Lipper Fund Awards

RESPONSABILITY MANAGES “BEST FUND OVER 5 YEARS”

For more than three decades, the Lipper Fund Awards have recognized funds and fund management firms for their performance. At the awards ceremony held in Zurich on 6 February, a responsibAlity-managed fund focusing on micro and SME finance was recognized as “BEST FUND OVER 5 YEARS” in the Absolute Return USD Low category for Switzerland. Awards in the same category for the Nordics and the Netherlands have since followed.

The Lipper Fund Awards recognize funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. Based on Lipper’s quantitative, proprietary methodology the awards reflect an independent assessment of fund performance.

responsAbility is delighted to announce that one of our private debt funds focusing on inclusive finance is among this year’s winners. Launched in 2003, the fund recognized for this outstanding performance over the last 5 years is responsAbility’s longest-standing product. As the only one of its kind, it is also open to retail investors in Switzerland.

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The fund predominantly provides private debt to non-listed financial institutions in emerging markets and includes a smaller private equity allocation to the same type of financial institutions. By serving micro entrepreneurs and SMEs, all of them drive financial inclusion and economic development in their markets. With investment officers working from offices in Mumbai, Lima, Nairobi, Hong Kong and Bangkok, responsAbility is intimately familiar with developments across the fund’s 70 investment markets.

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Martin Heimes, Co-Head of Financial Institutions Debt Finance, explained: “This Award is a welcome recognition for our investment team’s outstanding expertise and hard work over the past five years. With over 15 years of expertise in the area, we are looking forward to continuing on this success path.”

Lipper Fund Awards

About the Lipper Fund Awards

The Lipper Fund Awards are organized by Refinitiv – formerly the Financial and Risk business of Thomson Reuters – to pay tribute to outstanding fund performance. With a 40-year track record of independent content, Refinitv’s Lipper Fund Research provides impartial fund performance data in a precise, granular fund classification system, enabling investors to make like-for-like comparisons across funds that share characteristics.

Earlier this year, the same fund was ranked 2nd for “Performance Absolute Return Funds CHF” and 3rd for “Performance Absolute Return USD Low” among all Swiss retail funds in the year 2018 by Neue Zürcher Zeitung.

Top performance rankings for responsAbility funds

The “Investment Funds” supplement to leading Swiss financial newspaper Neue Zürcher Zeitung1 includes a comprehensive performance review for Swiss retail funds in the year 2018. Two responsAbility funds, which focus on micro- and SME finance and sustainable agriculture, respectively, scored particularly well:

  • Ranking Absolute Return Funds CHF: 2nd place
  • Ranking Absolute Return USD Low: 3rd place
  • Ranking Commodities – Agriculture: 1st place

1 NZZ, 22/01/2019, Anlagefonds, p. 15