LIPPER FUND AWARDS 2013 SWITZERLAND WINNERS LIST. Tuesday, 5 February 2013 GROUP AWARD SIZE BEST GROUP COMPANY

Transcription

1 LIPPER FUND AWARDS 2013 SWITZERLAND WINNERS LIST Tuesday, 5 February 2013 GROUP AWARD SIZE BEST GROUP COMPANY BOND Large 3 Years PIMCO BOND Small 3 Years Capital at Work EQUITY Large 3 Years First State EQUITY Small 3 Years Wells Fargo MIXED ASSETS Large 3 Years Franklin Templeton Investments MIXED ASSETS Small 3 Years Avadis OVERALL Large 3 Years Franklin Templeton Investments OVERALL Small 3 Years Jyske Invest LIPPER GLOBAL Absolute Return CHF 3 Years Swisscanto (LU) SICAV II Bond Abs Return (CHF) B Swisscanto Asset Management AG 11 Absolute Return High 3 Years ESPA PORTFOLIO BALANCED 50 A Erste Sparinvest Kapitalanlagesellschaft mbh Absolute Return Low 3 Years Swisscanto (LU) SICAV II Bond Abs Return () B Absolute Return Low 5 Years JPM Income Opportunity A Hdg Absolute Return Medium Absolute Return Medium Alternative Currency Exchange Strategies Swisscanto Asset Management AG 27 JP Morgan Investment Management Inc 15 3 Years World Invest Absolute Return C GAM Investment Management Lugano SA 5 Years Schroder ISF Emerging Eurp Debt Abs Ret A 3 Years PIMCO GIS Emerging Markets Currency E Inc Bond Convertibles 3 Years Parvest Convertible Bond Small Cap C Bond Convertibles 5 Years Parvest Convertible Bond Small Cap C Schroder Investment Management 12 BNP Paribas Asset Management SAS 24 BNP Paribas Asset Management SAS 19 Bond Convertibles 10 Years PH Selection Convertibles A SPGP Societe Privee de Gestion de Patrimoine SA

2 Bond Convertibles Global 3 Years MFM Global Convertible Bonds (CHF) A Mirante Fund Management SA 42 Bond Convertibles Global 5 Years Credit Suisse Bond (CH) Convert Internatl A Bond Convertibles Global 10 Years HAM Global Convertible Bond Fund Global Hard Currency Global Hard Currency Global Hard Currency Global Local Currency Global Local Currency 3 Years UBS (Lux) Bond SICAV Emerging () P-acc 5 Years UBS (Lux) Bond SICAV Emerging () P-acc 3 years ING (L) Renta Fd EM Debt (HC) P Cap 5 Years ING (L) Renta Fd EM Debt (HC) P Cap 10 Years Aberdeen Global Select Emerging Mkts Bd A2 3 Years UBS (Lux) Emerging Ec Global Bonds () P-acc 5 Years Templeton Emerging Markets Bond A (Qdis) Bond Euro 3 Years Allianz PIMCO Euro Rentenfonds A Credit Suisse AG, Zurich 29 Holinger Asset Management AG 11 UBS Global Asset Management (Americas) Inc UBS Global Asset Management (Americas) Inc ING Asset Management BV 51 ING Asset Management BV 44 Aberdeen Asset Managers 22 UBS Global Asset Management (Americas) Inc Franklin Advisers Inc 25 PIMCO Deutschland GmbH 84 Bond Euro 5 Years Schroder ISF O Bond A Schroder Investment Management 74 Bond Euro 10 Years Allianz PIMCO Euro Rentenfonds A PIMCO Deutschland GmbH 47 Bond Euro Corporates 3 Years Henderson HF Euro Corporate Bond A2 Henderson Management SA 58 Bond Euro Corporates 5 Years Invesco Euro Corporate Bond A Invesco Asset Management 43 Bond Euro Corporates 10 Years Raiffeisen-Euro-Corporates R A Raiffeisen Kapitalanlage-Gesellschaft mbh Bond Euro High Yield 3 Years UBS (Lux) Bond Fund Euro High Yield P-acc Bond Euro High Yield 5 Years UBS (Lux) Bond Fund Euro High Yield P-acc Bond Euro High Yield 10 Years UBS (Lux) Bond Fund Euro High Yield P-acc Bond Euro Inflation Bond Euro Inflation 