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Lipper recognizes a successful
investment strategy is based on identifying funds which match individual
investment goals and risk tolerance. Lipper’s Global Research team
created the Lipper Leader Rating System in response to this need.
Lipper Leaders
is a
mutual fund rating system designed
to help guide investors and their advisers in
selecting funds that suit individual investment styles and goals.
The
Lipper Ratings provides an instant measure of a
fund’s success against four key metrics. These four metrics can be used
alone or in conjunction with one another to help construct
individualized portfolios.
Learn more about Lipper Leaders and how our ratings can help you more
efficiently identify and evaluate funds. For additional details, click here
to visit our website or
download our
brochure.
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Consistent Return
A Lipper Leader for Consistent Return is a fund that has provided superior consistency and risk-adjusted returns when compared to a group of similar funds.
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Total Return
A Lipper Leader for Total Return denotes a fund that has provided
superior total returns (income from dividends and interest as well
as capital appreciation) when compared to a group of similar funds.
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Preservation
A Lipper Leader for Preservation is a fund that has demonstrated a superior ability to preserve capital.
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Expense
A Lipper Leader for Expense is a fund that has a lower cost structure (TER) than other funds in the peer group.
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