Investor Updates
Lundgreen’s Invest – China Fund
Wins LSEG Lipper Award
for Best Fund Performance Over 5 Years
Lundgreen’s Capital is proud to announce that the Lundgreen’s Invest – China Fund has been honoured with the Best Equity China Fund Performance Over 5 Years award at the 2025 LSEG Lipper Fund Awards. This prestigious recognition highlights the fund’s excellent ability to outperform benchmark investment indices relative to its peers across the Nordic region.
Lundgreen’s Invest – China Fund is a professionally managed mutual fund that gives individual investors an easy way to access China’s growing economy. Advised by Lundgreen’s Capital A/S together with partners at Yiyi Capital in Hong Kong, the fund invests in 47 carefully selected Chinese stocks listed on stock exchanges outside mainland China. Its award-winning performance over the past five years reflects the combined expertise of Peter Lundgreen’s 40 years of market insight and Yiyi Capital’s deeply rooted exposure to the Chinese markets.
“We are honoured to receive this recognition from LSEG Lipper and we are thankful for our investors’ trust. Since its creation in August 2019, our Lundgreen’s Invest – China Fund has delivered a strong performance over the past five years and is up 44 per cent as of end-March 2025,” said Peter Lundgreen, Founding CEO of Lundgreen’s Capital. “The fund’s robust growth is truly exceptional. We are proud to add value as we continue to keep the best interest of our investors in mind.”
Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics, commended Lundgreen’s Invest – China Fund for its consistently strong performance. “The 2025 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, rising geopolitical risks, skyrocketing inflation and dramatic central bank intervention,” LSEG’s Kober said.
“We applaud the 2025 LSEG Lipper Fund Award winners such as Lundgreen’s Capital for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions,” he added.
Lundgreen’s Invest – China Fund is also listed on Nasdaq in Copenhagen and has received a 5-star rating from Morningstar.
About LSEG Lipper Fund Awards
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 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.