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Recognition by renowned research providers
Spinoza Capital wins LSEG Lipper Fund Award 2025
Our Spinoza Euro Assets Strategy Fund has been awarded the prestigious LSEG Lipper Fund Award 2025. In its category "Mixed Asset EUR Flex - Europe", the Spinoza Euro Assets Strategy Fund achieved first place in the 3-year ranking in Germany. For more than 30 years, the highly-respected LSEG Lipper Fund Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds.
Commenting on the award, Otto Christian Kober, Head of Lipper Research, said: “The 2025 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. We applaud the 2025 LSEG Lipper Fund Award winners such as Spinoza Capital for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.” The merit of the winners is based on entirely objective, quantitative criteria.
Spinoza Capital awarded “Top Fund Boutique” 2024 in Germany with the highest rating of five stars
For the second time, the business magazine Capital and the Institut für Vermögensaufbau (IVA) have named Germany's top fund boutiques. For this purpose, 220 fund providers were selected and assessed on the basis of objective criteria in the areas of product quality, management quality and service quality.
Spinoza Capital achieved the highest rating of five stars and was thus recognised as Germany's “Top Fund Boutique”. We are particularly pleased that Spinoza Capital has been awarded the highest rating of five stars by Capital for the second time in a row.
The full study can be found in the November 2024 issue of Capital.
Spinoza Capital wins LSEG Lipper Fund Award 2024
Our Spinoza Euro Assets Strategy Fund has been awarded the prestigious LSEG Lipper Fund Award 2024. In its category "Mixed Asset EUR Flex - Europe", the Spinoza Euro Assets Strategy Fund achieved first place in the 3-year ranking in Germany.
Commenting on the award, Tom Rosen, Principal, Lipper Global Research, LSEG Lipper, said: “The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, a war, skyrocketing inflation and dramatic central bank intervention. We applaud the 2024 LSEG Lipper Fund Award winners such as Spinoza Capital for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”
For more than 30 years, the highly-respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria.
Spinoza Capital named “Top Fund Boutique” 2023 in Germany
For the first time, the renowned magazine Capital and the Munich-based Institute for Asset Management (IVA) have named Germany's top fund boutiques. For this purpose, 179 providers were selected and evaluated on the basis of objective and transparent criteria.
Spinoza Capital achieved the highest rating of five stars and is therefore recognised as Germany's "Top Fund Boutique". We are particularly pleased that Spinoza Capital achieved the highest score (48.5 out of 50) of all the fund managers analysed in what we consider to be the most important criterion, "fund quality" (i.e. fund return and alpha generation).
You can find the full study in the November 2023 issue of Capital.
Spinoza Capital wins Refinitiv Lipper Fund Award 2023
Our Spinoza Euro Assets Strategy Fund was awarded best fund over 5 years in Germany in its category Mixed Asset EUR Flex - Europe. For more than three decades, Refinitiv Lipper Fund Awards have recognized funds and fund management firms for their consistently strong risk-adjusted performance relative to their peers.
Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. Refinitiv Lipper is part of Thomson Reuters and a company of the London Stock Exchange. Robert Jenkins, Head of Research at Refinitiv Lipper, said: "We applaud the 2023 Refinitiv Lipper Fund Award winners, such as Spinoza Capital, for delivering outperformance and the accompanying comfort of consistency to investors' portfolios through a crosscurrent of global economic disruption."
Disclaimer
The LSEG 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 LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, 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 LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.
