LIPPER FUND AWARDS 2015 AUSTRIA WINNER LIST

Transcription

1 LIPPER FUND AWARDS 2015 AUSTRIA WINNER LIST GROUP AWARD SIZE COMPANY Bond Large BlackRock Bond Small T Rowe Price Equity Large Standard Life Investments Equity Small Charlemagne Capital Mixed Assets Large Franklin Templeton Investments Mixed Assets Small Swiss Life Asset Managers Overall Large BlackRock Overall Small Belfius Banque 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 40 Absolute Return EUR Low 3 Years Ascensio II Absolute Return Bond Fund WSS Vermoegensmanagement GmbH 32 Absolute Return EUR Medium 3 Years Nordea 1 Stable Return BP EUR Nordea Investment Management AB, Denmark 32 Alternative Credit Focus 3 Years KEPLER Asset Backed Securities Fund Sal Oppenheim Jr & Cie KGaA (Koeln) 14 Alternative Currency Exchange Strategies 3 Years GAM Star Discretionary FX USD Acc GAM International Management Limited 11 Alternative Multi Strategies 3 Years DWS Concept Kaldemorgen LC Deutsche Asset & Wealth Management Investment GmbH 11 Bond Convertibles Europe 3 Years UBAM Convertibles Euro AC (EUR) Union Bancaire Gestion Institutionnelle SA 20 Bond Convertibles Global 3 Years LGT Select Convertibles (USD) B LGT Capital Partners AG (Pf) 37 Bond Emerging Markets Europe 3 Years UBS (Lux) Bond SICAV Emerging Europe (EUR) P-acc UBS Global Asset Management (Americas) Inc 21 Bond Emerging Markets Global Corporates 3 Years Invesco Em Mkt Corporate Bond A Acc USD Invesco Advisers Inc 23 Bond Emerging Markets Global Hard Currency 3 Years Pioneer Funds Emerging Markets Bond E No Dis EUR Pioneer Investment Management Limited 57 Bond Emerging Markets Global Local Currency 3 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 43

2 Bond EMU Government 3 Years Deutsche Invest I Euro-Gov Bonds LC Deutsche Asset & Wealth Management Investment GmbH 53 Bond Euro 3 Years Allianz Invest Rentenfonds A Allianz Invest Kapitalanlagegesellschaft mbh 118 Bond Euro Corporates 3 Years R Euro Credit C Rothschild & Cie Gestion SCS 67 Bond Euro High Yield 3 Years UBS (Lux) Bond Fd Euro High Yield (EUR) P-acc UBS Global Asset Management (UK) Ltd 24 Bond Euro Inflation Linked 3 Years KBC Bonds Inflation Linked Bonds Cap KBC Asset Management SA 22 Bond Euro Short Term 3 Years Allianz Invest Eurorent T Allianz Invest Kapitalanlagegesellschaft mbh 51 Bond Europe 3 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbh 30 Bond Europe High Yield 3 Years ING (L) Renta Fund Europe High Yield P Cap EUR ING Asset Management BV 15 Bond Global 3 Years Amundi Oblig Internationales EUR P Amundi SA 160 Bond Global Corporates 3 Years Sparinvest-Investment Grade Value Bonds EUR R Sparinvest SA 22 Bond Global Euro Hedged 3 Years ESPA RETURN SYSTEM-EXTRA Erste Sparinvest Kapitalanlagesellschaft mbh 18 Bond Global High Yield 3 Years BGF Global High Yield Bond A2 USD BlackRock Financial Management Inc 40 Bond Global Inflation Linked 3 Years HSBC GIF Global Inflation Linked Bond AC USD HSBC Global Asset Management (France) SA 13 Bond Pound Sterling 3 Years Goldman Sachs Sterling Broad FI Plus Pf Base GBP Goldman Sachs Asset Management International 10 Bond Swiss Franc 3 Years LO Funds Swiss Franc Credit Bond (Fgn) (CHF) P A Lombard Odier Asset Management (Switzerland) SA 12 Bond US Dollar 3 Years