Zavarovalnica Triglav d d : Best asset manager and best funds 2022
April 21, 2022
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For the 12th year running, Moje Finance magazine has given out awards for best funds and best asset manager. This year the award for the best manager over the last three years went to Mitja Baša from Triglav Skladi. In addition to Triglav Skladi's three mutual funds, Zavarovalnica Triglav's two pension funds were also recognised.
The Triglav Group was once again named one of the best by Moje Finance. The award for best mutual fund manager went to Mitja Baša from Triglav Skladi. After last year's second place, he took the top award for his management of the five-star Triglav Top Brands fund. This took him one place higher than his colleague Alexandr Gutirea, who was also awarded five stars for his management of the Triglav Azija fund.
At this year's event, the Triglav Group, whose 31.8% market share in Slovenia makes it one of the leading mutual fund asset managers, received four statuettes. At the event, stars were also awarded to three-, five- and ten-year funds; these are the highest awards that can be given in the mutual fund industry and a recognition of excellence in fund management. This year the winning mutual funds with the highest scores (five stars) were: for three years (2019-2021) Triglav Money Market EUR in the 'Cash - euro' category, Triglav Top Brands in the 'Share global' category and Triglav Azija in the 'Share Asia-Oceania' category, which also received the highest award for a ten-year period (2012-2021).
In the fourth assessment of asset management performance in supplementary pension insurance, Zavarovalnica Triglav also received recognition for its guarantee fund (Triglav PDPZ - guaranteed), this time for a ten-year period (2012-2021). For the first time, awards were given for the successful management of the dynamic fund (where the majority of the portfolio is devoted to equity investments) and the balanced fund (where around half the portfolio is devoted to bonds and half to shares). Zavarovalnica Triglav also received an award for its successful management of the Triglav PDPZ - drzni dynamic fund over a five-year period (2017-2021).
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Zavarovalnica Triglav dd published this content on 22 April 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 26 April 2022 17:11:13 UTC.
Zavarovalnica Triglav dd is Slovenian-based company principally engaged in the insurance and financial services. Zavarovalnica Triglav dd is the controlling company of the Triglav Group which offers insurance, asset management and banking services. Zavarovalnica Triglav dd, Zdrastvena zavarovalnica dd and Pozavarovalnica Triglav Re dd provide wealth, life, voluntary additional pension and health insurances. The insurance sector of the Company also operates in the Czech Republic, Croatia, Bosnia and Hercegovina, Montenegro, Serbia and Macedonia. Through Triglav DZU ddo, Triglav Nalozbe financna druzba dd and Triglav nepremicnine dd the Company provides investment fund management, real estate and banking services. As of June 22, 2012, the Company acquired a 100% stake in Investicijsko podjetje, Trgovanje z lastnimi nepremicninami doo from Sava dd.