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Lipper awards Bantleon as best small bond manager

Media Release |
Marcus Dominik Runkel, Head of Corporate Communications

The well-known fund analysis company LSEG Lipper has awarded Bantleon as the best small bond manager in Germany and Switzerland. The bond funds of Bantleon have achieved the best results in terms of risk-adjusted returns in a three-year comparison. For the calculation of the Lipper Fund Awards, all funds in the respective asset class are evaluated. »We see the award for best small bond manager as confirmation of our group-wide active management approach,« explains Stephan Kuhnke, CEO and Head of Asset Management at Bantleon AG. »In the coming years, lasting investment success will continue to depend on the active management of the alpha sources of bond portfolios based on thorough fundamental analysis.«

Convertible bond funds with strong results

The convertible bond funds managed by Bantleon Convertible Experts AG made a significant contribution to this achievement. The dynamic convertible bond fund Bantleon Global Convertibles is among the winners of the »LSEG Lipper Fund Awards 2025«, which honour funds with the best risk-adjusted yields over various periods. With an above-average performance of 5.08%* p.a. (USD share class LU2279741255) in Europe and Switzerland over a 5-year period, Bantleon Global Convertibles ranks first in the category »Bond Convertibles Global«. In addition, with an above-average performance of 5.08%*/4.44%** p.a. (USD share class LU2279741255) over 5 years/10 years, it also ranked first in Germany. And the defensive convertible bond fund Bantleon Global Convertibles Investment Grade was awarded best fund in its category in Germany, Austria, Switzerland and Europe in the 2024 Lipper Fund Awards in a three-year comparison.

* 31 December 2019 – 31 December 2020: 33.02%; 31 December 2020 – 31 December 2021: 1.56%; 31 December 2021 – 30 December 2022: -19.70%; 30 December 2022 – 29 December  2023: 8.48%; 29 December 2023 – 30 December 2024: 8.87%.

** 31 December 2014 – 31 December 2015: -3.23%; 31 December 2015 – 30 December 2016: 1.34%; 30 December 2016 – 29 December 2017: 11.22%; 29 December 2017 – 31 December 2018: -5.23%; 31 December 2018 – 31 December 2019: 16.67%; 31 December 2019 – 31 December 2020: 33.02%; 31 December 2020 – 31 December 2021: 1.56%; 31 December 2021 – 30 December 2022: -19.70%; 30 December 2022 – 29 December 2023: 8.48%; 29 December 2023 – 30 December 2024: 8.87%.

The LSEG 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. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

Marcus Dominik Runkel
Head of Corporate Communications
Telephone +49 511 288 798 33
+41 41 728 77 58

Legal Notice

This marketing communication is an advertisement. It shall neither be seen as an investment advice nor a recommendation or request for a purchase or sale of a product. The given information can and should not replace an individually coordinated consultation by persons qualified for this purpose. All statements are based on the information currently available to Bantleon and can be changed without any notification. The full details of the mutual funds are described in the respective prospectuses, the key information document (PRIIP-KID) and the semi-annual and annual reports. These documents are the only binding basis for a purchase of fund shares. They are available free of charge on www.bantleon.com or can be ordered in printed form from Bantleon Invest Kapitalverwaltungsgesellschaft mbH, An der Börse 7, 30159 Hannover (Fund Management Company in Germany) or Bantleon GmbH, An der Börse 7, 30159 Hanover, from Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, 1100 Vienna (Contact and Information Agent in Austria), LLB Swiss Investment AG, Claridenstrasse 20, 8002 Zurich (Representative in Switzerland) or UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich (Paying Agent in Switzerland). Performance calculations are based on the daily fund share prices and the reinvestment of income (BVI method). All costs within the fund are taken into consideration, expect the subscription fee. Additional fees, commissions and other costs can be charged at the time of buying. These costs are not taken into account in the calculations presented here and can have a negative impact on performance. Past performance is not indicative of future results. The issued shares of the mutual funds are only allowed to be offered or sold in legal jurisdictions where such an offer or sale is permitted. In particular, the shares cannot be offered or sold within the United States of America nor to or on behalf of US citizens or persons living in the United States of America or anyone qualifying as a US person according to the applicable regulations in the United States of America. This document and its content are not allowed to be distributed within the USA. The distribution and publication of this document as well as the offer and sale of shares may also be subject to restrictions in other legal jurisdictions. The information herein has been compiled with the utmost care and attention. However, no responsibility is taken for the correctness and completeness of this information. Any liability for possible losses directly or indirectly linked to this information is excluded. If in this publication the term »Bantleon« is used without any further specification, it refers to Bantleon AG, domiciled in Zurich (Switzerland), and all its associated companies, in particular subsidiaries (also referred to as the »Bantleon Group«). This is a translation of the German disclaimer. The German version shall be binding for the interpretation of this advertisement.

 

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