The 14 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 40 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).
The judges are currently voting and winners will be contacted soon. The formal announcement of Platinum and Gold winners wlll be done at the FSA Awards luncheon in January.
For the full Singapore shortlist, click here.
Hong Kong had 128 shortlisted funds chosen from a universe of 1345 eligible funds:
Baring Eastern Trust A Acc GBP GTR in US | BO11 | GB0000799923 | Asia Pacific Equity |
BlackRock GF Asian Growth Leaders A2RF USD in US | F38N | LU0821914370 | Asia Pacific Equity |
Fidelity Asia Pacific Opportunities A Acc EUR in US | B9F4 | LU0345361124 | Asia Pacific Equity |
Fidelity Asian Smaller Companies A Acc USD in US | 0M9G | LU0702159699 | Asia Pacific Equity |
First State Asia Opportunities I Acc USD in US | RJ07 | IE0009570106 | Asia Pacific Equity |
First State Asian Equity Plus I Dis USD TR in US | ZW77 | IE0032834883 | Asia Pacific Equity |
JPMorgan Eastern Smaller Companies NAV TR in US | JH42 | HK0000055647 | Asia Pacific Equity |
PineBridge Asia ex Japan Small Cap Equity A USD in US | KV08 | IE00B12V2V27 | Asia Pacific Equity |
Schroder ISF Asian Opportunities A Acc NAV USD in US | DAY7 | LU0106259558 | Asia Pacific Equity |
Schroder ISF Asian Total Return A1 Acc NAV USD in US | ARO8 | LU0326949269 | Asia Pacific Equity |
BlackRock GF Emerging Markets Bond A1 USD TR in US | YY93 | LU0200680436 | Emerging Market Bond |
BlackRock GF Emerging Markets Corporate Bond A2 USD in US | F60L | LU0843229542 | Emerging Market Bond |
Fidelity Emerging Market Corporate Debt A Acc USD in US | F7BO | LU0900495697 | Emerging Market Bond |
First State Emerging Markets Bond I Acc USD in US | 0J06 | IE00B743D934 | Emerging Market Bond |
Invesco Emerging Markets Bond A Semi Annual Dis USD TR in US | GV74 | IE0001673817 | Emerging Market Bond |
JPM Emerging Markets Debt A Mth NAV USD TR in US | IDU6 | LU0471471150 | Emerging Market Bond |
T. Rowe Price Emerging Markets Bond A USD in US | Y855 | LU0207127084 | Emerging Market Bond |
Baring Europe Select A Inc GBP GTR in US | BO05 | GB0000796242 | European Equity |
BlackRock GF European Special Situations A2 EUR in US | M439 | LU0154234636 | European Equity |
GAM Star Continental European Equity Acc EUR in US | G246 | IE0033640594 | European Equity |
Henderson Horizon European Growth A2 Acc EUR in US | MMQ7 | LU0503932328 | European Equity |
Invesco Continental European Small Cap Equity A USD TR in US | GV87 | IE0003708116 | European Equity |
JGF-Jupiter European Growth L Acc EUR in US | J241 | LU0260085492 | European Equity |
JPM Europe Small Cap A Dis EUR TR in US | F170 | LU0053687074 | European Equity |
MFS Meridian European Smaller Companies A1 EUR in US | MC39 | LU0125944966 | European Equity |
MFS Meridian European Value A1 EUR in US | MZ68 | LU0125951151 | European Equity |
Threadneedle European Smaller Companies Ret Acc GBP in US | TH45 | GB0001531424 | European Equity |
BlackRock GF Global Government Bond C1 USD TR in US | XM90 | LU0331285410 | Global Bond |
BlackRock GF Global Inflation Linked Bond C2 USD in US | FWW5 | LU0425308326 | Global Bond |
HS Global Financial Sector Bond TR in US | G3U2 | HK0000284627 | Global Bond |
JPM Global Government Bond A Hedged Acc NAV USD in US | ENS6 | LU0406674159 | Global Bond |
JPM Income A Acc NAV USD in US | FKBI | LU1041599405 | Global Bond |
New Capital Wealthy Nations Bond Ord Inc USD TR in US | 0P34 | IE00B6VQXN27 | Global Bond |
Pimco GIS Global Bond E Inc USD TR in US | X213 | IE00B0MD9M11 | Global Bond |
Pimco GIS Global Real Return E Acc USD in US | X193 | IE00B11XZ657 | Global Bond |
Schroder ISF Strategic Bond A Acc NAV USD in US | E9Z2 | LU0201322137 | Global Bond |
Standard Life Investments Global Inflation Linked Bond A USD in US | EJB9 | LU0213069676 | Global Bond |
AB SICAV I Emerging Markets Equity Portfolio A USD in US | FICC | LU1005412207 | Global Emerging Market Equity |
