LSEG Lipper Fund Awards Winner 2024
We are delighted to share that the Waverton Global Strategic Bond Fund received the 2024 LSEG Lipper Best Fund Award in the Bond Global USD (5 years) category. The award is based on risk adjusted returns over 5 years in a peer group of 110 funds.
The LSEG Lipper Fund Awards reflect an independent assessment of performance in over 19 countries worldwide. Their legacy is underpinned by LSEG Lipper's acclaimed fund data and proprietary quantitative methodology. You can find out more on their website here.
As noted on the Lipper Fund Awards website, ‘winners have excelled in providing consistently strong, risk-adjusted performance relative to their peers. The merit of the winners is based entirely on objective, quantitative criteria. Proprietary methodology is the foundation of the Award qualification. This, coupled with the unmatched depth of fund data, results in a unique level of prestige, and ensures the award has lasting value.'
Co-Fund Managers of the Waverton Global Strategic Bond Fund, Jeff Keen and James Carter, commented: "We are very proud to be recognised again by LSEG Lipper for the performance of our funds - this time for the Waverton Global Strategic Bond Fund over 5 years. This award exactly reflects what we set out to achieve for our investors – superior risk adjusted returns. We believe our approach is differentiated and that our flexibility and nimbleness can continue to set us apart from the bulk of our peers."
Full details of the LSEG Lipper Fund Awards can be viewed here.
To view more information on the Fund, such as our latest factsheet, click here.
Past performance is no guarantee of future results and the value of such investments and their strategies may fall as well as rise. Investors may not get back their initial investment. Capital security is not guaranteed.
