Transcript Vinnarna i Lipper Fund Awards 2011

Vinnarna i Lipper Fund Awards 2011
För femte året i rad har Lipper plockat fram de bästa fonderna och de bästa fondbolagen i Norden.
Lipper presenterar vinnare i tre olika tidsperioder (tre, fem och tio år). Listorna över vinnande
fonder nedan är sorterade på fondbolag. De fonder som markerats med rött i tabellen nedan är
vinnare i de största kategorierna och tilldelas ett ”Award” av Lipper. Övriga vinnande fonder
tilldelas ett ”Certificate”.
Bästa fond över tre år
Fond
Fondbolag
Kategori
Danske Invest Nye Markeder Small Cap
Aberdeen AM Asia Limited
Equity Emerging Markets Global
Länsförsäkringar Fastighetsfond
Alfred Berg Fonder AB
Equity Sector Real Estate Holdings Europe
Alfred Berg Small Cap Finland B
Alfred Berg Omaisuudenhoito Suomi Oy
Equity Finland
AllianceBernstein-Global High Yield Pf A
USD
Allianz RCM Euroland Equity Growth AT - EUR
AMF Räntefond Lång
AllianceBernstein LP
Bond Global - High Yield
Allianz Global Investors KAG mbH
Equity Eurozone
AMF Fonder AB
Bond Swedish Krona
SGAM Fund Bonds US Opportunistic
Core Plus AC
SGAM Fund Equities Luxury & Lifestyle
AC
Amundi Funds Volatility Euro Equities
AE C
Amundi Funds Global Corporate Bond
AU C
BL Emerging Markets Cap B
Amundi Luxembourg SA
Bond US Dollar
Amundi Luxembourg SA
Amundi SA
Equity Sector Cyclical Consumer Goods
and Services
Absolute Return EUR High
Amundi SA
Bond Global - Corporates
BL Research & Asset Management SA
Mixed Asset EUR Flex - Global
BGF Euro Short Duration Bond Fund A2
EUR
BGF Continental European Flexible Fund
A2 EUR
Parvest Convertible Bond Europe Small
Cap C
Nordea Invest Special European High
Yield Bonds
Carnegie Multifond
BlackRock IM (UK) Limited
Bond Euro - Short Term
BlackRock IM (UK) Limited
Equity Europe ex UK
BNP Paribas AM SAS
Bond Convertibles Europe
Capital Four Management A/S
Bond Europe - High Yield
Carnegie Kapitalforvaltning AS
Mixed Asset NOK Balanced
Danske Invest Engros Kommuner
Europaeiske Obl
Danske Invest Tyskland
Danske Capital
Bond Europe
Danske Capital
Equity Germany
Danske Invest Bioteknologi
Danske Capital
Equity Sector Biotechnology
Carlson Sweden Micro Cap
DnB NOR AM AB
Equity Sweden Small and Mid Caps
Lararfond 45-58 Ar
DnB NOR AM AB
Mixed Asset SEK Aggressive
DnB NOR Kredittobligasjon
DnB NOR Kapitalforvaltning AS
Bond Norwegian Krone
DnB NOR Finans
DnB NOR Kapitalforvaltning AS
Equity Sector Banks and Other Financials
eQ Materials 2 K
eQ Asset Management Oy
Equity Sector Basic Industries
Evli Inflation-Linked Bond B
Evli Rahastoyhtio Oy
Bond Euro - Inflation Linked
F&C Global Convertible Bond A EUR
F&C Managers Limited
Bond Convertibles Global
Fidelity Funds - Sterling Bond Fund AGBP
Fidelity Funds - US High Yield Fund AUSD
Fidelity Funds - Japan Advantage Fund
A-JPY
FIM Russia
FIL Fund Management Ltd
Bond Pound Sterling
FIL Fund Management Ltd
Bond US Dollar - High Yield
FIL Fund Management Ltd
Equity Japan
