Auszeichnung Morningstar Award

press release


Morningstar Awards attest to Lupus alpha’s equities expertise

Lupus alpha named Best Equity Fund House in Germany for second successive year

Morningstar presented Lupus alpha with the award for the Best Equity Fund House in Germany for the second year in a row at the Fund House Awards 2021. The accolade was awarded based on the risk-adjusted performance of the equity fund range during the five calendar years from 2016 to 2020. Five of Lupus alpha’s equity funds implementing German and European small and mid-cap strategies were included in the assessment.

Frankfurt, March 09th, 2021: Commenting on the award, Morningstar said: “This investment company stands out for the German small and mid-caps represented by its Lupus alpha Smaller German Champions fund, which has an extremely experienced manager at the helm in Björn Glück and has been given a Morningstar Analyst Rating of “Bronze”. The company also scored highly for European small and mid-cap funds such as Lupus alpha Smaller Euro Champions and its dividend strategy (Lupus alpha Dividend Champions).”

During the challenging trading year of 2020, three of the five small and mid-cap funds assessed achieved their highest outperformance against the benchmark since their launch. Lupus alpha Sustainable Smaller Euro Champions (ISIN LU0129232525) beat its benchmark index by 12.06%, Lupus alpha Sustainable Smaller Pan European Champions (ISIN DE000A1J9DT9) outperformed its index by 12.4% and Lupus alpha Micro Champions (LU1891775857) beat its index by almost 24%. Lupus alpha Smaller German Champions (ISIN LU0129233507) achieved its third-strongest year in 2020.

Commenting on the award, Dr Götz Albert, CIO and Managing Partner of Lupus alpha, said: “Our unique expertise in equities is reflected in our successful stockpicking. The relative lack of transparency in the German and European small and mid-cap segment compared to large caps is precisely what favours active strategies geared towards outperformance. In 2020, our nine-strong team of specialists were able to continue harnessing their in-depth market and company knowledge to create informational advantages and convert these into performance.”