New Capital Strategic Portfolio UCITS Fund has won seven awards in the Mixed Asset USD Flex – Global category - Over 3 and 5 Years.
New Capital Asia Future Leaders Fund has won six awards in the Equity Asia Pacific ex Japan USD category – Over 3 Years.
"A Refinitiv Lipper Fund Award has lasting value and focuses the investment world on top funds. They reflect a truly independent and uncompromised assessment of performance." Robert Jenkins, Head of Research, Lipper, Refinitiv.
The New Capital Strategic Portfolio UCITS Fund and the New Capital Asia Future Leaders Fund (“the Funds”), managed by EFG Asset Management (EFGAM), have been recognised for their top-ranking performance across several regions, as classified by Lipper.
The New Capital Strategic Portfolio UCITS Fund, managed by Moz Afzal and Sailesh Bhundia has been recognised yet again in seven regions. Delivering top risk-adjusted returns over three and five years relative to its peers, the Fund is ranked number one in Austria, Europe, France, Germany, Nordics, Switzerland and the UK.
The New Capital Asia Future Leaders Fund, launched in December 2018 and managed by Chris Chan, has also been recognised for its performance in six regions. It delivered top risk-adjusted returns over three years relative to its peers, and is ranked number one in Austria, Europe, France, Germany, Nordics and Switzerland.
For over three decades, these industry-recognised awards have acknowledged funds and fund management firms for their consistently strong three-, five-, and ten-year performance relative to their peers. Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent assessment of fund performance.
"To have two of our funds within the New Capital franchise recognised by Lipper this year is hugely gratifying. The impressive performance of the New Capital Strategic Portfolio UCITS Fund is a result of our high conviction investment process, which brings together the best of our strategic and tactical asset allocation with strong bottom-up security selection. We’re equally delighted to have the New Capital Asia Future Leaders Fund recognised for its outstanding performance since inception. The Fund is part of our wider Future Leaders range of funds which aim to identify tomorrow’s best growth opportunities today. We believe both strategies as well as the equally impressive New Capital Funds offering will continue to be a great source of value to our clients." Moz Afzal, Global Chief Investment Officer, EFGAM and Co-Portfolio Manager of the New Capital Strategic Portfolio UCITS Fund.
About the Refinitiv Lipper Fund Awards
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
For professional clients, qualified investors and accredited investors only. The value of investments and the income derived from them can fall as well as rise, your capital is at risk.
Note: Past performance is not necessarily a guide to the future. Returns may increase or decrease as a result of currency fluctuations. Performance contribution is gross of fees, all other performance shown is net of fees and expenses. Please refer to the Prospectus for further information on this Fund and prior to any subscription. All data sourced New Capital, EFGAM, Bloomberg, as at title date, unless otherwise stated.
Issued in the UK by EFG Asset Management (UK) Limited which is authorised and regulated by the Financial Conduct Authority (FCA Registration No. 536771). Registered No: 7389746. Registered address: Leconfield House, Curzon Street, London W1J 5JB. Telephone: +44 (0)20 7491 9111.
This document is a marketing communication and does not constitute an offer to sell, solicit or buy any investment product or service, and is not intended to be a final representation of the terms and conditions of any product or service. The investments mentioned in this document may not be suitable for all recipients and you should seek professional advice if you are in doubt. Clients should obtain legal/taxation advice suitable to their particular circumstances. This document may not be reproduced or disclosed (in whole or in part) to any other person without our prior written permission. Although information in this document has been obtained from sources believed to be reliable, EFGAM does not represent or warrant its accuracy, and such information may be incomplete or condensed. All estimates and opinions in this document constitute our judgment as of the date of the document and may be subject to change without notice.
EFGAM will not be responsible for the consequences of reliance upon any opinion or statement contained herein, and expressly disclaims any liability, including incidental or consequential damages, arising from any errors or omissions. Performance results shown are net of applicable fees and expenses.
Any information quoted relating to the New Capital UCITS Fund plc is merely a brief summary of key aspects of the Fund. More complete information on the fund can be found in the prospectus, the simplified prospectus or key investor information document, and the most recent audited annual report and the most recent semi-annual report.
These documents constitute the sole binding basis for the purchase of fund units. Copies of these documents are available free of charge in the United Kingdom at EFG Asset Management (UK) Limited (“EFGAM”), Leconfield House, Curzon Street, London W1J 5JB, United Kingdom. Copies of these documents are available free of charge in Germany at the offices of the German information agent, HSBC Trinkaus & Burkhardt AG, Königsallee 21/23, 40212 Düsseldorf, Germany. Copies of these documents are available free of charge in France from the French centralizing agent, Societe Generale, 29, boulevard Haussmann – 75009 Paris, France. Copies of these documents are available free of charge from the Swiss Representative: CACEIS (Switzerland) SA, Route de Signy 35, CH-1260 Nyon, Switzerland. Paying Agent: EFG Bank SA. 24 Quai du Seujet, CH-1211, Geneva 2, Switzerland.
Copies of these documents are available free of charge in Luxembourg at the offices of the Luxembourg paying agent, HSBC Securities Services (Luxembourg) S.A., 16 boulevard d’Avranches, L-1160 Luxembourg, R.C.S. Luxembourg, B28531. Copies of these documents are available in the local languages as per the above and from www.newcapitalfunds.com. A summary of investor rights is available at: https://www.efgam.com/newcapitalfunds/Summary-Investor-Rights.html.
Country of origin of the collective investment scheme: Ireland
The value of investments and the income derived from them can fall as well as rise, and you may not get back the amount originally invested. Past performance is no indicator of future performance. Investment products may be subject to investment risks, involving but not limited to, currency exchange and market risks, fluctuations in value, liquidity risk and, where applicable, possible loss of principal invested.
In the European Union, this Document is issued by KBA Investments Limited (“KBA”). KBA Investments Limited is licensed in terms of the Investment Services Act (Cap 370) as an Investment Firm and is regulated by the Malta Financial Services Authority (Authorisation ID KIL2-IF-16174). In the European Union, this Document is available to Professional Investors only (as defined under Annex II to Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU).
KBA Investments Limited
Licensed in terms of the Investment Services Act (Cap 370) as an Investment Firm and is regulated by the Malta Financial Services Authority (Authorisation ID KIL2-IF-16174). KBA Investments Limited is a sub-distributor in certain countries in the European Union for EFG Asset Management (UK) Limited. For the full list of EU countries, please visit the MFSA Financial Services Register. Registered Office: Orange Point Building, Second Floor, Dun Karm Street, Birkirkara By-Pass, Birkirkara, BKR 9037, Malta. Registered in Malta No. C97015.