Skip to main content

Lipper Fund Award

By March 7, 2024Client news, News

Lipper Fund Awards – Best Nordic fund, 5 years, in Europe

On Tuesday 5/3 we were in London and received an award for our fund Nordic Equities Strategy. It is great that our long-term and selective investment philosophy is recognized!

“The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, a war, skyrocketing inflation and dramatic central bank intervention. Whether you’ve been investing for just the past 15 years and have seen only the easy money environment following the Financial Crisis – or you’ve been an investor for 50 years and feel as if you’ve seen it all, there is no way to have foreseen the range of fundamental and non-financial factors that impacted the markets these past few years. We applaud the 2024 LSEG Lipper Fund Award winners such as Nordic Equities Kapitalförvaltning for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.” Tom Roseen, Principal, Lipper Global Research, LSEG Lipper.

Disclaimer/friskrivning:The LSEG 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.
 
Historisk avkastning är ingen garanti för framtida avkastning. De pengar som placeras i fonden kan både öka och minska i värde och det finns ingen garanti att en investerare får tillbaka det insatta beloppet.

Leave a Reply