Refinitiv Lipper Award: ESG Multi-Asset
13th March, 2020
Davy Global Fund Management Limited ('DGFM') is pleased to announce that the Davy ESG Multi-Asset Fund (the‘Fund’) has won two awards in the 2020 Lipper Fund Awards.
The Fund has won the Best Fund Over Past 3 Years and Best Fund Over Past 10 Years in the Mixed Asset EUR Bal – Global category.
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 Refinitiv Lipper Fund Awards recognize funds and fund management firms for their risk adjusted three-, five-, and ten-year performance relative to their peers , selected by Lipper, and are chosen by Lipper using its proprietary performance-based methodology.
The Fund is available to purchase in Germany and Ireland or through a segregated mandate in the US.
For further information, please contact Tim Kelly, CFA, Sales & Relationship Director at email@example.com
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. 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
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 Funds 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.