Refinitiv Indices

 Scotiabank Launches Innovative ESG Investment Product Linked to the Inter-American Development Bank’s IndexAmericas and jointly structured in partnership with BNP Paribas

Retrieved on: 
Thursday, April 29, 2021

b'Scotiabank Mexico launched a MXN-denominated structured note linked to IndexAmericas, a corporate sustainability index developed by the Inter-American Development Bank (IDB).

Key Points: 
  • b'Scotiabank Mexico launched a MXN-denominated structured note linked to IndexAmericas, a corporate sustainability index developed by the Inter-American Development Bank (IDB).
  • The innovative index is the first of its kind created by a multilateral development bank and the first in LAC to be fully aligned with the United Nations Sustainable Development Goals.
  • It is the result of a partnership with S-Network Global Indexes and is designed using data provided by Refinitiv.
  • The IndexAmericas initiative was created by the IDB Group in partnership with S-Network Global Indexes using data provided by Refinitiv.

Dunham Receives Refinitiv Lipper Fund Award for the Dunham Real Estate Stock Fund

Retrieved on: 
Saturday, March 20, 2021

SAN DIEGO, March 20, 2021 /PRNewswire-PRWeb/ --Dunham & Associates Investment Counsel, Inc. (DAIC) received the Refinitiv Lipper Fund Award for Best Real Estate Fund over the 3 year period.

Key Points: 
  • SAN DIEGO, March 20, 2021 /PRNewswire-PRWeb/ --Dunham & Associates Investment Counsel, Inc. (DAIC) received the Refinitiv Lipper Fund Award for Best Real Estate Fund over the 3 year period.
  • Refinitiv Lipper is well respected within our industry and it is an honor to receive such a prestigious award for the performance of our Dunham Real Estate Stock Fund."
  • The Ticker symbol for the Dunham Real Estate Stock Fund is DNREX.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

FundX Investment Group Wins Two 2021 Refinitiv Lipper Fund Awards

Retrieved on: 
Wednesday, March 17, 2021

SAN FRANCISCO, March 17, 2021 /PRNewswire/ -- FundX Investment Group is proud to announce that it won two 2021 Refinitiv Lipper Fund Awards for superior investment performance.

Key Points: 
  • SAN FRANCISCO, March 17, 2021 /PRNewswire/ -- FundX Investment Group is proud to announce that it won two 2021 Refinitiv Lipper Fund Awards for superior investment performance.
  • The FundX Upgrader Fund (FUNDX) was honored with 2021 Refinitiv Lipper Fund Awards for excellent investment performance over both the trailing three years and five years ending November 30, 2020in the Mixed-Asset Target Allocation Aggressive Growth Fund category.
  • "We are honored that Refinitiv Lipper has recognized the strong track record of the FundX Upgrader Fund (FUNDX)," FundX CEO Janet Brown said.
  • The Refinitiv Lipper Fund Awards recognize individual mutual funds that have consistently strong, risk-adjusted performance compared to their peers.

Polaris Global Value Fund Wins Refinitiv Lipper Award

Retrieved on: 
Monday, March 15, 2021

Amid extreme volatility and a decade plus of growth stocks trumping value, we are especially gratified that the Polaris Global Value Fund has remained one of the top-rated funds in the Refinitiv Lipper universe.

Key Points: 
  • Amid extreme volatility and a decade plus of growth stocks trumping value, we are especially gratified that the Polaris Global Value Fund has remained one of the top-rated funds in the Refinitiv Lipper universe.
  • The Polaris Global Value Fund is a diversified no-load global mutual fund that attempts to provide above average return by investing in companies with potentially strong sustainable free cash flow or undervalued assets.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.
  • 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.

Schwab International Fundamental Index Mutual Fund Receives Best-in-Class Refinitiv Lipper Fund Award

Retrieved on: 
Monday, March 15, 2021

Charles Schwab Investment Management, Inc. (CSIM) announced today that the Schwab Fundamental International Large Company Index Fund (SFNNX) has won a 2021 US Refinitiv Lipper Fund Award for outstanding fund performance.

Key Points: 
  • Charles Schwab Investment Management, Inc. (CSIM) announced today that the Schwab Fundamental International Large Company Index Fund (SFNNX) has won a 2021 US Refinitiv Lipper Fund Award for outstanding fund performance.
  • The annual Refinitiv Lipper Fund Awards recognize funds and fund management companies that excel in delivering consistently strong, risk-adjusted performance relative to their peers.
  • We are incredibly pleased that Lipper has recognized the performance of our Schwab Fundamental International Large Company Index Fund, said David Botset, SVP of Product Strategy at CSIM.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

Clark Capital Wins 2021 Lipper Award for Navigator® Tactical Fixed Income Fund

Retrieved on: 
Monday, March 15, 2021

Philadelphia, PA, March 15, 2021 (GLOBE NEWSWIRE) -- Clark Capital Management Group, an independent asset manager founded in 1986, announced that it has been awarded a 2021 Refinitiv Lipper Fund Award.

Key Points: 
  • Philadelphia, PA, March 15, 2021 (GLOBE NEWSWIRE) -- Clark Capital Management Group, an independent asset manager founded in 1986, announced that it has been awarded a 2021 Refinitiv Lipper Fund Award.
  • The firms Navigator Tactical Fixed Income Fund (Ticker: NTBIX) was named Best 5-Year Fund in the Alternative Credit Focus Funds category for the second year in a row.
  • An investment in the Tactical Fixed Income Fund (the Fund) is subject to risks, and you could lose money on your investment.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.

Baron Global Advantage Fund Wins Two 2021 Refinitiv Lipper Fund Awards

Retrieved on: 
Friday, March 12, 2021

Baron Capital, a growth equity asset manager, today announced that Baron Global Advantage Fund (BGAIX) has won 2021 Refinitiv Lipper Fund Awards in the Global Multi-Cap Growth Funds category as the best fund over three-year and five-year time periods ended December 31, 2020.

Key Points: 
  • Baron Capital, a growth equity asset manager, today announced that Baron Global Advantage Fund (BGAIX) has won 2021 Refinitiv Lipper Fund Awards in the Global Multi-Cap Growth Funds category as the best fund over three-year and five-year time periods ended December 31, 2020.
  • We congratulate the 2021 Refinitiv Lipper Fund Award winners and wish Baron Global Advantage Fund continued success.
  • The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.
  • The influential and prestigious Refinitiv Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return.

Putnam International Value Fund Earns 2021 Refinitiv Lipper Fund Awards

Retrieved on: 
Friday, March 12, 2021

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

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

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."