JPM US Bond A Acc USD JP Morgan Investment Management Inc 45 Bond US Dollar Corporates 3 Years ING (L) Renta Fund US Credit P Cap USD Voya Investment Management Co LLC 10 Bond US Dollar High Yield 3 Years UBAM Global High Yield Solution AC USD Union Bancaire Privee SA 28 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 27 Equity Asia Pacific 3 Years Fidelity Funds Pacific A-USD FIL Fund Management Ltd 27 Equity Asia Pacific Ex Japan 3 Years First State Asia Pacific Sustainability A GBP Acc First State Investment Management (UK) Limited 95 Equity Asia Pacific Small and Mid Caps 3 Years Pinebridge Global Funds Asia ex Japan SmCp Eq A PineBridge Investments Asia Limited 11 Equity Austria 3 Years Pioneer Funds Austria Austria Stock A Pioneer Investments Austria GmbH 12 Equity Brazil 3 Years Aberdeen Global Brazil Equity A2 Acc USD Aberdeen Asset Managers Limited 10 Equity China 3 Years UBS (Lux) Eq Fd China Opportunity (USD) P-acc UBS Global Asset Management (Hong Kong) Limited 27 Equity Emerging Markets Europe 3 Years ERSTE RESPONSIBLE STOCK EUROPE-EMERGING T Erste Sparinvest Kapitalanlagesellschaft mbh 49 Equity Emerging Markets Global 3 Years Fidelity FAST Emerging Markets A-ACC-USD FIL Fund Management Ltd 132 Equity Emerging Markets Latin America 3 Years Comgest Growth Latin America Euro Comgest SA 28 Equity Europe 3 Years Waverton European B EUR Waverton Investment Management Ltd 218 Equity Europe ex UK 3 Years Henderson Gartmore Continental European R EUR Acc Henderson Global Investors Ltd 16 Equity Europe Income 3 Years BGF European Equity Income A2 EUR BlackRock Investment Management (UK) Limited 23 Equity Europe Small and Mid Caps 3 Years Alken Fund Small Cap Europe-R Alken Asset Management LLP 64 Equity Eurozone 3 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 69 Equity Germany 3 Years MainFirst Germany Fund A MainFirst Bank AG 32 Equity Global 3 Years Goldman Sachs Glo CORE Eq Pf Base USD (Snap) Goldman Sachs Asset Management International 441 Equity Global Income 3 Years KBC Equity Fund High Dividend Cap KBC Fund Management Limited 24

3 Equity Global Small and Mid Caps 3 Years AXA Rosenberg Global Small Cap Alpha B USD AXA Rosenberg Investment Management Ltd 13 Equity Greater China 3 Years Fidelity Funds China Consumer A-ACC-USD FIL Fund Management Ltd 28 Equity India 3 Years First State Indian Subcontinent A GBP Acc First State Investment Management (UK) Limited 26 Equity Japan 3 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management (Japan) Ltd 77 Equity Japan Small and Mid Caps 3 Years Neptune Japan Opportunities A Acc GBP Neptune Investment Management Ltd 14 Equity Korea 3 Years Templeton Korea A (acc) USD Templeton Asset Management Ltd 11 Equity Russia 3 Years PARVEST Equity Russia Opportunities C C USD Alfred Berg Kapitalforvaltning AB 18 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 32 Equity Sector Financials 3 Years DWS Financials Typ O Deutsche Asset & Wealth Management Investment GmbH 17 Equity Sector Gold and Precious Metals 3 Years Investec GSF Global Gold A Acc Gross Investec Asset Management Ltd 18 Equity Sector Health Care 3 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 31 Equity Sector Information Technology 3 Years Pictet-Digital Communication-P