Awards

In 2014, Swiss Life Asset Managers received an asset management award from AGEFI for the SLF (F) Harmony P cap EUR fund, which placed 3rd in the "diversifiés internationaux" (international diversified) category. This classification was from Edhec and Europerformance based on an alpha measurement over 3 years.

This award shows the ability of our asset management teams to generate alpha no matter what the risk profile, prudent or balanced, chosen by the investor.

On 13 November 2014, Swiss Life Asset Managers was awarded the distinction of being the most dynamic foreign asset management company in France. This award is in recognition of the professionalism and dynamism of the foreign management companies present in France, in particular their investment offering, market positioning, growth and development.

Swiss Life Asset Managers saw off the challenge of M&G and Fidelity to win the Trophée 2014.

http://www.optionfinance.fr/asset-management/actualites/zapping/detail/les-trophees-de-lasset-management-recompensent-quatre-societes-de-gestion.html

This award is a vote for our approach in France, which is based on Swiss Life values and customer orientation, the quality of the teams and our financial and commercial performances, despite a difficult environment in France.

On 4 November 2014, Swiss Life Asset Managers was awarded a Globe d’or de la Gestion by the magazine Gestion de Fortune: this prize is in recognition of the performance of the SLF (F) Defensive P Cap EUR (FR0010308825) Fund which came first in the "patrimonial funds" category.

The methodology applied by Gestion de Fortune and Quantalys aims to identify UCITS which have outperformed over the long term while avoiding the major market reversals in 2011. Performances are counted up to 30 September 2014.

This award acknowledges our risk-management-based approach, which provides our investors with portfolios equipped to perform throughout the economic cycle.

The 9th October 2014, during the Forum de la Gestion d’actifs, AM League attributed to Jaimy Corcos, Equity Portfolio Manager, an award for the best Risk/Performance ratio in Europe Equities category for the period 30/09/2013 to 30/09/2014.

An award which enhances the risk management expertise of the Equity and Allocation team within Swiss Life Asset Managers.

Having already given three awards to Swiss Life Asset Managers since the beginning of the year, in Germany and Austria, the fund analysis company Lipper has now distinguished Swiss Life Asset Managers with four more Lipper funds awards for its balanced fund range in France.

Pierre Guillemin, Head Portfolio Management Asset Allocation & Equity, comments: "These awards demonstrate our capacity to offer our clients funds that deliver over time and match their risk profile. Our diversified fund range at the core of the unit-linked investment offering advocated by the Swiss Life Group and our other partners (distribution platforms, family offices, …), has this year again shown the relevance of our investment process and testified to the expertise of our teams."

Awards given by Lipper to Swiss Life Asset Managers in France

Best fund over 3 years

  • Swiss Life Funds (F) Vitality P
    Mixed Asset EUR Aggressive - Global
  • Swiss Life Funds (F) Harmony P
    Mixed Asset EUR Balanced – Global
  • Swiss Life Funds (F) Defensive P
    Absolute Return EUR Medium

Best fund over 5 years

  • Swiss Life Funds (F) Defensive P
    Absolute Return EUR Medium

Swiss Life Asset Managers was awarded three trophies by Le Revenu magazine on 22 May 2014 for its fund offering under unit-linked life insurance at the Swiss Life Group in France:

  • Bronze for best overall performance over three years, category "insurers",
  • Bronze for best diversified fund SLF (F) Defensive, all categories (insurers, banks, specialist providers),
  • Silver for best range of international equities over three years, category "insurers".

Le Revenu makes its awards on the basis of weighted performance over three years as calculated on 31 March 2013 by EuroPerformance – a SIX Company.

http://www.lerevenu.com/home

At the EUROPEAN FUNDS TROPHY ceremony organised by FundsClass on 4 March 2014, Swiss Life Asset Managers was designated Best European Asset Management Company for its entire fund range.

The prizes awarded for risk-adjusted performances for the period 2009-2013 are for those management companies with a range of funds offering the best global quality of all asset categories combined. For this competition the funds of almost 600 European asset management companies were studied across seven categories of company defined according to the number of rated funds under management. Swiss Life Asset Managers received its award in the category of companies with between 41 and 70 rated funds in Europe.

Swiss Life Asset Managers succeeded M&G INVESTMENTS who won this category in 2013.

The fund analysis company Lipper gave the coveted Lipper Fund Awards to Swiss Life Asset Managers no less than three times: in Germany and Austria as the winner of the best mixed-asset small fund category, and in Switzerland, SL Funds (F) Global Inflation was the winner in the category “bond global inflation linked”.

The Lipper Fund Awards for fund managers are given in two different categories: for large and small fund management companies. A fund manager can only win a group award if it manages at least five equity funds, five bond funds or three mixed-asset funds. All the funds managed by the fund manager that have been licensed for distribution in Switzerland, Germany and Austria are rated. The fund manager who achieved the best equal-weighted average of percentile for consistent return over three years is the winner.


The awards at a glance:

Germany:
Group winner as the best "mixed-asset" small fund manager over a period of three years

Austria:
Group winner as the best "mixed-asset" small fund manager over a period of three years

Switzerland:
Best fund in the "bond global inflation linked" category over a period of three years

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2013

"Grands Prix de la Gestion d'Actifs 2013" – AGEFI

In 2013, Swiss Life Asset Managers received two asset management awards from AGEFI: the prizes were for the SLF (F) Harmony P cap EUR and SLF (Lux) Portfolio Global Income Prudent (EUR) R Cap, which placed 1st and 3rd respectively in the "diversifiés internationaux" (international diversified) category. This classification was from Edhec vand Europerformance based on an alpha measurement over 3 years.

