About Us

Awards & Recognition

We’re proud to share with you awards and recognition we’ve earned based on our track record of solid performance in insurance and retirement portfolios.

Our Latest Awards

For further information on the awards and their methodology, please refer to the section “Awards Disclaimers” at the bottom of the page.

Awards 2023

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FNG Label 2023 for GIS SRI Ageing Population

FNG Label 202230) for GIS SRI Ageing Population and GIS SRI European Equity by the Qualitätssicherungs-gesellschaft Nachhaltiger Geldanlagen (QNG) for sustainable investments in the German-speaking countries.

Awards 2022

Refinitiv Lipper Fund Awards

2022 Winner Netherlands

Generali Investments SICAV (GIS) - Euro Bond DX

GIS Euro Bond DX awarded a “2022 Lipper Fund Award Netherlands” by Refinitiv for its excellent performance over a 10-year period in the category “Bond EMU Government” 24). 

Refinitiv Lipper Fund Awards

2022 Winner - UK

Generali Investments SICAV (GIS) - Euro Bond DX

GIS Euro Bond DX awarded a “2022 Lipper Fund Award UK” by Refinitiv for its excellent performance over a 10-year period in the category “Bond EMU Government” 24). 

Refinitiv Lipper Fund Awards

2022 Winner CH

Generali Investments SICAV (GIS) - SRI Euro Corporate Short Term Bond DX

GIS SRI Euro Corporate Short Term Bond DX awarded a “2022 Lipper Fund Award Switzerland” by Refinitiv over a 3-year period in the category “Bond EUR Corporates Short Term” 24). 

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Sycomore Europe Eco Solutions fund recognized as "Best Environmental Thematic Fund"

Sycomore Europe Eco Solutions recognized as the "Best Environmental Thematic Fund” at the MainStreet Partners 'ESG Champions' awards .23)

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Österreichischer Fondspreis 2022

Österreichischer Fondspreis 202225) for GIS Euro Bond 1 - 3 years awarded by FONDS professionell magazine in Austria in the category “Rentenfonds Euroland”.

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FNG Label 2022 for GIS SRI Ageing Population

FNG Label 202222) for GIS SRI Ageing Population and GIS SRI European Equity by the Qualitätssicherungs-gesellschaft Nachhaltiger Geldanlagen (QNG) for sustainable investments in the German-speaking countries.

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Premio Alto Redimento

Premio Alto Rendimento27) for Fondi italiani "Big", Miglior gestore - III classificato

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MondoAlternative
Awards 2022

MondoAlternative Awards 202226) Italy assigned to Lumyna - York Asian Event Driven Ucits Fund for the Best 3-year Liquid Alternative Event Driven (2019 - 2021)

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MondoAlternative
Awards 2022

MondoAlternative Awards 202226) was assigned to Merrill Lynch IS - MLCX Commodity Alpha for the Best 3-year Liquid Alternative Managed Futures Fund (2019-2021)

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MondoAlternative
Awards 2022

MondoAlternative Awards 202226) was assigned to Lumyna - ZEAL Greater China Long Short UCITS Fund for the Best 3-year Liquid Alternative Emerging Markets Equity Fund (2019 - 2021)

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Rating Funds People
2022

Rating Funds People28):
GIS Euro Bond classified as distinguished investment product of the year / per consistency return-volatility

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Rating Funds People 2022

Rating Funds People28): Sycomore Sélection Crédit, Sycomore Shared Growth, Sycomore Europe Eco Solutions classified as distinguished investment products of the year / per capital from Italian Investors

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Rating Funds People 2022

Rating Funds People28): Sycomore Europe Happy @ work and GIS Euro Aggregate Bond29) classified as distinguished investment products of the year / per capital from Italian Investors + consistency return-volatility

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Rating Funds People 2022

Rating Funds People28): Lumyna MW Systematic Alpha UCITS Fund and MW TOPS China A Share UCITS Fund classified as distinguished investment products of the year / per consistency return-volatility

