Victory Capital Receives Nine 2024 US LSEG Lipper Fund Awards
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Insights
Victory Capital's receipt of nine LSEG Lipper Fund Awards is a significant accomplishment, reflecting the company's ability to deliver strong risk-adjusted returns. The awards are a testament to the firm's investment strategies and could potentially influence investor perception positively. From a financial perspective, these awards may bolster investor confidence in Victory Capital's fund management capabilities, possibly leading to increased fund inflows and a more favorable position within the competitive asset management market.
However, it's important to note that while these awards are prestigious, they are based on historical performance and do not guarantee future results. Investors often consider such accolades when evaluating fund managers, yet they should also assess other factors such as investment philosophy, fee structures and the current economic climate. The performance of the funds should be compared with relevant benchmarks and peer groups to provide a comprehensive understanding of Victory Capital's standing.
The recognition of Victory Capital by the LSEG Lipper Fund Awards could have implications for market dynamics, particularly in the asset management sector. Awards based on risk-adjusted performance over extended periods, such as 3, 5 and 10 years, underscore the company's consistent performance amidst market volatility. This consistency is an attractive quality for both retail and institutional investors looking for stability and proven track records.
It's also noteworthy that the awards span multiple fund categories, indicating a breadth of expertise across different asset classes. This diversification can be appealing to investors seeking a one-stop-shop for their investment needs. Nevertheless, the asset management industry is highly competitive and while awards can enhance a firm's reputation, they must continue to innovate and adapt to changing market conditions to maintain and grow their market share.
Victory Capital's achievement in securing multiple LSEG Lipper Fund Awards could serve as a differentiator in the eyes of potential clients. For investors, these awards may signify a level of due diligence and performance that aligns with their investment goals, particularly for those focused on long-term, risk-adjusted returns. The awards may also provide a competitive edge when it comes to attracting new clients and retaining existing ones.
However, investors should exercise caution and not rely solely on awards as a basis for investment decisions. It is essential to consider the current investment landscape, including interest rates, inflation and market trends, which can significantly impact the future performance of these funds. A comprehensive analysis of the funds' investment strategies and how they align with an investor's risk tolerance and time horizon is crucial for informed decision-making.
"Receiving nine prestigious LSEG Lipper Fund Awards is an honor," said David Brown, Chairman and Chief Executive Officer of Victory Capital. "Earning these notable awards highlights the dedication of our investment professionals and further emphasizes our commitment to consistently deliver excellent, long-term, risk-adjusted returns to our fund shareholders."
Victory Funds
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||
Fund |
Category |
2024 LSEG Lipper Award |
Victory Sycamore Established Value Fund, Institutional (VEVIX) |
Mid-Cap Core (out of 71 funds and 217 share classes) |
10 years |
Large-Cap Growth (out of 140 funds and 447 share classes) |
10 years |
|
Large-Cap Growth (out of 155 funds and 571 share classes) |
5 years |
|
Ultra-Short Obligations (out of 43 funds and 116 share classes) |
5 years |
|
GNMA (out of 13 funds and 49 share classes) |
5 years |
|
GNMA (out of 13 funds and 52 share classes) |
3 years |
|
Intermediate |
5 years |
|
Intermediate |
3 years |
|
Mixed-Asset Target Today (out of 31 funds and 136 share classes) |
3 years |
|
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG 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 LSEG Lipper Fund Award.
Only one share class (the one with the best Lipper Leader score) is used for each portfolio in determining asset class awards. Past performance is not indicative of future results.
About Victory Capital
Victory Capital is a diversified global asset management firm with
Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services.
Victory Capital is headquartered in
Carefully consider a fund's investment objectives, risks, charges and expenses before investing. To obtain a prospectus or summary prospectus containing this and other important information, visit www.vcm.com/prospectus. Read it carefully before investing.
Investments involve risk including possible loss of principal, and an investment should be made with an understanding of the risks involved with owning a particular security or asset class. Interested parties are strongly encouraged to seek advice from qualified tax and financial experts regarding the best options for your particular circumstances.
For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved. Used under license.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240314506948/en/
Investors:
Matthew Dennis, CFA
Chief of Staff
Director, Investor Relations
216-898-2412
mdennis@vcm.com
Media:
Jessica Davila
Director, Global Communications
210-694-9693
jessica_davila@vcm.com
Source: Victory Capital Holdings, Inc.
FAQ
Which awards did Victory Capital Holdings, Inc. (VCTR) receive in the 2024 US LSEG Lipper Fund Awards?
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What is the significance of the LSEG Lipper Fund Awards received by Victory Capital Holdings, Inc. (VCTR)?
How are the LSEG Lipper Fund Awards determined?
