Vinnarna i Lipper Fund Awards 2011

Transcription

1 Vinnarna i Lipper Fund Awards 2011 För femte året i rad har Lipper plockat fram de bästa fonderna och de bästa fondbolagen i Norden. Lipper presenterar vinnare i tre olika tidsperioder (tre, fem och tio år). Listorna över vinnande fonder nedan är sorterade på fondbolag. De fonder som markerats med rött i tabellen nedan är vinnare i de största kategorierna och tilldelas ett Award av Lipper. Övriga vinnande fonder tilldelas ett Certificate. Bästa fond över tre år Danske Invest Nye Markeder Small Cap Aberdeen AM Asia Limited Equity Emerging Markets Global Länsförsäkringar Fastighetsfond Alfred Berg Fonder AB Equity Sector Real Estate Holdings Europe Alfred Berg Small Cap Finland B Alfred Berg Omaisuudenhoito Suomi Oy Equity Finland AllianceBernstein-Global High Yield Pf A AllianceBernstein LP Bond Global - High Yield Allianz RCM Euroland Equity Growth - Allianz Global Investors KAG mbh Equity Eurozone AT - EUR AMF Räntefond Lång AMF Fonder AB Bond Swedish Krona SGAM Fund Bonds US Opportunistic Amundi Luxembourg SA Bond US Dollar Core Plus AC SGAM Fund Equities Luxury & Lifestyle AC Amundi Luxembourg SA Amundi Funds Volatility Euro Equities Amundi SA Absolute Return EUR High AE C Amundi Funds Global Corporate Bond Amundi SA Bond Global - Corporates AU C BL Emerging Markets Cap B BL Research & Asset Management SA Mixed Asset EUR Flex - Global BGF Euro Short Duration Bond Fund A2 BlackRock IM (UK) Limited Bond Euro - Short Term EUR BGF Continental European Flexible Fund BlackRock IM (UK) Limited Equity Europe ex UK A2 EUR Parvest Convertible Bond Europe Small BNP Paribas AM SAS Bond Convertibles Europe Cap C Nordea Invest Special European High Capital Four Management A/S Bond Europe - High Yield Yield Bonds Carnegie Multifond Carnegie Kapitalforvaltning AS Mixed Asset NOK Balanced Danske Invest Engros Kommuner Danske Capital Bond Europe Europaeiske Obl Danske Invest Tyskland Danske Capital Equity Germany Danske Invest Bioteknologi Danske Capital Equity Sector Biotechnology Carlson Sweden Micro Cap DnB NOR AM AB Equity Sweden Small and Mid Caps Lararfond Ar DnB NOR AM AB Mixed Asset SEK Aggressive DnB NOR Kredittobligasjon DnB NOR Kapitalforvaltning AS Bond Norwegian Krone eq Materials 2 K eq Asset Management Oy Equity Sector Basic Industries Evli Inflation-Linked Bond B Evli Rahastoyhtio Oy Bond Euro - Inflation Linked F&C Global Convertible Bond A EUR F&C Managers Limited Bond Convertibles Global Fidelity Funds - Sterling Bond Fund A- FIL Fund Management Ltd Bond Pound Sterling GBP Fidelity Funds - US High Yield Fund A- FIL Fund Management Ltd Bond US Dollar - High Yield Fidelity Funds - Japan Advantage Fund FIL Fund Management Ltd Equity Japan A-JPY FIM Russia FIM Asset Management Ltd Equity Russia FIM Varainhoito 70 FIM Asset Management Ltd Mixed Asset EUR Agg - Global First State Greater China Growth A GBP First State IM (UK) Limited Equity Greater China First State Indian Subcontinent A GBP First State IM (UK) Limited Equity India First State Global Resources A GBP First State IM (UK) Limited Equity Sector Natural Resources First State Global Property Securities A GBP Templeton Emerging Markets Bond A (Qdis) Templeton Global Total Return A (Mdis) First State IM (UK) Limited Franklin Advisers Inc Franklin Advisers Inc Equity Sector Real Estate Holdings Global Bond Global

