The 15 category shortlist for Hong Kong is based on FE Advisory’s quantitative filters that test for alpha, volatility and consistency over multiple time periods and on a risk-adjusted basis.
The shortlist was given to an independent panel of well-known professionals from Asia’s fund selector community. The judges’ selections from the shortlists will determine two winners in each category (Platinum and Gold).
All the judges votes are in and winners will be contacted soon. The formal announcment of Platinum and Gold winners wlll be done at the FSA Awards luncheon in January.
For the full Singapore shortlist, click here.
Hong Kong shortlisted funds (with Citicode) chosen from 1341 eligible funds:
Citicode | Fund Name – HK | Category |
0M9I | Fidelity Asian Smaller Companies A USD | Asia Pacific Equity |
ARM1 | Schroder ISF Asian Smaller Companies A1 Acc NAV | Asia Pacific Equity |
ARO8 | Schroder ISF Asian Total Return A1 Acc NAV USD | Asia Pacific Equity |
B9F4 | Fidelity Asian Aggressive A Acc EUR | Asia Pacific Equity |
DKJ1 | Templeton Asian Smaller Companies A Acc USD | Asia Pacific Equity |
F38N | BlackRock GF Asian Growth Leaders A2RF USD | Asia Pacific Equity |
JH42 | JPMorgan Eastern Smaller Companies NAV | Asia Pacific Equity |
KV08 | PineBridge Asia ex Japan Small Cap Equity A USD | Asia Pacific Equity |
RJ07 | First State Asia Opportunities I | Asia Pacific Equity |
ZW77 | First State Asian Equity Plus I Dis USD | Asia Pacific Equity |
0J06 | First State Emerging Markets Bond I Acc USD | Emerging Market Bond |
GV74 | Invesco Emerging Markets Bond A Semi Annual Dis USD | Emerging Market Bond |
IDU6 | JPM Emerging Markets Debt A Mth NAV USD | Emerging Market Bond |
IFC1 | Pictet Global Emerging Debt P dm USD | Emerging Market Bond |
NAP3 | Investec Emerging Markets Hard Currency Debt F Gr Inc-2 USD | Emerging Market Bond |
QH65 | Fidelity Emerging Market Debt A USD | Emerging Market Bond |
YY93 | BlackRock GF Emerging Markets Bond A1 USD | Emerging Market Bond |
BO05 | Baring Europe Select GBP | European Equity |
C100 | Natixis Europe Smaller Companies R Inc EUR | European Equity |
DWS0 | Standard Life Investments European Smaller Companies A EUR | European Equity |
F170 | JPM Europe Small Cap A Dis EUR | European Equity |
IB13 | Investec European Equity C Gr Inc USD | European Equity |
IB76 | Invesco Pan European Structured Equity A | European Equity |
J241 | JGF-Jupiter European Growth L Acc EUR | European Equity |
M439 | BlackRock GF European Special Situations A2 EUR | European Equity |
MC39 | MFS Meridian European Smaller Companies A1 EUR | European Equity |
MZ68 | MFS Meridian European Value A1 EUR | European Equity |
0VP7 | AB Global Plus Fixed Income Portfolio A2 USD | Global Bond |
AV90 | AXA USD Hedged Global Bond | Global Bond |
AWX7 | BlackRock GF Global Corporate Bond A2 USD | Global Bond |
EJB9 | Standard Life Investments Global Inflation Linked Bond A USD | Global Bond |
EKS0 | Schroder ISF Global Corporate Bond A Dis NAV USD | Global Bond |
ENS6 | JPM Global Government Bond A Hedged Acc NAV USD | Global Bond |
G3U2 | HS Global Financial Sector Bond | Global Bond |
X193 | Pimco GIS Global Real Return E Acc USD | Global Bond |
X213 | Pimco GIS Global Bond E Inc USD | Global Bond |
