bonds (Short) LC Deutsche Asset & Wealth Management Investment GmbH 63 Bond Europe 3 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbH 43 Bond Global 3 Years Amundi Oblig Internationales EUR P Amundi SA 188 Equity Asia Pacific 3 Years Fidelity Funds – Pacific A-USD FIL Fund Management Ltd 41 Equity Europe 3 Years Waverton European B EUR Waverton Investment Management Ltd 300 Equity Europe Small and Mid Caps 3 Years Alken Fund – Small Cap Europe-R Alken Asset Management LLP 79 Equity Eurozone 3 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 85

Transcript of GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed...

Page 1: GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock ... Eurozone 3 Years

LIPPERFUND AWARDS 2015

Germany WInner LIST

GROUP AWARD SIZE COMPANY

Bond Large BlackRock

Bond Small T Rowe Price

Equity Large Robeco

Equity Small Charlemagne Capital

Mixed Assets Large Legg Mason

Mixed Assets Small Swiss Life Asset Managers

Overall Large BlackRock

Overall Small Jyske Invest

LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Absolute Return EUR High 3 Years C-QUADRAT ARTS Best Momentum EUR T ARTS Asset Management GmbH 50

Absolute Return EUR Low 3 Years Ascensio II Absolute Return Bond Fund WSS Vermoegensmanagement GmbH 55

Bond Euro 3 Years WARBURG – PROFIL – FONDS Dr. Kohlhase Vermoegensverwaltungsgesellschaft mbH 148

Bond Euro – Corporates 3 Years BANKEN FOKUS BASEL III Degussa Bank GmbH 84

Bond Euro – Short Term 3 Years Deutsche Invest I Euro Bonds (Short) LC Deutsche Asset & Wealth Management Investment GmbH 63

Bond Europe 3 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbH 43

Bond Global 3 Years Amundi Oblig Internationales EUR P Amundi SA 188

Equity Asia Pacific 3 Years Fidelity Funds – Pacific A-USD FIL Fund Management Ltd 41

Equity Europe 3 Years Waverton European B EUR Waverton Investment Management Ltd 300

Equity Europe Small and Mid Caps 3 Years Alken Fund – Small Cap Europe-R Alken Asset Management LLP 79

Equity Eurozone 3 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 85

Page 2: GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock ... Eurozone 3 Years

LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Equity Germany 3 Years DB Platinum III Platow R1C DB Platinum Advisors 56

Equity Germany Small and Mid Caps 3 Years DWS German Small/Mid Cap Deutsche Asset & Wealth Management Investment GmbH 14

Equity Global 3 Years Quantex Global Value Fund Quantex AG 627

Mixed Asset EUR Aggressive – Global 3 Years Allianz Strategiefonds Wachstum – A-EUR Allianz Global Investors GmbH – Frankfurt 118

Mixed Asset EUR Balanced – Global 3 Years KEPLER Vorsorge Mixfonds A Kepler-Fonds Kapitalanlagegesellschaft mbH 153

Mixed Asset EUR Conservative – Europe 3 Years Invesco Pan European High Income A Acc EUR Invesco Asset Management Limited 24

Mixed Asset EUR Conservative – Eurozone 3 Years DWS Hybrid Bond Fund LD Deutsche Asset & Wealth Management Investment GmbH 13

Mixed Asset EUR Conservative – Global 3 Years DEGUSSA BANK-UNIVERSAL-RENTENFONDS Degussa Bank GmbH 152

Mixed Asset EUR Flexible – Global 3 Years Adelca Invest – GVI Multi Asset Fund Axxion SA 496

Absolute Return EUR Medium 3 Years Nordea 1 – Stable Return BP EUR Nordea Investment Management AB, Denmark 50

Alternative Credit Focus 3 Years KEPLER Asset Backed Securities Fund Sal Oppenheim Jr & Cie KGaA (Koeln) 16

Alternative Currency Exchange Strategies 3 Years GAM Star Discretionary FX USD Acc GAM International Management Limited 16

Alternative Multi Strategies 3 Years DWS Concept Kaldemorgen LC Deutsche Asset & Wealth Management Investment GmbH 10

Bond Convertibles Europe 3 Years UBAM Convertibles Europe AC (EUR) Union Bancaire Gestion Institutionnelle SA 26

Bond Convertibles Global 3 Years LGT Select Convertibles (USD) B LGT Capital Partners AG (Pf) 47