2 Franklin Technology A (acc) Franklin Advisers Inc Equity Sector Information Technology Templeton Global Income A (Qdis) Franklin Advisers Inc Mixed Asset Bal - Global Franklin Global Small-Mid Cap Growth A Franklin Templeton Institutional LLC Equity Global Small and Mid Caps (acc) GAM Star China Equity GAM International Management Equity China Handelsinvest Danmark Handelsbanken Asset Management Equity Denmark Handelsbanken Eurooppa Selective A Handelsbanken Fonder AB Equity Europe Henderson HF Japanese Smaller Henderson Management SA ING (L) Renta Fund Asian Debt P Cap ING IM Asia Pacific (HK) Ltd Bond Asia Pacific Invesco Euro Corporate Bond A Invesco AM Limited Bond Euro - Corporates Invesco Pacific Equity A Invesco AM Limited Equity Asia Pacific JPM Income Opportunity A EUR Hd JP Morgan IM Inc Absolute Return EUR Medium Landkreditt Norge Landkreditt Forvaltning AS Equity Norway MFS Meridian Funds UK Equity A2 GBP MFS International Ltd Equity UK Morgan Stanley US Advantage A Morgan Stanley IM Inc Equity North America BSF Latin American Opportunities Fund Multi Managers Equity Emerging Markets Latin America A2 Nevsky Eastern European Inc Nevsky Capital LLP Equity Emerging Markets Europe Nordea 1 - Danish Long Bond Fund BP Nordea IM AB, Denmark Bond Danish Korona DKK Pictet-Security-P Pictet AM SA, Geneva Equity Global RIC II Global Bond Euro Hedged B Russell Investments Ireland Bond Global - Euro Hedged Schroder ISF Asian Total Return A Schroder IM (Singapore) Ltd Equity Asia Pacific Ex Japan Schroder ISF EURO Bond A Schroder IM Ltd Bond Euro Schroder ISF Emerging Eurp Debt Abs Schroder IM Ltd Absolute Return EUR Low Ret A SEB Swedish Value Fund SEB IM AB Equity Sweden Pictet-Generics-P Sectoral AM Inc Equity Sector Pharmaceuticals and Health Standard Life IG SICAV European Standard Life Investments Equity Europe Small and Mid Caps Smaller Cos A Swedbank Robur Mix Indexfond Sverige Swedbank Robur Fonder Mixed Asset SEK Balanced Tangent Aktiefond Tanglin Asset Management Equity Nordic Tapiola Maailma 20 Tapiola Varainhoito Oy Mixed Asset EUR Cons - Global UBS (Lux) Bond Fund - CHF P-acc UBS AG, UBS Global AM Bond Swiss Franc UBS (Lux) Bond Fund - Euro High Yield UBS Global AM (UK) Ltd Bond Euro - High Yield P-acc UBAM Swiss Equity A Cap Union Bancaire Privee SA Equity Switzerland Vanguard US Discoveries Inv Vanguard Group Inc Equity North America Small and Mid Caps Bästa fond över 5 år Ålandsbanken Euro Bond B Ålandsbanken Asset Management Ab Bond Euro - Short Term Ålandsbanken Premium 30 B Ålandsbanken Asset Management Ab Mixed Asset EUR Cons - Global Länsförsäkringar Fastighetsfond Alfred Berg Fonder AB Equity Sector Real Estate Holdings Europe Alfred Berg Small Cap Finland B Alfred Berg Omaisuudenhoito Suomi Oy Equity Finland AllianceBernstein-Global High Yield Pf A AllianceBernstein LP Bond Global - High Yield AMF Räntefond Lang AMF Fonder AB Bond Swedish Krona AMF Balansfond AMF Fonder AB Mixed Asset SEK Balanced BGF Euro Bond Fund A2 EUR BlackRock IM (UK) Limited Bond Euro BGF Continental European Flexible Fund BlackRock IM (UK) Limited Equity Europe ex UK A2 EUR BGF Euro-Markets Fund A2 EUR BlackRock IM (UK) Limited Equity Eurozone BNP Paribas L1 Equity High Dividend Pacific C BNP Paribas Investment Partners Equity Asia Pacific

