Having already received the 'Best Fund over 3 Years' award in the 'Equity France' category in 2024, Ostrum AM's Actions CAC 40 Strategy was presented with two awards this year in the same category: 'Best Fund over 3 Years' and 'Best Fund over 5 Years'.
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 Pierre Savarzeix, portfolio managers for the Actions CAC 40 strategy, said : “We are particularly proud to receive this new distinction, which recognizes our strategy for the second consecutive year. By implementing a physical replication approach of the CAC 40 index, we have been able to provide our investors with effective exposure to the largest French stock market capitalizations."
Emmanuel Bourdeix, CIO, Quantitative Investments and Research, added: “These awards reflect our ability to deploy systematic management methodologies regardless of market dynamics. We take pride in this recognition, which encourages us to continue refining our replication models and providing our clients with robust investment solutions tailored to a constantly evolving world.”
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