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

Lipper methodology
Lipper scores are a funds rating system covering several criteria, they are awarded to funds in categories containing a minimum of five funds and marketed in a specific geographic area.

Total Return or Absolute Performance: rates a fund's position in its category in pure performance terms. It is defined net of costs and includes reinvested dividends. It is always calculated in EUR and over three years.

Consistent Return or Regular Performances: is a fuller measure of risk-adjusted performance than the alternatives currently available on the market. This score accounts for a fund's capacity to outperform the average for its category over three years. Moreover, this outperformance is risk-adjusted (volatility) to measure regularity over time. This rating is similar to the Standard & Poor's stars.

Capital Preservation or Preservation of Capital: addresses the double issue of appreciating different degrees of tolerance for risk and evaluating the risk of a downturn. This rating measures a fund's historical capacity to preserve its capital and avoid a negative monthly performance - relative to other funds in the same asset category. It is always calculated in EUR and over three years.

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