Recognition by renowned research providers
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."
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.
The 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 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 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 used to calculate the awards, their accuracy is not guaranteed.