Key awards & recognition
2021
2021 Refinitiv Lipper Fund Awards Winner Hong Kong
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.
- Group Awards - Best MPF Group – Bond
"The 2021 MPF Awards" by MPF Ratings
"The 2021 MPF Awards" by MPF Ratings are based on investment choices and performance, fees and charges, and qualitative assessments of an MPF Scheme as of 31 December 2020. MPF Ratings' Employers' Choice award is awarded to the most popular MPF Scheme as voted by the employers of Hong Kong. In 2021, voting was undertaken in collaboration with the Employers' Federation of Hong Kong ("EFHK") and Human Resources Magazine. The 2021 Best Communication and Education award is based on the assessment across various communication and education criteria of an MPF Scheme as of 31 December 2020. The 2021 Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2020. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/ratings-and-awards.
- Silver Rated Scheme
- Bronze Rated Schemes
- Employers' Choice
- Best Communication and Education
- Socially Responsible
Financial Education Champion (FEC) 2021
Financial Education Champion (FEC) 2021 recognises organisations that have enhanced Financial Education in Hong Kong in 2020. For details, please refer to https://www.ifec.org.hk/web/tc/about-ifec/fls/fec/introduction.page.
Hong Kong Customer Contact Association (HKCCA) Award 2021
The HKCCA Award 2021 - Mystery Caller Assessment Awards were presented by Hong Kong Customer Contact Association (HKCCA) in 2021. For details, please refer to https://hkcca.com/.
- Gold Award - Mystery Caller Assessment Award - Finance and Insurance (4th Consecutive Year)
Greater Bay Area Corporate Sustainability Award 2021
The Greater Bay Area Corporate Sustainability Award 2021 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2021-報名方法及詳情/
- Greater Bay Area Corporate Sustainability Award (Quality Education)
- Certificate of Joining World Institute of Sustainable Development Planners (WISDP) as Recognized Sustainable Development Corporation
Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2021
Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2021's Mandatory Provident Fund Awards were 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
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MPF Category
- Equity - China (1 year) - Best Performer
- Equity - China (5 years) - Outstanding Performer
2021 BENCHMARK Fund of the Year Awards and the MPF of the Year Awards, Hong Kong
BENCHMARK Mutual Funds - House Awards received are based on qualitative methodology and tools determined by BENCHMARK and reflects the performance data between 1 July 2020 and 30 June 2021. For details of source and assessment criteria, please refer to https://www.benchmark.today/fund-awards/.
BENCHMARK MPF Investment Manager Awards and BENCHMARK MPF Trustee Awards received are based on qualitative methodology and tools determined by BENCHMARK and reflects the performance data between 1 July 2020 and 30 June 2021.
BENCHMARK Top MPF Awards received are based on performance data provided by FE fundinfo to BENCHMARK between 1 October 2020 and 30 September 2021. For details of source and assessment criteria, please refer to https://www.benchmark.today/mpf-awards/.
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Mutual Funds Category
- Mutual Funds - House Awards, Best-in-Class, US Fixed Income
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MPF Category
- MPF Investment Manager Awards, Best-in-Class, China Equity
- MPF Investment Manager Awards, Best-in-Class, Greater China Equity
- Top MPF Awards, Best-in-Class, Default Investment Strategy - Age 65 Plus Fund
- Top MPF Awards, Outstanding Achiever, Greater China Equity
- MPF - Trustee Awards, Outstanding Achiever, Employer Support
2020
BENCHMARK Fund of the Year Awards 2020, Hong Kong
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 2019 and 30 September 2020. For details of source and assessment criteria, please refer to https://2020.benchmark.exchange/awards-asset-management/result-announcement-2020/.
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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
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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
Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2020
Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2020's Mandatory Provident Fund Awards were 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
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MPF Category
- Equity - China (1 year & 5 years) - Outstanding Performer
Hong Kong Customer Contact Association (HKCCA) Award 2020
The HKCCA Award 2020 - Mystery Caller Assessment Awards were presented by Hong Kong Customer Contact Association (HKCCA) in 2020. For details, please refer to https://hkcca.com/.
- Gold Award – Mystery Caller Assessment Award - Finance and Insurance (3rd Consecutive Year)
Refinitiv Lipper Fund Awards 2020 Winner
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.
- Hong Kong - Best Fund Over 10 Years - Bond Global High Yield USD
MPF Ratings’ 2020 MPF Scheme Ratings and Award
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/.
- Silver Rated Schemes
- Bronze Rated Schemes
- Socially Responsible
2019
BENCHMARK Fund of the Year Awards 2019, Hong Kong
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.
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Mutual Funds Category
- BEST-IN-CLASS, House Awards, US Fixed Income
- OUTSTANDING ACHIEVER, House Awards, High-Yield Fixed Income
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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
Bloomberg Businessweek / Chinese Edition Top Fund Awards 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.
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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
Mystery Caller Assessment Awards
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 https://hkcca.com/.
- Gold Award – Finance and Insurance (2nd Consecutive Year)
Inbound Contact Centre of the Year
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 https://hkcca.com/.
- Bronze Award
2019 Hong Kong Lipper Fund Award
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.
- Best Hong Kong MPF over 3 Years – China Equity
The 2019 MPF Awards
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.
- 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
Ranked 236th on FORTUNE magazine's list of the Largest 500 Corporations based on revenues
Ranked 341st on the Forbes Global 2000 list, as measured by a composite ranking for sales, profits, assets and market value
A member of the Standard & Poor's (S&P) 500®