L'Echo Fund Awards

On Tuesday 12 March 2019, newspapers De Tijd and L'Echo awarded the best performing funds on the Belgian market. Below you will find the winners, available at MeDirect, for each category. The complete list was published in De Tijd on 13 March 2019.

  Fund is the popular name for UCI (Undertaking for Collective Investment). A UCI is an undertaking that brings together several investors and invests their deposited money in various investment products, such as stocks, bonds, cash, etc., in order to spread the risk.

   Before you proceed with investing, you must read and evaluate the KIID and prospectus. The KIID sets out the objectives, investment policy, risks and benefits, and costs and past performance of the fund.

Winner in the category
Ranking
Goldman Sachs Europe CORE® Equity Portfolio Base Acc EUR
Sub-fund of Goldman Sachs Funds SICAV (SICAV domiciled in Luxembourg)
European diversified
1 of 225
Legg Mason ClearBridge US Large Cap Growth Fund Class A US$ Accumulating
Sub-fund of Legg Mason Global Funds PLC (Open Ended Investment Company domiciled in Ireland)
North-America
1 of 115
Threadneedle European Smaller Companies Fund Retail Accumulation GBP
Sub-fund of Threadneedle Investment Funds ICVC (Open Ended Investment Company domiciled in United Kingdom)
European small and mid caps
1 of 46

Bonds

Winner in the category
Ranking
PIMCO GIS Euro Bond Fund Investor EUR Accumulation
Sub-fund of PIMCO Funds: Global Investors Series PLC (Open Ended Investment Company domiciled in Ireland)
Diversified in euros
1 of 56
PIMCO GIS Income Fund E Class EUR (Hedged) Accumulation
Sub-fund of PIMCO Funds: Global Investors Series PLC (Open Ended Investment Company domiciled in Ireland)
International diversified bonds
1 of 78

Other categories

Winner in the category
Ranking
BL-Global Flexible EUR B EUR Acc
Sub-fund of BL (SICAV domiciled in Luxembourg)
Mixed fund flexible risk
1 of 57
DPAM HORIZON B Balanced Strategy B
Sub-fund of DPAM Horizon B (SICAV domiciled in Belgium)
Mixed funds neutral risk
1 of 65

 Best Fund housesWinners
 Super Award De Tijd & L'EchoDegroof Petercam Asset Management
 Best fund house equity
Comgest Gestion
 Best fund house bonds
BlackRock Investment Management

Awards methodology

The 15 individual Awards are given to 15 categories of investment funds. Funds which are taken into account must have existed for at least five years and be registered in Belgium. Funds under Class 23 are not taken into consideration. The funds are compared to the other funds in their category and are evaluated on the basis of four criteria: the main one is the performance consistency over the last five years, which constitutes 40% of the total score. This means that one good year is not enough to win the Award, and a bad year can destroy the chances of winning an Award. It also means that the funds must have good scores every year.

The other three criteria, each accounting for 20% of the total score, are the five-year return, the five-year risk-adjusted return, and the results obtained during market downturns.

Each fund obtains an overall score based on these four criteria, and the one with the highest score in its category wins the Award.

The final scores form also the basis for the Crowns (Couronnes) attributed by L'Echo, which are available on www.lecho.be/fonds . Funds that rank in the top 15% of their category receive three Crowns. The bottom 15% gets no Crown.

Those in between receive one or two Crowns.

The winners are not necessarily the funds that have achieved the best returns, but those who have shown consistency, without taking excessive risk.

 

Other interesting Funds Selections

fondsen-mixed

Top 5 Mixed Funds

  • Diversification with stocks, bonds, cash and / or real estate
  • According the market conditions
fondsen-sustainable

Top 5 Sustainable funds

  • Meet the strict selection criteria of BEAMA
  • Take into account environment, society and sound management
fondsen-bonds

Top 5 Fixed Income Funds

  • Government bonds as well as corporate bonds
  • These funds invest worldwide