Independent institutions that specialise in analysing investment funds, such as Morningstar and Lipper, have recognised our expertise.
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In 2012, Maximilian Kreitlmeier, then analyst at Morningstar Germany, acknowledged PHAIDROS FUNDS BALANCED‘s “experienced managers,” saying that compared with peers, the fund offered lower risk over a three-to-five-year period, while participating in market gains. He named the fund “a core investment with capital-preserving characteristics.”
In 2011, four years after its launch, PHAIDROS FUNDS BALANCED was recognised as the best fund over a three-year horizon in the category of “Mixed Asset EUR Balanced – Global”. The award goes to funds consistently generating the best risk-adjusted performance amid peers over multiple years
In February 2015, German financial publications WirtschaftsWoche and Handelsblatt named Eyb & Wallwitz “Best Asset Manager 2015” in the categories “Defensive” (PHAIDROS FUNDS CONSERVATIVE) and “Balanced” (PHAIDROS FUNDS BALANCED). This was based on risk parameters as well as the funds’ performance over a three-to-five-year period.
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