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Since winning two Best Performing Fund awards from DM/Micropal for the Global Advantage Funds in 1994, barely a year after inception, our firm has been recognized by numerous awards from major performance measurement entities, such as Standard & Poor’s, Lipper, Morningstar and Feri Rating & Research.

 

Michael Keppler received Sauren Golden Awards for outstanding fund management for the last 5 years. In 2008, Keppler Asset Management was named “Best Fund Company” in the Fund Specialists’ category by Capital, a leading German business magazine, for the fourth consecutive year.

 

Selected awards/ratings:

Capital Award 2008

Recipient:  Keppler Asset Management Inc.

Award Designation: Best Fund Specialist

Top 5-Star Rating

Austrian Fund Prize 2008

Fund: Global Advantage Major Markets

Classification: Global Equity—Conservative

Award Designation: Best Fund (1st Place)

Morningstar Germany Fund Awards 2008

Fund: Global Advantage Emerging Markets

Classification: Emerging Markets Equity

Award Designation: Best Fund

Morningstar Austria Fund Awards 2008

Fund: Global Advantage Emerging Markets

Classification: Emerging Markets Equity

Award Designation: Best Fund

Feri Fund Awards 2008

Fund: Global Advantage Emerging Markets

Classification: Emerging Markets Equity

Award Designation: Best Fund

Feri Fund Awards 2008

Fund: Global Advantage Emerging Markets

Classification: Emerging Markets Equity

Award Designation: Best Fund

Sauren Golden Awards 2007 (Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Equity Global

Sauren Golden Awards 2007 (Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Equity Emerging Markets

Standard & Poor’s Germany Awards 2007

Fund: Global Advantage Emerging Markets

Classification:

Equity Global Emerging Markets

Award Designation: Rank 3 over Five Years

Stiftung Warentest: Finanztest 02/2007

Fund: Global Advantage Emerging Markets

Classification: Equity Funds Emerging Markets Global

Rank: 2 in 5-year performance

Rheinische Post Fund Comparison

Fund: Global Advantage Major Markets

Classification: Global Equity Funds

Rank: 2 based on 3-year excess risk-adjusted returns

(Lipper “Alpha Factor”)

Top Fund Company 2007

Fund Company: Keppler Asset Management Inc.

Award Designation: Best Fund Specialist

Top 5-Star rating covers fund quality,

management and customer service.

2006 fondsmeter®Ranking Winner

Fund: Global Advantage Major Markets

Category: Equity Funds

Award Designation: TRIPLE PLUS over all rating periods (top-decile risk-adjusted performance over one, three and five years through December 31, 2006)

Top Fund Company 2006

Fund Company: Keppler Asset Management Inc.

Award Designation: Best Fund Specialist

Top 5-Star rating covers fund quality,

management and customer service.

Sauren Golden Awards 2006  (Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Equity Global

Sauren Golden Awards 2006 (Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Equity Emerging Markets

European Fund Awards 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Five Years

Standard & Poor's Austria Awards 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Global Emerging Markets

Award Designation: Best Fund over Five Years (of 50 funds registered for distribution in Austria)

Standard & Poor's Germany Awards 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Global Emerging Markets

Award Designation: Best Fund over Five Years (of 63 funds registered for distribution in Germany)

Lipper Fund Awards Germany 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Five Years

Lipper Fund Awards Germany 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Three Years

Lipper Fund Awards Austria 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Five Years

Lipper Fund Awards Austria 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Three Years

Euro Fund Award 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Five-Year Performance

Rank 1 (of 49)

Euro Fund Award 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Three-Year Performance

Rank 1 (of 49)

Euro Fund Award 2006

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: One-Year Performance

Rank 3 (of 49)

Lipper Fund Awards Switzerland 2006

Fund: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Three Years

Lipper Fund Awards Switzerland 2006

Fund: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Five Years

Euro Fund Award 2006

Fund: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Five-Year Performance

Rank 2 (of 49)

Euro Fund Award 2006

Fund: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Three-Year Performance

Rank 3 (of 49)

Euro Fund Award 2006

Fonds: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: One-Year Performance

Rank 2 (of 49)

Top Fund Company 2005

Fund Company: Keppler Asset Management Inc.

Award Designation: Best Fund Specialist

Rating covers fund quality,

management and customer service.

2005 fondsmeter®Ranking Winner

Fund: Global Advantage Emerging Markets

Category: Equity Funds

Award Designation: Three Times TRIPLE-PLUS

Top-decile risk-adjusted performance over one, three and five years (rating achieved by only 30 out of 5,480 funds registered for distribution in Germany)

Sauren Golden Awards 2005

(Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Equity Global

Sauren Golden Awards 2005

(Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Equity Emerging Markets

2005 Award Winner

Global Advantage Emerging Markets

Category: Funds

Sector: Emerging Markets

Award for best performance of products with a 5-year track record since the market upturn in March 2003 and for stable overall performance of the fund since inception

