Groupama AM received 3 awards at the EUROPEAN FUNDS TROPHY 2020

06/03/2020

Récompenses Groupama AM

The awards ceremony for the Morningstar Awards 2020 was held on 5 March 2020 in Paris at Automobile Club de France.

Groupama Asset Management received two new trophies at this event:

  • 2020 Award for the best asset manager in France- category 41 to 70 scored funds
  • 2020 Award for the best asset manager in Europe – category 41 to 70 scored funds
  • 2020 Special Fundclass Award for best Asset Manager – category 71 to 100 scored funds

The quality of management of the fund range of Groupama Asset Management has again been recognized this year. These accolades reward our active and long-term management approach, based on fundamental analysis and our integrated research department.

The award ranking uses the Fundclass quantitative methodology, which aims to reward asset management companies that regularly outperform their competitors, instead of measuring their outperformance compared to a benchmark. The overall score awarded to the fund range of an asset manager is calculated on the basis of a weighted mean of all the funds scored over 7 years. Funds that perform poorly detract from the overall score.

The statistical analysis is based on the APT* methodology. The results are then verified by a jury of professionals from the financial world. For the fund range awards, the winners are divided into 8 categories according to the number of scored funds and their country of registration.

The partners are members of the Eurofonds Group: Le Monde, La Stampa, EditPress (Le Jeudi and Tageblatt), El Pais and LCI, in conjunction with Fundclass.

Fundclass is an independent company that works essentially as adviser to investors on risk analysis and the analysis of management mandates and/or funds.

Fundclass analyses all types of mandates and private funds, as well as public funds quoted on the European (40,000) and American (20,000) markets.

 

*APT: Arbitrage Pricing Theory

 

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This document was drawn up on the basis of information, projections, estimates, forecasts and hypotheses that involve a degree of subjective judgement. The analyses and conclusions express an independent opinion formed on the basis of publicly available information on a specific date and by applying a methodology specific to Groupama AM. In view of the subjective and indicative nature of these analyses, they cannot be construed to constitute a legally binding commitment or guarantee by Groupama AM or as personal financial advice.

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Past performance is not a reliable indicator of future performance