Lipper Fund Awards

The Lipper Fund Awards recognize funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers. In addition, the Lipper Fund Awards recognize fund families with high average scores for all mutual funds within a particular asset class or overall. The Lipper Fund Awards are formally announced each year at ceremonies which take place in 21 countries in Asia, Europe, MENA, and the Americas.

Lipper, a Thomson Reuters company, uses the Lipper Leader for Consistent Return methodology to designate award-winning funds in most individual classifications for the three-, five-, and ten-year periods and fund families with high average scores for the three-year time period. The top three-year classification winners and fund family winners receive trophies at the awards ceremonies. There are special situations where the one-year time period is recognized. Please review the Lipper Fund Awards methodology PDF for more information on how the awards are calculated.

• 2009
• 2008
• 2007
• 2006

Lipper Hedge Fund Awards

The Lipper Hedge Fund Awards honor hedge funds that have the highest Lipper Leader for Consistent Return (Effective Return) value over three years within identified eligible classifications and universes.

Four unique qualities distinguish the Lipper Hedge Fund Awards in the global investment community:

• Objective methodology. Winners are determined quantitatively, and not selected by voting or other subjective criteria.

• A measure of consistency. Winners must exceed their peers in demonstrating consistent performance over three years.

• Assumption of non-normal distribution. The Lipper Hedge Fund Awards account for the non-normal distribution of hedge fund returns.

• Independence and neutrality. Lipper, a Thomson Reuters company, is an independent, neutral party with no assets under management.

Please review the Lipper Hedge Fund Awards methodology PDF for more information on how the awards are calculated.

• 2009