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Rating Funds People 2022

Rating Funds People28): Fondo Alto Internazionale Obbligazionario and Fondo Alto Bilanciato classified as distinguished investment products of the year / per capital from Italian Investors

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Rating Funds People 2022

Rating Funds People28): Fondo Alto ESG Internazionale Azionario and Alto ESG High Yield classified as distinguished investment products of the year / per capital from Italian Investors

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Rating Funds People 2022

Rating Funds People28): GIS Central & Eastern European Bond Fund classified as distinguished investment products of the year / per capital from Italian Investors

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Rating Funds People 2022

Rating Funds People28): GIS Euro Bond 1 - 3 Years and GIS Euro Short Term Bond classified as distinguished investment products of the year / per capital from Italian Investors

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Rating Funds People 2022

Rating Funds People28): GIS SRI Ageing Population and GIS SRI World Equity classified as distinguished investment products of the year / per capital from Italian Investors

Awards 2021

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GGI is EMEA Debt Fund Manager of the Year, Fundraising at the IJInvestor Awards 2021

Generali Global Infrastructure (GGI) has been named EMEA Debt Fund Manager of the Year, Fundraising for the IJInvestor Awards 2021

Mondo Alternative Awards 2021 logo

MondoAlternative Awards 2021

MondoAlternative Awards 202120) was assigned to Merrill Lynch IS - MLCX Commodity Alpha for the Best 3-year Liquid Alternative Managed Futures Fund (2018-2020)

Mondo Alternative Awards 2021 logo

MondoAlternative Awards 2021

MondoAlternative Awards 202120) assigned to Lumyna - York Asian Event Driven Ucits Fund for the Best Liquid Alternative Event Driven Fund (2020) and the Best 3-year Liquid Alternative Event...

Mondo Alternative Awards 2021 logo

MondoAlternative Awards 2021

MondoAlternative Awards 202120) was assigned to Lumyna - ZEAL Greater China Long Short UCITS Fund for the Best Liquid Alternative Emerging Markets Equity Fund (2020)

Premio Alto Rendimento 2020 award logo

Premio Alto Rendimento

Premio Alto Rendimento19) for Sycomore Sélection Responsable A for the Best SRI Equity Europe – Large Cap fund

Marchio Funds People award logo

Marchio Funds People 2021

Marchio Funds People 202118): GIS Euro Bond 1-3 Years, GIS SRI Ageing Population, Fondo Alto Bilanciato, Fondo Alto Internazionale Obbligazionario got the B...

ESG Champions award for Sycomore AM logo

“ESG Champions” award for Sycomore AM

Sycomore Asset Management recognized as "Best ESG Investment Boutique" at the MainStreet Partners 'ESG Champions' awards17)

Team member holding Österreichischer Fondspreis 2021

Österreichischer Fondspreis 2021

Österreichischer Fondspreis 202116) for GIS Euro Bond awarded by FONDS professionell magazine in Austria in the category “Fixed Income funds Euroland”.

Team member holding Deutscher Fondspreis 2021

Deutscher Fondspreis 2021

Deutscher Fondspreis 202115) for GIS Euro Bond DX awarded by FONDSprofessionell magazine in Germany in the category “Fixed Income funds Euroland” for its...

FNG Label 2021 award logo

FNG Label 2021

FNG Label 20214) for GIS SRI Ageing Population by the Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen (QNG) for sustainable investments in the German-speaking countries.

Awards 2020

FNG Label 2020 logo award

FNG Label 2020

FNG Label 20204) for GIS SRI Ageing Population by the Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen (QNG)

Mondo Alternative Awards 2020 logo

MondoAlternative Awards 2020

MondoAlternative Awards 202013) was assigned to Generali Investments SICAV (GIS) Convertible Bonds for the Best 3-year Liquid Alternative Value Arbitrage Fund (2017-2019).

Mondo Alternative Awards 2020 logo

MondoAlternative Awards 2020

MondoAlternative Awards 202013) was assigned to Lumyna - Merrill Lynch Enhanced Equity Volatility Premium for the Best 3-year Liquid Alternative Volatility Trading Fund (2017-2019).