3 Years LFP Euro Inflation R La Francaise des Placements SAS 17 5 Years LFP Euro Inflation R La Francaise des Placements SAS 13 Bond Euro Long Term 3 Years AXA WF Euro 10+ LT A C AXA Investment Managers Paris SA 11 Bond Euro Medium Term 3 Years DWS Euro-Bonds (Medium) DWS Investment GmbH Bond Euro Medium Term 5 Years Threadneedle (Lux)-Euro Active Bonds AE Bond Euro Short Term 3 Years Allianz PIMCO Euro Rentenfonds >>K<< A PIMCO Deutschland GmbH 29 Bond Euro Short Term 5 Years BGF Euro Short Duration Bond A2 BlackRock Investment Management (UK) Bond Euro Short Term 10 Years Carmignac Securite A acc Carmignac Gestion SA Bond 3 Years JPM Aggregate Plus Bd A Inc Bond 5 Years Threadneedle an Bond Ret Inc Bond 10 Years Threadneedle an Bond Ret Inc JPMorgan Asset Management (UK) Bond High Yield 3 Years Lazard an HighYield Lazard Asset Management (Deutschland) GmbH Bond High Yield 5 Years Fidelity Funds an Hi Yld A- FIL Fund Management

3 Bond Eurozone 3 Years Petercam L Bonds Government Sustainable A Petercam (Luxembourg) SA 28 Bond Eurozone 5 Years Natixis Souverains Euro RC Natixis Asset Management SA 23 Bond Eurozone 10 Years Natixis Souverains Euro RC Natixis Asset Management SA 15 Bond Global 3 Years PIMCO GIS Diversified Income E Inc Bond Global 5 Years Templeton Global Total Return A (Mdis) 123 Franklin Advisers Inc 104 Bond Global 10 Years Templeton Global Bond A (Mdis) Franklin Advisers Inc 66 Bond Global Corporates 3 Years JPM Global Corporate Bond A JPMorgan Asset Management (UK) Bond Global Euro Hedged 3 Years JPM Global Enhanced Bond A JPMorgan Asset Management (UK) Bond Global Euro Hedged 5 Years Goldman Sachs Glo FI Plus Pf (Hdg) Base Goldman Sachs Asset Management International Bond Global High Yield 3 Years Invesco Global High Income A Invesco Advisers Inc (NY) 32 Bond Global High Yield 5 Years Invesco Global High Income A Invesco Advisers Inc (NY) 30 Bond Global High Yield 10 Years AllianceBernstein-Global High Yield Pf A Bond Global Inflation Bond Global Inflation 3 Years PIMCO GIS Global Real Return E Inc 5 Years PIMCO GIS Global Real Return E Inc AllianceBernstein LP 17 Bond Pound Sterling 3 Years JPM Sterling Bond A Dis JPMorgan Asset Management (UK) Bond Pound Sterling 5 Years Goldman Sachs Sterling Broad FI Plus Pf Base Goldman Sachs Asset Management International Bond Pound Sterling 10 Years Fidelity Funds Sterling Bond A- FIL Fund Management 13 Bond Swiss Franc 3 Years FISCH Bond Fund (CHF) A Fisch Asset Management AG 70 Bond Swiss Franc 5 Years Swisscanto (CH) Bd Market Tracker CHF A Bond Swiss Franc 10 Years BCGE Synchrony Swiss Government Bonds Swisscanto Asset Management AG 61 BCGE Asset Management 39 Bond US Dollar 3 Years JPM US Bond A JP Morgan Investment Management Inc 68 Bond US Dollar 5 Years Amundi Fds Bond US Opp Core Plus AU (C) TCW Investment Management Company Inc Bond US Dollar 10 Years Skandia Total Return Bond A Bond US Dollar High Yield Bond US Dollar High Yield Bond US Dollar High Yield 3 Years BGF US Dollar High Yield Bond A2 BlackRock Financial Management Inc 21 5 Years Fidelity Funds US High Yield A- FIL Fund Management Years Loomis Sayles High Income Fund R/A() Loomis Sayles & Company LP 12 Commodity Blended 3 Years Quantex Commodity Fund CHF Quantex AG 44 Commodity Blended 5 Years UBS (Lux) St S-Rogers Int