Bond Danish Korona 3 Years Sparinvest-Long Danish Bonds DKK R Sparinvest SA 10

Bond Emerging Markets Europe 3 Years UBS (Lux) Bond SICAV - Emerging Europe (EUR) P-acc UBS Global Asset Management (Americas) Inc 20

Bond Emerging Markets Global – Corporates 3 Years Invesco Em Mkt Corporate Bond A Acc USD Invesco Advisers Inc 24

Bond Emerging Markets Global – Hard Currency 3 Years Pioneer Funds Emerging Markets Bond E No Dis EUR Pioneer Investment Management Limited 62

Bond Emerging Markets Global – Local Currency 3 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 48

Bond EMU – Government 3 Years Deutsche Invest I Euro-Gov Bonds LC Deutsche Asset & Wealth Management Investment GmbH 47

Bond EMU – Government – Short Term 3 Years Generali IS Euro Bonds 1/3 Years D Cap EUR Generali Investments Europe SGR SpA 10

Bond Euro – High Yield 3 Years nordIX Renten plus nordIX AG 29

Bond Euro – Inflation Linked 3 Years KBC Bonds Inflation – Linked Bonds Cap KBC Asset Management SA 25

Bond Euro – Long Term 3 Years AXA WF Euro 10+ LT A C AXA Investment Managers Paris SA 15

Bond Euro – Medium Term 3 Years DWS Euro-Bonds (Medium) Deutsche Asset & Wealth Management Investment GmbH 14

Bond Europe – High Yield 3 Years ING (L) Renta Fund Europe High Yield P Cap EUR ING Asset Management BV 16

Bond Global – Corporates 3 Years Sparinvest-Investment Grade Value Bonds EUR R Sparinvest SA 21

Bond Global – Euro Hedged 3 Years Optima Rentenfonds T Kepler-Fonds Kapitalanlagegesellschaft mbH 27

Bond Global – High Yield 3 Years Principal GI High Yield A Acc USD Principal Global Investors LLC 44

Bond Global – Inflation Linked 3 Years HSBC GIF Global Inflation Linked Bond AC USD HSBC Global Asset Management (France) SA 14

Bond Pound Sterling 3 Years Jyske Invest British Bonds Jyske Invest Fund Management AS 18

Bond Swiss Franc 3 Years LO Funds – Swiss Franc Credit Bond (Fgn) (CHF) P A Lombard Odier Asset Management (Switzerland) SA 17

Bond US Dollar 3 Years Loomis Sayles Multisector Income Fund R/A (EUR) Loomis Sayles & Company LP 50

Bond US Dollar – Corporates 3 Years Principal GI Preferred Securities A Inc Principal Global Investors LLC 13

Bond US Dollar – High Yield 3 Years UBAM Global High Yield Solution AC USD Union Bancaire Privee SA 29

Bond US Dollar – Short Term 3 Years BGF US Dollar Short Duration Bond A2 USD BlackRock Financial Management Inc 18

Commodity Blended 3 Years Lupus alpha Commodity Invest Lupus alpha Investment GmbH 30

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Page 3: GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock ... Eurozone 3 Years

LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Equity Asia Pacific Ex Japan 3 Years First State Asia Pacific Sustainability A GBP Acc First State Investment Management (UK) Limited 113

Equity Asia Pacific Small and Mid Caps 3 Years Pinebridge Global Funds – Asia ex Japan SmCp Eq A PineBridge Investments Asia Limited 13

Equity Brazil 3 Years BTG Pactual SICAV-Brazil Equity Plus A USD (acc) BTG Pactual Asset Management SA DTVM 11

Equity China 3 Years UBS (Lux) Eq Fd – China Opportunity (USD) P-acc UBS Global Asset Management (Hong Kong) Limited 30

Equity Emerging Markets Europe 3 Years Avaron Emerging Europe Fund A AS Avaron Asset Management 57

Equity Emerging Markets Global 3 Years Fidelity FAST Emerging Markets A-ACC-USD FIL Fund Management Ltd 155

Equity Emerging Markets Latin America 3 Years Comgest Growth Latin America Euro Comgest SA 30

Equity Europe ex UK 3 Years Henderson Gartmore Continental European R EUR Acc Henderson Global Investors Ltd 20

Equity Europe Income 3 Years BGF European Equity Income A2 EUR BlackRock Investment Management (UK) Limited 29

