Recognition through awards

Both our asset management and many of our investment funds are regularly among the winners of national and international awards. They attest to our strong performance, sustainability and continuity and for you as an investor can provide an excellent basis for your investment decision.

Our top winners

Lipper Fund Award for Europe

The Swisscanto (LU) Bond Fund Responsible Global Corporate AT wins the Lipper Fund Award in Europe and in six European countries in the category “Bond Global Corporates USD".

UNCTAD Sustainable Fund Award

The United Nations Conference on Trade and Development (UNCTAD) chooses the Swisscanto (LU) Equity Fund Sustainable Global Climate AT as the best global sustainable fund.          

Award-winning funds

What awards have we received? Here you can find an overview and perhaps a valuable basis for your fund purchase decision.

 

FNG-Siegel 2024 für nachhaltige Investmentfonds

Swisscanto (LU) Bond Fund Sustainable Global Credits Corporate Bonds, Sustainable Bonds Best Category (***)
Swisscanto (LU) Equity Fund Sustainable Equity Best Category (***)
Swisscanto (LU) Equity Fund Sustainable Emerging Markets Aktien Best Category (***)
Swisscanto (LU) Portfolio Fund Sustainable Balance (EUR) Equity, Bonds, Money Market Best Category (***)
Swisscanto (LU) Equity Fund Sustainable Global Climate Equity Best Category (***)
Swisscanto (LU) Equity Fund Sustainable Global Water Equity  

Handelsblatt Research Institute

Swisscanto (LU) Equity Fund Sustainable Sustainable Top Fondsmanager Gerhard Wagner

Europe 2023 Lipper Fund Awards

Swisscanto Asset Class Group Equity - Firm Size Large Certificate
Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 10 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 5 years
Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 3 years
Swisscanto (LU) Equity Fund Sustainable Global Water AT Equity Theme - Water Certificate for 3 years
Swisscanto (LU) Bond Fund Vision Responsible CHF AA Bond Global CHF Certificate for 5 years

United Kingdom 2023 Lipper Fund Awards

Swisscanto (LU) Portfolio Fund Responsible Select (EUR) AA Mixed Asset EUR Cons - Global Certificate for 10 years

France 2023 Lipper Fund Awards

Swisscanto Asset Class Group Equity Certificate
Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 10 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 5 years
Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 3 years
Swisscanto (LU) Equity Fund Sustainable Global Water AT Equity Theme - Water Certificate for 3 years

Austria 2023 Lipper Fund Awards

Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 10 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 5 years
Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 3 years
Swisscanto (LU) Equity Fund Sustainable Global Water AT Equity Theme - Water Certificate for 3 years
Swisscanto (LU) Bond Fund Vision Responsible CHF AA Bond Global CHF Certificate for 5 years
Swisscanto (LU) Bond Fund Vision Responsible CHF AA Bond Global CHF Certificate for 3 years

Germany 2023 Lipper Fund Awards

Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 10 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 5 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 3 years
Swisscanto (LU) Equity Fund Sustainable Global Water AT Equity Theme - Water Certificate for 3 years
Swisscanto (LU) Bond Fund Vision Responsible CHF AA Bond Global CHF Certificate for 5 years
Swisscanto (LU) Bond Fund Vision Responsible CHF AA Bond Global CHF Certificate for 3 years

The European Funds Trophy 2023

European Asset Management Company > 101 to 200 rated funds over 7 years Best
Swiss Asset Management > 200 rated funds over 7 years Best

Switzerland 2023 Lipper Fund Awards

Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AA Mixed Asset CHF Balanced Certificate for 10 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Trophy for 3 years
Swisscanto (CH) Equity Fund Responsible Switzerland High Quality AA CHF Equity Switzerland Trophy for 3 years

The Oscars of the financial industry

The United Nations, economic forums or financial magazines present awards for the strong performance of fund and asset managers – including to us. Who is behind these awards? Read the most important facts and background information.

Lipper Fund Awards / Refinitiv Lipper Fund Awards

The Lipper Fund Awards or Refinitiv Lipper Fund Awards honour funds that have achieved a consistently high risk-adjusted performance in their respective peer group. Investment companies are also evaluated and awarded according to these criteria. The award ceremony is held annually and is organised for individual countries or financial centres. The analysis firm Lipper and the data provider Refinitiv are the initiators of the awards.

Citywire Group Awards

The information service for professional investors awards prizes for good investment results in investment industries and regions.

Scope Awards

The Scope Awards are presented in various categories by the rating agency of the same name in cooperation with the German Handelsblatt. Awards are conferred to outstanding funds and asset management services as well as the most convincing fund concepts of equity, bond and mixed funds in German-speaking countries.

€uro FundAwards

The €uro FundAwards are presented annually by Münchener Finanzen Verlag. Both funds as well as investment companies and fund managers are honoured by the fund experts from the financial and economic publications €uro, €uro am Sonntag, BÖRSE ONLINE and TiAM FundResearch.

Morningstar Fund Awards

Morningstar Inc., Chicago, is an independent provider of financial information and analysis. Their awards are regarded by many as the most important awards in the fund industry. In cooperation with the financial magazine Cash, the subsidiary Morningstar Switzerland presents the coveted fund awards for Switzerland every year. Awards are given to those Swiss funds and fund companies that – taking into account the risk – have achieved the best performance over an extended period of time.

UNCTAD Sustainable Fund Awards 2021

The United Nations Conference on Trade and Development (UNCTAD) presents this sustainability award. The UN examines how the financial market supports the transformation to a CO2-neutral economy and awards particularly sustainable yet successful investment funds.

Swiss Sustainable Funds Awards

Swiss Sustainable Funds Awards (SSFA) are conferred by the Geneva Forum for Sustainable Investment (GFSI) and the Zurich Forum for Sustainable Investment (ZFSI) in various investment categories. Special prizes are awarded to the best sustainable Swiss and international asset management companies. The jury counts on the proprietary ESG analysis by Conser. This prize was last awarded in 2022.

European Funds Trophy

The European Funds Trophy is presented by the Paris fund analysis firm Fundclass, which awards this trophy to the best fund managers and asset managers in Europe every year.

SIX ETF Award Tags

Since 2016, the SIX Swiss Exchange has honoured ETF issuers and market makers in six categories with ETF Award Tags every year. Among the six award categories is the group of ETFs with the highest turnover.

FNG-Label 2023

This fund has been awarded the FNG-Label, the quality standard of sustainable investments. Collective investment schemes with an FNG-Label meet the quality standard of sustainable investments developed for German-speaking regions by the professional association Forum Nachhaltige Geldanlagen e. V. (FNG).

The fund has been awarded three stars for a particularly demanding and comprehensive sustainability strategy. Besides fulfilling the minimum standard of the FNG-Label, it achieved additional points in the categories «Institutional Credibility», «Product Standards» and «Portfolio Focus» (stock selection, engagement and KPIs), thereby attaining the highest level of the quality standard.

Disclaimer

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a 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.