Commodity Idx CHF P-acc Equity Asia Pacific 3 Years Robeco Asia-Pacific Equities D Robeco Institutional Asset Management BV Equity Asia Pacific 5 Years CB ent (Lux) Far East Equity Fund B Corner Banca SA 17 Equity Asia Pacific 10 Years DWS Top 50 Asien DWS Investment GmbH 13 Equity Asia Pacific Ex Japan 3 Years Newton Asian Income Inc Newton Investment Management Equity Asia Pacific Ex Japan 5 Years Newton Asian Income Inc Newton Investment Management Equity Asia Pacific Ex Japan 10 Years Templeton Asian Growth A (Ydis) Templeton Asset Management

4 Equity China 3 Years Mont Blanc China Opportunity Fund B Mont Blanc Capital Management AG 25 Equity China 5 Years HSZ China Fund HSZ (Hong Kong) 17 Global Global Global Latin America Latin America Latin America 3 Years Schroder ISF Emerging A Schroder Investment Management 49 5 Years Eastern an Inc Nevsky Capital LLP Years Eastern an Inc Nevsky Capital LLP 34 3 Years Danske Invest Global Emerging Mrkt Small Cap 5 Years Danske Invest Global Emerging Mrkt Small Cap Aberdeen Asset Managers 112 Aberdeen Asset Managers Years Skagen Kon-Tiki Skagen AS 45 3 Years First State Latin America A (UK) 5 Years BSF Latin American Opportunities A2 10 Years Amundi Fds Equity Latin America AU (C) Equity 3 Years Allianz Equity Growth AT Equity 5 Years Allianz Equity Growth AT BlackRock Investment Management LLC Amundi SA 18 Allianz Global Investors GmbH 235 Allianz Global Investors GmbH 202 Equity 10 Years Jupiter JGF an Growth L Jupiter Asset Management 114 Equity ex UK 3 Years Threadneedle an Select Ret Equity ex UK 5 Years BGF Continental an Flexible A2 Equity ex UK 10 Years Neptune an Opportunities A Equity Small and Equity Small and Equity Small and 3 Years Threadneedle (Lux)-Pan Europ Smaller Cos AE 5 Years Threadneedle (Lux)-Pan Europ Smaller Cos AE 10 Years Threadneedle an Smaller Cos Ret Equity Eurozone 3 Years Allianz Euroland Equity Growth AT Equity Eurozone 5 Years Allianz Euroland Equity Growth AT BlackRock Investment Management (UK) Neptune Investment Management 10 Allianz Global Investors GmbH 70 Allianz Global Investors GmbH 58 Equity Eurozone 10 Years LBBW Dividenden Strategie Euroland R LBBW Asset Management Investmentgesellschaft mbh Equity France 3 Years Uni-Hoche C Palatine Asset Management SA 11 Equity France 5 Years Uni-Hoche C Palatine Asset Management SA 11 Equity Germany 3 Years Baring German Growth Trust Baring Asset Management 23 Equity Germany 5 Years Baring German Growth Trust Baring Asset Management 21 Equity Germany 10 Years Baring German Growth Trust Baring Asset Management 19 Equity Global 3 Years Classic Global Equity Fund Classic Fund Management AG 371 Equity Global 5 Years ZKB Konsum Vision Fonds A Zuercher Kantonalbank 286 Equity Global 10 Years Skagen Global Skagen AS 147 Equity Global Income 3 Years M&G Global Dividend A Inc M&G Investment Management 13 Equity Global Income 5 Years Veritas Global Equity Income B Veritas Asset Management (UK) 10 Equity Global Small and Equity Global Small and 3 Years Goldman Sachs Glo SmCp CORE Eq Pf Base (Close) 5 Years Franklin Global Small-Mid Cap Growth A (acc) Goldman Sachs Asset Management International Franklin Templeton Institutional LLC