USD Pictet Asset Management SA 33 Equity Sector Materials 3 Years Pictet-Timber-P USD Pictet Asset Management SA 15 Equity Sector Real Estate Holdings Europe 3 Years F&C Real Estate Securities A GBP Inc Thames River Capital LLP 13 Equity Sector Real Estate Holdings Global 3 Years UBS (Lux) KSS-Gl Real Estate Sec (USD) P-acc UBS AG, UBS Global Asset Management 28 Equity Switzerland 3 Years UBAM Swiss Equity AC CHF Union Bancaire Privee SA 15 Equity UK 3 Years JOHCM UK Growth B JO Hambro Capital Management Ltd 23 Equity US 3 Years Legg Mason Opportunity A Dis A USD Legg Mason Investments (Europe) Limited 158 Equity US Small and Mid Caps 3 Years Janus US Venture Fund A USD Acc Janus Capital International Limited 27 Mixed Asset CHF Balanced 3 Years Allegro (Lux) Wachstum B Swiss & Global Asset Management AG 16 Mixed Asset EUR Aggressive Global 3 Years Sparinvest-Procedo EUR R Sparinvest SA 45 Mixed Asset EUR Balanced Global 3 Years KEPLER Vorsorge Mixfonds A Kepler-Fonds Kapitalanlagegesellschaft mbh 96 Mixed Asset EUR Conservative Europe 3 Years Invesco Pan European High Income A Acc EUR Invesco Asset Management Limited 11 Mixed Asset EUR Conservative Global 3 Years Aramea Rendite Plus Aramea Asset Management AG 82 Mixed Asset EUR Flexible Europe 3 Years Ethna-AKTIV E A Ethenea Independent Investors SA 11 Mixed Asset EUR Flexible Global 3 Years Swiss Strategie dynamisch EUR R Swiss Fund Management AG 187 Mixed Asset USD Balanced Global 3 Years Franklin Glo Fundamental Strategies A (acc) USD Franklin Advisers Inc 16 Mixed Asset USD Flexible Global 3 Years Allround QUADInvest Growth B Bruno Walter Finance SA 11 Absolute Return EUR High 5 Years HAIG Return Global P Premium FinanzPartner AG 31 Absolute Return EUR Low 5 Years ARIQON Konservativ T ARIQON Asset Management AG 24 Absolute Return EUR Medium 5 Years Nordea 1 Stable Return BP EUR Nordea Investment Management AB, Denmark 19 Bond Convertibles Europe 5 Years Amundi Fds Convertible Europe AE (C) Amundi SA 18 Bond Convertibles Global 5 Years LGT Select Convertibles (USD) B LGT Capital Partners AG (Pf) 33 Bond Emerging Markets Europe 5 Years UBS (Lux) Bond SICAV Emerging Europe (EUR) P-acc UBS Global Asset Management (Americas) Inc 18 Bond Emerging Markets Global Hard Currency 5 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 47 Bond Emerging Markets Global Local Currency 5 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Advisers Inc 30 Bond EMU Government 5 Years Schroder ISF EURO Government Bond A Acc Schroder Investment Management Ltd 44

4 Bond Euro 5 Years Allianz Invest Rentenfonds A Allianz Invest Kapitalanlagegesellschaft mbh 106 Bond Euro Corporates 5 Years UniEuroRenta Corporates A Union Investment Luxembourg SA 57 Bond Euro High Yield 5 Years Candriam Bonds Euro High Yield C Cap Candriam France SA 19 Bond Euro Inflation Linked 5 Years 3 Banken Inflationsschutzfonds 3 Banken Generali Investment-Gesellschaft mbh 18 Bond Euro Short Term 5 Years Allianz Invest Eurorent T Allianz Invest Kapitalanlagegesellschaft mbh 45 Bond Europe 5 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbh 28 Bond Europe High Yield 5 Years Lazard European HighYield Lazard Asset Management (Deutschland) GmbH 12 Bond Global 5 Years Templeton Global Total Return A (Mdis) USD Franklin Advisers Inc 132 Bond Global Corporates 5 Years Invesco Global Inv Grade Corp Bd A Ann Dist USD Invesco Asset Management Limited 13 Bond Global Euro Hedged 5 Years ESPA RETURN SYSTEM-EXTRA Erste Sparinvest Kapitalanlagesellschaft mbh 18 Bond Global High Yield 5 Years BGF Global High Yield Bond A2 USD BlackRock Financial Management Inc 30 Bond Global Inflation Linked 5 Years BGF Global Inflation Linked Bond A2 USD BlackRock Financial Management Inc 11 Bond Pound Sterling 5 Years Goldman Sachs Sterling Broad FI Plus Pf Base GBP Goldman Sachs Asset Management International 10 Bond Swiss Franc 5 Years LO Funds Swiss Franc Credit Bond (Fgn) (CHF) P A Lombard Odier Asset Management (Switzerland) SA 12 Bond US Dollar 5 Years JPM US Bond A Acc USD JP Morgan Investment Management Inc 41 Bond US Dollar High Yield 5 Years BGF US Dollar High Yield Bond A2 USD BlackRock Financial Management Inc 18 Bond US Dollar Short Term 5 Years BGF US Dollar Short Duration Bond A2 USD BlackRock Financial Management Inc 10 Commodity Blended 5 Years Julius Baer Commodity Fund (USD) B Swiss & Global Asset Management AG 21 Equity Asia Pacific 5 Years Fidelity Funds Pacific A-USD FIL Fund Management Ltd 24 Equity Asia Pacific Ex Japan 5 Years First State Asia Pacific Sustainability A GBP Acc First State Investment Management (UK) Limited 80 Equity Austria 5 Years Pioneer Funds Austria Austria Stock A Pioneer Investments Austria GmbH 11 Equity China 5 Years Threadneedle China Opportunities Ret Net Acc EUR Threadneedle Asset Management Limited 21 Equity Emerging Markets Europe 5 Years Schroder ISF Emerging Europe A Acc Schroder Investment Management Ltd 48 Equity Emerging Markets Global 5 Years First State Gbl Emer Mkts Sustainability A GBP Acc First State Investment Management (UK) Limited 95 Equity Emerging Markets Latin America 5 Years BSF Latin American Opportunities A2 USD BlackRock Investment Management LLC 24 Equity Europe 5 Years BSF European Opportunities Extension A2 EUR BlackRock Investment Management (UK) Limited 199 Equity Europe ex UK 5 Years BGF Continental European Flexible A2RF EUR BlackRock Investment Management (UK) Limited 16 Equity Europe Income 5 Years Threadneedle Pan European Eq Div Ret Net Acc GBX Threadneedle Asset Management Limited 18 Equity Europe Small and Mid Caps 5 Years F&C European Small Cap A Inc EUR F&C Management Limited 59 Equity Eurozone 5 Years Henderson HF Euroland A2 Henderson Global Investors Ltd 59 Equity Germany 5 Years DWS Aktien Strategie Deutschland Deutsche Asset & Wealth Management Investment GmbH 32 Equity Global 5 Years JOHCM Global Select B GBP JO Hambro Capital Management Ltd 397 Equity Global Income 5 Years KBC Equity Fund High Dividend Cap KBC Fund Management Limited 14 Equity Greater China 5 Years Invesco Greater China Equity A Acc USD Invesco Hong Kong Limited 24 Equity India 5 Years First State Indian Subcontinent A GBP Acc First State Investment Management (UK) Limited 24 Equity Japan 5 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management (Japan) Ltd 69 Equity Japan Small and Mid Caps 5 Years Parvest Equity Japan Small Cap C C JPY Sumitomo Mitsui Asset Management Company Limited 14 Equity Korea 5 Years Invesco Korean Equity A Ann Dist USD Invesco Hong Kong Limited 11

