Refinitiv Lipper Awards 2023 – Switzerland

We are thrilled to announce that The Fixed Income Allocator (FIA) fund, managed by Lake Geneva Investment Partners, has been awarded the Best Absolute Return Bond USD over 5 Years at the Refinitiv Lipper Fund Awards Switzerland 2023. This prestigious recognition is a testament to the team’s commitment to capital preservation and low volatility, which have been the cornerstones of our investment philosophy.

For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers, based on Lipper’s proprietary performance based methodology.

The Fixed Income Allocator fund is a fixed income absolute return fund that allocates between global fixed income/credit markets and cash. The fund is an investment solution offering minimal downside correlation to the fixed income markets. The strategy offers unique ability to extract uncorrelated returns through proprietary statistical trading techniques: mix of trend and arbitrage.

In a challenging economic climate, our team of award-winning managers has remained focused on guiding our shareholders through market turbulence and positioning their investments for long-term success. Our unwavering dedication to delivering exceptional value and results to our clients has set us apart from our peers and global FI markets.

We would like to express our gratitude to our clients for entrusting us with their investments and recognizing our dedication to building long-term value while preserving capital. We remain committed to striving for excellence in everything we do and delivering value to our clients.

Learn more about the fund that earned this prestigious recognition: 

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