Lipper

Seven Columbia Funds Recognized With Lipper Fund Awards

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Friday, March 12, 2021
Banking, Professional services, Finance, Thomson Reuters, Lipper, Columbia Management Group, Service companies, Finance, Lipper average

Seven Columbia funds were recognized as 2021 Lipper Fund Award winners, with the Columbia Mortgage Opportunities Fund winning for two time periods, for outperformance versus peers in their respective Lipper classifications for periods ending December 31, 2020.

Key Points: 
  • Seven Columbia funds were recognized as 2021 Lipper Fund Award winners, with the Columbia Mortgage Opportunities Fund winning for two time periods, for outperformance versus peers in their respective Lipper classifications for periods ending December 31, 2020.
  • The Lipper Fund Awards recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams.
  • Columbia funds and Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA.
  • Columbia funds are managed by Columbia Management Investment Advisers, LLC (CMIA), and Columbia Acorn funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of CMIA.

Putnam International Value Fund Earns 2021 Refinitiv Lipper Fund Awards

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Friday, March 12, 2021
Banking, Professional services, Finance, Thomson Reuters, Lipper, MSCI EAFE, Service companies, Putnam Investments, MSCI, Economy of New York City, Index, Economy, Investment management, Refinitiv Indices, Commodity price indices, the Refinitiv Lipper Fund Awards, Putnam Investments

Putnam Investments announced today that Putnam International Value Fund has received 2021 Refinitiv Lipper Fund Awards for Best International Large-Cap Value Fund in the five-year and 10-year performance categories, recognizing the funds superior risk-adjusted long-term investment results compared to its peers.

Key Points: 
  • Putnam Investments announced today that Putnam International Value Fund has received 2021 Refinitiv Lipper Fund Awards for Best International Large-Cap Value Fund in the five-year and 10-year performance categories, recognizing the funds superior risk-adjusted long-term investment results compared to its peers.
  • We are pleased to be celebrated by Refinitiv Lipper with these prestigious honors acknowledging the strong, long-term performance of Putnam International Value Fund, said Robert L. Reynolds, Putnam Investments President and CEO.
  • Putnam International Value Fund R6 (PIGWX) received an award as the top performer for the five-year period within the International Large-Cap Value Fund category, out of 33 funds.
  • In addition to its Refinitiv Lipper Fund awards, Putnam International Value Fund Y (PNGYX) outperformed its benchmark MSCI EAFE Value Index for the one-, three-, five- and 10-year periods ended December 31, 2020.

Hennessy Large Cap Financial Fund Named 2021 Refinitiv Lipper Fund Award Winner

Retrieved on: 
Thursday, March 11, 2021
Thomson Reuters, Lipper, Refinitiv Indices

NOVATO, Calif., March 11, 2021 /PRNewswire/ --Hennessy Funds today announced that the Hennessy Large Cap Financial Fund (Institutional Class: HILFX) has received the 2021 Refinitiv Lipper Fund Award (U.S.) for best-in-category performance for the five-year period ended 11/30/20 among 22 Financial Services Funds.

Key Points: 
  • NOVATO, Calif., March 11, 2021 /PRNewswire/ --Hennessy Funds today announced that the Hennessy Large Cap Financial Fund (Institutional Class: HILFX) has received the 2021 Refinitiv Lipper Fund Award (U.S.) for best-in-category performance for the five-year period ended 11/30/20 among 22 Financial Services Funds.
  • The Hennessy Large Cap Financial Fund maintains a concentrated portfolio and provides an opportunity to invest in a select group of larger banks and financial services companies.
  • The Fund is managed by Dave Ellison, the most tenured fund manager in the Financial Services sector, and by Ryan C. Kelley, CFA.
  • A Lipper Fund Award is awarded to one fund in each Lipper classification for achieving the strongest trend of consistent risk-adjusted performance against its classification peers over a three, five or ten-year period.

Transamerica Receives Three 2021 Refinitiv Lipper Fund Awards

Retrieved on: 
Thursday, March 11, 2021
Thomson Reuters, Lipper, Transamerica, Refinitiv, Service companies, Companies, New York City, Refinitiv Indices

BALTIMORE, March 11, 2021 /PRNewswire/ --Transamerica announced today that it has received three prestigious 2021 Refinitiv Lipper Fund Awards for two funds advised by Transamerica Asset Management, Inc.

Key Points: 
  • BALTIMORE, March 11, 2021 /PRNewswire/ --Transamerica announced today that it has received three prestigious 2021 Refinitiv Lipper Fund Awards for two funds advised by Transamerica Asset Management, Inc.
  • Based on the results of the independent Lipper Leader for Consistent Return rating, the fund with the highest value in its category receives the Refinitiv Lipper Fund Award.
  • "Transamerica is honored to receive these Refinitiv Lipper Awards" said Tom Wald, Chief Investment Officer for Transamerica Asset Management, Inc. "They reflect our dedicated and disciplined process of selecting best-in-class managers for our funds and we are excited Refinitiv Lipper has recognized our results."
  • We congratulate the 2021 Refinitiv Lipper Fund Award winners and wish Transamerica continued success."

Natixis Investment Managers Affiliated Funds Earn 2021 US Refinitiv Lipper Fund Awards

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Thursday, March 11, 2021
Consulting, Banking, Professional services, Finance, Service companies, Natixis Investment Managers, Lipper, Natixis, Finance, Ostrum Asset Management, Refinitiv Lipper Fund Awards, Natixis Investment Managers

Natixis Investment Managers today announced that several of its affiliate investment management firms earned 2021 US Refinitiv Lipper Fund Awards.

