Lipper names EI Sturdza Investment Funds best equity fund group

EI Sturdza Investments is pleased to announce that the company has won three Lipper Fund Awards - the prestigious ‘Group Equity (small)’ award for Europe, Germany and Austria. The Lipper Fund Awards recognise exceptional performance throughout the global professional investment community.

News
27 Oct 2014

EI Sturdza Investments is pleased to announce that the company has won three Lipper Fund Awards – the prestigious ‘Group Equity (small)’ award for Europe, Germany and Austria. The Lipper Fund Awards recognise exceptional performance throughout the global professional investment community.

These awards are based on three year historic risk-adjusted returns, relative to peers, achieved by E.I. Sturdza’s qualifying funds for the period ending 31 December 2013. E.I. Sturdza’s top performing UCITS IV compliant equity funds for 2013 were the Nippon Growth (UCITS) Fund (+53.99%), Strategic China Panda Fund (+31.46%), Strategic Europe Value Fund (+28.36%) and the Strategic Emerging Europe Fund (+4.65%).

L. Georges Gutmans, Director, E.I. Sturdza Funds PLC, comments:

“We are honoured to receive these awards from Lipper as recognition for the strong risk-adjusted performance across our fund range. The scoring process is very competitive, so these awards acknowledge the success of the best of breed investment manager selection process and a traditional yet innovative approach to investment.

“We provide alpha-generating investment managers with the framework to independently and exclusively focus on managing portfolios, whilst giving investors peace of mind by overlaying the autonomous investment teams with rigorous risk management and compliance oversight. Overall, E.I. Sturdza has a proven track record of providing institutional and private clients with attractive and valuable investment opportunities.”

The E.I. Sturdza equity funds recognised by the Lipper group awards are single country or regional long-only UCITS strategies that have a successful track record of investing in markets across the developed and emerging world:

Fund

3 Year Return %

3 Year Benchmark%

ISIN

Strategic China Panda Fund

+21.61

-4.85

MSCI China Index in USD

IE00B3DKH950

Strategic Emerging Europe Fund

+3.15

-17.33

MSCI Emerging Markets Europe Index in USD

IE00B62KFX71

Strategic Europe Value Fund

+46.33

+29.18

MSCI Europe Index in EUR

IE00B5VJPM77

Nippon Growth (UCITS) Fund

+51.84

+44.89

TOPIX Index

IE00B45CFP81

 

Source: E.I. Sturdza Strategic Management Limited. Three year performance to year end 2013 shown in relation to the base currency share class calculated on a single price basis with income reinvested into the fund.