FIM Asset Management Ltd
Equity Russia
FIM Varainhoito 70
FIM Asset Management Ltd
Mixed Asset EUR Agg - Global
First State Greater China Growth A GBP
Acc
First State Indian Subcontinent A GBP
Acc
First State Global Resources A GBP Acc
First State IM (UK) Limited
Equity Greater China
First State IM (UK) Limited
Equity India
First State IM (UK) Limited
Equity Sector Natural Resources
First State IM (UK) Limited
Equity Sector Real Estate Holdings Global
Franklin Advisers Inc
Bond Emerging Markets Global
Franklin Advisers Inc
Bond Global
First State Global Property Securities A
GBP Acc
Templeton Emerging Markets Bond A
(Qdis) USD
Templeton Global Total Return A (Mdis)
USD
Franklin Technology A (acc) USD
Franklin Advisers Inc
Equity Sector Information Technology
Templeton Global Income A (Qdis) USD
Franklin Advisers Inc
Mixed Asset USD Bal - Global
Franklin Global Small-Mid Cap Growth A
(acc)
GAM Star China Equity USD Acc
Franklin Templeton Institutional LLC
Equity Global Small and Mid Caps
GAM International Management
Equity China
Handelsinvest Danmark
Handelsbanken Asset Management
Equity Denmark
Handelsbanken Eurooppa Selective A
Handelsbanken Fonder AB
Equity Europe
Henderson HF Japanese Smaller
Companies A2
ING (L) Renta Fund Asian Debt P Cap
Henderson Management SA
Equity Japan Small and Mid Caps
ING IM Asia Pacific (HK) Ltd
Bond Asia Pacific
Invesco Euro Corporate Bond A Acc
Invesco AM Limited
Bond Euro - Corporates
Invesco Pacific Equity A
Invesco AM Limited
Equity Asia Pacific
JPM Income Opportunity A Acc EUR Hd
JP Morgan IM Inc
Absolute Return EUR Medium
Landkreditt Norge
Landkreditt Forvaltning AS
Equity Norway
MFS Meridian Funds UK Equity A2 GBP
MFS International Ltd
Equity UK
Morgan Stanley US Advantage A USD
Morgan Stanley IM Inc
Equity North America
BSF Latin American Opportunities Fund
A2 USD
Nevsky Eastern European USD Inc
Multi Managers
Equity Emerging Markets Latin America
Nevsky Capital LLP
Equity Emerging Markets Europe
Nordea 1 - Danish Long Bond Fund BP
DKK
Pictet-Security-P USD
Nordea IM AB, Denmark
Bond Danish Korona
Pictet AM SA, Geneva
Equity Global
RIC II Global Bond Euro Hedged B Acc
Russell Investments Ireland
Bond Global - Euro Hedged
Schroder ISF Asian Total Return A Acc
Schroder IM (Singapore) Ltd
Equity Asia Pacific Ex Japan
Schroder ISF EURO Bond A Acc
Schroder IM Ltd
Bond Euro
Schroder ISF Emerging Eurp Debt Abs
Ret A Acc
SEB Swedish Value Fund
Schroder IM Ltd
Absolute Return EUR Low
SEB IM AB
Equity Sweden
Pictet-Generics-P USD
Sectoral AM Inc
Seligson & Co Euro-obligaatio A
Seligson & Co Rahastoyhtio Oyj
Equity Sector Pharmaceuticals and Health
Care
Bond Eurozone
Seligson & Co Pharos A
Seligson & Co Rahastoyhtio Oyj
Mixed Asset EUR Bal - Global
Standard Life IG SICAV European
Smaller Cos A
Swedbank Robur Mix Indexfond Sverige
Standard Life Investments
Equity Europe Small and Mid Caps
Swedbank Robur Fonder
Mixed Asset SEK Balanced
Tangent Aktiefond
Tanglin Asset Management