Stiftung Warentest: Finanztest 12/2005

Fund: Global Advantage Major Markets

Classification: Equity Funds Global

Rank: 3 (of 267) in 5-year performance

Rating: significantly above average

Stiftung Warentest: Finanztest 12/2005

Fund: Klassik Aktien T

Classification: Equity Funds Global

Rank: 4 (of 267) in 5-year performance

Rating: significantly above average

Stiftung Warentest: Finanztest 12/2005

Fund: Klassik Aktien Europa T

Classification: Equity Funds Europe

5-year performance

Rating: significantly above average

Lipper Fund Awards Austria 2005

Fund: Global Advantage Major Markets

Classification: Equity Global

Award Designation: Best Fund over Five Years

Lipper Fund Awards Austria 2005

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best Fund over Five Years - Rank: 1 (of 42)

Award Designation: Best Fund over Three Years - Rank: 2 (of 51)

Standard & Poor's Fund Awards Austria 2005

Fund: Global Advantage Major Markets

Classification: Equity Global

Award Designation: Best Fund over Five Years (of 176 funds registered for distribution in Austria)

Standard & Poor's Fund Awards Austria 2005

Fund: Global Advantage Emerging Markets

Classification: Equity Global Emerging Markets

Award Designation: Best Fund over Five Years (of 42 funds registered for distribution in Austria)

Standard & Poor's Fund Awards Germany 2005

Fund: Global Advantage Emerging Markets

Classification: Equity Global Emerging Markets

Award Designation: Best Fund over Five Years (of 49 funds registered for distribution in Germany)

TrendINVEST No. 3/June 2005

Fund: Salzburg-München KAG

Klassik Aktien T

Classification: Equity Funds Global

Rank: One of the 21 best funds in the world (of over 4,000 funds tested)

Selection criteria: funds whose performance ranked in the first quartile in five successive years (2000 to 2004)

Konsument 11/2005

Fund: Global Advantage Major Markets

Classification: Equity Funds Global

Rank: 3

Rating: significantly above-average

Konsument 11/2005

Fund: Salzburg-München KAG

Klassik Aktien T

Classification: Equity Funds Global

Rank: 4

Rating: significantly above-average

Konsument 9/2005

Fund: Salzburg-München KAG

Klassik Aktien Europa T

Classification: Equity Funds Europe

Rank: 2

Rating: significantly above-average

Konsument 3/2005

Fund: Global Advantage Emerging Markets

Classification: Equity Funds Emerging Markets

Rank: 2

Rating: significantly above-average

Konsument 3/2005

Fund: HSBC Trinkaus Emerging Fund

Classification: Equity Funds Emerging Markets

Rank: 9

Rating: significantly above-average

Testberichte.de 10/2005

Fund: Klassik Aktien T

Overall rating: very good

Testberichte.de 10/2005

Fund: Global Advantage Major Markets

Overall rating: very good

Testberichte.de 10/2005

Fund: Global Advantage Emerging Markets

Overall rating: very good

Stiftung Warentest: Finanztest Spezial

Rating as of January 31, 2005

Fund: Global Advantage Emerging  Markets

Classification: Equity Funds Emerging Markets Global

Rank: 1 in 5-year performance

Rating: significantly above average

Stiftung Warentest: Finanztest Spezial

Rating as of January 31, 2005

Fund: Pro Fonds Emerging Markets

Classification: Equity Funds Emerging Markets Global

Rank: 3 in 5-year performance

Rating: significantly above average

Outperformer 2004 Emerging Markets

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets Global

Award Designation: Best 2004 Performance

(+28.0 %) of all emerging markets equity

funds registered for distribution in Germany

Sauren Golden Awards 2004

(Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Global

Sauren Golden Awards 2004

(Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Emerging Markets

Stiftung Warentest: Finanztest 12/2004

Fund: Global Advantage Major Markets

Classification: Equity Funds Global

Rank: 1 (of 193) in 5-year performance

Rating: significantly above average

Stiftung Warentest: Finanztest 12/2004

Fund: Klassik Aktien T

Kategorie: Aktienfonds Welt

Classification: Equity Funds Global

Rank: 12 (of 193) in 5-year performance

Rating: significantly above average

Sauren Golden Awards 2003

(Two Gold Medals)

Fund Manager: Michael Keppler

For: Outstanding Fund Management

Category: Global

EURO-Note 2001

Fonds: Pro Fonds (Lux) Emerging Markets

Wertung: EURO-Note 1 (sehr gut)

Kategorie: Aktienfonds Schwellenländer

Award for Offshore Fund Management Excellence 2001

Fund: Pro Fonds (Lux) Emerging Markets

Award Designation: Winner

Category: Emerging Markets Funds

Standard & Poor's Investment Funds

Performance Awards 2001, Austria

Fund: Global Advantage Emerging Markets

Classification: Equity Emerging Markets

Category: Best Five-Year Performance

Rank: 1 (of 38 funds registered for distribution in Austria)

Standard & Poor's Investment Funds

Performance Awards 2001, Germany

Fund: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets

Category: Best One-Year Performance

Rank 1 (of 50 funds registered for distribution in Germany)

Standard & Poor's Investment Funds

Performance Awards 2001, Germany

Fund: Pro Fonds (Lux) Emerging Markets

Classification: Equity Emerging Markets

Category: Best One-Year Performance

Rank 1 (of 30 funds registered for distribution in Switzerland)

 

 

 

 

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