Leonardo Asset Management is the fund management company jointly set up by DNCA Finance and Gruppo Banca Leonardo to expand the asset managment expertise of the group in Europe. This development is based on two Sicavs with compartments (Leonardo Invest and Ingenia). According to specialities of every asset management company, compartments' management is delegated to DNCA Finance in France or to Leonardo SGR in Italy – the asset management arm of Banca Leonardo.
Eurose was awarded the top prize in the Careful Mixed Euro fund category.
The Sicav Awards are part of the "Morningstar Funds Awards" programme. The aim of these Awards is to acknowledge funds and companies which have succeeded in obtaining the best results within a consistent scope over one year, and longer periods.
Lipper Fund Awards 2010
Within the framework of Lipper Fund Awards 2010, Lipper, with the cooperation of Thomson Reuters, awarded 4 awards to DNCA Finance: 2 as promoter(Management Actions and Management Mixed) and 2 others for funds Eurose (Euro Mixed Defensive category) and DNCA Evolutif (Flexible Euro Mixed category).
The objective of these prices is to reward companies and fundsn having managed to obtain the best results within a coherent universe over a period of at least three years.
PORTFOLIO MANAGEMENT: THE PRIZE LIST 2010
For the seventeenth successive year, Asset Management has published its annual prize list, which is an exclusive survey created with the help of 200 independent asset management consultants. Its aim is to determine the rundown of the best products and entities advocated by these consultancy professionals.
In 2009, DNCA Finance achieved second place with 68% of the votes of the 200 consultants questioned.
INVESTIR: THE LAURIERS 2009 AWARDS
Investir has named the winners of the Lauriers 2009 awards for collective management. The awards recognise the best ranges of UCITS over 5 years.
As such, in the "other organisations" category, DNCA Finance received the gold standard.
Lipper Fund Awards 2009
In connection with the Lipper Fund Awards 2009, Lipper, with the help of Thomson Reuters, has awarded first prize to Centifolia in the French Equities category over 3 years.
The objective of these awards is to acknowledge those funds which have managed to obtain the best results within a consistent scope over a period of at least 3 years.
PORTFOLIO MANAGEMENT: THE PRIZE LIST 2009
Asset Management Consultants put DNCA Finance at the top of their 2009 Portfolio Management prize list, which is made up of the best portfolio management companies. For the sixteenth successive year, Gestion de Fortune has published its annual prize list, which is an exclusive survey created with the help of 200 independent asset management consultants (known as CGPIs). Its aim is to determine the rundown of the best products and entities advocated by these consultancy professionals.
Centifolia was awarded the prize for the best equity fund in the France Large Caps category.
This prize was awarded according to the MRAR (Morningstar Risk Adjusted Return) method, which, in order to calculate the risk-adjusted performance, uses the following characteristics: taking account of actual yield distribution, with risk being penalised in all cases. The measurement is based on rigorous base data, satisfying professional investors and producing results which are intuitively acceptable for private investors. This approach is based on the observation that between 2 investments which offer similar yields, an investor will prefer the investment offering less risk.
La Tribune / Morningstar: The SICAV awards
Centifolia was awarded the top prize in the 2008 France Large Caps equity funds category
+113.25% (Performance since creation)
+14.76% (Year-on-year performance since creation)
The Sicav Awards are part of the "Morningstar Funds Awards" programme. The aim of these Awards is to acknowledge funds and companies which have succeeded in obtaining the best results within a consistent scope over one year, and longer periods.
MorningStar's methodology
INVESTMENT ADVICE: COLLECTIVE MANAGEMENT PYRAMID
This prize was awarded after a survey carried out in partnership with several hundred firms. We are grateful for their answers and their observations. It covers not only the quality of management (consistency of performance, funds and UCITS risk level), but also the work of the back office teams in assisting the independent asset management consultants (known as CGPIs), integration and reporting on performance and net asset values.
In 2007, DNCA Finance was awarded the Silver Pyramid at the CGPI Awards.
PORTFOLIO MANAGEMENT: 2008 PRIZE LIST
Asset Management has drawn up its annual prize list, an exclusive survey created with the help of 200 independent asset management consultants.
Its aim is to determine the rundown of the best products and entities advocated by these consultancy professionals.
In 2008, DNCA Finance achieved third place with 105 votes out of 200.
INVESTMENT ADVICE: COLLECTIVE MANAGEMENT PYRAMID
This prize was awarded after a survey carried out in partnership with several hundred firms. We are grateful for their answers and their observations. It covers not only the quality of management (consistency of performance, funds and UCITS risk level), but also the work of the back office teams in assisting the independent asset management consultants, integration and
reporting on performance and net asset values.
In 2006, DNCA Finance was awarded the Golden Pyramid at the CGPI Awards.
AGEFI ASSETS: DISTRIBUTION ASSETS
Over the period from 1 April 2006 to 31 March 2007, europerformance has assessed data from all formats on a monthly basis, multiplying the average net asset value of a fund by the variation in the number of shares over one month. This allows a more consistent result to be achieved and minimises accounting movements, with the best and worst results excluded.
The scope for this calculation includes equity funds, bond funds and diversified funds, classified within four categories: equity funds greater than 1 year, diversified funds greater than 1 year, bond funds greater than one year, and finally, funds under one year, irrespective of category. Each category is then separated into two groups, networks and specialists, since the latter do not have access to their own distribution network in France.
DNCA Finance was awarded first prize in the equities greater than one year category for the specialist segment.
