Key awards & recognition
2018
2018 Mystery Caller Assessment Awards
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.
- Gold Award – Finance and Insurance
BENCHMARK Fund of the Year Awards 2018 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 2017 and 30 September 2018. For details of source and assessment criteria, please refer to https://www.fundawards.asia/hk/result-announcement-2018.
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Mutual Funds Category
- Best-in-Class, Top Fund Awards - Retail Class, Global High Yield Fixed Income
- Outstanding Achiever, House Awards, Asia ex-Japan Equity
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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
Bloomberg Businessweek / Chinese Edition Top Fund Awards 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
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Mutual Funds Category
- Fixed Income - Global - High Yield Bond - Best Performer
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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
2018 Thomson Reuters Lipper Fund Awards Hong Kong
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.
- 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
The 2018 MPF Awards
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.
- MPF Ratings’ 5 Year Consecutive Gold for 2018
- MPF Ratings’ 2018 Gold Rated Schemes
- MPF Ratings’ 2018 Bronze Rated Schemes
2017
FinTech Awards 2017 by etnet
FinTech Awards 2017 reflects the assessment by etnet. For details, please refer to http://fintech.etnet.com.hk/winners.php
- Wealth Investment and Management - Outstanding MPF Mobile App
BENCHMARK Fund of the Year Awards 2017 Hong Kong
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/
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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
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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
Bloomberg Businessweek (Chinese Edition) Top Fund Awards 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.
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Mutual Funds Category
- High Yield Bond – Global – Best Performer
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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
2017 Thomson Reuters Lipper Fund Awards Hong Kong
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.
- Best Fund over 3 Years - Bond Global - High Yield
- Best Fund over 5 Years - Bond Global - High Yield
The 2017 MPF Awards
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.
- 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
2016
Asia Asset Management 2016 Best of the Best Awards
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.
- Global High Yield, 3 Years
BENCHMARK Fund of the Year Awards 2016
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/.
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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
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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
Bloomberg Businessweek (Chinese Edition) Top Fund
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.
- Hong Kong Equity (5 years return) - Best Performer
- Global Corporate Bond - Outstanding Performer
The 2016 MPF Awards
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.
- 2016 Scheme of the Year
- MPF Ratings' 2016 Gold Rated Scheme
- MPF Ratings' 2016 Bronze Rated Scheme
2016 Thomson Reuters Lipper Fund Awards Hong Kong
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.
- 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
Fund Selector Asia Awards Hong Kong 2016
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.
- Gold Winner 2016 - Regional Bond Category
The Asset Triple A Asset Servicing, Fund Management and Investors Awards 2016
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.
- Asset Management Company of the Year, Highly Commended, Hong Kong – MPF
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®