Awards and Recognition

Recognising the achievements we’ve earned from our people and teams

Highlighted

Year
Recognition
May 2020

Ranked 436th on the Forbes Global 2000 list, as measured by a composite ranking for sales, profits, assets and market value

May 2020

Ranked 201st on FORTUNE magazine's list of the Largest 500 Corporations based on revenues

Since July 2002

A member of the Standard & Poor's (S&P) 500®

2020

Mutual Funds Category

  • BEST-IN-CLASS, Top Performing Mutual Fund Award (Retail Class), HKD Fixed Income
  • OUTSTANDING ACHIEVER, Top Performing Mutual Fund Award (Retail Class), Global High Yield Fixed Income
  • OUTSTANDING ACHIEVER, House Award, Asia ex-Japan Equity

MPF Category

  • BEST-IN-CLASS, Top Performing MPF Funds Award, Asia ex-Japan ex-HK Equity
  • OUTSTANDING ACHIEVER, Investment Manager of the Year Award, Greater China Equity
  • OUTSTANDING ACHIEVER, Capability Award, Investor Education
  • OUTSTANDING ACHIEVER, Capability Award, Member Servicing
  • OUTSTANDING ACHIEVER, Capability Award, Employer Support
Remarks

Mutual Funds Category

  • Equity - China (1 year & 5 years) - Outstanding Performer
Remarks
  • Gold Award – Mystery Caller Assessment Award - Finance and Insurance (3rd Consecutive Year)
Remarks
  • Hong Kong - Best Fund Over 10 Years - Bond Global High Yield USD
Remarks
  • Silver Rated Schemes
  • Bronze Rated Schemes
  • Socially Responsible
Remarks

2019

Mutual Funds Category

  • BEST-IN-CLASS, House Awards, US Fixed Income
  • OUTSTANDING ACHIEVER, House Awards, High-Yield Fixed Income

MPF Category

  • BEST-IN-CLASS, Top MPF Funds, Greater China Equity
  • MANAGER OF THE YEAR , Investment Manager of the Year, Greater China Equity
  • BEST-IN-CLASS, Capability Awards, Investor Education
  • OUTSTANDING ACHIEVER, Capability Awards, Employer Support
Remarks

MPF Category

  • Mixed Allocation - Balanced (1 year, 5 years & 10 years) - Best Performer
  • Mixed Allocation - Moderate Allocation (1 year, 5 years &10 years) - Best Performer
  • Equity - Global (1 year, 5 years & 10 years) - Best Performer
  • Equity - Asia-Pacific (1 year, 5 years & 10 years) - Best Performer
  • Equity - Greater China (1 year & 5 years) - Best Performer
  • Equity - Hong Kong (1 year, 5 years & 10 years) - Best Performer
  • Equity - Hong Kong (1 year)- Outstanding Performer
Remarks
  • Gold Award – Finance and Insurance (2nd Consecutive Year)
Remarks
  • Best Hong Kong MPF over 3 Years – China Equity
Remarks
  • MPF Ratings' 5 Year Consecutive Gold for 2019
  • MPF Ratings' 2019 Gold Rated Scheme
  • MPF Ratings' 2019 Silver Rated Scheme
  • MPF Ratings' 2019 Bronze Rated Scheme
Remarks

2018

  • Gold Award – Finance and Insurance
Remarks

Mutual Funds Category

  • Best-in-Class, Top Fund Awards - Retail Class, Global High Yield Fixed Income
  • Outstanding Achiever, House Awards, Asia ex-Japan Equity

MPF Category

  • Best-in-Class, MPF Investment Manager of the Year, Aggressive Allocation
  • Best-in-Class, MPF Investment Manager of the Year, Global Fixed Income
  • Best-in-Class, MPF Investment Manager of the Year, Greater China Equity
  • Best-in-Class, MPF Investment Manager of the Year, Hong Kong Equity
  • Outstanding Achiever, MPF Investment Manager of the Year, Cautious Allocation
  • Outstanding Achiever, MPF Investment Manager of the Year, Cautious Allocation
  • Outstanding Achiever, Top MPF Fund Awards, Mixed Assets >20-40% Equity
  • Outstanding Achiever, MPF Capability Awards, Investor Education
Remarks

