The Refinitiv Lipper Fund Awards have been regarded as some of the most important awards in the finance sector for more than three decades. The rating agency gives awards to the best funds in more than 15 countries, with a focus on consistently strong performance and a convincing risk management system. The funds are analysed over a period of three, five or ten years. “Berenberg-1590-Aktien Mittelstand” is receiving this award for the three-year period.
Matthias Born, Head of Investments at Berenberg, said: “Berenberg-1590-Aktien Mittelstand’s win as the best German second-tier equity fund in Europe over three years is the reward for the outstanding work of our fund manager Andreas Strobl. It is also proof that we are pursuing the right path with our quality growth approach, even in the current market environment. The Refinitiv Lipper Fund Award, which is one of the most significant awards in our industry, brings this into sharp focus once again for us and for our clients.”
Fund manager Andreas Strobl had this to say: “Investors can use our fund to participate in the innovative power of German SMEs. I invest in 25 to 45 established niche companies from the German-speaking world, independent of what index they belong to. Thanks to their focused business models, they have strong market positions on their domestic market as well as globally and can offer sustainable and above-average growth that is highly profitable. Often these companies are also owner-managed.”
Robert Jenkins, Head of Research at Refinitiv Lipper, said: “The Refinitiv Lipper Fund Awards allow us to reward extraordinary fund management. In a year of dramatic change in the global economy, the climate discussion and in political culture, it has never been so important to entrust one’s investments to talented and experienced experts. The Refinitiv Lipper Fund Awards recognise those extraordinary managers and fund management groups that tackle these changes and achieve above-average returns on clients’ savings. We would like to congratulate the winners on their excellent performance for their investors and wish Berenberg continued success going forward.”