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Refinitiv Lipper Award: ESG Multi-Asset

13th March, 2020

Davy Global Fund Management Limited ('DGFM') is pleased to announce that the Davy ESG Multi-Asset Fund (the‘Fund’) has won two awards in the 2020 Lipper Fund Awards.

The Fund has won the Best Fund Over Past 3 Years and Best Fund Over Past 10 Years in the Mixed Asset EUR Bal – Global category. 

The Fund invests primarily in equities and government and corporate bonds. This award-winning fund integrates ESG criteria within the investment process and aims for security selection to be the main driver of performance. 

The Refinitiv Lipper Fund Awards recognize funds and fund management firms for their risk adjusted three-, five-, and ten-year performance relative to their peers , selected by Lipper, and are chosen by Lipper using its proprietary performance-based methodology. 


The Fund is available to purchase in Germany and Ireland or through a segregated mandate in the US.

 

For further information, please contact Tim Kelly, CFA, Sales & Relationship Director at timothy.kelly@davy.ie 

 

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. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction.

For more information, see Lipperfundawards.com

@Refinitiv #LipperFundAwards

 

 

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