Equity Eurozone Small and Mid Caps 3 Years BNY Mellon Small Cap Euroland A EUR The Boston Company Asset Management, LLC 10

Equity Global Income 3 Years KBC Equity Fund High Dividend Cap KBC Fund Management Limited 28

Equity Global Small and Mid Caps 3 Years AXA Rosenberg Global Small Cap Alpha B USD AXA Rosenberg Investment Management Ltd 18

Equity Greater China 3 Years Fidelity Funds – China Consumer A-ACC-USD FIL Fund Management Ltd 33

Equity India 3 Years First State Indian Subcontinent A GBP Acc First State Investment Management (UK) Limited 34

Equity Japan 3 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management (Japan) Ltd 89

Equity Japan Small and Mid Caps 3 Years Neptune Japan Opportunities A Acc GBP Neptune Investment Management Ltd 15

Equity Korea 3 Years Templeton Korea A (acc) USD Templeton Asset Management Ltd 11

Equity Nordic 3 Years Fidelity Funds – Nordic A-SEK FIL Fund Management Ltd 10

Equity Russia 3 Years PARVEST Equity Russia Opportunities C C USD Alfred Berg Kapitalforvaltning AB 24

Equity Sector Biotechnology 3 Years Bellevue F (Lux) BB Biotech B USD Bellevue Asset Management AG 12

Equity Sector Consumer Discretionary 3 Years Invesco Global Leisure A Acc USD Invesco Advisers Inc 18

Equity Sector Energy 3 Years SSgA Energy Index Equity Fund P State Street Global Advisors France SA 34

Equity Sector Financials 3 Years DWS Financials Typ O Deutsche Asset & Wealth Management Investment GmbH 19

Equity Sector Gold and Precious Metals 3 Years Investec GSF Global Gold A Acc Gross Investec Asset Management Ltd 24

Equity Sector Health Care 3 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 35

Equity Sector Information Technology 3 Years Pictet-Digital Communication-P USD Pictet Asset Management SA 39

Equity Sector Materials 3 Years Pictet-Timber-P USD Pictet Asset Management SA 16

Equity Sector Real Estate Holdings Asia Pacific 3 Years B&I Asian Real Estate Securities Fund A B&I Capital AG 11

Equity Sector Real Estate Holdings Europe 3 Years F&C Real Estate Securities A GBP Inc Thames River Capital LLP 18

Equity Sector Real Estate Holdings Global 3 Years Third Avenue (Dub) Real Estate A1 USD Acc Third Avenue Management LLC 38

Equity Sector Utilities 3 Years Tareno Waterfund R1 EUR Tareno AG 11

Equity Switzerland 3 Years UBAM Swiss Equity AC CHF Union Bancaire Privee SA 23

Equity UK 3 Years JOHCM UK Growth B JO Hambro Capital Management Ltd 35

Equity US 3 Years Legg Mason Opportunity A Dis A USD Legg Mason Investments (Europe) Limited 190

Equity US Small and Mid Caps 3 Years T Rowe US Smaller Companies Equity A USD T. Rowe Price International Ltd 31

Mixed Asset CHF Balanced 3 Years Allegro (Lux) – Wachstum B Swiss & Global Asset Management AG 19

Mixed Asset CHF Conservative 3 Years UBS (Lux) Strategy Fd – Yield (CHF) P-acc UBS AG, UBS Global Asset Management 10

Mixed Asset EUR Balanced – Europe 3 Years MEAG EuroBalance MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 16

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LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Mixed Asset EUR Balanced – EuroZone 3 Years Fidelity Funds – Euro Balanced A-EUR FIL Fund Management Ltd 11

Mixed Asset EUR Flexible – Europe 3 Years DNCA Invest Evolutif B DNCA Finance SA 26

Mixed Asset EUR Flexible – Eurozone 3 Years Vario Deutschland UI MFI Asset Management GmbH 16

Mixed Asset GBP Balanced 3 Years Polar Capital Income Opportunities A2 Ret Acc Polar Capital LLP 11

Mixed Asset USD Balanced – Global 3 Years Legg Mason Multi-Manager Performance (USD) A Acc Legg Mason Global Asset Allocation LLC 21

Mixed Asset USD Flexible – Global 3 Years Allround QUADInvest Growth B Bruno Walter Finance SA 15

Target Maturity Bond EUR 2020+ 3 Years Allianz Strategie Plus 2036-AT – EUR Allianz Global Investors GmbH - Frankfurt 11

