Awards and Ratings

All Morningstar Ratings data calculated to 04/10/2018.

 

Morningstar Star Ratings

 

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

EI Sturdza – Citywire Winner of Best Fund Group 2018 (Equity – Europe), SingaporeEI Sturdza – Citywire Winner of Best Fund Group 2017 (Equity – Europe), SwitzerlandEI Sturdza – Citywire Winner of Best Fund Group 2017 (Equity – Europe), Italy

Our strong track record of investing in European equities, led by Willem Vinke and the Strategic Europe Value Fund, helped EI Sturdza take home the coveted Best Fund Group 2018, Singapore – Equity Europe award at the Citywire Asia Awards 2018; Best Fund Group 2017, Switzerland – Equity Europe and Best Fund Group 2017, Italy – Equity Europe at Citywire’s Swiss and Italian awards in 2017 – a great achievement for the team!

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 30/09/2018. 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.