Equity Nordic
Tapiola Maailma 20
Tapiola Varainhoito Oy
Mixed Asset EUR Cons - Global
UBS (Lux) Bond Fund - CHF P-acc
UBS AG, UBS Global AM
Bond Swiss Franc
UBS (Lux) Bond Fund - Euro High Yield
P-acc
UBAM Swiss Equity A Cap
UBS Global AM (UK) Ltd
Bond Euro - High Yield
Union Bancaire Privee SA
Equity Switzerland
Vanguard US Discoveries Inv USD
Vanguard Group Inc
Equity North America Small and Mid Caps
Bästa fond över 5 år
Fond
Fondbolag
Kategori
Ålandsbanken Euro Bond B
Ålandsbanken Asset Management Ab
Bond Euro - Short Term
Ålandsbanken Premium 30 B
Ålandsbanken Asset Management Ab
Mixed Asset EUR Cons - Global
Länsförsäkringar Fastighetsfond
Alfred Berg Fonder AB
Alfred Berg Small Cap Finland B
Alfred Berg Omaisuudenhoito Suomi Oy
Equity Sector Real Estate Holdings
Europe
Equity Finland
AllianceBernstein-Global High Yield Pf A
USD
AMF Räntefond Lang
AllianceBernstein LP
Bond Global - High Yield
AMF Fonder AB
Bond Swedish Krona
AMF Balansfond
AMF Fonder AB
Mixed Asset SEK Balanced
BGF Euro Bond Fund A2 EUR
BlackRock IM (UK) Limited
Bond Euro
BGF Continental European Flexible Fund
A2 EUR
BGF Euro-Markets Fund A2 EUR
BlackRock IM (UK) Limited
Equity Europe ex UK
BlackRock IM (UK) Limited
Equity Eurozone
BNP Paribas L1 Equity High Dividend
Pacific C
BNP Paribas Investment Partners
Equity Asia Pacific
BNP Paribas L1 Equity USA Growth C C
BNP Paribas Investment Partners
Equity North America
Danske Invest Engros Kommuner
Europaeiske Obl
Danske Invest Europa Small Cap
Danske Capital
Bond Europe
Danske Capital
Equity Europe Small and Mid Caps
Danske Invest Bioteknologi
Danske Capital
Equity Sector Biotechnology
Lärarfond 45-58 Ar
DnB NOR AM AB
Mixed Asset SEK Aggressive
DnB NOR Kredittobligasjon
DnB NOR Kapitalforvaltning AS
Bond Norwegian Krone
DnB NOR Finans
DnB NOR Kapitalforvaltning AS
Equity Sector Banks and Other Financials
Enter Select Pro
Enter Fonder AB
Equity Sweden
eQ Materials 2 K
eQ Asset Management Oy
Equity Sector Basic Industries
Evli Corporate Bond B
Evli Rahastoyhtio Oy
Bond Euro - Corporates
Evli Inflation-Linked Bond B
Evli Rahastoyhtio Oy
Bond Euro - Inflation Linked
Fidelity
Euro
Fidelity
GBP
Fidelity
USD
Fidelity
Funds - European High Yield A-
FIL Fund Management Ltd
Bond Europe - High Yield
Funds - Sterling Bond Fund A-
FIL Fund Management Ltd
Bond Pound Sterling
Funds - US High Yield Fund A-
FIL Fund Management Ltd
Bond US Dollar - High Yield
Funds - South East Asia A-USD
FIL Fund Management Ltd
Equity Asia Pacific Ex Japan
FIM Varainhoito 70
FIM Asset Management Ltd
Mixed Asset EUR Agg - Global
First State Global Resources A GBP Acc
First State IM (UK) Limited
Equity Sector Natural Resources
LD Invest Danske Obligationer
Fondsaeglerselskabet LD Invest A/S
Bond Danish Korona
Fondsfinans Spar
Fondsfinans Kapitalforvaltning ASA
Equity Norway
Templeton Emerging Markets Bond A
(Qdis) USD
Templeton Global Total Return A (Mdis)
USD
Templeton Global Income A (Qdis) USD