Absolute Return EUR High 5 Years Flossbach von Storch – Multiple Opportunities R Flossbach von Storch AG 30

Absolute Return EUR Low 5 Years WAVE Total Return Fonds R WAVE Management AG 36

Absolute Return EUR Medium 5 Years Nordea 1 – Stable Return BP EUR Nordea Investment Management AB, Denmark 33

Alternative Credit Focus 5 Years KEPLER Asset Backed Securities Fund Sal Oppenheim Jr & Cie KGaA (Koeln) 10

Alternative Currency Exchange Strategies 5 Years Insight – Absolute Insight Currency B1p Sterling Insight Investment Funds Management Ltd 10

Bond Convertibles Europe 5 Years Amundi Fds Convertible Europe – AE (C) Amundi SA 24

Bond Convertibles Global 5 Years LGT Select Convertibles (USD) B LGT Capital Partners AG (Pf) 43

Bond Danish Korona 5 Years Sparinvest-Long Danish Bonds DKK R Sparinvest SA 10

Bond Emerging Markets Europe 5 Years UBS (Lux) Bond SICAV – Emerging Europe (EUR) P-acc UBS Global Asset Management (Americas) Inc 19

Bond Emerging Markets Global – Hard Currency 5 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 51

Bond Emerging Markets Global – Local Currency 5 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 32

Bond EMU – Government 5 Years Schroder ISF EURO Government Bond A Acc Schroder Investment Management Ltd 38

Bond Euro 5 Years Allianz Euro Rentenfonds – A-EUR Allianz Global Investors GmbH - Frankfurt 131

Bond Euro – Corporates 5 Years LAM-EURO-CORPORATES-UNIVERSAL Lampe Asset Management GmbH 68

Bond Euro – High Yield 5 Years Candriam Bonds Euro High Yield C Cap Candriam France SA 21

Bond Euro – Inflation Linked 5 Years 3 Banken Inflationsschutzfonds 3 Banken Generali Investment-Gesellschaft mbH 20

Bond Euro – Long Term 5 Years AXA WF Euro 10+ LT A C AXA Investment Managers Paris SA 13

Bond Euro – Medium Term 5 Years DWS Euro-Bonds (Medium) Deutsche Asset & Wealth Management Investment GmbH 14

Bond Euro – Short Term 5 Years Deutsche Invest I Euro Bonds (Short) LC Deutsche Asset & Wealth Management Investment GmbH 55

Bond Europe 5 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbH 40

Bond Europe – High Yield 5 Years Lazard European HighYield Lazard Asset Management (Deutschland) GmbH 13

Bond Global 5 Years Templeton Global Total Return A (Mdis) USD Franklin Advisers Inc 154

Bond Global – Corporates 5 Years Invesco Global Inv Grade Corp Bd A Ann Dist USD Invesco Asset Management Limited 12

Bond Global – Euro Hedged 5 Years Russell Global Bond (Euro Hedged) B Acc EUR Russell Investments Limited 26

Bond Global – High Yield 5 Years BGF Global High Yield Bond A2 USD BlackRock Financial Management Inc 34

Bond Global – Inflation Linked 5 Years BGF Global Inflation Linked Bond A2 USD BlackRock Financial Management Inc 11

Bond Pound Sterling 5 Years Jyske Invest British Bonds Jyske Invest Fund Management AS 18

Bond Swiss Franc 5 Years LO Funds – Swiss Franc Credit Bond (Fgn) (CHF) P A Lombard Odier Asset Management (Switzerland) SA 16

Bond US Dollar 5 Years Loomis Sayles Multisector Income Fund R/A (EUR) Loomis Sayles & Company LP 45

Bond US Dollar – Corporates 5 Years Principal GI Preferred Securities A Inc Principal Global Investors LLC 10

Bond US Dollar – High Yield 5 Years Loomis Sayles High Income Fund R/A (EUR) Loomis Sayles & Company LP 19

Page 5: GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock ... Eurozone 3 Years

LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Bond US Dollar – Short Term 5 Years BGF US Dollar Short Duration Bond A2 USD BlackRock Financial Management Inc 11

Commodity Blended 5 Years Julius Baer Commodity Fund (USD) – B Swiss & Global Asset Management AG 22

Equity Asia Pacific 5 Years Fidelity Funds – Pacific A-USD FIL Fund Management Ltd 34

