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New Capital Asia Future Leaders and New Capital Strategic Portfolio UCITS funds triumph at Refinitiv Lipper Fund Awards 2022

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

New Capital Asia Future Leaders Fund has won six awards in the Equity Asia Pacific ex Japan USD category – Over 3 Years.

"A Refinitiv Lipper Fund Award has lasting value and focuses the investment world on top funds. They reflect a truly independent and uncompromised assessment of performance."  Robert Jenkins, Head of Research, Lipper, Refinitiv.

The New Capital Strategic Portfolio UCITS Fund and the New Capital Asia Future Leaders Fund (“the Funds”), managed by EFG Asset Management (EFGAM), have been recognised for their top-ranking performance across several regions, as classified by Lipper.

The New Capital Strategic Portfolio UCITS Fund, managed by Moz Afzal and Sailesh Bhundia has been recognised yet again in seven regions. Delivering top risk-adjusted returns over three and five years relative to its peers, the Fund is ranked number one in Austria, Europe, France, Germany, Nordics, Switzerland and the UK.

The New Capital Asia Future Leaders Fund, launched in December 2018 and managed by Chris Chan, has also been recognised for its performance in six regions. It delivered top risk-adjusted returns over three years relative to its peers, and is ranked number one in Austria, Europe, France, Germany, Nordics and Switzerland.

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 reflect a truly independent assessment of fund performance.

"To have two of our funds within the New Capital franchise recognised by Lipper this year is hugely gratifying. The impressive performance of the New Capital Strategic Portfolio UCITS Fund 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’re equally delighted to have the New Capital Asia Future Leaders Fund recognised for its outstanding performance since inception. The Fund is part of our wider Future Leaders range of funds which aim to identify tomorrow’s best growth opportunities today. We believe both strategies as well as the equally impressive New Capital Funds offering will continue to be a great source of value to our clients." Moz Afzal, Global Chief Investment Officer, EFGAM and Co-Portfolio Manager of the New Capital Strategic Portfolio UCITS Fund.

 

About the Refinitiv Lipper Fund Awards

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.

New Capital Asia Future Leaders Fund

New Capital Strategic Portfolio UCITS Fund