Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2024’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/tf2024 .

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

"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/.

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/

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/.

"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/.