XM89 | BlackRock GF Global Government Bond C2 USD | Global Bond |
04CZ | Stewart Investors Global Emerging Markets Leaders IV | Global Emerging Market Equity |
A9L2 | Templeton Emerging Markets Smaller Companies A Acc USD | Global Emerging Market Equity |
AR18 | Access PCP Emerging Markets NAV | Global Emerging Market Equity |
CAF3 | HSBC GIF Emerging Wealth AC USD | Global Emerging Market Equity |
F48Z | Amundi Equity Emerging Focus A2U Cap USD | Global Emerging Market Equity |
FJ65 | Fidelity Emerging Markets A USD | Global Emerging Market Equity |
M9S1 | Schroder ISF Frontier Markets Equity A Acc NAV USD | Global Emerging Market Equity |
0MZW | Robeco CGF Global Conservative Equities D EUR | Global Equity |
0VV8 | Fidelity Global Demographics A Acc USD | Global Equity |
AX38 | Threadneedle (Lux) Global Focus AU USD | Global Equity |
CE71 | Legg Mason QS MV Global Equity Growth and Income GA Acc USD | Global Equity |
F4CI | AB Low Volatility Equity Portfolio A USD | Global Equity |
J637 | Invesco Global Structured Equity A USD | Global Equity |
MCT5 | Morg Stnly Global Opportunity B USD | Global Equity |
MG34 | M&G Global Basics A Acc GBP | Global Equity |
Q586 | Pictet Security P USD | Global Equity |
TF30 | T. Rowe Price Global Focused Growth Equity A USD | Global Equity |
0M8N | Invesco China Focus Equity A Acc USD | Greater China/China equity |
0ZBA | Lyxor Selection China A | Greater China/China equity |
DCV3 | HSBC China Momentum A | Greater China/China equity |
DDE7 | HSBC China Growth AC USD | Greater China/China equity |
F0O7 | Allianz China A-Shares AT NAV USD | Greater China/China equity |
FFM2 | HS China B-Share Focus A1 | Greater China/China Equity |
FUI6 | NB China Equity A Acc USD | Greater China/China equity |
I8ZG | Matthews Asia China Dividend A Acc | Greater China/China Equity |
UA34 | UBS (Lux) Equity – China Opportunity (USD) P Acc | Greater China/China equity |
UB43 | UBS (Lux) Equity – Greater China (USD) P Acc | Greater China/China equity |
10KG | Eastspring Inv Asian High Yield Bond Adm USD | High Yield |
A0CX | HSBC Asian High Yield Bond AC USD | High Yield |
F74Q | HSBC GIF Global High Income Bond EC USD | High Yield |
JKXF | Value Partners Greater China High Yield Income P IncUSD | High Yield |
PD95 | Pimco GIS US High Yield Bond Inst Acc USD | High Yield |
W957 | Fidelity Asian High Yield A Acc USD | High Yield |
YL53 | Threadneedle (Lux) US High Yield Bond AU USD | High Yield |
ASH6 | Manulife Dragon Growth AA HKD | Hong Kong Equity |
DF43 | Allianz Hong Kong Equity A NAV USD | Hong Kong Equity |
DUM0 | Eastspring Inv Hong Kong Equity A USD | Hong Kong Equity |
E7H9 | Schroder ISF Hong Kong Equity D NAV HKD | Hong Kong Equity |
IDF0 | Principal Hong Kong Equity | Hong Kong Equity |
BW74 | Invesco Nippon Small/Mid Cap Equity A JPY | Japanese Equity |
E569 | Fidelity Japan Aggressive I Acc JPY | Japanese Equity |
EK52 | Invesco Japanese Equity Advantage A Acc JPY | Japanese Equity |
GG31 | GAM Star Japan Equity Acc JPY | Japanese Equity |
HY10 | Henderson Horizon Japanese Smaller Companies A2 Acc USD | Japanese Equity |
JH50 | JPMorgan Japan (Yen) NAV | Japanese Equity |
JH53 | JPMorgan Japan Smaller Company (Yen) NAV | Japanese Equity |
043B | Schroder Asian Asset Income A Acc HKD | Mixed Asset |
A083 | PineBridge Asia Balanced L | Mixed Asset |
