New Capital Wins 8 Lipper Awards

2 years 72 days ago (13 Apr 2017)  |  

New Capital Global Value Credit Fund wins eight 2017 Thomson Reuters Lipper Fund Awards.

The New Capital Global Value Credit Fund, managed by EFG Asset Management (EFGAM), has been named ‘Best Global Bond Fund Over 5 Years’ in eight regions, as classified by Lipper. The top-performing global bond fund ranked number one in Austria, Europe, France, Germany, the Netherlands, Nordics, Switzerland and the UK.

The New Capital Global Value Credit Fund was launched in August 2003, based on EFGAM’s convictions of moving away from irrational benchmark constraints to a style based on fundamental investment principles, and has since successfully delivered long-term performance for clients . The Fund has a 5 star rating by Morningstar and has performed in the top quartile over 1-, 3- and 5-year periods within the global corporate bond funds universe.

The New Capital funds are a focused range of high conviction, actively managed, specialist strategies across a range of asset classes including equity, fixed income, and multi-asset within both developed and emerging markets. They are available via a Dublin UCITS with registrations in a number of key regions within Europe.


-Moz Afzal, Chief Investment Officer, EFGAM:

“We are delighted that our New Capital funds franchise continues to receive recognition. The outstanding performance of the New Capital Global Value Credit Fund is a result of strong long-term macroeconomic fundamental research and the team’s skill in proprietary bottom-up analysis. We believe the strategy will continue to be a great source of value for our clients.”


-Michael Leithead, Head of Fixed Income, EFGAM and Senior Portfolio Manager, New Capital Global Value Credit Fund:

“These accolades reinforce the robustness of our fixed income process and long-held philosophy that benchmark investing is inefficient. Drawing on over 15 years of investing in the global bond space, the team and I look forward to building on our proven track record and continuing to deliver strong, long-term out-performance.”

To learn more about the New Capital Global Value Credit Fund please click here

Source: Lipper and Morningstar. Compared to the universe of 39 global corporate bond funds, it has performed in the top quartile over 1-, 3- and 5-year periods. Figures as at 28 February 2017.

For more information on the awards please visit:


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