Refinitiv Lipper Award: ESG Multi-Asset
09th April, 2021
DGFM is pleased to announce that the Davy ESG Multi-Asset Fund (‘the Fund’) has won the Refinitiv Lipper Fund Awards Germany 2021 Best Mixed Asset EUR Bal - Global Fund Over 10 Years.
This is the second year that DGFM has won the award and is testament to the continued performance of DGFM’s approach to multi-asset investing. The Fund invests primarily in equities and government and corporate bonds. This award-winning fund integrates ESG criteria within the investment process and aims for security selection to be the main driver of performance. The Fund is available to purchase in Germany and Ireland or through a segregated mandate in the US.
“Davy Global Fund Management Limited (DGFM) is excited to have won its second Refinitiv Lipper award for the Davy ESG Multi-Asset Fund. This award is particularly meaningful as we have always believed it is possible to invest responsibly while maintaining the advantages afforded by a multi-asset approach. We look forward to many more years of managing responsible and ESG-integrated portfolios on behalf of our clients and we are privileged to be recognized by an established leader in the area of data and analytics such as Refinitiv Lipper” Mark Seavers, Chief Investment Officer, DGFM.
“This year’s Refinitiv Lipper Fund Awards recognized the steadfast resolve of award-winning managers and firms who successfully navigated one of the sharpest market downturns and recoveries on record enabling investors to maintain a level of economic confidence amidst a backdrop of uncertainty. In a year that endured the impacts of an unprecedented global humanitarian crisis, in which markets reflected investors’ emotions of shock and optimism, there was a degree of solace in having one’s financial fortunes overseen by the stewardship of professional money managers. We congratulate the 2021 Refinitiv Lipper Fund Award winners and wish Davy Global Fund Management continued success.” Robert Jenkins, Head of Research, Lipper, Refinitiv.
Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 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. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
PLEASE NOTE: The information disclosed above relates to the strategies of our UCITS fund range and is for illustrative purposes only. This fund range are not available for investment in the United States but is available for sale through a segregated mandate.
Warning: Past performance is not a reliable guide to future performance. Investments may go down as well as up. This product may be affected by changes in currency exchange rates.
The information discussed in this article does not purport to be comprehensive or all inclusive. It does not constitute an offer for the purchase or sale of any financial instrument, trading strategy, product or service. No one receiving this document should treat any of its contents as constituting advice or a personal recommendation. It does not take into account the investment objectives or financial situation of any particular person. Receiving this rating from Telos is not indicative of any of the Davy ESG Multi-Asset Fund’s future performance.
This communication is directed at professional investors and their advisers only and should not be distributed to, or relied upon by, retail customers.