Press release | 16 May 2022
Wealth & Asset Management

Refinitiv Lipper Awards: Berenberg named ‘Germany’s best asset manager’ for the second time in a row

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Frankfurt. The fund rating agency Refinitiv Lipper has named Berenberg the best asset manager in Germany over three years in the category ‘small asset managers’ for the second time in a row. In France, Germany's oldest bank was named best equity fund manager over three years in the same category. In addition, there were awards for several individual funds.

The Refinitiv Lipper Fund Awards have been among the most important awards in the financial industry for more than three decades. The rating agency awards the best asset managers and funds in more than 15 countries, focusing on long-term performance and risk management. In addition to the group titles in Germany and France, the Berenberg Eurozone Focus Fund (ISIN: LU1637618403) managed by Matthias Born and the Berenberg European Small Cap (ISIN: LU1637619120) managed by Peter Kraus were also awarded as the best European equity funds in their category over three years. The Berenberg European Focus Fund (ISIN: LU1637618155), also managed by Matthias Born, received the award for Austria.

Matthias Born, Co-Head Wealth and Asset Management, says: "Receiving one of the most prestigious awards in the fund industry for the second time in a row makes us very proud. We have shown that even in a difficult market environment our investment approach is the right one for long-term oriented investors. We will continue on this path and also gradually expand our range of funds in both the equity and multi-asset sectors in order to be able to offer our investors a more comprehensive and flexible fund portfolio and round off our product range. I see opportunities here, for example, for a quality growth equity product in the Asian region. This would close a gap. But fund innovations such as last year with the Berenberg International Micro Cap will also be on the agenda."

Berenberg stands for single stock selection combined with a clear long-term conviction. At the core of this focused approach is Quality Growth, i.e. quality companies of all sizes that impress with high returns on equity and sustainable growth rates over long periods of time - relatively independent of economic growth.

The Refinitiv Lipper Awards are the latest in a series of awards that Berenberg Fund Management has received since the beginning of the year. The magazine Euro awarded Matthias Born the Golden Bull as Fund Manager of the Year, and the highest rating of five stars was also awarded by the Ca-pital Fonds Kompass. In a recent evaluation by the Scope fund rating agency of the best asset managers active in Germany (Boutique category), Berenberg also defended its second place. The number of top funds offered by a company was evaluated.

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17. May 2022