New Capital Strategic Portfolio UCITS Fund wins eight Refinitiv Lipper Fund Awards 2021

London, 15 April 2021

New Capital Strategic Portfolio UCITS Fund has won eight awards in the Mixed Asset USD Flex – Global category Over 3 and 5 Years.

We are delighted that the New Capital funds franchise continues to receive recognition. The impressive performance of the New Capital Strategic Portfolio UCITS Fund since its inception is a result of our high conviction investment process, which brings together the best of our strategic and tactical asset allocation with strong bottom-up security selection. We believe the strategy will continue to be a great source of value for our clients.

Moz Afzal, Global Chief Investment Officer, EFGAM and Co-Portfolio Manager, New Capital Strategic Portfolio UCITS Fund

The New Capital Strategic Portfolio UCITS Fund (“the Fund”), managed by EFG Asset Management (EFGAM), has been recognised for its superior performance in eight regions, as classified by Lipper*. Delivering top risk-adjusted returns over three and five years relative to its peers, the Fund is ranked number one in the Mixed Asset USD Flex-Global category by Lipper in Austria, Europe, France, Germany, Nordics, Switzerland and the UK1.

For over three decades, these industry-recognised awards have acknowledged funds and fund management firms for their consistently strong three-, five-, and ten-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflects a truly independent assessment of fund performance. 

Robert Jenkins, Head of Research, Lipper, Refinitiv: “This year’s Refinitiv Lipper Fund Awards recognized the steadfast resolve of award-winning managers and firms who successfully navigated one of the sharpest market downturns and recoveries on record enabling investors to maintain a level of economic confidence amidst a backdrop of uncertainty. We congratulate the 2021 Refinitiv Lipper Fund Award winners and New Capital continued success.” 

Moz Afzal, Global Chief Investment Officer, EFGAM and Co-Portfolio Manager, New Capital Strategic Portfolio UCITS Fund: “We are delighted that the New Capital funds franchise continues to receive recognition. The impressive performance of the New Capital Strategic Portfolio UCITS Fund since its inception is a result of our high conviction investment process, which brings together the best of our strategic and tactical asset allocation with strong bottom-up security selection. We believe the strategy will continue to be a great source of value for our clients.”

*About the Refinitiv Lipper Fund Awards 2021 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 a 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 contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

1 Eighth region as classified by Lipper to be announced in May