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Awards

Our funds and fund managers regularly receive the most highly coveted fund awards.

The "Fund industry Oscars"

Each year, the best investment funds and most successful fund companies are selected. Internationally recognised awards, such as the Lipper Awards and the Citywire Group Ratings, are important indicators of our track record. Fund managers must consistently achieve outstanding results in order to gain a top place. Past performance is one of the most important assessment criteria. Other qualities, such as risk profile, investment decision processes, various fees and transaction costs are also analysed.

Actual

Switzerland Refinitiv Lipper Fund Awards

Funds
Award category
Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates USD Certificate for 3 years
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates USD Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy Certificate for 10 years

Austria Refinitiv Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates USD Certificate for 3 years
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates USD Certificate for 5 years
Swisscanto (LU) Equity Fund Small & Mid Caps Japan AT Equity Japan Sm/Mid Cap Certificate for 3 years
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy Certificate for 10 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 3 years
Swisscanto (LU) Portfolio Fund Sustainable Balanced AA Mixed Asset CHF Balanced Certificate for 5 years

Germany Refinitiv Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT
Bond Global Corporates
Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy
Certificate for 10 years

United Kingdom Refinitiv Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates USD
Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT
Equity Sector Energy
Certificate for 10 years

France Refinitiv Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT
Bond Global Corporates USD
Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy Certificate for 10 years

Netherlands Refinitiv Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates USD Certificate for 5 years

Europe Refinitiv Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT
Bond Global Corporates USD
Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT
Equity Sector Energy
Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy Certificate for 10 years

2019

Europe Lipper Fund Awards

Funds  Award Category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years
Swisscanto (LU) Equity Fund Small & Mid Caps Japan AT Equity Japan Sm/Mid Cap Certificate for 3 years
Swisscanto (LU) Portfolio Fund Responsible Select (CHF) AA Mixed Asset CHF Conservative Certificate for 5 years

France Lipper Fund Awards

Funds  Award Category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years
Swisscanto (LU) Equity Fund Small & Mid Caps Japan AT Equity Japan Sm/Mid Cap Certificate for 3 years

Netherlands Lipper Fund Awards

Funds  Award Category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years
Swisscanto (LU) Equity Fund Small & Mid Caps Japan AT Equity Japan Sm/Mid Cap Certificate for 3 years

United Kingdom Lipper Fund Awards

Funds  Award Category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy Certificate for 5 years
Swisscanto (LU) Portfolio Fund Responsible Select (EUR) AA Mixed Asset EUR Cons - Global Certificate for 5 years

Germany Lipper Fund Awards

Funds  Award Category  Placing 
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years
Swisscanto (LU) Portfolio Fund Responsible Select (CHF) AA Mixed Asset CHF Conservative Certificate for 5 years
Swisscanto Invest Mixed Assets Large Company Group Award

Austria Lipper Fund Awards

Funds  Award Category  Placing 
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years 

Switzerland Lipper Fund Awards

Funds Award category Placing
Swisscanto (LU) Bond Fund Global Corporate AT Bond Global Corporates Certificate for 5 years
Swisscanto (LU) Equity Fund Small & Mid Caps Japan AT Equity Japan Small & Mid Cap Certificate for 3 years

2018

Thomson Reuters Lipper Fund Award Europe

Funds Award category Placing
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy 1st place for 10 years

FundAwards of €uro, €uro-fondsxpress, €uro am Sonntag and Börse-Online

Funds Award category Placing
Swisscanto (LU) Equity Fund Small & Mid Caps Japan AT Equity Fund Small & Mid Caps Japan 3rd place for 10 years

Scope Investment Awards

Award Award category Placing
Top Asset Manager Socially Responsible Investing Top

2017

Thomson Reuters Lipper Fund Award Switzerland

Funds Award category Placing
Swisscanto (LU) Equity Fund Global Energy AT Equity Sector Energy 1st place for 5 years

FundAwards of €uro, €uro-fondsxpress, €uro am Sonntag and Börse-Online

Funds Award category Placing
SWC (LU) EF Global Energy AT Equity Fund Energy 1st place for 10 years
SWC (LU) EF Small & Mid Caps Japan AT Equity Fund Small & Mid Caps Japan 3rd place for 10 years

ECOreporter.de comparison test

Fund Award category Placing
Swisscanto (LU) Portfolio Fund Green Invest Equity AT Equity Fund Sustainability 1st place

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 external link opens new pagelipperfundawards.com.


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