Franklin Advisers Inc
Bond Emerging Markets Global
Franklin Advisers Inc
Bond Global
Franklin Advisers Inc
Mixed Asset USD Bal - Global
Handelsbanken Fonder AB
Equity Sweden Small and Mid Caps
Henderson Management SA
Equity Japan Small and Mid Caps
Handelsbanken Svenska
Småbolagsfond
Henderson HF Japanese Smaller
Companies A2
Invesco Greater China Equity A
Invesco Hong Kong Limited
Equity Greater China
MFS Meridian Funds Technology A1
USD
Skandia Total Return USD Bond A1
MFS International Ltd
Equity Sector Information Technology
PIMCO
Bond US Dollar
Pinebridge Global Funds - India Equity
A
OP-Ita-Eurooppa A
PineBridge Investments Asia Limited
Equity India
Pohjola Asset Management Ltd
Equity Emerging Markets Europe
OP-Venaja A
Pohjola Varainhoito Oy
Equity Russia
Robeco Consumer Trends Equities D
EUR
RIC II Global Bond Euro Hedged B Acc
Robeco Institutional AM BV
Russell Investments Ireland Limited
Equity Sector Cyclical Consumer Goods
and Services
Bond Global - Euro Hedged
Schroder ISF Swiss Equity
Opportunities A Acc
SEBinvest Danske Aktier
Schroder IM (Switzerland) AG
Equity Switzerland
SEBinvest A/S
Investeringsforvaltningsselskab
Sectoral Asset Management Inc
Equity Denmark
Pictet-Generics-P USD
Seligson & Co Euro-obligaatio A
Seligson & Co Rahastoyhtio Oyj
Equity Sector Pharmaceuticals and Health
Care
Bond Eurozone
Seligson & Co Pharos A
Seligson & Co Rahastoyhtio Oyj
Mixed Asset EUR Bal - Global
Skagen Global
Skagen AS
Equity Global
Standard Life IG SICAV China Equities
A
DB Platinum IV Croci Japan R1C
Standard Life Investments Limited
Equity China
State Street Global Advisors
Equity Japan
Delphi Europa
Storebrand Fondene AS
Equity Europe
Delphi Norden
Storebrand Kapitalforvaltning AS
Equity Nordic
Swedbank Robur Realinvest
Swedbank Robur Fonder AB
Equity Sector Real Estate Holdings Global
Sydinvest BRIK
Sydbank A/S
Equity Emerging Markets Global
Sydinvest Latinamerika
Sydbank A/S
Equity Emerging Markets Latin America
Threadneedle American Smaller
Companies C1
Threadneedle UK C1 GBP
Threadneedle AM Limited
Equity North America Small and Mid Caps
Threadneedle AM Limited
Equity UK
UBS (Lux) Bond Fund - Euro High Yield
P-acc
UBS Global AM (UK) Ltd
Bond Euro - High Yield
Bästa fond över tio år
Fond
Fondbolag
Kategori
Danske Invest Nye Markeder
Aberdeen Asset Management Asia Limited
Equity Emerging Markets Global
Alfred Berg Obligasjon 3-5
Alfred Berg Kapitalforvaltning AS
Bond Norwegian Krone
Alfred Berg Norge +
Alfred Berg Kapitalforvaltning AS
Equity Norway
AMF Rantefond Lang
AMF Fonder AB
Bond Swedish Krona
Amundi Funds Greater China AU C
Amundi Hong Kong Limited
Equity Greater China
Vitruvius Japanese Equity B JPY
Belgrave Capital Management Ltd
Equity Japan
BankInvest Globalt Forbrug
BI Asset Management
Fondsmaeglerselskab AS
BL Research & Asset Management SA
Equity Sector Cyclical Consumer Goods
and Services
Bond Euro
BGF Euro-Markets Fund A2 EUR
BlackRock IM (UK) Limited
