Morningstar Awards: Morningstar honours Lupus alpha as „Best Fund House: Equity”


In terms of price based solely on risk-adjusted performance, Lupus alpha asserts itself as the best provider of equity funds in Germany.



The "Best Fund House Awards" are a highlight of the annual Morningstar Awards. They are awarded to the best equity house, the best bond house and the best all-rounder - there is only one winner per category. The awards recognise fund houses that have created the greatest added value for their investors in the past year and in the longer term within their peer group.


Morningstar emphasizes the one-year period for this purely quantitative price, but the funds must also have achieved strong returns over three and five years after risk adjustment to be eligible for an award. In addition, they must have been in the top half of their peer group in at least three of the past five calendar years. With this combination, Morningstar ensures that the awards are given to funds that have achieved strong one-year results and have also demonstrated their ability to deliver high returns over the long term without excessive risk.


Dr. Götz Albert, Managing Partner and CIO at Lupus alpha, points to the special ingredients in the recipe for success of his approach: stockpicking and above all team performance.



More information from Morningstar (in German):