Our oldest investment fund (Warburg Value Fund) is making headlines.

Sometimes even fourth place is cause for celebration – we take it in stride... with around 900 ‘participants’, it's certainly not too bad!

The Warburg Value Fund, for which SG Value Partners has been acting as investment advisor for more than 20 years, has been recognised as one of the best in the ‘Top Equity Funds Global 2025’ ranking by the SZ Institute (the think tank of the Süddeutsche Zeitung).

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In view of economic uncertainties such as rising inflation, geopolitical tensions and fluctuating stock market prices, global equity funds are becoming increasingly relevant for a balanced investment strategy. Thanks to their global diversification across different regions, sectors and company sizes, they offer not only stability but also a high degree of flexibility in response to market changes. In order to identify those funds with consistently above-average performance from the approximately 900 funds available in Germany, the SZ Institute commissioned the rating agency Scope to conduct a comprehensive analysis.

The SZ analysis of global equity funds aims to filter out those funds from a comprehensive selection of around 900 equity funds approved in Germany that offer consistently above-average performance over the long term and a balanced relationship between returns, risk and costs. In addition to a quantitative assessment of the funds based on their performance, qualitative characteristics such as the experience of the fund management and accessibility for private investors are also taken into account.