Key Points: 
  • Natixis Investment Managers today announced that several of its affiliate investment management firms earned 2021 US Refinitiv Lipper Fund Awards.
  • We applaud our affiliate portfolio managers for earning Refinitiv Lipper Fund Awards, said David Giunta, CEO for the US at Natixis Investment Managers.
  • 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.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, L.P., a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

American Century Investments Wins 2021 Refinitiv Lipper's Best Overall Large Firm and Best Equity Large Group Awards

Retrieved on: 
Thursday, March 11, 2021
Thomson Reuters, Lipper, Service companies, Refinitiv, Asset management, Finance, Refinitiv Indices

KANSAS CITY, Mo., March 11, 2021 /PRNewswire/ -- American Century Investments, a global asset manager with approximately $218 billion* in client assets, announced today that it has received the U.S. 2021 Best Overall Large Fund Family and Best Equity Large Fund Family Group Awards from the Refinitiv Lipper Fund Awards.

Key Points: 
  • KANSAS CITY, Mo., March 11, 2021 /PRNewswire/ -- American Century Investments, a global asset manager with approximately $218 billion* in client assets, announced today that it has received the U.S. 2021 Best Overall Large Fund Family and Best Equity Large Fund Family Group Awards from the Refinitiv Lipper Fund Awards.
  • "Winning the Overall Large and Equity Large Group Awards is made possible through the dedication of our investment professionals and serves as a testament to our unwavering commitment to serve our clients."
  • In addition to winning two of the eight Group Asset Awards, American Century One Choice In Retirement Portfolio is also being recognized for its 10 year performance.
  • Based on the performance data from Refinitiv Lipper, American Century also was named one of the top 10 Best Fund Families by Barron's .

Astor Investment Management Wins Two 2021 Lipper Fund Awards

Retrieved on: 
Thursday, March 11, 2021
Consulting, Banking, Professional services, Finance, Thomson Reuters, Lipper, Investment management, Service companies, Finance, Refinitiv Indices

Astor Investment Management LLC (Astor) is pleased to announce it has been awarded two Refinitiv 2021 Lipper Fund Awards in the United States for outstanding fund performance.

Key Points: 
  • Astor Investment Management LLC (Astor) is pleased to announce it has been awarded two Refinitiv 2021 Lipper Fund Awards in the United States for outstanding fund performance.
  • Its deeply satisfying to once again be acknowledged by and associated with the Lipper Fund Awards alongside our esteemed peers.
  • For more information on Astor Investment Management or the AEI visit http://www.astorim.com
    For more than three decades and in over 20 countries worldwide, the Lipper Fund Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

American Funds® From Capital Group® Wins 20 Refinitiv Lipper Fund Awards

Retrieved on: 
Thursday, March 11, 2021
Thomson Reuters, Lipper, Financial services

Each target date fund is composed of a mix of the American Funds and is subject to the risks and returns of the underlying funds.

Key Points: 
  • Each target date fund is composed of a mix of the American Funds and is subject to the risks and returns of the underlying funds.
  • All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company.
  • 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 fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

Spectrum Advisors Preferred Fund Wins 2021 Refinitiv Lipper Awards In The Absolute Return Funds Category

Retrieved on: 
Thursday, March 11, 2021
Thomson Reuters, Lipper, Finance, Service companies, Money, Refinitiv, Mutual fund, Investment, Refinitiv Indices

VIRGINIA BEACH, Va., March 11, 2021 /PRNewswire/ -- Spectrum Financial , a leading provider of risk-managed investment solutions, announced that its Spectrum Advisors Preferred Fund (SAPEX) has been recognized as a Refinitiv Lipper Awards winner USA 2021, best Absolute Return Fund over three and five years.

Key Points: 
  • VIRGINIA BEACH, Va., March 11, 2021 /PRNewswire/ -- Spectrum Financial , a leading provider of risk-managed investment solutions, announced that its Spectrum Advisors Preferred Fund (SAPEX) has been recognized as a Refinitiv Lipper Awards winner USA 2021, best Absolute Return Fund over three and five years.
  • "We are extremely gratified that Spectrum Advisors Preferred has been recognized by Refinitiv Lipper for the third straight year.
  • In 2013, Spectrum Financial launched its first mutual fund, the Spectrum Low Volatility Fund, and in 2015 its second, the Spectrum Preferred Advisors Fund.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

Carillon Tower Advisers and Reams Asset Management Win 2021 U.S. Refinitiv Lipper Fund and Group Awards

Retrieved on: 
Thursday, March 11, 2021
Musical instruments, Thomson Reuters, Lipper, Music, Carillon

St, Petersburg, FL, March 11, 2021 (GLOBE NEWSWIRE) -- Carillon Tower Advisers (Carillon), a global, multi-boutique asset management firm, and its partner affiliate Reams Asset Management (Reams), a fixed income specialist, are pleased to announce that they have been honored with multiple United States 2021 Refinitiv Lipper Fund Awards.

Key Points: 
  • St, Petersburg, FL, March 11, 2021 (GLOBE NEWSWIRE) -- Carillon Tower Advisers (Carillon), a global, multi-boutique asset management firm, and its partner affiliate Reams Asset Management (Reams), a fixed income specialist, are pleased to announce that they have been honored with multiple United States 2021 Refinitiv Lipper Fund Awards.
  • In the United States Group Awards, Carillon received a Refinitiv Lipper Fund Award as the best small company fund family in the Fixed Income asset class group (out of 84 fund families).
  • (See Disclaimer)
    The Lipper Fund Awards from Refinitiv have been honoring funds and fund management companies for over 30 years in more than 17 countries.
  • Carillon Fund Distributors is a wholly owned subsidiary of Eagle Asset Management (a sub-advisor to certain of the Carillon Family of Funds) and Eagle Asset Management is a wholly owned subsidiary of Carillon Tower Advisers.