East Capital Group wins dual LSEG Lipper Awards for mixed asset excellence (Nordics)
From Emerging Markets expertise to global excellence
Over nearly three decades, East Capital Group has earned a global reputation through its internationally acclaimed funds in emerging and frontier markets, gaining the trust of some of the world's most sophisticated investors. Yet beyond the successes in fast-growing economies lies another chapter of achievement — one defined by innovation, balance and long-term focus, across various asset classes and geographies.
Reflecting on the Group’s evolution, Peter Elam Håkansson, Chairman and Group Chief Investment Officer (CIO), said “While many investors still associate the Group only with emerging and frontier markets — where it has built a strong and successful track record — East Capital has, over many years, cultivated a globally diversified investment platform spanning equities, fixed income, real estate, and alternative assets. He noted that receiving these prestigious awards is a clear testament to a common investment strategy characterised by breadth, quality, and disciplined execution.”
A proven strategy for balanced growth
East Capital Group’s mixed asset strategies — including Espiria 30, Espiria 60, and Espiria 90 — are carefully designed around three guiding pillars: maintaining portfolio balance to navigate changing markets, selecting high-quality companies with sustainable and resilient fundamentals, and investing in structural trends led by innovation and sustainability.
Peter van Berlekom, Chief Investment Officer for the mixed asset funds at East Capital Group, commented that the awards are a strong validation of the structured investment approach. He emphasised that in today’s market environment, characterised by persistent uncertainty, balanced strategies such as Espiria 60 provide clients with both confidence and stability.
Confidence from investors both locally and globally
The Espiria mixed asset fund family has continued to grow in popularity among both Swedish and international institutional investors.
Nikodemus Dahlgren, Head of Sales at East Capital Group, highlights that clients increasingly see the Espiria funds as essential components within their broader allocation strategies. He notes that Espiria's assets under management have grown by over 50% since the beginning of 2024, driven by both strong returns and inflows from Nordic and European institutional investors. According to Dahlgren, this momentum is a clear sign of the confidence that sophisticated investors place in the group’s mixed asset strategies.
Read more about our award-winning funds here:
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. For more information, see www.lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.
* The Best Mixed Asset – Small Company award recognises the group with the strongest average risk-adjusted returns across at least three mixed-asset portfolios over a three-year period, based on Lipper’s Consistent Return measure.
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