FSA’s fund awards are based on data from FE Fundinfo, which applies the filters of alpha, volatility and consistency of performance over three years to narrow down the universe of 1,991 eligible funds in Hong Kong to 122 funds across 14 categories.
In Hong Kong, funds have to be registered for retail sale to be eligible. Eligible funds include only actively managed funds (ETFs, passive/tracking funds are excluded) and should have at least a three-year track record.
The shortlists are then given to independent judges from Asia’s fund selector community in Hong Kong and in Singapore.
Below are the shortlisted fund candidates (with Citicodes and ISIN) for Hong Kong.
ASIA PACIFIC EQUITY
Fund name
Citicode
Fund code
ISIN
Eastspring Inv Asian Low Volatility Equity Adm USD
NH0L
C1F7K
LU1497733557
Invesco ASEAN Equity A-AD Inc USD
P1B9
P1FB8
LU1775947333
JPMorgan SAR Asian A NAV
K369
K3F69
HK0000013752
JPMorgan Asia Equity High Income Fund NAV
JH37
JFAU
HK0000055613
FSSA ASEAN All Cap I Acc USD
RJ09
RJF09
IE0031814969
Fidelity ASEAN E Acc EUR
F39J
FIACS
LU0840140791
Fidelity Asian Smaller Companies E Acc EUR
FNYZ
0MF9D
LU1116432292
Nikko AM Asian Small Mid Equity USD
NS3L
NSF3L
HK0000315975
Schroder ISF Asian Dividend Maximiser A Acc NAV USD
FC5S
FCF5P
LU0955623706
BNY Mellon Asian Income B USD
KQFF
KFFYP
IE00BKZH1Z71
GREATER CHINA/CHINA EQUITY
Fund name
Citicode
Fund code
ISIN
Foundation China Equity A Acc HKD
HBPI
U9FNY
HK0000490828
BOCIP China Value A Hedged CNH
MVHJ
MIFV1
HK0000270907
HSBC China Dragon
F2L7
F2FL7
HK0820038419
BOCIP China-A Small and Mid Cap A
NLFJ
NLFFJ
HK0000314713
AB SICAV I – China A Share Equity Portfolio A CNH
O8Q6
F6FI0
LU1238072513
Fidelity China Focus A USD
FT75
FTF75
LU0173614495
BlackRock GF Systematic China A Shares Opportunities A2 Acc USD
O9UH
O9FUH
LU1580142542
HSBC Jintrust Large Cap Equity Securities Investment H
E4QR
E4FQR
CNE1000023Y2
JPMorgan China Emerging Power H
UY4C
UWFR4
CNE100002458
T. Rowe Price China Evolution Equity A
R5PH
AVFXCF
LU2187417386
EUROPEAN EQUITY
Fund name
Citicode
Fund code
ISIN
JPMorgan SAR European B NAV
K366
K3F67
HK0000013786
BlackRock GF European Value A2 EUR
MU90
XTEED
LU0072462186
JPMorgan Provident European M
M3ZJ
FFFO3
Barings European Growth Trust A Inc GBP
BO20
BAFEU
GB0000804335
Franklin Mutual European A Acc EUR
FO91
TVMEA
LU0140363002
GS Goldman Sachs Europe CORE® Equity Portfolio Base Acc
Y611
GFUCEP
LU0234681749
Capital Group European Growth and Income Fund (LUX) B EUR
C387
C3F87
LU0157028266
BNP Paribas Sustainable Europe Dividend Classic Cap EUR
PA15
PAF15
LU0111491469
Allianz Choice Best Styles Europe Ord A
O5YW
O5FYW
HK0000359254
MFS Meridian Blended Research European Equity C1 USD
EAHO
08FWV
LU1340705448
GLOBAL EMERGING MARKET EQUITY
Fund name
Citicode
Fund code
ISIN
Schroder ISF Frontier Markets Equity B Acc NAV USD
M9S5
M9FS0
LU0562314475
Templeton Frontier Markets A Acc USD
DKJ9
DKFJ9
LU0390136736
T. Rowe Price Frontier Markets Equity A USD
KLTZ
KLFTX
LU1079763535
Franklin MENA A Acc USD
CRJ8
CRFJ8
LU0352132103
Stewart Investors Global Emerging Markets Leaders I USD acc
Z875
Z8F75
IE00B0169N27
abrdn SICAV I – Emerging Markets Smaller Companies A Acc USD
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.