3 BNP Paribas L1 Equity USA Growth C C BNP Paribas Investment Partners Equity North America Danske Invest Engros Kommuner Danske Capital Bond Europe Europaeiske Obl Danske Invest Europa Small Cap Danske Capital Equity Europe Small and Mid Caps Danske Invest Bioteknologi Danske Capital Equity Sector Biotechnology Lärarfond Ar DnB NOR AM AB Mixed Asset SEK Aggressive DnB NOR Kredittobligasjon DnB NOR Kapitalforvaltning AS Bond Norwegian Krone Enter Select Pro Enter Fonder AB Equity Sweden eq Materials 2 K eq Asset Management Oy Equity Sector Basic Industries Evli Corporate Bond B Evli Rahastoyhtio Oy Bond Euro - Corporates Evli Inflation-Linked Bond B Evli Rahastoyhtio Oy Bond Euro - Inflation Linked Fidelity Funds - European High Yield A- FIL Fund Management Ltd Bond Europe - High Yield Euro Fidelity Funds - Sterling Bond Fund A- FIL Fund Management Ltd Bond Pound Sterling GBP Fidelity Funds - US High Yield Fund A- FIL Fund Management Ltd Bond US Dollar - High Yield Fidelity Funds - South East Asia A- FIL Fund Management Ltd Equity Asia Pacific Ex Japan FIM Varainhoito 70 FIM Asset Management Ltd Mixed Asset EUR Agg - Global First State Global Resources A GBP First State IM (UK) Limited Equity Sector Natural Resources LD Invest Danske Obligationer Fondsaeglerselskabet LD Invest A/S Bond Danish Korona Fondsfinans Spar Fondsfinans Kapitalforvaltning ASA Equity Norway Templeton Emerging Markets Bond A Franklin Advisers Inc (Qdis) Templeton Global Total Return A (Mdis) Franklin Advisers Inc Bond Global Templeton Global Income A (Qdis) Franklin Advisers Inc Mixed Asset Bal - Global Handelsbanken Svenska Handelsbanken Fonder AB Equity Sweden Small and Mid Caps Småbolagsfond Henderson HF Japanese Smaller Henderson Management SA Invesco Greater China Equity A Invesco Hong Kong Limited Equity Greater China MFS Meridian Funds Technology A1 MFS International Ltd Equity Sector Information Technology Skandia Total Return Bond A1 PIMCO Bond US Dollar Pinebridge Global Funds - India Equity PineBridge Investments Asia Limited Equity India A OP-Ita-Eurooppa A Pohjola Asset Management Ltd Equity Emerging Markets Europe OP-Venaja A Pohjola Varainhoito Oy Equity Russia Robeco Consumer Trends Equities D Robeco Institutional AM BV EUR RIC II Global Bond Euro Hedged B Russell Investments Ireland Limited Bond Global - Euro Hedged Schroder ISF Swiss Equity Schroder IM (Switzerland) AG Equity Switzerland Opportunities A SEBinvest Danske Aktier SEBinvest A/S Equity Denmark Investeringsforvaltningsselskab Pictet-Generics-P Sectoral Asset Management Inc Equity Sector Pharmaceuticals and Health Skagen Global Skagen AS Equity Global Standard Life IG SICAV China Equities Standard Life Investments Limited Equity China A DB Platinum IV Croci Japan R1C State Street Global Advisors Equity Japan Delphi Europa Storebrand Fondene AS Equity Europe Delphi Norden Storebrand Kapitalforvaltning AS Equity Nordic Swedbank Robur Realinvest Swedbank Robur Fonder AB Equity Sector Real Estate Holdings Global Sydinvest BRIK Sydbank A/S Equity Emerging Markets Global Sydinvest Latinamerika Sydbank A/S Equity Emerging Markets Latin America Threadneedle American Smaller Threadneedle AM Limited Equity North America Small and Mid Caps Companies C1 Threadneedle UK C1 GBP Threadneedle AM Limited Equity UK UBS (Lux) Bond Fund - Euro High Yield P-acc UBS Global AM (UK) Ltd Bond Euro - High Yield

