FLASH AWARDS 2010
METHODOLOGY AWARD CATEGORIES The Lauriers awards (gold, silver, bronze) cover eight categories: n 3 Lauriers awards for equity and diversified fund ranges (large network banks, other institutions, i.e. entrepreneurial companies and foreign asset managers); n 3 Lauriers awards for SICAVS and individual funds (with the same segmentation by type of distributor); n 1 Laurier award for bond fund ranges (all types of distributor); n 1 Laurier award for funds of funds (all types of distributor). REFERING PERIOD AND UNIVERSE Financial institutions have to manage fund vehicles benefiting from a track record of over five years in the Morningstar rankings from end-September 2005 to end-September 2010. Each individual category must include at least four funds ranked over five years.
LAURIERS AWARDS - ORGANISATIONS / MANAGERS
LAURIERS AWARDS - PRODUCTS
In order to be ranked, a financial institution has to manage at least four fund vehicles (equities and diversified or bond funds, which cannot be concentrated in a single non-European geographical area).
The sole criterion for the Lauriers awards for products is fund performance over five years.
A single series of prizes was awarded for funds of funds (the highest ranked equity and diversified or fixed income funds) for all types of companies.
For further information about methodology: www.investir.fr
The figures mentioned refer to previous years. Past performance or references to any rankings or awards are not necessarily indicators of the fund’s future results or the future achievements of its managers.
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This document has been prepared by the Communications Department - December 2010.
The fund ranges, whether they concern equity, diversified or fixed income funds, are classified based on the calculation of a coefficient resulting from the rank of each fund compared with the number of funds in its category. For example, a fund ranked 25th out of 100 is given a mark of 25/100, or a coefficient of 0.25. An average coefficient is then obtained by dividing the sum of the coefficients for each fund in a range by the number of products it has the three lowest coefficients receive awards. For fixed income, only one series of prizes was awarded, putting the large network banks, other institutions and foreign asset managers on an equal footing.
In this category, three awards were given: n f or the highest ranked funds of network banks; n f or the highest ranked funds managed by other types of institutions; n f or the highest ranked funds distributed in France by foreign asset managers.