Equity Asia Pacific Ex Japan 5 Years First State Asia Pacific Sustainability A GBP Acc First State Investment Management (UK) Limited 95

Equity Asia Pacific Small and Mid Caps 5 Years Pinebridge Global Funds – Asia ex Japan SmCp Eq A PineBridge Investments Asia Limited 10

Equity China 5 Years Threadneedle China Opportunities Ret Net Acc EUR Threadneedle Asset Management Limited 24

Equity Emerging Markets Europe 5 Years Avaron Emerging Europe Fund A AS Avaron Asset Management 56

Equity Emerging Markets Global 5 Years First State Gbl Emer Mkts Sustainability A GBP Acc First State Investment Management (UK) Limited 111

Equity Emerging Markets Latin America 5 Years ISI Latin America Equities Sydbank A/S 25

Equity Europe 5 Years BSF European Opportunities Extension A2 EUR BlackRock Investment Management (UK) Limited 274

Equity Europe ex UK 5 Years BGF Continental European Flexible A2RF EUR BlackRock Investment Management (UK) Limited 20

Equity Europe Income 5 Years Threadneedle Pan European Eq Div Ret Net Acc GBX Threadneedle Asset Management Limited 24

Equity Europe Small and Mid Caps 5 Years F&C European Small Cap A Inc EUR F&C Management Limited 73

Equity Eurozone 5 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 74

Equity Germany 5 Years DB Platinum III Platow R1C DB Platinum Advisors 56

Equity Germany Small and Mid Caps 5 Years Lupus alpha Smaller German Champions A Lupus alpha Asset Management AG 13

Equity Global 5 Years Quantex Global Value Fund Quantex AG 560

Equity Global Income 5 Years KBC Equity Fund High Dividend Cap KBC Fund Management Limited 17

Equity Global Small and Mid Caps 5 Years Goldman Sachs Glo SmCp CORE Eq Pf Base USD (Close) Goldman Sachs Asset Management International 12

Equity Greater China 5 Years Allianz Greater China Dynamic – AT – USD RCM Asia Pacific Limited 28

Equity India 5 Years First State Indian Subcontinent A GBP Acc First State Investment Management (UK) Limited 28

Equity Japan 5 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management (Japan) Ltd 79

Equity Japan Small and Mid Caps 5 Years Parvest Equity Japan Small Cap C C JPY Sumitomo Mitsui Asset Management Company Limited 15

Equity Korea 5 Years Invesco Korean Equity A Ann Dist USD Invesco Hong Kong Limited 11

Equity Nordic 5 Years Fidelity Funds – Nordic A-SEK FIL Fund Management Ltd 10

Equity Russia 5 Years PARVEST Equity Russia Opportunities C C USD Alfred Berg Kapitalforvaltning AB 17

Equity Sector Biotechnology 5 Years Franklin Biotechnology Discovery A (acc) USD Franklin Advisers Inc 12

Equity Sector Consumer Discretionary 5 Years PARVEST Equity Wld Consumer Durables Class Cap BNP Paribas Asset Management Inc 18

Equity Sector Energy 5 Years SSgA Energy Index Equity Fund P State Street Global Advisors France SA 29

Equity Sector Financials 5 Years Robeco New World Financial Equities D EUR Robeco Institutional Asset Management BV 17

Equity Sector Gold and Precious Metals 5 Years Investec GSF Global Gold A Acc Gross Investec Asset Management Ltd 20

Equity Sector Health Care 5 Years JPM Global Healthcare A Acc USD JP Morgan Investment Management Inc 34

Equity Sector Information Technology 5 Years Pictet-Digital Communication-P USD Pictet Asset Management SA 36

Equity Sector Real Estate Holdings Europe 5 Years Henderson HF Pan European Property Equities A2 EUR Henderson Global Investors Ltd 16

Equity Sector Real Estate Holdings Global 5 Years AXA WF Framlington Global Real Estate Sects AC EUR AXA Investment Managers Paris SA 31

Equity Sector Utilities 5 Years KBI Water A GBP Kleinwort Benson Investors Dublin Limited 11

Equity Switzerland 5 Years UBAM Swiss Equity AC CHF Union Bancaire Privee SA 22

Equity UK 5 Years JOHCM UK Dynamic B Acc JO Hambro Capital Management Ltd 34

Page 6: GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock ... Eurozone 3 Years

LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Equity US 5 Years Legg Mason ClearBridge US Aggr Growth A Dis A USD Legg Mason Investments (Europe) Limited 175