Mondo Alternative Awards 2020 logo

MondoAlternative Awards 2020

Lumyna - York Asian Event Driven Ucits awarded as the Best 3-year Liquid Alternative Event Driven Fund (2017-2019) and the Best 3-year Liquid Alternative Event Driven Fund (2017-2019).

European Funds Trophy 2020 logo award

European Funds Trophy 2020

Best national Asset Management Companies (Italy)14) - Generali Investments was rewarded as the best Italian asset...

Deutscher Fondspreis 2020 logo award

Deutscher Fondspreis 2020

Deutscher Fondspreis 202012) for GIS Euro Bond DX awarded by FONDS professionell magazine in Germany in the category “Fixed Income funds Euroland”.

Awards 2019

Towards Sustainability Label logo award

Towards Sustainability Label

Generali Investments Sivav (GIS) SRI Aging Population was awarded the new Belgian “Towards Sustainability” Label in November 201910), created by Febelfin.

Lipper Fund Award 2019 logo award

Lipper Fund Award 2019

Lipper Fund Award 20198) for GIS Euro Bond 1-3 Years DX in the category “Bond EM Government ST” in France for its performance over 3 and 5 years.

Lipper Fund Award 2019 logo award

Lipper Fund Award 2019

Lipper Fund Award 20198) for GIS Absolute Return Credit Strategies DX in the category “Alternative Credit Focus” in Germany for its performance over 10 years.

Lipper Fund Award 2019 logo award

Lipper Fund Award 2019

Lipper Fund Award 20198) for GIS Euro Bond DX in the category “Bond EMU Government” in the Netherlands for its performance over 5 years.

The winner of Women in Investment Awards Italy 2019

Women in Investment Awards Italy 2019

Anna Maria Reforgiato Recupero recognized as “Investment Woman of the Year” at the Women in Investment Awards Italy 2019, organized by InvestmentEurope9)

European Funds Trophy 2019 logo award

European Funds Trophy 2019

Best National Asset Management Companies (Italy)7) - Generali Investments was rewarded as the best Italian asset manager for the quality of its European range of funds.

FNG Label 2019 logo award

FNG Label 2019

FNG Label 20194) for GIS SRI Ageing Population by the Forum Nachhaltige Geldanlagen e. V. (FNG) for sustainable investments in the German-speaking countries for its particularly...

Awards 2018

Lipper Fund Award 2018 logo award

Lipper Fund Award 2018

Lipper Fund Award 20183) for GIS Euro Bond 1-3 Years DX Acc in the category “Bond EMU Government Short Term” in France for its performance over 3 and 5 years.

Lipper Fund Award 2018 logo award

Lipper Fund Award 2018

Lipper Fund Award 20183) for GIS Euro Bond DX 3-5 Acc in the category “Bond EMU Government Medium Term” in France for its performance over 3 years.

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European Funds Trophy 2018

Best National Asset Management Companies (Italy)2) - Generali Investments was rewarded as the best Italian asset manager for the quality...

Please remember that past performance is not a guide for future performances and it may be misleading. Investing in fund and sub-funds involves risks including the possible loss of capital.

Awards Disclaimer

2023

30) The FNG Label is the SRI quality standard on the German speaking markets. It’s holistic approach is based on a minimum standard. These minimum requirements consist of transparency and process criteria, the exclusion of weapons, nuclear power, coal, fracking, oil sands and the inclusion of provision for the four areas of the UN Global Compact: human rights, labour, environment and anti-corruption. Additionally, portolio holdings have to been analysed on ESG-criteria. Building on these, the multi-grade model gives funds the opportunity to score additional points in the areas of “institutional credibility”, “product standards”, and “transformation & impact”. The auditor of the FNG Label is the University of Hamburg. QNG (Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen) is responsible for handling organisational matters. Further information on the FNG Label can be found at www.fng-siegel.org.

