
Key awards & recognition
2024
Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2024
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MPF Category
- Best Performer - Equity, Global Bond, HKD Money Market (1-Year)
- Best Performer - HKD Bond (5-Years)
Asia Asset Management 2024 Best of the Best Awards
Asia Asset Management 2024 Best of the Best Awards is an annual awards programme that gives recognition to financial institutions for outstanding achievements over the past calendar year. This "Most Innovative Application of Artificial Intelligence" award is evaluated based on how AI applications are incorporated into the investment process in managing portfolios. For details of the source and criteria, please refer to https://awards.asiaasset.com/p/42785
- Most Innovative Application of Artificial Intelligence
"The 2024 MPF Awards" by MPF Ratings
"The 2024 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 2023. 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 2023, 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/
- Silver Rated Scheme
- Bronze Rated Schemes
- Socially Responsible
- 1 Year Consistent Performer – Bond (Asia)
Hong Kong Customer Contact Association (HKCCA) Award 2024
- Gold Award – Mystery Caller Assessment Award – Finance and Insurance (7th Consecutive Year)
2023
"The 2023 MPF Awards" by MPF Ratings
"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/.
- Silver Rated Scheme
- Bronze Rated Schemes
- Socially Responsible
- 20,15,10,5,1 Year Consistent Performers – Guaranteed Fund
- 1 Year Consistent Performers – Bond Fund (HKD)
2023 BENCHMARK Fund of the Year Awards and the MPF of the Year Awards, Hong Kong
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/
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Mutual Fund – House Awards
- Best-in-Class, High Yield Fixed Income
- Outstanding Achiever, Global Fixed Income
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MPF Investment Manager Awards
- Best-in-Class, Growth Mixed Assets (61% to 80% Equity)
- Outstanding Achiever, Aggressive Mixed Assets (81% to 100% Equity)
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Top MPF Awards
- Best-in-Class, Default Investment Strategy – Age 65 Plus Fund
- Best-in-Class, Default Investment Strategy – Core Accumulation Fund
- Best-in-Class, Hong Kong Equity (Index Tracking)
Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2023
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
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Mutual Funds Sector
- Best Performer, Mutual Funds – Fixed Income – Corporate Bond (5 Years)
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MPF Category
- Outstanding Performer, Equity – China Fund (10 Years)
IFPHK Financial Education and ESG Leadership Awards 2023
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.
- Corporate Financial Education and ESG Leadership – Gold Award
Hong Kong Customer Contact Association (HKCCA) Award 2023
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/.
- Gold Award – Mystery Caller Assessment Award – Finance and Insurance (6th Consecutive Year)
2022
Greater Bay Area Corporate Sustainability Award 2022
The Greater Bay Area Corporate Sustainability Award 2022 takes 17 United Nations Sustainable Development Goals (SDGs) as the core, to evaluate corporates who take active actions in the three major directions of economic growth, social progress and environmental protection in the Greater Bay Area. For details of the judging criteria, please refer to https://multimetro.hk/finance/灣區企業可持續發展大獎2022-獎項詳情/.
- Greater Bay Area Corporate Sustainability Award (Quality Education)
- Certificate of Joining World Institute of Sustainable Development Planners (WISDP) as Recognized Sustainable Development Corporation
"The 2022 MPF Awards" by MPF Ratings
"The 2022 MPF Awards" by MPF Ratings are based on quantitative assessment (investment choices and performance, fees and charges), and qualitative assessment of an MPF Scheme as of 31 December 2021. Rising Star is assessed as the most improved MPF Scheme from the previous assessment cycle, as measured overall, across all key criteria assessed by MPF Ratings: investment choices and performance, fees and charges, as well as an assessment of overall services within the schemes. The end date for the investment choices and performance, fees and qualitative assessments is December 31 for the relevant year.
MPF Ratings’ Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2021, which promote socially responsible outcomes that visibly benefit the people of Hong Kong.MPF Ratings’ Consistent Performersrecognize 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 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/ratings-and-awards/.
- Silver Rated Schemes
- Bronze Rated Scheme
- Rising Star
- Socially Responsible
- 1 Year and 5 year Consistent Performers – Bond (Asia)
Hong Kong Customer Contact Association (HKCCA) Award 2022
The HKCCA Award 2022 - Mystery Caller Assessment Awards were presented by Hong Kong Customer Contact Association (HKCCA) in 2022. For details, please refer to https://hkcca.com/.
- Gold Award - Mystery Caller Assessment Award - Finance and Insurance (5th Consecutive Year)
2022 BENCHMARK Fund of the Year Awards and the MPF of the Year Awards, Hong Kong Asset Management - House Awards
Benchmark's Asset Management – 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-2022/.
Benchmark’s top Mutual Funds are selected based purely on quantitative data in our BlueOnion fund database. For details, please refer to https://www.benchmark.today/fund-awards-2022/.
Benchmark's 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. 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-2022/.
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Asset Management - House Awards
- Best-in-Class, Asia Pacific ex-Japan Equity
- Outstanding Achiever, High Yield Fixed Income
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Top Mutual Fund Awards
- Outstanding Achiever, Global High Yield Fixed Income
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MPF Investment Manager Awards
- Outstanding Achiever, ESG Integration
- Outstanding Achiever, Asia Equity
- Outstanding Achiever, Europe Equity
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Top MPF Awards
- Best-in-Class, Guaranteed Funds
Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2022
Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2022’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
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Mutual Funds Category
- Fixed Income - Corporate Bond (5 years) - Outstanding Performer
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MPF Category
- Equity - China (5 & 10 years) - Outstanding Performer
- Guaranteed Fund (1 year & 5 years) - Best Performer
Ranked 236th on FORTUNE magazine's list of the Largest 500 Corporations based on revenues
Ranked 341st on the Forbes Global 2000 list, as measured by a composite ranking for sales, profits, assets and market value
A member of the Standard & Poor's (S&P) 500®