Access PCP Emerging Markets NAV in US | AR18 | Global Emerging Market Equity | |
Fidelity Emerging Markets A USD TR in US | FJ65 | LU0048575426 | Global Emerging Market Equity |
HSBC GIF BRIC Markets Equity AC USD in US | BYS9 | LU0254981946 | Global Emerging Market Equity |
HSBC GIF Emerging Wealth AC USD in US | CAF3 | LU0309123817 | Global Emerging Market Equity |
Mirae Asset GEM Sector Leader Equity A USD in US | IIU9 | LU0413497198 | Global Emerging Market Equity |
Templeton Emerging Markets Smaller Companies A Acc USD in US | A9L2 | LU0300738514 | Global Emerging Market Equity |
AB SICAV I Concentrated Global Equity Portfolio A USD in US | FMIY | LU1011997381 | Global Equity |
HS Global High Growth A in US | HK90 | Global Equity | |
Invesco Global Structured Equity A USD TR in US | J637 | LU0267984937 | Global Equity |
MFS Meridian Global Concentrated A1 USD in US | M771 | LU0219441572 | Global Equity |
Morg Stnly Global Brands A USD in US | MP78 | LU0119620416 | Global Equity |
Morg Stnly Global Opportunity C USD in US | MCT9 | LU0552385451 | Global Equity |
Old Mutual World Equity A Acc USD in US | MP81 | IE0005263466 | Global Equity |
Pictet Security P USD in US | Q586 | LU0256846139 | Global Equity |
PineBridge Global Focus Equity A in US | YN95 | IE0034235188 | Global Equity |
T. Rowe Price Global Focused Growth Equity A USD in US | TF30 | LU0143551892 | Global Equity |
Allianz China A-Shares AT NAV USD in US | F0O7 | LU0411150922 | Greater China/China equity |
BlackRock China A-Shares A2 in US | KODT | HK0000160298 | Greater China/China Equity |
HS China A Share Focus A2 in US | J4R7 | Greater China/China equity | |
HSBC China Momentum A in US | DCV3 | HK0000349719 | Greater China/China equity |
Matthews Asia China Dividend A Acc USD in US | I8ZG | LU0871673132 | Greater China/China Equity |
NB China Equity A Acc USD in US | FUI6 | IE00B543WZ88 | Greater China/China equity |
Schroder China Equity Alpha A in US | JO7G | HK0000138559 | Greater China/China Equity |
Templeton China Opportunities A USD in US | I1OC | HK0000127438 | Greater China/China Equity |
UBS (Lux) Equity China Opportunity (USD) P Acc in US | UA34 | LU0067412154 | Greater China/China equity |
UBS (Lux) Equity Greater China (USD) P Acc in US | UB43 | LU0072913022 | Greater China/China equity |
Eastspring Inv Asian High Yield Bond Adm USD TR in US | 10KG | LU0756523055 | High Yield |
Fidelity Asian High Yield A Acc USD in US | W957 | LU0286668453 | High Yield |
HSBC Asian High Yield Bond AC USD in US | A0CX | HK0000349552 | High Yield |
Pimco GIS Global High Yield Bond E Inc USD TR in US | X204 | IE00B193ML14 | High Yield |
Robeco European High Yield Bonds DH EUR in US | R030 | LU0226953981 | High Yield |
T. Rowe Price European High Yield Bond A EUR in US | 0DMS | LU0596127604 | High Yield |
Value Partners Greater China High Yield Income P MDisUSD TR in US | JKXF | KYG9319N1170 | High Yield |
Allianz Japan Equity A NAV USD TR in US | DF44 | LU0348751388 | Japanese Equity |
BOCIP Japan Small & Mid Cap Opportunity A in US | ICHJ | HK0000142460 | Japanese Equity |
Fidelity Japan Aggressive I Acc JPY in US | E569 | LU0261965585 | Japanese Equity |
GAM Star Japan Equity Acc JPY in US | GG31 | IE0003014572 | Japanese Equity |
Henderson Horizon Japanese Smaller Companies A2 Acc USD in US | HY10 | LU0011890265 | Japanese Equity |
Invesco Japanese Equity Advantage A Acc JPY in US | EK52 | LU0607514717 | Japanese Equity |
JPMorgan Japan (Yen) NAV in US | JH50 | HK0000055670 | Japanese Equity |
BEA Union Investment Asia Pacific Multi Income A Dis TR in US | I3VM | HK0000107257 | Mixed Asset |
BOCHK Hong Kong Income A TR in US | K776 | HK0000039807 | Mixed Asset |
Da Cheng China Balanced A CNY TR in US | K6KZ | HK0000181096 | Mixed Asset |
First State Asian Bridge TR in US | ZW59 | HK0000012440 | Mixed Asset |
HSBC GIF Managed Solutions Asia Focused Conservative AC USD in US | F75G | LU0854292488 | Mixed Asset |
HSBC GIF Managed Solutions Asia Focused Income AM2 USD TR in US | G25G | LU0762541174 | Mixed Asset |