5 Equity Russia 5 Years PARVEST Equity Russia Opportunities C C USD Alfred Berg Kapitalforvaltning AB 15 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 27 Equity Sector Financials 5 Years Fidelity Funds Global Financial Serv A-EUR FIL Fund Management Ltd 15 Equity Sector Gold and Precious Metals 5 Years Investec GSF Global Gold A Acc Gross Investec Asset Management Ltd 14 Equity Sector Health Care 5 Years JPM Global Healthcare A Acc USD JP Morgan Investment Management Inc 30 Equity Sector Information Technology 5 Years Pictet-Digital Communication-P USD Pictet Asset Management SA 31 Equity Sector Real Estate Holdings Europe 5 Years Henderson HF Pan European Property Equities A2 EUR Henderson Global Investors Ltd 11 Equity Sector Real Estate Holdings Global 5 Years AXA WF Framlington Global Real Estate Sects AC EUR AXA Investment Managers Paris SA 23 Equity Switzerland 5 Years UBAM Swiss Equity AC CHF Union Bancaire Privee SA 14 Equity UK 5 Years JOHCM UK Dynamic B Acc JO Hambro Capital Management Ltd 22 Equity US 5 Years Legg Mason ClearBridge US Aggr Growth A Dis A USD Legg Mason Investments (Europe) Limited 145 Equity US Small and Mid Caps 5 Years Janus US Venture Fund A USD Acc Janus Capital International Limited 24 Mixed Asset CHF Balanced 5 Years Allegro (Lux) Wachstum B Swiss & Global Asset Management AG 16 Mixed Asset EUR Aggressive Global 5 Years Sparinvest-Procedo EUR R Sparinvest SA 43 Mixed Asset EUR Balanced Global 5 Years KEPLER Vorsorge Mixfonds A Kepler-Fonds Kapitalanlagegesellschaft mbh 86 Mixed Asset EUR Conservative Europe 5 Years Invesco Pan European High Income A Acc EUR Invesco Asset Management Limited 10 Mixed Asset EUR Conservative Global 5 Years Aramea Rendite Plus Aramea Asset Management AG 71 Mixed Asset EUR Flexible Global 5 Years Leonardo UI T I.C.M. InvestmentBank AG 149 Mixed Asset USD Balanced Global 5 Years Franklin Glo Fundamental Strategies A (acc) USD Franklin Advisers Inc 12 Absolute Return EUR High 10 Years C-QUADRAT ARTS Total Return Global AMI A ARTS Asset Management GmbH 15 Bond Convertibles Global 10 Years F&C Global Convertible Bond A Inc EUR F&C Management Limited 17 Bond Emerging Markets Europe 10 Years Raiffeisen-Osteuropa-Rent R A Raiffeisen Kapitalanlage-Gesellschaft mbh 13 Bond Emerging Markets Global Hard Currency 10 Years ING (L) Renta Fd EM Debt (HC) P Cap USD ING Asset Management BV 34 Bond EMU Government 10 Years VB Muendel-Rent (A) Volksbank Invest Kapitalanlagegesellschaft mbh 31 Bond Euro 10 Years Allianz Invest Rentenfonds A Allianz Invest Kapitalanlagegesellschaft mbh 85 Bond Euro Corporates 10 Years Apollo Euro Corporate Bond Fund A Muzinich & Co., Ltd. 36 Bond Euro High Yield 10 Years UBS (Lux) Bond Fd Euro High Yield (EUR) P-acc UBS Global Asset Management (UK) Ltd 16 Bond Euro Short Term 10 Years Carmignac Securite A EUR acc Carmignac Gestion SA 30 Bond Europe 10 Years KEPLER Europa Rentenfonds A Kepler-Fonds Kapitalanlagegesellschaft mbh 25 Bond Europe High Yield 10 Years Lazard European HighYield Lazard Asset Management (Deutschland) GmbH 10 Bond Global 10 Years Templeton Global Total Return A (Mdis) USD Franklin Advisers Inc 89 Bond Global Euro Hedged 10 Years Russell Global Bond (Euro Hedged) B Acc EUR Russell Investments