Equity US Small and Mid Caps 5 Years Janus US Venture Fund A USD Acc Janus Capital International Limited 28

Mixed Asset CHF Balanced 5 Years Allegro (Lux) – Wachstum B Swiss & Global Asset Management AG 19

Mixed Asset EUR Aggressive – Global 5 Years Allianz Strategiefonds Wachstum – A-EUR Allianz Global Investors GmbH – Frankfurt 108

Mixed Asset EUR Balanced – Europe 5 Years MEAG EuroBalance MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 16

Mixed Asset EUR Balanced – EuroZone 5 Years Fidelity Funds – Euro Balanced A-EUR FIL Fund Management Ltd 10

Mixed Asset EUR Balanced – Global 5 Years KEPLER Vorsorge Mixfonds A Kepler-Fonds Kapitalanlagegesellschaft mbH 130

Mixed Asset EUR Conservative – Europe 5 Years Invesco Pan European High Income A Acc EUR Invesco Asset Management Limited 21

Mixed Asset EUR Conservative – Eurozone 5 Years DWS Hybrid Bond Fund LD Deutsche Asset & Wealth Management Investment GmbH 13

Mixed Asset EUR Conservative – Global 5 Years Aramea Rendite Plus Aramea Asset Management AG 131

Mixed Asset EUR Flexible – Europe 5 Years DNCA Invest Evolutif B DNCA Finance SA 23

Mixed Asset EUR Flexible – Eurozone 5 Years WALSER PORTFOLIO GERMAN SELECT Walser Privatbank AG 12

Mixed Asset EUR Flexible – Global 5 Years Adelca Invest – GVI Multi Asset Fund Axxion SA 428

Mixed Asset USD Balanced – Global 5 Years Legg Mason Multi-Manager Performance (USD) A Acc Legg Mason Global Asset Allocation LLC 17

Absolute Return EUR High 10 Years C-QUADRAT ARTS Total Return Global AMI A ARTS Asset Management GmbH 12

Bond Convertibles Europe 10 Years UBAM Convertibles Europe AC (EUR) Union Bancaire Gestion Institutionnelle SA 13

Bond Convertibles Global 10 Years F&C Global Convertible Bond A Inc EUR F&C Management Limited 22

Bond Emerging Markets Europe 10 Years Raiffeisen-Osteuropa-Rent R A Raiffeisen Kapitalanlage-Gesellschaft mbH 14

Bond Emerging Markets Global – Hard Currency 10 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 38

Bond EMU – Government 10 Years HSBC Euro Gvt Bond Fund C HSBC Global Asset Management (France) SA 26

Bond Euro 10 Years Allianz Euro Rentenfonds - A - EUR Allianz Global Investors GmbH – Frankfurt 102

Bond Euro – Corporates 10 Years Apollo Euro Corporate Bond Fund A Muzinich & Co., Ltd. 40

Bond Euro – High Yield 10 Years UBS (Lux) Bond Fd – Euro High Yield (EUR) P-acc UBS Global Asset Management (UK) Ltd 17

Bond Euro – Medium Term 10 Years Deka-Renten: Euro 3-7 CF A Deka International SA 10

Bond Euro – Short Term 10 Years Carmignac Securite A EUR acc Carmignac Gestion SA 40

Bond Europe 10 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbH 31

Bond Europe – High Yield 10 Years Lazard European HighYield Lazard Asset Management (Deutschland) GmbH 11

Bond Global 10 Years Templeton Global Total Return A (Mdis) USD Franklin Advisers Inc 98

Bond Global – Euro Hedged 10 Years Russell Global Bond (Euro Hedged) B Acc EUR Russell Investments Limited 15

Bond Global – High Yield 10 Years Invesco Global High Income A Semi Annual Dist USD Invesco Advisers Inc 27

Bond Pound Sterling 10 Years Jyske Invest British Bonds Jyske Invest Fund Management AS 14

Bond Swiss Franc 10 Years Swiss Life Funds (CH) Bond Swiss Francs Swiss Life Asset Management AG 16

Bond US Dollar 10 Years Amundi Fds Bond US Opp Core Plus - AU (C) TCW Investment Management Company Inc 37

Bond US Dollar – High Yield 10 Years Loomis Sayles High Income Fund R/A (EUR) Loomis Sayles & Company LP 15

Equity Asia Pacific 10 Years Invesco Pacific Equity A Annual Dist USD Invesco Asset Management Limited 24