2022

22) The FNG Label is the SRI quality standard on the German speaking markets. It’s holistic approach is based on a minimum standard. These minimum requirements consist of transparency and process criteria, the exclusion of weapons, nuclear power, coal, fracking, oil sands and the inclusion of provision for the four areas of the UN Global Compact: human rights, labour, environment and anti-corruption. Additionally, portolio holdings have to been analysed on ESG-criteria. Building on these, the multi-grade model gives funds the opportunity to score additional points in the areas of “institutional credibility”, “product standards”, and “transformation & impact”. The auditor of the FNG Label is the University of Hamburg. QNG (Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen) is responsible for handling organisational matters. Further information on the FNG Label can be found at www.fng-siegel.org.

23) Source: MainStreet Partners, January 2022. Through the “ESG Champions” awards, MainStreet Partners - one of the major specialists in ESG Advisory and Portfolio Analytics - each year selects the “champions” of sustainability by analyzing over 4,200 strategies, managed by around 160 international asset managers. The analysis takes place through a rating methodology that incorporates 80 different indicators collected in 3 pillars: overall assessment of the management company, strategy of the individual funds and investment portfolio. Find out more about the methodology here: https://www.mspartners.org/

24) Lipper Fund Awards 2022 from Refinitiv notified for the following subfunds: Generali Investments Sicav (GIS) Euro Bond DX in the UK for its excellent performance over a 10-year period in the category “Bond EMU Government”, Generali Investments Sicav (GIS) SRI Euro Corporate Short Term Bond DX awarded a “2022 Lipper Fund Award Switzerland” by Refinitiv over a 3-year period in the category “Bond EUR Corporates Short Term” and Generali Investments Sicav (GIS) Euro Bond DX in the Netherlands for its excellent performance over a 10-year period in the category “Bond EMU Government” .  Detailed information on the Lipper Fund Awards and the methodology can be found here: https://www.lipperfundawards.com/Methodology

25) Fonds Professionell, in collaboration with the daily newspaper “Die Presse” and the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond 1 - 3 years with the Österreichischer Fondspreis 2022 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.at/ and here https://www.institut-va.de/

26) Source: MondoInvestor, March 2022. Past performance provides no guarantee for the future, the award refers to the Italian market only. For more information about the premium and the methodology, please see: http://www.mondoalternative.com/ma_notizia.aspx?id=39341

27) Source: Il Sole 24ore, March 2022. Past performance provides no guarantee for the future, the award refers to the Italian market only. For more information about the premium and the methodology, please see: Il Sole 24 ORE – Premio Alto Rendimento 2021

28) Source: FundsPeople 2022. Past performance provides no guarantee for the future, the award refers to the Italian market only. Data as of June 2022, for more information about the premium, please see https://fundspeople.com/it

29) Sycomore happy @ work is managed by Sycomore Asset Management. Generali Investments SICAV - Euro Aggregate Bond is managed by Generali Investments Partners S.p.A. Società di gestione del risparmio.

2021

15) Fonds Professionell, in collaboration with the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond DX with the Deutscher Fondspreis 2021 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.de/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 23.03.2021. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3″ as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond due to its exposure to interest rate risk.

16) Fonds Professionell, in collaboration with the daily newspaper “Die Presse” and the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond with the Österreichischer Fondspreis 2021 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.at/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 23.03.2021. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3″ as indicated in the KIID  for the Generali Investments Sicav (GIS) Euro Bond due to its exposure to interest rate risk.

17) MainStreet Partners, one of the leading ESG Advisory and Portfolio Analytics specialists since 2008, has promoted the first edition of the “ESG Champions” awards with the aim of selecting the “champions” of sustainability from 350 strategies, managed by over 60 international asset managers, assessed through a proprietary rating methodology based on 3 pillars (Company and Management Team, Strategy, Portfolio) and 80 different indicators. Find out more about the methodology here: https://www.mspartners.org/