Mutual Funds Category

  • Fixed Income - Global - High Yield Bond - Best Performer

MPF Category

  • Equity - US (1 year, 5 years & 10 years) - Outstanding Performer
  • Guaranteed (1 year, 5 years & 10 years) - Outstanding Performer
  • Greater China (Aggregated approach) (1 year & 5 years) - Best Performer
Remarks
  • Best Hong Kong Fund over 3 Years - Bond Global - High Yield
  • Best Hong Kong Fund over 5 Years - Bond Global - High Yield
  • Best Hong Kong MPF over 3 Years - Mixed Asset HKD Aggressive
  • Best Hong Kong MPF over 3 Years - Equity Asia Pacific ex Japan
Remarks
  • MPF Ratings’ 5 Year Consecutive Gold for 2018
  • MPF Ratings’ 2018 Gold Rated Schemes
  • MPF Ratings’ 2018 Bronze Rated Schemes
Remarks

2017

  • Wealth Investment and Management - Outstanding MPF Mobile App
Remarks

Mutual Funds Category

  • Best-in-Class, House Awards, US Fixed Income
  • Outstanding Achiever, House Awards, High Yield Fixed Income
  • Outstanding Achiever, Top Mutual Funds, Asia-Pacific ex-Japan Equity

MPF Category

  • Best-in-Class, Top MPF Funds, Greater China Equity
  • Best-in-Class, Top MPF Funds, Guaranteed Return
  • Outstanding Achiever, Top MPF Funds, Asia ex-Japan Equity
  • Outstanding Achiever, Top MPF Funds, Hong Kong Equity
  • Outstanding Achiever, MPF Capability Awards, Employer Support
  • Investment Manager of the Year, Hong Kong Equity
Remarks

Mutual Funds Category

  • High Yield Bond – Global – Best Performer

MPF Category

  • Asian Equity (1 year) - Best Performer
  • Balanced Fund (1 year) - Best Performer
  • China Equity (1 year) - Best Performer
  • Hong Kong Equity (5 years) – Outstanding Performer
  • China Equity (5 years) – Outstanding Performer
Remarks
  • Best Fund over 3 Years - Bond Global - High Yield
  • Best Fund over 5 Years - Bond Global - High Yield
Remarks
  • MPF Ratings' 2017 Gold Rated Scheme
  • MPF Ratings' 2017 Sliver Rated Scheme
  • MPF Ratings' 2017 Bronze Rated Scheme
  • MPF Ratings' 5 Year Consecutive Gold for 2017
Remarks

2016

Mutual Funds Category

  • Best-in-Class, House Awards, Hong Kong Equity
  • Best-in-Class, House Awards, US Fixed Income
  • Outstanding Achiever, House Awards, High Yield Fixed Income

MPF Category

  • Outstanding Achiever, Investment Manager of the Year, Hong Kong Equity, Investment Manager Awards
  • Best-in-Class, Capability Awards, Employer Servicing Award
  • Outstanding Achiever, Capability Awards, Intermediary Support Team
  • Outstanding Achiever, Capability Awards, Member Servicing Award
  • Outstanding Achiever, Capability Awards, Investor Education and Communication Award
Remarks
  • Hong Kong Equity (5 years return) - Best Performer
  • Global Corporate Bond - Outstanding Performer
Remarks
  • 2016 Scheme of the Year
  • MPF Ratings' 2016 Gold Rated Scheme
  • MPF Ratings' 2016 Bronze Rated Scheme
Remarks
  • Best Fund over 3 Years - Bond Global - High Yield
  • Best Fund over 5 Years - Bond Global - High Yield
  • Best Fund over 5 Years - Equity Hong Kong
Remarks
  • Gold Winner 2016 - Regional Bond Category
Remarks
  • Asset Management Company of the Year, Highly Commended, Hong Kong - MPF
Remarks

2015

Mutual Funds Category

  • US Fixed Income House Awards - Best-in-Class
  • High Yield Fixed Income House Awards - Outstanding Achiever

MPF Category

  • Investment Manager of the Year, Hong Kong Equity - Outstanding Achiever
  • United States Equity - Outstanding Achiever
  • Guaranteed Return - Outstanding Achiever
Remarks
  • Best Fund over 3 & 5 Years - Bond Global - High Yield
  • Best Fund over 5 Years - Equity Hong Kong
Remarks
  • Platinum Award Winner 2015 - Regional Bond Category
Remarks
  • MPF Ratings 2015 Gold Rated Scheme
Remarks
Year
Rating
Feb 2021

A+, Superior

A.M. Best Company
2nd highest of 13 rating levels
Outlook: Stable
May 2020

AA-, Very strong

Fitch Ratings
4th highest of 19 rating levels
Outlook: Negative
Nov 2020

A1, Good

Moody's Investors Service
5th highest of 21 rating levels
Outlook: Positive
Apr 2020

A+, Strong

S&P Global
5th highest of 20 rating levels
Outlook: Negative

Start investing in your financial future

We need your basic information to get started!

home-get-started