The 2024 Lipper Fund Awards Europe have singled out our “Euro Inflation” strategy with the “Best Fund over 5 Years” and the “Best Fund over 10 Years” awards in the “Bond EUR Inflation Linked” category, as well as the “Actions CAC 40” strategy which received the “Best Fund over 3 years” award in the “Equity France” category.

The Refinitiv Lipper Fund Awards for Europe, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

“Euro Inflation” strategy
These awards reaffirm the effectiveness of our active management of inflation-linked markets. They reflect our unwavering commitment to delivering long-term value for our clients”, says Alexandre Caminade, CIO, Core Fixed Income & Liquid Alternatives.

Our expertise in evaluating market valuations and identifying mispriced opportunities is underpinned by a disciplined investment process. It is tailored to meet our clients' allocation needs for exposure to inflation-linked bonds”, stated Isabelle Sanson, head of sovereign debt and inflation.

This prize acknowledges our long-dated track-record on inflation-linked bonds and consistent performance based on our high conviction and agility to invest in times of volatility”, concludes Abdel-Rani Guermat, Global Inflation Portfolio Manager.

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“Actions CAC 40” Strategy

Speaking for the “Actions CAC 40” strategy, Pierre Savarzeix, Portfolio Manager, Smart Beta Equity & Stéphanie Noël, Portfolio Manager, Quantitative Management, said : “We are proud to have been rewarded with this prize, celebrating over two decades of commitment to performance. Our rigorous investment process has enabled us to benefit from our long-term strategy in a particularly uncertain market environment."

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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

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NEWS CORPORATE
On May 23rd, as part of the Trophées du Revenu Best Fund Awards, Ostrum AM’s “Actions CAC 40” strategy was honoured with a Trophée d’Or (Golden Trophy) as the "Best European Equity Fund over3 Years".
05/27/2024
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