Top ranking for Metzler Asset Management

Metzler receives five stars in "Capital" magazine's Fund Compass award

In February 2012 Metzler's asset management products received five stars in Capital magazine's Fund Compass award. Metzler was awarded top marks along with six other fund companies. Overall Metzler's ranking has improved on the previous year by eight notches. Besides analyzing the fund quality by measuring the performance over one, three and five year periods as per 31st December 2011, the compass also evaluates the private investor services, management performance and product spectrum. Metzler scored well according to all valuation criteria and most importantly managed to visibly upgrade the number of points for fund quality. In the latest fund compass, a special mention is given to Metzler European Growth and Metzler Aktien Deutschland as top funds.

Award: Sauren gold medals go to Lorenzo Carcano, Heiko Veit and Markus Brück

Sauren Fonds-Research AG has awarded gold medals to the Metzler equity fund managers Lorenzo Carcano, Heiko Veit and Markus Brück.

Metzler fund manager Lorenzo Carcano, responsible for the Metzler European Smaller Companies fund, received two gold medals from Sauren Fonds-Research AG for outstanding fund management in the "Equities Europe second-tier stocks incl. UK" category.

Heiko Veit, who is responsible for the overall strategic direction of the growth funds and manages the European growth fund Metzler Euro Growth, was awarded two gold medals in the "Equities Europe incl. UK".

Markus Brück, who manages the Metzler Eastern Europe fund, received a gold medal in the "Equities Eastern Europe" category.

4 stars from "Capital"

In February 2011, Capital magazine awarded Metzler four out of a possible five stars, putting Metzler at 15th place among the 64 tested fund suppliers in Germany. The analysis homed in on asset managers' achievements in the areas of fund quality, service, management and product spectrum. Metzler can boast especially good results in the categories service and management

Metzler Eastern Europe receives "Fund Award 2011"

In the "€uro Fund Awards 2011", Metzler Eastern Europe came in at second place in the category "3-year Performance, Equity Fund Eastern Europe". Each year, Finanzen Verlag makes the €uro Fund Awards to the best funds from various categories covering a range of performance periods. Metzler Eastern Europe chalked up a successful result in a peer group of 26 Eastern European equity funds.

Metzler European Growth - Fund Winner 2009 in the Fund Meter ranking

Metzler European Growth crowned FWW Fund Winner 2009 by FWW GmbH.

The ranking system, which takes the form of a fund meter, awarded a triple plus for the evaluation periods 1, 3 and 5 years and put the fund as per 31.12.2009 among the top ten percent of all funds of its sector according to performance and risk.

The fondsmeter®Ranking uses the so-called risk adjusted performance (RAP) as evaluation ratio. This two-dimensional ratio examines the relationship between a fund's performance and its volatility. The funds with the best RAP ratios of their sector receive a distinction and there are three different evaluation periods (short/mid/long term). The distinctions are awarded at the effective year-end date.

Nordea 1 - Heracles LongShort MI Fund receives "Fund Innovation of the Year 2009"

The Nordea 1- Heracles LongShort MI Fund was awarded the "Golden Bull" by Axel-Springer-Verlag for "Fund Innovation of the Year 2009". The jury consisting of members of the editorial staff of the magazines Euro, Euro am Sonntag and Fondsexpress as well as fund experts from DZ Bank (IP Concept) stressed the innovative character of the fund concept, the high client acceptance and demonstrable investment success. With a performance of 7.88% between 12th March 2008, the day of its launch, and 31st December 2008, the fund has provided impressive proof of its ability to chalk up positive results in difficult market phases, even in one of the worst years in stock market history in which, for example, a good 40% was wiped off the value of the German equity index DAX. The jury viewed the rise in assets managed by the fund to EUR 235 million by 31st December 2008 as a particular sign that Nordea 1 – Heracles LongShort MI Fund had met with high acceptance among clients.

AAA-Rating for the Metzler Japanese Equity Fund

The Standard & Poor's (S&P) international rating agency has awarded the Metzler Japanese Equity Fund an AAA rating.

This outstanding rating, which only five other Japan funds in Europe can currently claim, was awarded to the Metzler fund despite the fact that it is still relatively new. The Metzler Japanese Equity Fund is based on its parent fund, the T&D Active Value Open Fund, which is managed in Japan and was awarded in AAA rating by S&P as long ago as 2005. It is one of the most successful Japanese equity funds in the world. Its success is due to the consistent investment approach adopted by T&D Asset Management, the Japanese investment management company that handles both of the funds. T&D Asset Management manages assets worth approx. EUR 25 billion as part of Japan's fifth biggest life insurance group, T&D Life.

The Metzler Japanese Equity Fund, which was launched in 2004, invests exclusively in Japanese equitites, and has performed strongly from the very start. It has consistenly outperformed its benchmark index, the TOPIX.

Lipper Fund Award, €uroFundAward – Awards for the Metzler Japanese Equity Fund

The Metzler Japanese Equity Fund was recognized in the category "Equity Japan" for its performance over a three-year period. Having achieved an extraordinary risk-adjusted performance, it received the highest ranking over this period.
Under the heading "Equity Fund Japan" in the three year period, Metzler Japanese Equity Fund received the €uro-FundAward 2008. The €uro-FundAward bestows this honor on investment funds occupying one of the top three places in their peer group over one, three and five year periods.