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®

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, Top MPF Fund Awards, China Equity
  • 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 2020

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 2016

A1, Good

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

A+, Strong

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

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

The 2020 MPF Scheme Ratings are based on investment performance, fees and charges, and qualitative assessments of an MPF Scheme as of 31 December 2019. The 2020 Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2019. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/ratings-and-awards/.

Testest testest test

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Top Fund Awards received are based on performance data provided by Refinitiv to BENCHMARK between 1 October 2018 and 30 September 2019. For details of source and assessment criteria, please refer to https://benchmark.exchange/hk/asset-management/result-announcement-2019.

Bloomberg Businessweek/Chinese Edition Top Fund Awards 2019's Mandatory Provident Fund Awards were assessed with 1-year, 5-year and 10-year total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com.

2019 Mystery Caller Assessment Awards & Inbound Contact Centre of the Year were presented by Hong Kong Call Centre Association (HKCCA) in 2019. For details, please refer to HKCCA.

The calculation of 2019 Hong Kong Lipper Fund Award is based on performance as of 31 December 2018. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong.

The 2019 MPF Awards are based on Investment, Fees and Charges, and an assessment of overall services within the schemes as of 31 December 2018. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

2018 Mystery Caller Assessment Award - Gold Award was presented by Hong Kong Call Centre Association (HKCCA) in 2018. For details, please refer to https://hkcca.com/index.php/the-19th-annual-hong-kong-call-centre-association-awards.

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Top Fund Awards received are based on performance data provided by Refinitiv to BENCHMARK between 1 October 2017 and 30 September 2018. For details of source and assessment criteria, please refer to https://www.fundawards.asia/hk/result-announcement-2018.

Bloomberg Businessweek/Chinese Edition Top Fund Awards 2018's Mutual Fund Awards were measured by market performance in the 12 months ended 30 September, 2018 and the Mandatory Provident Fund Awards were assessed with 1-year, 5-year and 10-year total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com

The calculation of 2018 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2017. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong.

The 2018 MPF Awards is based on performance, fees and qualitative assessments as of 31 December 2017. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/english/ratingsandawards/ratings.

FinTech Awards 2017 reflects the assessment by etnet. For details, please refer to http://fintech.etnet.com.hk/winners.php

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK between 1 October 2016 and 30 September 2017. For details of source and assessment criteria, please refer to www.fundawards.asia/hk/result-announcement-2017/

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2017's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2017 and the Mandatory Provident Fund Awards were assessed with 1-year and 5-year total return figures.

The calculation of 2017 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2016. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong.

The 2017 MPF Awards is based on performance, fees and administration assessments as of 31 December 2016. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

Asia Asset Management 2016 Best of the Best Awards is based on performance for the three-year periods to September 30, 2016. For details of the source and assessment criteria, please refer to http://www.asiaasset.com/aboutbbawards.aspx.

BENCHMARK House Awards received are based on both quantitative and qualitative methodology and tools determined by BENCHMARK magazine, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK magazine between 1 October 2015 and 30 September 2016. For details of source and assessment criteria, please refer to http://www.fundawards.asia/hk/results-2016/.

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2016's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2016 and the Mandatory Provident Fund Awards were assessed with 5-year and 10-year total return figures.

The 2016 MPF Awards is based on performance, fees and administration assessments as of 31 December 2015. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

The calculation of 2016 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2015. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong.

For details of source and assessment criteria of Fund Selector Asia Awards Hong Kong 2016, please refer to http://www.fundselectorasia.com/news/1027133/announcing-fsa-fund-award-winners.

The calculation of The Asset Triple A Asset Servicing, Fund Management and Investors Awards 2016 is based on performance from 1 January 2015 to 31 December 2015. For details of source and assessment criteria, please refer to http://www.theasset.com/awards/asset-servicing-investor-fund-management.

For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2015, please refer to http://www.fundasia.net/benchmark-fund-of-the-year-awards-2015-results-announcement/.

The calculation of Lipper Fund Awards Hong Kong 2015 is based on performance as of 31 December 2014. For details of methodology, please refer to the website of Lipper http://excellence.thomsonreuters.com/award/lipper/country?region=Hong+Kong.

For details of source and assessment criteria of Fund Selector Asia Award 2015 Hong Kong, please refer to http://www.fundselectorasia.com/news/latest-news/fsa-award-winners-2015-revealed.

The 2015 MPF Awards is based on performance, fees and administration assessments as of 31 December 2014. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

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