18) Source: FundsPeople 2021 Label was awarded following an analysis done by an Analysis team, using a proprietary econometric model, selecting 991 products, which stand out for one or more of the three criteria below: Analyst Preferred (Rating A), Blockbuster (Rating B), Consistent (Rating C). Past performance provides no guarantee for the future, the award refers to the Italian market only. Data as of March 2021, for more information about the premium, please see https://fundspeople.com/it/scopri-i-fondi-con-marchio-fundspeople-2021-in-italia/

19) Source: Il Sole 24ore, March 2021. Past performance provides no guarantee for the future, the award refers to the Italian market only. For more information about the premium and the methodology, please see: Il Sole 24 ORE – Premio Alto Rendimento 2020

20) Source: MondoInvestor, March 2021. Past performance provides no guarantee for the future, the award refers to the Italian market only. For more information about the premium and the methodology, please see: http://www.mondoalternative.com/mhdef.aspx?tabindex=9999&tabid=31257 

 

2020

12) Fonds Professionell, in collaboration with the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond DX with the Deutscher Fondspreis 2020 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.de/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 31.01.2020. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond DX due to its exposure to interest rate risk.

13) Source: MondoInvestor, March 2020. Please refer to the following website to find out more about the awards and the methodology: http://www.mondoinvestor.com/

14) Source: FUNDCLASS The Quantitative Rating Agency for European Funds, March 2020. Please refer to the following website to find out more about the awards and the methodology: https://www.european-funds-trophy.eu

 

2019

5) Fonds Professionell, in collaboration with the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond 3-5 Years with the Deutscher Fondspreis 2019 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.de/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 31.01.2019. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond 3-5 Years due to its exposure to interest rate risk.

6) Fonds Professionell, in collaboration with the daily newspaper “Die Presse” and the Institut für Vermögensaufbau (IVA), awarded the subfund Generali Investments Sicav (GIS) Euro Bond 3-5 Years DXwith the Österreichischer Fondspreis 2019 for its outstanding investments results, based on a specifically developed portfolio and risk analysis. Detailed information on the awards and the methodology can be found here: https://www.fondsprofessionell.at/ and here https://www.institut-va.de/

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 28.02.2019. Please be aware that the Risk and Reward Profile of the sub-fund is “category 3″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond 3-5 Years DX due to its exposure to interest rate risk.

7) Source: FUNDCLASS The Quantitative Rating Agency for European Funds, March 2019. Please refer to the following website to find out more about the awards and the methodology: https://www.european-funds-trophy.eu

8) Lipper Fund Awards 2019 from Refinitiv notified for the following subfunds: Generali Investments Sicav (GIS) Euro Bond DX in the Netherlands, Generali Investments Sicav (GIS) Euro Bond 1-3 Years DX in France, Generali Investments Sicav (GIS) Absolute Return Credit Strategies DX in Germany and Generali Komfort Strategie 50 in Germany over different periods. Detailed information on the Lipper Fund Awards and the methodology can be found here: https://www.lipperfundawards.com/Awards/France/2019/Methodology/114/Methodology_2019

Source: Generali Investments Partners S.p.A. Società di gestione del risparmio, data as at 30.03.2019. Please be aware that the Risk and Reward Profiles of the sub-funds are:

“category 3″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond due to its exposure to interest rate risk.
“category 2″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond 1-3 Years due to its exposure to interest rate risk.
“category 4″ as indicated in the KIID for the Generali Investments Sicav (GIS) Absolute Return Credit Strategies due to its exposure to interest rate and foreign currency risks.
“category 4″ as indicated in the KIID for the Generali Komfort Strategie 50 due to its exposure to equity markets and to interest rate risk.

For more information about the risks of the subfunds, please refer to the risk section of the prospectus. The risk category associated with the subfunds is not guaranteed and may change over time.

GIS Euro Bond, GIS Euro Bond 1-3 Years and GIS Absolute Return Credit Strategies are subfunds of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Luxembourg S.A. who appointed Generali Investments Partners S.p.A. Società di gestione del risparmio as investment manager. Generali Komfort Strategie 50 is an investment fund governed by Luxembourg law managed by Generali Investments Luxembourg S.A. who appointed Generali Investments Partners S.p.A. Società di gestione del risparmio as investment manager. The information contained in this document is only for general information on products and services provided by Generali Investments Partners S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Partners S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the subfunds present a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www.generali-investments.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-investments.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments.lu), and by distributors. Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche.

