At this year’s Lipper Fund Awards, Ostrum AM's Actions CAC 40 strategy was recognized as the 'Best Fund over 5 & 10 Years' in the 'France Equity' category.
Having already received the 'Best Fund over 3 & 5 Years' award in this category in 2025, this strategy also wins the 'Best Fund over 10 Years' award for the first time.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
Stéphanie Noël and Mathieu Bigot, portfolio managers for the Actions CAC 40 strategy said: “Celebrating our strategy's 20th anniversary this year, we are truly honored to receive this new distinction. Our physical replication of the CAC 40 index has enabled us to offer investors effective exposure to leading French blue-chip companies, while navigating an uncertain market shaped by shifting fiscal policies in France.”
“Receiving this award for the third year in a row is a testament to the consistent quality of our index management. We are particularly proud, as this achievement reinforces our focus on developing our quantitative management offering and providing clients with indexing solutions, from standard index tracking to optimized management, tailored to their needs.”, added Emmanuel Bourdeix, CIO, Quantitative Investments & Research.
This is a marketing document and is designed for information purposes only. All investments in a management strategy carry risks, including the risk of capital loss.
Any reference to a ranking, certification, award and/or rating provides no guarantee of future performances on these aspects, or of the management strategy. Any performance figures mentioned refer to previous years. Past performances are not a reliable indicator of future showings.
Ostrum Asset Management – Asset management company regulated by AMF under n° GP-18000014 – Limited company with a share capital of 50 938 997 €. Trade register n°525 192 753 Paris – VAT : FR 93 525 192 753 – Registered Office: 43, avenue Pierre Mendès-France, 75013 Paris – www.ostrum.com
