Key awards & recognition

2024

Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2024

  • 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

  • Most Innovative Application of Artificial Intelligence

"The 2024 MPF Awards" by MPF Ratings

  • 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

  • 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

  • Mutual Fund – House Awards
    • Best-in-Class, High Yield Fixed Income
    • Outstanding Achiever, Global Fixed Income
  • MPF Investment Manager Awards
    • Best-in-Class, Growth Mixed Assets (61% to 80% Equity)
    • Outstanding Achiever, Aggressive Mixed Assets (81% to 100% Equity)
  • 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

  • Mutual Funds Sector
    • Best Performer, Mutual Funds – Fixed Income – Corporate Bond (5 Years)
  • MPF Category
    • Outstanding Performer, Equity – China Fund (10 Years)

IFPHK Financial Education and ESG Leadership Awards 2023

  • Corporate Financial Education and ESG Leadership – Gold Award

Hong Kong Customer Contact Association (HKCCA) Award 2023

  • Gold Award – Mystery Caller Assessment Award – Finance and Insurance (6th Consecutive Year)

2022

Greater Bay Area Corporate Sustainability Award 2022

  • 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

  • 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

  • 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

  • Asset Management - House Awards
    • Best-in-Class, Asia Pacific ex-Japan Equity
    • Outstanding Achiever, High Yield Fixed Income
  • Top Mutual Fund Awards
    • Outstanding Achiever, Global High Yield Fixed Income
  • MPF Investment Manager Awards
    • Outstanding Achiever, ESG Integration
    • Outstanding Achiever, Asia Equity
    • Outstanding Achiever, Europe Equity
  • Top MPF Awards
    • Best-in-Class, Guaranteed Funds

Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2022

  • Mutual Funds Category
    • Fixed Income - Corporate Bond (5 years) - Outstanding Performer
  • MPF Category
    • Equity - China (5 & 10 years) - Outstanding Performer
    • Guaranteed Fund (1 year & 5 years) - Best Performer
Fortune

Ranked 236th on FORTUNE magazine's list of the Largest 500 Corporations based on revenues

May 2024
Forbes

Ranked 341st on the Forbes Global 2000 list, as measured by a composite ranking for sales, profits, assets and market value

June 2023
S&P Global

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

Since July 2002
A.M. Best Company
A+ Superior
2nd highest of 13 rating levels
Outlook: Stable
March 2023
Fitch Ratings
AA-
Very strong
4th highest of 19 rating levels
Outlook: Stable
June 2022
Moody's Investors Service
A1
Good
5th highest of 21 rating levels
Outlook: Stable
January 2022
S&P Global
A+ Strong
5th highest of 20 rating levels
Outlook: Stable
June 2022
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