Generali Investments is a commercial brand of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A.

9) Source: Investmenteurope.net, October 2019. The Women in Investment Awards Italy 2019 ceremony took place on October 2 in Milan for the first time. The Awards programme was instituted by InvestmentEurope not only to honour the inspiring achievements of women across all parts of the investment industry, but also to help shape the discussion around how to improve diversity and highlight some of the most forward-thinking initiatives from both buy and sell sides. Please refer to the following website to find out more about the awards and the methodology: https://www.internationalinvestment.net/news/4005587/women-investment-awards-italy-2019-highlights

10) Source: Central Labelling Agency (CLA) of the Belgian SRI Label, November 2019. The “Towards Sustainability Label”: the Belgian quality standard aims to increase the level of socially responsible and sustainable financial products, and to mainstream its principles towards traditional financial products. The label aims to instill trust and reassure potential investors that the financial product is managed with sustainability in mind and is not exposed to very unsustainable practices. The list of funds that comply with the quality standard can be found via the following link: https://www.towardssustainability.be/en

11) Source: ETicaNews, November 2019. SRI Awards are assigned on the basis of a proprietary quantitative model, which integrates 3 factors: MSCI ESG score; performance and risk over 3 years; governance. Please refer to the following website to find out more about the awards and the methodology: http://www.salonesri.it/awards/

 

2018

2) Source: FUNDCLASS The Quantitative Rating Agency for European Funds, March 2018. Please refer to the following website to find out more about the awards and the methodology: https://www.european-funds-trophy.eu

3) Lipper Fund Awards 2018 notified for the following subfunds: Generali Investments Sicav (GIS) Euro Bond, Generali Investments Sicav (GIS) Euro Bond 1-3 Years and Generali Investments Sicav (GIS) Euro Bond 3-5 Years over 3 and 5 years in France, the UK, Germany, Austria and at European level over different periods. Detailed information on the Lipper Fund Awards and the methodology can be found here: http://lipperfundawards.com

Source: Generali Investments Europe S.p.A. Società di gestione del risparmio, data as at 28.02.2018. Please be aware that the Risk and Reward Profiles of the sub-funds are:

“category 3″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond due to its exposure to interest rate risk.
“category 3″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond 3-5 Years due to its exposure to interest rate risk.
“category 2″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Bond 1-3 Years due to its exposure to interest rate risk.
“category 2″ as indicated in the KIID for the Generali Investments Sicav (GIS) Euro Short Term Bond due to its exposure to short term debt instruments.

For more information about the risks of the subfunds, please refer to the risk section of the prospectus. The risk category associated with the subfunds is not guaranteed and may change over time.

4) The FNG Label is the SRI quality standard on the German speaking markets. It’s holistic approach is based on a minimum standard. These minimum requirements consist of transparency and process criteria, the exclusion of weapons, nuclear power, coal, fracking, oil sands and the inclusion of provision for the four areas of the UN Global Compact: human rights, labour, environment and anti-corruption. Additionally, portolio holdings have to been analysed on ESG-criteria. Building on these, the multi-grade model gives funds the opportunity to score additional points in the areas of “institutional credibility”, “product standards”, and “transformation & impact”. The auditor of the FNG Label is the University of Hamburg. QNG (Qualitätssicherungsgesellschaft Nachhaltiger Geldanlagen) is responsible for handling organisational matters. Further information on the FNG Label can be found at www.fng-siegel.org.

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© Generali Investments, all rights reserved. This website is provided by Generali Investments Luxembourg S.A. (Generali Investments) and is considered as a marketing communication and financial promotion related its products and services. Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Generali Global Infrastructure, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments and Generali Real Estate S.p.A. Società di Gestione del Risparmio.