Equity Asia Pacific Ex Japan 10 Years First State Asia Pacific A GBP Acc First State Investment Management (UK) Limited 58

Equity Emerging Markets Europe 10 Years Eastern European A USD Inc F&C Management Limited 39

Equity Emerging Markets Global 10 Years SKAGEN Kon-Tiki A NOK Skagen AS 59

Page 7: GROUP AWARD SIZE COMPANY LIPPER GLObAL CLASSIfICAtION … · Mixed Assets Large Legg Mason Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock ... Eurozone 3 Years

LIPPER GLObAL CLASSIfICAtION bESt fUND fUND NAME COMPANY fUND COUNt

Equity Emerging Markets Latin America 10 Years ISI Latin America Equities Sydbank A/S 15

Equity Europe 10 Years Fidelity FAST Europe A-ACC-EUR FIL Fund Management Ltd 195

Equity Europe ex UK 10 Years JOHCM Continental European B GBP JO Hambro Capital Management Ltd 17

Equity Europe Small and Mid Caps 10 Years Baring Europe Select Trust GBP Inc Baring Asset Management Limited 54

Equity Eurozone 10 Years Prevoir Gestion Actions Societe de Gestion Prevoir SA 52

Equity Germany 10 Years Baring German Growth Trust GBP Acc Baring Asset Management Limited 48

Equity Global 10 Years SKAGEN Global A NOK Skagen AS 316

Equity Greater China 10 Years Invesco Greater China Equity A Acc USD Invesco Hong Kong Limited 18

Equity Japan 10 Years Julius Baer EF Japan-JPY B Swiss & Global Asset Management AG 56

Equity Japan Small and Mid Caps 10 Years Henderson HF Japanese Smaller Companies A2 Henderson Global Investors Ltd 13

Equity Sector Biotechnology 10 Years Candriam Equities L Biotechnology C Cap Candriam Belgium SA 10

Equity Sector Consumer Discretionary 10 Years Robeco Global Consumer Trends Equities D EUR Robeco Institutional Asset Management BV 11

Equity Sector Energy 10 Years PARVEST Equity World Energy C C EUR BNP Paribas Asset Management Inc 16

Equity Sector Financials 10 Years Fidelity Funds – Global Financial Serv A-EUR FIL Fund Management Ltd 16

Equity Sector Health Care 10 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 26

Equity Sector Information Technology 10 Years Henderson HF Global Technology A2 USD Henderson Global Investors Ltd 31

Equity Sector Real Estate Holdings Europe 10 Years Petercam Securities Real Estate Europe B Petercam Institutional Asset Management SA 11

Equity Switzerland 10 Years Deka-Schweiz Deka Investment GmbH 18

Equity UK 10 Years Threadneedle UK Retail Net Inc GBX Threadneedle Asset Management Limited 26

Equity US 10 Years Alger SICAV – The Alger American Asset Growth A Fred Alger Management Inc 125

Equity US Small and Mid Caps 10 Years Threadneedle American Smaller Cos Ret Net Acc GBX Threadneedle Asset Management Limited 23

Mixed Asset CHF Balanced 10 Years Swisscanto (LU) Portf Fd Growth B Swisscanto Asset Management AG 16

Mixed Asset EUR Aggressive – Global 10 Years PremiumStars Chance – AT-EUR Allianz Global Investors GmbH – Frankfurt 51

Mixed Asset EUR Balanced – Europe 10 Years Best-in-One Europe Balanced – AT-EUR Allianz Global Investors GmbH – Frankfurt 12

Mixed Asset EUR Balanced – Global 10 Years UniStrategie: Ausgewogen Union Investment Privatfonds GmbH 69

Mixed Asset EUR Conservative – Europe 10 Years Kapital Plus – A-EUR Allianz Global Investors GmbH – Frankfurt 11

Mixed Asset EUR Conservative – Eurozone 10 Years Allianz Flexi Rentenfonds – A-EUR Allianz Global Investors GmbH – Frankfurt 10

Mixed Asset EUR Conservative – Global 10 Years DWS Concept ARTS Conservative ARTS Asset Management GmbH 63

Mixed Asset EUR Flexible – Europe 10 Years Ethna-AKTIV E A Ethenea Independent Investors SA 11

Mixed Asset EUR Flexible – Global 10 Years DWS Concept ARTS Dynamic ARTS Asset Management GmbH 87

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