Awards and Recognition

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

Highlighted

Year
Recognition
May 2021

Ranked 206th on FORTUNE magazine's list of the Largest 500 Corporations based on revenues

May 2020

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

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

MPF 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
February 2021

A+, Superior

A.M. Best Company
2nd highest of 13 rating levels
Outlook: Stable
June 2021

AA-, Very strong

Fitch Ratings
4th highest of 19 rating levels
Outlook: Stable
November 2020

A1, Good

Moody's Investors Service
5th highest of 21 rating levels
Outlook: Positive
June 2021

A+, Strong

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

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