Limited 11 Bond Global High Yield 10 Years AllianceBernstein-Global High Yield Pf A USD AllianceBernstein LP 24 Bond Swiss Franc 10 Years Vontobel Fund Swiss Franc Bond B CHF Vontobel Asset Management SA 12 Bond US Dollar 10 Years Amundi Fds Bond US Opp Core Plus AU (C) TCW Investment Management Company Inc 33 Bond US Dollar High Yield 10 Years Fidelity Funds US High Yield A-USD FIL Fund Management Ltd 14 Equity Asia Pacific 10 Years Invesco Pacific Equity A Annual Dist USD Invesco Asset Management Limited 16

6 Equity Asia Pacific Ex Japan 10 Years First State Asia Pacific A GBP Acc First State Investment Management (UK) Limited 48 Equity Emerging Markets Europe 10 Years Eastern European A USD Inc F&C Management Limited 34 Equity Emerging Markets Global 10 Years First State Global Emerging Markets A GBP Acc First State Investment Management (UK) Limited 51 Equity Emerging Markets Latin America 10 Years Amundi Fds Equity Latin America AU (C) Amundi SA 14 Equity Europe 10 Years Invesco Pan European Structured Eqty A Acc EUR Invesco Asset Management Deutschland GmbH 141 Equity Europe ex UK 10 Years JOHCM Continental European B GBP JO Hambro Capital Management Ltd 13 Equity Europe Small and Mid Caps 10 Years Baring Europe Select Trust GBP Inc Baring Asset Management Limited 43 Equity Eurozone 10 Years BGF Euro-Markets A2 EUR BlackRock Investment Management (UK) Limited 39 Equity Germany 10 Years Baring German Growth Trust GBP Acc Baring Asset Management Limited 27 Equity Global 10 Years Fidelity Funds Gl Consumer Indust A-EUR FIL Fund Management Ltd 235 Equity Greater China 10 Years Invesco Greater China Equity A Acc USD Invesco Hong Kong Limited 16 Equity Japan 10 Years JOHCM Japan B GBP JO Hambro Capital Management Ltd 50 Equity Japan Small and Mid Caps 10 Years Henderson HF Japanese Smaller Companies A2 Henderson Global Investors Ltd 12 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 14 Equity Sector Financials 10 Years Fidelity Funds Global Financial Serv A-EUR FIL Fund Management Ltd 14 Equity Sector Health Care 10 Years Janus Global Life Sciences Fd A USD Acc Janus Capital International Limited 21 Equity Sector Information Technology 10 Years Janus Global Technology Fd A USD Acc Janus Capital International Limited 26 Equity Switzerland 10 Years UBAM Swiss Equity AC CHF Union Bancaire Privee SA 11 Equity UK 10 Years Threadneedle UK Retail Net Inc GBX Threadneedle Asset Management Limited 17 Equity US 10 Years Alger SICAV-The Alger American Asset Growth A Fred Alger Management Inc 106 Equity US Small and Mid Caps 10 Years Threadneedle American Smaller Cos Ret Net Acc GBX Threadneedle Asset Management Limited 20 Mixed Asset CHF Balanced 10 Years Swisscanto (LU) Portf Fd Growth B Swisscanto Asset Management AG 13 Mixed Asset EUR Aggressive Global 10 Years Allianz Invest Dynamisch T Allianz Invest Kapitalanlagegesellschaft mbh 25 Mixed Asset EUR Balanced Global 10 Years JPM Global Balanced A Acc EUR JPMorgan Asset Management (UK) Limited 62 Mixed Asset EUR Conservative Global 10 Years DWS Concept ARTS Conservative ARTS Asset Management GmbH 53 Mixed Asset EUR Flexible Global 10 Years DWS Concept ARTS Dynamic ARTS Asset Management GmbH 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. S018447/02-15.