Label Excellence: to compile this ranking, Mieux Vivre Votre Argent drew on a database of nearly 30,000 widely distributed funds marketed in France. Only funds with at least five years of history were considered, reducing the database to nearly 2,000 funds. To appear in the ranking, a fund must fall into a category that includes at least 20 funds in order to be awarded a rating. This excludes overly exotic funds that have few comparables. Once this selection has been made, to obtain the Excellence label, a fund must meet all of the following criteria:

• Rank in the top half of their category every year for five years;
• Rank in the top decile of their category over five years.

Methodology: Lipper Ratings for Consistent Return reflect funds’ historical risk adjusted returns, relative to peers. The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60 and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five or 10 years. For a detailed explanation, please review the Lipper Leader Methodology Document.

https://www.lipperfundawards.com/Methodology