Awards and Ratings

All Morningstar Ratings data calculated to end of January 2018.

 

Morningstar Star Ratings

 

Manager Fund Overall Rating 3-Yr 5-Yr Morningstar Category
Lilian Co Strategic China Panda Fund ★★★★ ★★★★★ ★★★★ China Equity
Willem Vinke Strategic Europe Value Fund ★★★★★ ★★★★ ★★★★★ Europe Large-Cap Growth Equity
Willem Vinke Strategic Global Quality Fund ★★★★★ ★★★★★ - Global Large-Cap Blend Equity
Yutaka Uda Nippon Growth (UCITS) Fund ★★ ★★ Japan Large-Cap Equity
Eric Sturdza Strategic US Momentum
& Value Fund
US Large-Cap Value Equity
Eric Vanraes Strategic Euro Bond Fund EUR Corporate Bond - Short
Eric Vanraes Strategic Global Bond Fund USD Flexible Bond

 

Morningstar OBSR Analyst Ratings

 

Manager Fund Rating Category Number of 5-Star funds with
an OBSR Analyst Rating
Willem Vinke Strategic Europe Value Fund

Europe Large-Cap
Growth Equity

Three

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Citywire Fund Manager Rating

 

Manager Fund Citywire Rating
Lilian Co Strategic China Panda Fund

Citywire Italy Fund Manager Awards


Willem Vinke received the Italian Best Fund Manager of the Year awards from Citywire for his three-year risk-adjusted performance for the period 30/09/2012 to 30/09/2015.

 

Citywire Group Awards


Citywire has awarded EI Sturdza a Platinum Medal in the Equity – Europe sector for the period December 2010 to December 2017, putting EI Sturdza in the top 5% of all fund groups within the sector.

Citywire has awarded EI Sturdza a Bronze Medal in the Equity – Global sector for the period December 2010 to December 2017, putting EI Sturdza in the top quartile of all fund groups within the sector.

 

 

Source and copyright: Citywire 2018. The Group Ratings are based on EI Sturdza's rolling risk-adjusted performance across the sector for the period of December 2010 to December 2017. The Fund Manager Ratings are based on the Fund Manager’s three-year risk-adjusted performance to 31/01/2018. Citywire information may not be copied and excludes any liability arising out of its use.

 

Citywire Euro Stars

 

Category Fund Ranking Sector

Willem Vinke

Strategic Europe Value Fund

Equity-Europe 


Willem Vinke is Euro Star rated by Citywire for his three-year risk-adjusted performance across at least three of the countries as follows: UK, Ireland, Luxembourg, Austria, France, Germany, Italy, Netherlands, Spain, Sweden, Switzerland, Belgium, Denmark, Estonia, Finland, Latvia, Lithuania, Norway, Poland, Portugal, Cyprus, Gibraltar, Guernsey, Isle Of Man, Jersey, Liechtenstein, Malta. For the period 31/08/2012 to 31/08/2015.

Willem Vinke has been named a Citywire Euro Star three times since the fund became eligible:

June 2014: three-year risk-adjusted performance to end April 2014.

December 2014: three-year risk-adjusted performance to end September 2014.

November 2015: three-year risk-adjusted performance to end of August 2015.

 

CYBER ESSENTIALS PLUS AWARD


EI Sturdza has been awarded the Cyber Essentials Plus Award.

 

SHARING ALPHA AWARD


The Strategic Europe Value Fund has been awarded the Sharing Alpha 'Highly Rated Fund' award.​