As Overall Small Group winner, EFG has been recognised for its strong and consistent fund performance versus its peers. The group ranking is based on EFG’s New Capital fund range which has delivered high performing risk-adjusted returns over three years relative to its peers*. The performance of over 10 New Capital funds across equity, bond and mixed-asset categories were taken into consideration.
Moz Afzal, EFG’s Global Chief Investment Officer, commented: “We are honoured that the New Capital fund family has been recognised for its performance in the Refinitiv Lipper Small Fund Family Group category. The consistent performance of the fund range is a result of strong long-term fundamental research and the team’s skill in proprietary bottom-up analysis. We always strive for excellence, so we are delighted to see it recognised by Lipper.”
For more than three decades, these awards have recognized funds and fund management firms for their consistently strong risk-adjusted three-, five-, and ten-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the EFG’s group award reflects a truly independent and uncompromised assessment of fund performance.