- Silver Rated SchemeBronze Rated SchemesSocially Responsible20,15,10,5,1 Year Consistent Performers – Guaranteed Fund1 Year Consistent Performers – Bond Fund (HKD)
"The 2023 MPF Awards" by MPF Ratings are based on quantitative assessment (fund choices and performance, fees and charges), and qualitative assessment of an MPF Scheme as of 31 December 2022. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/ratings-methodology/.
MPF Ratings Consistent Performers recognize constituent funds which deliver the best fund performance within their respective fund categories in MPF Ratings MPF performance survey. 1 Year Consistent Performers recognize the constituent funds with the best 1 year absolute performance. In the case of 5 year, 10 year, 15 year and 20 year performance, performance is calculated on a risk adjusted basis. Risk is defined as standard deviation calculated based on monthly performance of the constituent funds. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/awards-methodology/
MPF Ratings’ Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2022, which promote socially responsible outcomes that visibly benefit the people of Hong Kong. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/awards-methodology/.
- Best-in-Class, High Yield Fixed IncomeOutstanding Achiever, Global Fixed IncomeCategory NameMutual Fund – House Awards
- Best-in-Class, Growth Mixed Assets (61% to 80% Equity)Outstanding Achiever, Aggressive Mixed Assets (81% to 100% Equity)Category NameMPF Investment Manager Awards
- Best-in-Class, Default Investment Strategy – Age 65 Plus FundBest-in-Class, Default Investment Strategy – Core Accumulation FundBest-in-Class, Hong Kong Equity (Index Tracking)Category NameTop MPF Awards
BENCHMARK Fund of the Year Awards – House Awards recognize managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis. For details, please refer to https://www.benchmark.today/fund-awards-2023/ . The MPF Investment Manager Awards is designed to recognize underlying managers of MPF Schemes in various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis while maintaining excellence in Benchmark’s pillars. For details, please refer to https://www.benchmark.today/mpf-awards/ . BENCHMARK’s top Mandatory Provident Funds (MPF) are purely based on long-term performance. For details, please refer to https://www.benchmark.today/mpf-awards-2023/
- Best Performer, Mutual Funds – Fixed Income – Corporate Bond (5 Years)Category NameMutual Funds Sector
- Outstanding Performer, Equity – China Fund (10 Years)Category NameMPF Category
Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2023’s Mutual Fund Awards are measured by market performance and asset classes in the past 12 months while Mandatory Provident Fund Awards are assessed with 1-year, 5-years and 10-years total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com
- Corporate Financial Education and ESG Leadership – Gold Award
The IFPHK Financial Education and ESG Leadership Awards 2023 was organized by the Institute of Financial Planners of Hong Kong (IFPHK) to pay tribute to commercial firms, non-profit organizations, and individuals that have made significant efforts in improving financial literacy levels in Hong Kong. For details, please refer to https://www.ifphk.org/FELA2023/about-the-awards.html.
- Gold Award – Mystery Caller Assessment Award – Finance and Insurance (6th Consecutive Year)
The Mystery Customer Assessment Award 2023 was presented by Hong Kong Customer Contact Association (HKCCA) in 2023. For details, please refer to https://hkcca.com/.