Awards and Ratings

Morningstar Ratings

All Morningstar ratings data calculated to 31 May 2017.

Morningstar Star Ratings

Manager  Fund Overall Rating 3-Yr 5-Yr Morningstar Category
Lilian Co EI Sturdza Strategic China
Panda Fund
★★★★
 
★★★
 
★★★★
 
China Equity
Willem Vinke EI Sturdza Strategic
Europe Value Fund 

★★★★★
 

★★★★
 
★★★★★ Europe Large-Cap Growth Equity 
Yutaka Uda EI Sturdza Nippon
Growth (UCITS) Fund
★★
 

 

 
Japan Large-Cap Equity
Eric Sturdza EI Sturdza Strategic
US Momentum & Value Fund

 

 
US Large-Cap Value Equity

Eric Vanraes

EI Sturdza Strategic
Euro Bond Fund

★★

★★

★★ EUR Corporate Bond - Short Term

Eric Vanraes

EI Sturdza Strategic
Global Bond Fund

★★

★★

  USD Flexible Bond

 

Morningstar OBSR Analyst Ratings

Manager Fund Morningstar OBSR
Analyst Rating
Category

Number of 5-Star funds with
an OBSR Analyst Rating

Willem Vinke EI Sturdza Strategic
Europe Value Fund

Europe Large-Cap
Growth Equity

3

 

Citywire

Citywire Fund Manager Rating

Category Fund Citywire Rating
Willem Vinke EI Sturdza Strategic
Europe Value Fund 
     

Citywire Fund Manager Ratings: Willem Vinke is AA rated by Citywire for his three year risk adjusted performance, across all products to 31/05/2017.

Citywire Italy Fund Manager Award: 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 Award: EI Sturdza Investment Funds is Platinum rated in Citywire's Equity – Europe Sector for rolling risk adjusted performance, across the sector, for the period 31/08/2008 to 31/08/2015.

Citywire Eurostars: Willem Vinke is Eurostar 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.

Citywire Euro Stars

Category Fund Ranking Sector
Willem Vinke  EI Sturdza
Strategic Europe
Value Fund 
Equity-Europe 

 

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