The merit of the winners for Lipper Fund Awards is based on entirely objective, quantitative criteria. There is no nomination process.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. If the fund/s are eligible for Lipper Fund Awards, are in our Lipper database and meets all criteria as per methodology, it will be considered.
According to our methodology, if a fund has official sales registration in one of our award universes and is within an eligible classification with at least 3 years track record, it will be taken into consideration in our awards calculations. For funds to be considered, they need to provide their fund/s data to our Lipper Data team. (There is no cost associated with this)