Equity Eurozone
BGF World Mining Fund A2 USD
BlackRock IM (UK) Limited
Equity Sector Natural Resources
BNP Paribas L1 Equity Europe Health
Care C C
Dexia Equities L Biotechnology C Cap
BNP Paribas Investment Partners
Luxembourg
Dexia Asset Management Luxembourg SA
Equity Sector Pharmaceuticals and Health
Care
Equity Sector Biotechnology
DnB NOR Finans
DnB NOR Kapitalforvaltning AS
Equity Sector Banks and Other Financials
Evli Corporate Bond B
Evli Rahastoyhtio Oy
Bond Euro - Corporates
Evli Global Multi Manager 75 B
Evli Rahastoyhtio Oy
Mixed Asset EUR Agg - Global
Fondita Nordic Small Cap B
Fondita Rahastoyhtio Oy
Equity Nordic
Templeton Global Bond A (Mdis) USD
Franklin Advisers Inc
Bond Global
Franklin Technology A (acc) USD
Franklin Advisers Inc
Equity Sector Information Technology
Goldman Sachs Global EM Debt Pf Base
Curr USD
Henderson HF Japanese Smaller
Companies A2
Invesco Global High Income USD A
Goldman Sachs AM International
Bond Emerging Markets Global
Henderson Management SA
Equity Japan Small and Mid Caps
Invesco Advisers Inc
Bond Global - High Yield
Digital Funds Stars Europe Acc
J.Chahine Advisory
Equity Europe
Lannebo Småbolag
Lannebo Fonder AB
Equity Sweden Small and Mid Caps
Nevsky Eastern European USD Inc
Nevsky Capital LLP
Equity Emerging Markets Europe
Nordea 1 - Danish Long Bond Fund BP
DKK
Odin Finland
Nordea IM AB, Denmark
Bond Danish Korona
ODIN Forvaltning AS
Equity Finland
Allianz RCM US Equity - C2 - USD
RCM Capital Management LLC
Equity North America
Robeco Asia-Pacific Equities D EUR
Robeco Hong Kong Ltd
Equity Asia Pacific
Schroder ISF US Dollar Bond A Acc
Schroder IM North America Inc
Bond US Dollar
Schroder ISF US Smaller Companies A
Acc
SWIP UK Opportunities A Acc
Schroder IM North America Inc
Equity North America Small and Mid Caps
Scottish Widows Investment Partnership
Equity UK
SEB Gyllenberg 20 B
SEB Gyllenberg Rahastoyhtio Oy
Mixed Asset EUR Cons - Global
SEBinvest Danske Aktier
Equity Denmark
Seligson & Co Euro-obligaatio A
SEBinvest A/S
Investeringsforvaltningsselskab
Seligson & Co Rahastoyhtio Oyj
Bond Eurozone
Seligson & Co Pharos A
Seligson & Co Rahastoyhtio Oyj
Mixed Asset EUR Bal - Global
Skagen Global
Skagen AS
Equity Global
Swedbank Robur Exportfond
Swedbank Robur Fonder AB
Equity Sweden
Swedbank Robur Mix Indexfond
Sverige
Sydinvest Fjernosten
Swedbank Robur Fonder AB
Mixed Asset SEK Balanced
Sydbank A/S
Equity Asia Pacific Ex Japan
Sydinvest Latinamerika
Sydbank A/S
Equity Emerging Markets Latin America
Threadneedle European Bond C1 Inc
Threadneedle AM Limited
Bond Europe
Threadneedle European Smaller
Companies C1
Threadneedle AM Limited
Equity Europe Small and Mid Caps
BL Global Bond Cap B
Bäst bland stora fondbolag
Bäst bland mindre fondbolag
Alla tillgångsslag: Fidelity
Alla tillgångsslag: Tapiola
Räntefonder: Skandia
Räntefonder: Folksam
Aktiefonder: Jupiter
Aktiefonder: Enter
Blandfonder: Franklin Templeton
Blandfonder: Tapiola