4 Bästa fond över tio år Danske Invest Nye Markeder Aberdeen Asset Management Asia Limited Equity Emerging Markets Global Alfred Berg Obligasjon 3-5 Alfred Berg Kapitalforvaltning AS Bond Norwegian Krone Alfred Berg Norge + Alfred Berg Kapitalforvaltning AS Equity Norway AMF Rantefond Lang AMF Fonder AB Bond Swedish Krona Amundi Funds Greater China AU C Amundi Hong Kong Limited Equity Greater China Vitruvius Japanese Equity B JPY Belgrave Capital Management Ltd Equity Japan BankInvest Globalt Forbrug BI Asset Management Fondsmaeglerselskab AS BL Global Bond Cap B BL Research & Asset Management SA Bond Euro BGF Euro-Markets Fund A2 EUR BlackRock IM (UK) Limited Equity Eurozone BGF World Mining Fund A2 BlackRock IM (UK) Limited Equity Sector Natural Resources BNP Paribas L1 Equity Europe Health BNP Paribas Investment Partners Equity Sector Pharmaceuticals and Health C C Luxembourg Dexia Equities L Biotechnology C Cap Dexia Asset Management Luxembourg SA Equity Sector Biotechnology Evli Corporate Bond B Evli Rahastoyhtio Oy Bond Euro - Corporates Evli Global Multi Manager 75 B Evli Rahastoyhtio Oy Mixed Asset EUR Agg - Global Fondita Nordic Small Cap B Fondita Rahastoyhtio Oy Equity Nordic Templeton Global Bond A (Mdis) Franklin Advisers Inc Bond Global Franklin Technology A (acc) Franklin Advisers Inc Equity Sector Information Technology Goldman Sachs Global EM Debt Pf Base Goldman Sachs AM International Curr Henderson HF Japanese Smaller Henderson Management SA Invesco Global High Income A Invesco Advisers Inc Bond Global - High Yield Digital Funds Stars Europe J.Chahine Advisory Equity Europe Lannebo Småbolag Lannebo Fonder AB Equity Sweden Small and Mid Caps Nevsky Eastern European Inc Nevsky Capital LLP Equity Emerging Markets Europe Nordea 1 - Danish Long Bond Fund BP Nordea IM AB, Denmark Bond Danish Korona DKK Odin Finland ODIN Forvaltning AS Equity Finland Allianz RCM US Equity - C2 - RCM Capital Management LLC Equity North America Robeco Asia-Pacific Equities D EUR Robeco Hong Kong Ltd Equity Asia Pacific Schroder ISF US Dollar Bond A Schroder IM North America Inc Bond US Dollar Schroder ISF US Smaller Companies A Schroder IM North America Inc Equity North America Small and Mid Caps SWIP UK Opportunities A Scottish Widows Investment Partnership Equity UK SEB Gyllenberg 20 B SEB Gyllenberg Rahastoyhtio Oy Mixed Asset EUR Cons - Global SEBinvest Danske Aktier SEBinvest A/S Equity Denmark Investeringsforvaltningsselskab Skagen Global Skagen AS Equity Global Swedbank Robur Exportfond Swedbank Robur Fonder AB Equity Sweden Swedbank Robur Mix Indexfond Swedbank Robur Fonder AB Mixed Asset SEK Balanced Sverige Sydinvest Fjernosten Sydbank A/S Equity Asia Pacific Ex Japan Sydinvest Latinamerika Sydbank A/S Equity Emerging Markets Latin America Threadneedle European Bond C1 Inc Threadneedle AM Limited Bond Europe Threadneedle European Smaller Companies C1 Threadneedle AM Limited Equity Europe Small and Mid Caps

5 Bäst bland stora fondbolag Alla tillgångsslag: Fidelity Räntefonder: Skandia Aktiefonder: Jupiter Blandfonder: Franklin Templeton Bäst bland mindre fondbolag Alla tillgångsslag: Tapiola Räntefonder: Folksam Aktiefonder: Enter Blandfonder: Tapiola