JPM Asia Pacific Income A Acc NAV USD in US | JS66 | LU0210527791 | Mixed Asset |
JPMorgan China Income NAV in US | LXJ4 | HK0000053956 | Mixed Asset |
PineBridge Asia Balanced L in US | A083 | IE0003895053 | Mixed Asset |
Schroder Asian Asset Income A Acc HKD in US | 043B | HK0000081841 | Mixed Asset |
Allianz HKD Income AM NAV HKD TR in US | FEPH | LU0815945547 | Regional Bond |
BEA Union Investment Asian Bond and Currency A Acc USD in US | FGN9 | HK0000065208 | Regional Bond |
BlackRock GF Asian Tiger Bond C1 USD TR in US | MX50 | LU0147399041 | Regional Bond |
BOCHK HK Dollar Income A TR in US | K775 | HK0000039773 | Regional Bond |
E Fund Mgmt (HK) Ltd RMB Fixed Income A TR in US | GNCK | HK0000102118 | Regional Bond |
HS Hong Kong Bond A Acc in US | HM57 | Regional Bond | |
HS Mainland and Hong Kong Corporate Bond A TR in US | FAU4 | HK0000284734 | Regional Bond |
Invesco Asian Bond A Acc USD in US | 0M8J | LU0717748213 | Regional Bond |
Pimco GIS Income E Acc USD in US | I1YR | IE00B7KFL990 | Regional Bond |
UBS (Lux) Bond Full Cycle Asian Bond (USD) P Acc in US | I9U6 | LU0464244333 | Regional Bond |
Aberdeen Global Russian Equity A2 in US | KIC0 | LU0505665959 | Regional/Single Country Emerging Market Equity |
Alquity Latin America M USD in US | KFSW | LU1049766030 | Regional/Single Country Emerging Market Equity |
First State Indian Subcontinent I Acc USD in US | CM48 | IE0008369930 | Regional/Single Country Emerging Market Equity |
JPMorgan Thailand NAV TR in US | JH69 | HK0000055787 | Regional/Single Country Emerging Market Equity |
JPMorgan Vietnam Opportunities NAV in US | AYF8 | HK0000055811 | Regional/Single Country Emerging Market Equity |
Parvest Equity Russia Opportunities Classic Cap USD in US | BFE2 | LU0265268689 | Regional/Single Country Emerging Market Equity |
PineBridge India Equity A USD in US | QO46 | IE00B0JY6M65 | Regional/Single Country Emerging Market Equity |
Schroder ISF Emerging Europe A Acc NAV EUR in US | AXG2 | LU0106817157 | Regional/Single Country Emerging Market Equity |
Templeton Eastern Europe A Acc EUR in US | UJ43 | LU0078277505 | Regional/Single Country Emerging Market Equity |
Templeton Thailand A Acc USD in US | UJ23 | LU0078275988 | Regional/Single Country Emerging Market Equity |
AXA World Funds Framlington Europe Real Estate Securities A Cap EUR in US | TL87 | LU0216734045 | Sector Equity |
BlackRock GF New Energy A2 USD in US | MX08 | LU0124384867 | Sector Equity |
BlackRock GF World Healthscience A2 USD in US | M024 | LU0122379950 | Sector Equity |
Fidelity Global Financial Services A EUR TR in US | FE89 | LU0114722498 | Sector Equity |
Fidelity Global Technology A EUR in US | FF41 | LU0099574567 | Sector Equity |
HS Financial Sector FlexiPower A in US | H471 | Sector Equity | |
Parvest Equity World Materials Classic Cap EUR in US | YS24 | LU0823419436 | Sector Equity |
Pictet Clean Energy R USD in US | AET3 | LU0280431049 | Sector Equity |
Pictet Nutrition P EUR in US | FEQ8 | LU0366534344 | Sector Equity |
Threadneedle (Lux) Global Technology BU USD in US | SQ85 | LU0476273544 | Sector Equity |
AB FCP I American Growth Portfolio B USD in US | AM71 | LU0079475777 | US Equity |
Aberdeen Global North American Smaller Companies A2 USD in US | FBYP | LU0566484027 | US Equity |
Legg Mason ClearBridge US Large Cap Growth A(A) Dis USD in US | X763 | IE00B19Z8W00 | US Equity |
Manulife US Small Cap Equity AA in US | J718 | LU0274383776 | US Equity |
Morg Stnly US Advantage A USD in US | QR85 | LU0225737302 | US Equity |
Old Mutual North American Equity A Acc USD in US | M489 | IE0031385887 | US Equity |
Schroder ISF US Small & Mid Cap Equity A Acc NAV USD in US | EAB1 | LU0205193047 | US Equity |
Schroder ISF US Smaller Companies A1 Acc NAV in US | DVD2 | LU0133716109 | US Equity |
SJP North American L Acc in US | BP39 | GB0006074909 | US Equity |
T. Rowe Price US Large Cap Growth Equity A USD in US | TF38 | LU0174119429 | US Equity |