SAN FRANCISCO, March 14, 2025 /PRNewswire/ — Pacific Heights Asset Management, LLC, investment adviser to Permanent Portfolio Family of Funds, is pleased to announce that its flagship fund – Permanent Portfolio® – received three 2025 LSEG Lipper Fund Awards in recognition of consistently strong risk-adjusted performance relative to their peers.
Our Awards
LSEG Lipper Fund Awards United States 2025 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 3 Years (out of 34 funds)
LSEG Lipper Fund Awards United States 2025 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 5 Years (out of 34 funds)
LSEG Lipper Fund Awards United States 2025 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 10 Years (out of 34 funds)
Permanent Portfolio is a non-correlated, comprehensive asset allocation strategy designed to consider all investment climates – seeking profit and downside protection in any economic environment – thereby eliminating the need for forecasts, predictions, or market timing.
“We are again honored to receive these awards for delivering outstanding fund performance. Over the last few years, investors have had to contend with a wide variety of challenging market conditions, including stubborn inflation, higher for longer interest rates, concentrated equity returns, a volatile U.S. political environment, and geopolitical uncertainty. Against this backdrop, we are proud to have continued to provide such strong results for our shareholders,” said Michael J. Cuggino, President and Portfolio Manager of Permanent Portfolio Funds. “As always, we continue to look forward to helping our clients achieve long term success in building their nest eggs in all types of markets.”
“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. Whether you’ve been investing for just the past 15 years and have seen only the easy money environment following the Financial Crisis – or you’ve been an investor for 50 years and feel as if you’ve seen it all, there is no way to have foreseen the range of fundamental and non-financial factors that impacted the markets these past few years. We applaud the 2025 LSEG Lipper Fund Award winners such as Permanent Portfolio Family of Funds for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”
Otto Christian Kober, Head of Lipper Research, LSEG Data & Analytics
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, the accuracy is not guaranteed by LSEG Lipper.
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing.
Permanent Portfolio invests in foreign securities, which will involve greater volatility, political, economic and currency risks, and differences in accounting methods. The fund will be affected by changes in the prices of gold, silver, Swiss franc assets and U.S. and foreign aggressive growth, real estate and natural resource stocks. The fund is non-diversified and thus may be able to invest more of its assets in fewer issuers and types of investments than a diversified fund. Investing a higher percentage of its assets in any one or a few issuers could increase the fund’s risk of loss and its share price volatility. The fund may invest in smaller companies, which involve additional risks such as limited liquidity and greater volatility than larger companies.
Mutual fund investing involves risk; loss of principal is possible.
Pacific Heights Asset Management, LLC (“Pacific Heights”) is the investment adviser to Permanent Portfolio Family of Funds (“Fund”). The Fund is distributed by Quasar Distributors, LLC (“Quasar”), a member of FINRA. Quasar is not affiliated with Pacific Heights.
Permanent Portfolio® and The Permanent Portfolio Family of Funds logo are registered trademarks of Pacific Heights. Copyright © 2025 Permanent Portfolio Family of Funds. All rights reserved.
Media Contact:
Karen Fagan
Director of Marketing Pacific Heights Asset Management, LLC
617-841-2507
SOURCE Pacific Heights Asset Management LLC