F75G | HSBC GIF Managed Solutions Asia Focused Conservative AC USD | Mixed Asset |
GRTK | Amundi HK Balanced Classic Acc USD | Mixed Asset |
HSZ8 | HSBC Portfolios World Selection 2 AC USD | Mixed Asset |
I3VM | BEA Union Investment Asia Pacific Multi Income A Dis | Mixed Asset |
JF8U | Fidelity Global Multi Asset Income A Acc USD | Mixed Asset |
JS66 | JPM Asia Pacific Income A Acc NAV USD | Mixed Asset |
YD48 | MFS Meridian Global Total Return B2 USD | Mixed Asset |
ZW59 | First State Asian Bridge Dis | Mixed Asset |
0WL7 | Bosera RMB Bond | Regional Bond |
AW29 | Parvest Bond Asia Ex Japan Classic Cap USD | Regional Bond |
BNH9 | HSBC Asian Bond AM USD | Regional Bond |
DLG3 | Eastspring Inv Asian Bond A USD | Regional Bond |
E3U1 | HS Mainland China Bond A Acc | Regional Bond |
FAU4 | HS Mainland and Hong Kong Corporate Bond A | Regional Bond |
FGN9 | BEA Union Investment Asian Bond and Currency A Acc USD | Regional Bond |
GNCK | E Fund Mgmt (HK) Ltd RMB Fixed Income A | Regional Bond |
NGO3 | Fidelity Asian Bond A Mdis USD | Regional Bond |
ZO96 | First State Asian Bond I | Regional Bond |
AYF8 | JPMorgan Vietnam Opportunities NAV | Regional/Single Country Emerging Market Equity |
BFE2 | Parvest Equity Russia Opportunities Classic Cap USD | Regional/Single Country Emerging Market Equity |
BMM7 | Fidelity Emerging Asia A USD | Regional/Single Country Emerging Market Equity |
C1K8 | Value Partners Taiwan | Regional/Single Country Emerging Market Equity |
CM48 | First State Indian Subcontinent I Acc | Regional/Single Country Emerging Market Equity |
CRJ8 | Franklin MENA A Acc USD | Regional/Single Country Emerging Market Equity |
DF60 | Allianz Emerging Asia Equity A NAV USD | Regional/Single Country Emerging Market Equity |
GW61 | Invesco Korean Equity A Annual Dis USD | Regional/Single Country Emerging Market Equity |
O919 | Manulife Taiwan Equity AA | Regional/Single Country Emerging Market Equity |
QO46 | PineBridge India Equity A USD | Regional/Single Country Emerging Market Equity |
AET3 | Pictet Clean Energy R USD | Sector Equity |
DOF8 | Eastspring Inv Asian Property Securities A USD | Sector Equity |
FEOH | Allianz Global Agricultural Trends AT NAV USD | Sector Equity |
FF41 | Fidelity Global Technology A EUR | Sector Equity |
FJ70 | Parvest Equity World Telecom Classic Cap EUR | Sector Equity |
H471 | HS Financial Sector FlexiPower A | Sector Equity |
J262 | JGF-Jupiter Global Financials L Acc EUR | Sector Equity |
JG04 | Janus Global Life Sciences A Acc USD | Sector Equity |
MX08 | BlackRock GF New Energy A2 USD | Sector Equity |
SQ85 | Threadneedle (Lux) Global Technology BU USD | Sector Equity |
04JT | NB US Small Cap Adviser Acc USD | US Equity |
AM72 | AB I American Growth Portfolio C USD | US Equity |
EAB1 | Schroder ISF US Small & Mid Cap Equity A Acc NAV USD | US Equity |
FI94 | Fidelity America A USD | US Equity |
JG29 | Janus US Venture A Acc USD | US Equity |
QR85 | Morg Stnly US Advantage A USD | US Equity |
TF38 | T. Rowe Price US Large Cap Growth Equity A USD | US Equity |
TH41 | Threadneedle American Smaller Companies Ret Acc GBP | US Equity |
WB40 | BlackRock GF US Small & Mid Cap Opportunities A2 USD | US Equity |
X763 | Legg Mason ClearBridge US Large Cap Growth A(A) Dis USD | US Equity |