5 Equity Greater China 3 Years First State Greater China Growth A Equity Greater China 5 Years First State Greater China Growth A Equity Greater China 10 Years Amundi Fds Equity Greater China AU (C) Equity India 3 Years First State Indian Subcontinent A Equity India 5 Years First State Indian Subcontinent A Equity Japan 3 Years Aberdeen Global Japanese Equity A2 JPY Equity Japan 5 Years UBAM IFDC Japan Opportunities Equity AP C (UK) (UK) Amundi Hong Kong 15 (UK) (UK) Aberdeen Asset Management Asia IFDC 74 Equity Japan 10 Years Nippon Growth Fund Evarich Asset Management 46 Equity Japan Small and Equity Japan Small and Equity Japan Small and 3 Years Parvest Equity Japan Small Cap C BNP Paribas Investment Partners Japan. 5 Years M&G Japan Smaller Companies A Inc Eastspring Investments (Singapore) 10 Years Swisscanto (LU) Eq Fd Small & Mid Caps Japan B Sparx Asset Management 14 Equity Russia 3 Years Citadele Russian Equity Fund Citadele Asset Management IPAS Equity Russia 5 Years SEB Russia Fund C () AS SEB Varahaldus 12 Equity Sector Banks and Other Financials Equity Sector Banks and Other Financials Equity Sector Banks and Other Financials 3 Years Polar Capital Asian Financials Polar Capital LLP 15 5 Years Polar Capital Asian Financials Polar Capital LLP Years Henderson Global Financials A Henderson Global Investors 13 Equity Sector Biotechnology 3 Years Dexia Equities L Biotechnology C Cap Dexia Asset Management SA 11 Equity Sector Cyclical Consumer Goods and Services Equity Sector Cyclical Consumer Goods and Services Equity Sector Gold and Precious Metals Equity Sector Gold and Precious Metals Equity Sector Information Technology Equity Sector Information Technology Equity Sector Information Technology Equity Sector Natural Resources Equity Sector Natural Resources Equity Sector Natural Resources Equity Sector Pharmaceuticals and Health Care Equity Sector Pharmaceuticals and Health Care Equity Sector Pharmaceuticals and Health Care 3 Years Credit Suisse Equity (Lux) Global Prestige B 5 Years Credit Suisse Equity (Lux) Global Prestige B Credit Suisse AG, Zurich 15 Credit Suisse AG, Zurich 12 3 Years AMG Gold Minen & Metalle A AMG Analysen & Anlagen AG 25 5 Years Quantex Strategic Precious Metal (CHF) Quantex AG 18 3 Years AllianceBernstein-Internatl Technology Pf A AllianceBernstein LP 26 5 Years Polar Capital Global Technology Polar Capital LLP Years Henderson HF Global Technology A2 3 Years AXA WF Framlington Junior Energy AC Henderson Management SA 24 AXA Investment Managers Paris SA 52 5 Years Franklin Natural Resources A (acc) Franklin Advisers Inc Years BNP Paribas L1 Equity Energy C C BNP Paribas Investment Partners Luxembourg SA 3 Years JPM Global Healthcare A JP Morgan Investment Management Inc 28 5 Years AXA Framlington Health R Inc AXA Investment Managers UK Years BNP Paribas L1 Equity Health Care C C BNP Paribas Investment Partners Luxembourg SA

6 Holdings Holdings Holdings Global Holdings Global 3 Years SF Property Securities Fund CH A Swiss Finance & Property Corporation 18 5 Years AXA WF Framlington Real Estate Secs AC 3 Years First State Global Property Securities A 5 Years First State Global Property Securities A Equity Switzerland 3 Years Credit Suisse Select (CH) Swiss Equities 130/30 B AXA Investment Managers Paris SA 13 (UK) (UK) Credit Suisse AG, Zurich 85 Equity Switzerland 5 Years PE(CH)-Swiss Equities 130/30-P dy Pictet Asset Management, Zurich 76 