Knights of Columbus International Equity Fund Wins the Lipper Award

Knights of Columbus Asset Advisors (KoCAA), one of the world’s largest Catholic asset management firms, announced today that its Knights of Columbus International Equity Fund has won the 2022 Refinitiv Lipper Award in its International Multi-Cap Core Funds group for best fund performance over a five-year period.

The Refinitiv Lipper Fund Awards recognize funds and fund management firms for their consistently strong risk-adjusted performance across separate three-, five-, and ten-year categories relative to Lipper’s independent and uncompromised assessment of fund performance. It is the third consecutive year the Knights of Columbus International Equity Fund has won a Refinitiv Lipper Award in one of the International Multi-Cap Core categories.

“KoCAA is honored to receive a 2022 Refinitiv Lipper Award for our Knights of Columbus International Equity Fund, in the International Multi-Cap Core Funds Group for the third consecutive year” said Tony Minopoli, President and Chief Investment Officer at KoCAA. “Consistently winning the Refinitiv Lipper Award is testament to the growing trust faith-based investors place in KoCAA, who are increasingly focused on aligning their values with their investments while maintaining strong performance and results.”

“The 2022 Refinitiv Lipper Fund Awards recognize award winning managers who are successfully facing down market factors not seen in decades including rising inflation, a thinning labor pool, and continuing constraints on the global supply chain,” said Robert Jenkins, Head of Research, Lipper, Refinitiv. “We applaud the 2022 Refinitiv Lipper Fund Award winners, such as Knights of Columbus International Equity Fund, for delivering performance and the accompanying comfort of consistency to investors’ portfolios in a time of unprecedented change.”

With nine mutual funds, and total assets of over $29 billion as of Dec. 31, 2021. KoCAA is one of the largest investment firms for individuals and institutions seeking strategies that align with their Catholic values. Six of Knights of Columbus’ nine mutual funds launched in Feb. 2015, including the International Equity Fund, Small Cap Fund, Large Cap Value Fund, Large Cap Growth Fund, Core Bond Fund, and Limited Duration Fund. The Knights of Columbus Real Estate Fund, U.S All Cap Index Fund, and Long/Short Equity Fund launched in 2019.

Though most assets held in the funds are owned by institutional clients such as dioceses and foundations, KoCAA’s newly launched investment advisor representative (IAR) program has provided individual investors with the ability to invest in KoC mutual funds through a licensed investment advisor representative who keeps their Catholic values in mind. Since the IAR Program national launch in September 2021, KoCAA has amassed over $100 million from individual investors seeking to align their investments with their faith.

For additional information about Knights of Columbus Asset Advisors please visit www.kofcassetadvisors.org.