These two prizes show the ability of our asset management teams to generate alpha no matter what the risk profile, prudent or balanced, chosen by the investor.

Austrian Fund of Funds Award 2013 of the GELD-Magazin

Austrian Fund of Funds Award 2013 of the GELD-Magazin: Three Swiss Life index funds awarded best-of-class.

With two first places over a one-year period and one first place over a five-year period, no less than three funds from the Swiss Life index fund family came top in the "Mixed Fund of Funds" category.

  • Swiss Life Index Fund (LUX) – Income (EUR): 1st place for 1-year performance
  • Swiss Life Index Fund (LUX) – Dynamic (EUR): 1st place for 1-year performance
  • Swiss Life Index Fund (LUX) – Balance (EUR): 1st place for 5-year performance

"Globes de la Gestion" - 2013

On 12 November 2013, Swiss Life Asset Managers was awarded a “Globe de la Gestion” by the “Gestion de Fortune” magazine: this time for second place in the “flexible/conservative” category for its SLF (F) Defensive P Cap EUR fund.

The awards presented by Gestion de Fortune and Quantalys honour UCITS which have overperformed on a long-term basis, holding up well against the substantial market downturns during the period summer 2008 to summer 2011.

This award recognises our risk management approach through which we can offer our investors robust portfolios over the whole economic cycle.

Innovation Award 2013

SLF (Lux) Bond Global High Yield laureate of the Innovation Award attributed by La Tribune / Europerformance.

This fund is not authorised for distribution in Switzerland.

"Victoires des SICAV" 2013

SLF (Lux) Portfolio Global Growth awarded during the “Victoires des SICAV” (La Tribune / Europerformance ) in the category best balanced funds / dominant equity.

Swiss Life Asset Managers’ diversified asset management once again awarded at the Le Revenu Trophies 2013

On 23 May 2013, Swiss Life Asset Managers was awarded three trophies:
- Gold for the best range of SICAVs and diversified funds*
- Gold for the best diversified fund, SLF (F) Défensive*
- Silver for the best overall performance

*for its weighted performance over three years as calculated on 31 March 2013 by EuroPerformance – a SIX Company

These awards recognise the achievements of the Swiss Life Asset Managers teams in setting up products focused on customers' needs. The funds are available through contracts offered by Swiss Life Assurance et Patrimoine and by other distribution partners such as Sélection 1818 and Skandia.

These trophies recognise the success of our asset management philosophy, which is geared to risk optimisation and implemented through various strategies.

The range comprises in particular:
- SLF ( Lux) Portfolio Global Growth Vitality
- SLF ( Lux) Portfolio Global Balanced Harmony
- SLF ( Lux) Portfolio Global Income Prudent

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2012 and before

Swiss Life Asset Management (France)'s diversified fund range wins a silver trophy from "Le Revenu"

Swiss Life Asset Management (France) was awarded the silver trophy on 23 May 2012 for the best Sicav and diversified Funds range based on its weighted performance over three years as calculated by Europerformance – a SIX company on 31 March 2012.

This prize rewards the performance of the diversified range of funds managed by Swiss Life Asset Management (France) and referenced in the unit-linked life insurance contracts offered by the Group.

The range mainly comprises the following funds:
 -  SLF (Lux) Portfolio Global Growth Vitality
 -  SLF (Lux) Portfolio Global Balanced Harmony
 -  SLF (Lux) Portfolio Global Income Prudent

Lipper Fund Award 2012

The fund analysis company Lippe has determined the year's top funds and fund management companies licensed to operate in Germany. Awards have been given to the best funds for the 3-, 5- and 10-year periods in each Lipper category.

In the "Bond Swiss Francs" category for both the 5- and 10-year periods, our bond fund was named best fund out of 21 and 18 funds respectively.

Congratulations to the fund managers!

Fund Award Overview
Fund Award 5Y
Fund Award 10Y

Innovation Prize for SLF (F) Rendement

Swiss Life Asset Management (France) has just been awarded the Innovation Prize for its fund SLF (F) Rendement managed by Gilles Frisch. We are immensely proud to receive this award from professionals representing private and institutional clients, in particular since innovation is our perennial core focus.

Bulletin Prix de l'innovation

Lipper Fund Awards 2006

Swiss Life wins prestigious Lipper Fund Award Switzerland 2006 as „Best Fund Group over three years – Overall Group – Small“.

The Lipper award honours the performance of Swiss Life´s range of funds in the equity, bond and mixed-portfolios categories on a risk-adjusted basis over a period of three years.

Group awards are presented for "Best Overall Fund Group“ in two categories: "Small" and "Large". Swiss Life belongs to the "Small" group with a volume of CHF 3.3 billion in the underlying retail funds. The category of "Best Overall Group" brings together the fund providers that offer at least three equity, bond and portfolio funds each.

Swiss Life Funds (Lux) Equity Biomedical wins award

The Swiss Life Funds (Lux) Equity Biomedical investment fund has been nominated best fund over three years in the "Equity Sector Biotechnology" by Lipper Switzerland, one of the industry´s most renowned fund analysis and rating companies. Since its launch in April 2001, the fund has been managed by Adamant Biomedical Investments, Basel.

Swiss Life Asset Management France

In its latest issue in June 2003 the French magazine "Le Revenu" rated the 110 best investment funds worldwide (Sicav & Fonds des Bourses). SLAM France received the "Trophée d´Argent" for the best fund performance over three years in the euro bond category.

Swiss Life Asset Management France

In its latest issue in June 2002 the French magazine "Le Revenu" rated the 110 best investment funds worldwide (Sicav & Fonds des Bourses). SLAM France received the "Trophée d´Or" for the best fund performance over three years in the euro bond category.