Equity Switzerland 10 Years Raiffeisen Futura Swiss Stock A Bank Vontobel AG, Zurich 50 Equity Switzerland Small and Equity Switzerland Small and Equity Switzerland Small and 3 Years zcapital Swiss Small & Mid Cap Fund zcapital AG 28 5 Years Valartis Swiss Small & Mid Cap Selection Fund 10 Years Credit Suisse Equity (CH) Swiss Small Cap Equity A Valartis Bank 23 Credit Suisse AG, Zurich 14 Equity UK 3 Years Cazenove UK Equity B Cazenove Capital Management Equity UK 5 Years Cazenove UK Equity B Cazenove Capital Management 32 Equity UK 10 Years AXA Framlington UK Select Opportunities R Inc Equity US 3 Years Wells Fargo (LUX) WW US All Cap Growth A AXA Investment Managers UK 23 Wells Fargo Funds Management LLC 185 Equity US 5 Years Morgan Stanley US Advantage A Morgan Stanley Investment Management Equity US 10 Years Alger SICAV-The Alger American Asset Growth A Equity US Small and Equity US Small and Equity US Small and Aggressive Aggressive Aggressive Fred Alger Management Inc 98 3 Years Janus US Venture Fund A Janus Capital International 23 5 Years TRP Funds SICAV- US Smaller Companies Equity A T. Rowe Price International Years Janus US Venture Fund A Janus Capital International 17 3 Years Avadis Strategie Aggresiv A Avadis Vorsorge AG 17 5 Years Swisscanto (CH) Portfolio Fund Valca Swisscanto Asset Management AG Years Swisscanto (CH) Portfolio Fund Valca Swisscanto Asset Management AG 10 Balanced 3 Years LGT Alpha Indexing Fund (CHF) B LGT Capital Management AG (Pf) 61 Balanced 5 Years Pictet CH-LPP 40-P dy CHF Pictet Asset Management SA, Geneva 52 Balanced 10 Years Schroder Capital Fund (BVV/LPP) Schroder Investment Management (Switzerland) AG 3 Years Avadis Strategie Defensiv A Avadis Vorsorge AG 46 5 Years Pictet CH-LPP 25-P dy CHF Pictet Asset Management SA, Geneva Years Swisscanto (CH) Portfolio Fund World 30 Swisscanto Asset Management AG 27 Flexible 3 Years VF (CH) Valiant Vario P D Lombard Odier Darier Hentsch & Cie 15 Aggressive Aggressive Aggressive 3 Years Sparinvest-Procedo R Sparinvest SA 26 5 Years Sparinvest-Procedo R Sparinvest SA Years BL Global 75 B Cap BLI-Banque de Luxembourg Investments SA 34 11

7 Balanced Balanced Balanced Flexible Flexible Flexible Mixed Asset Balanced Mixed Asset Balanced Mixed Asset Mixed Asset 3 Years Invesco Balanced Risk Allocation A Invesco Advisers Inc (NY) 49 5 Years Swisscanto (LU) SICAV II Portfolio Balanced B Swisscanto Asset Management AG Years Jyske Invest Balanced Strategy Jyske Invest Fund Management AS 26 3 Years StarCap SICAV Winbonds + A StarCapital SA 46 5 Years StarCap SICAV Winbonds + A StarCapital SA Years PRIME VALUES Income Hauck & Aufhaeuser (Schweiz) AG 19 3 Years Acatis Gane Value Event Fonds UI A Acatis Investment GmbH 67 5 Years BHF Flexible Allocation FT BHF Trust Management Gesellschaft fuer VVW mbh 10 Years FMM-Fonds DJE Kapital AG 14 3 Years Franklin Templeton Gl Fundamental Str A (acc) Franklin Advisers Inc 23 5 Years Templeton Global Income A (Qdis) Franklin Advisers Inc 20 3 Years Poalim Global Multi Mgr 20 Plc Poalim Asset Management (UK) 14 5 Years Poalim Global Multi Mgr 20 Plc Poalim Asset Management (UK) 12 Thomson Reuters All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. Thomson Reuters and the Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its affiliated companies