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 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.
Two firm awards, one for the most-service-oriented fund house and one for product innovation, as chosen by the fund selector judges, will also be revealed.
For the full Singapore shortlist, click here.
Hong Kong had 128 funds shortlisted out of a universe of 1345:
| Barings Asia Growth | W560 | IE0000830129 | Asia Pacific Equity |
| Fidelity Asia Pacific Opportunities | B9F4 | LU0345361124 | Asia Pacific Equity |
| Fidelity Asian Special Situations | FE47 | LU0054237671 | Asia Pacific Equity |
| First State Asia Pacific Select | JO4P | IE00B0169L03 | Asia Pacific Equity |
| First State Asian Equity Plus | ZW77 | IE0032834883 | Asia Pacific Equity |
| Janus Henderson Horizon Asian Growth | GP89 | LU0622223799 | Asia Pacific Equity |
| JPMorgan Asia Growth | A2H1 | HK0000038148 | Asia Pacific Equity |
| JPMorgan Pacific Securities | JH63 | HK0000055746 | Asia Pacific Equity |
| Schroder ISF Asian Opportunities | DAY7 | LU0106259558 | Asia Pacific Equity |
| Schroder ISF Asian Total Return | ARO8 | LU0326949269 | Asia Pacific Equity |
| First State China Growth | CM43 | IE0008368742 | Greater China/China equity |
| First State Greater China Growth | RJ12 | IE0031814852 | Greater China/China equity |
| HS China Equity | H379 | Greater China/China equity | |
| Invesco China Focus Equity | 0M8P | LU0717749021 | Greater China/China equity |
| Invesco Greater China Equity | BW61 | LU0048816135 | Greater China/China equity |
| Investec All China Equity | FV7J | LU1251922891 | Greater China/China Equity |
| Matthews Asia China Dividend | I8ZF | LU0875300609 | Greater China/China Equity |
| Matthews Asia China Small Companies | 0YFH | LU0721876364 | Greater China/China Equity |
| UBS (Lux) Equity – China Opportunity (USD) | UA34 | LU0067412154 | Greater China/China equity |
| UBS (Lux) Equity – Greater China (USD) | UB43 | LU0072913022 | Greater China/China equity |
| AB Eurozone Equity Portfolio | LNO3 | LU0528103020 | European Equity |
| Allianz Euroland Equity Growth | FEMV | LU0256840447 | European Equity |
| Barings Europe Select Trust | BO05 | GB0000796242 | European Equity |
| Fidelity European Dynamic Growth | FM58 | LU0119124781 | European Equity |
| Fidelity European Smaller Companies | FJ98 | LU0061175625 | European Equity |
| HSBC GIF Euroland Equity Smaller Companies | HQ15 | LU0165073775 | European Equity |
| JGF-Jupiter European Growth | J241 | LU0260085492 | European Equity |
| MFS Meridian European Core Equity | MZ56 | LU0125946151 | European Equity |
| MFS Meridian European Value | MZ68 | LU0125951151 | European Equity |
| Standard Life Investments European Smaller Companies | DWS0 | LU0306632414 | European Equity |
| FF Emerging Markets Focus | FNBW | LU1102505929 | Global Emerging Market Equity |
| HSBC GIF Emerging Wealth | CAF3 | LU0309123817 | Global Emerging Market Equity |
| JPM Emerging Markets Equity | F169 | LU0053685615 | Global Emerging Market Equity |
| MFS Meridian Emerging Markets Equity | ACM8 | LU0219444832 | Global Emerging Market Equity |
| Mirae Asset GEM Sector Leader Equity | IIU9 | LU0413497198 | Global Emerging Market Equity |
| Schroder ISF Global Emerging Market Opportunities | EKZ5 | LU0327381686 | Global Emerging Market Equity |
| T. Rowe Price Emerging Markets Equity | TF28 | LU0133084623 | Global Emerging Market Equity |
| Amundi Vietnam Opportunities | BKT4 | HK0000329125 | Regional/Single Country Emerging Market Equity |
| First State Indian Subcontinent | CM48 | IE0008369930 | Regional/Single Country Emerging Market Equity |
| JPMorgan Thailand | JH69 | HK0000055787 | Regional/Single Country Emerging Market Equity |
| JPMorgan Vietnam Opportunities | AYF8 | HK0000055811 | Regional/Single Country Emerging Market Equity |
| Manulife Taiwan Equity | O919 | LU0278409734 | Regional/Single Country Emerging Market Equity |
| PineBridge India Equity | MFGR | HK0000227006 | Regional/Single Country Emerging Market Equity |
| PineBridge Latin America Small and Mid Cap Equity | Z749 | IE00B1RM6L88 | Regional/Single Country Emerging Market Equity |
| Schroder ISF Emerging Europe | AXG5 | LU0133716950 | Regional/Single Country Emerging Market Equity |
| Templeton Thailand | UJ23 | LU0078275988 | Regional/Single Country Emerging Market Equity |
| Value Partners Taiwan | C1K8 | KYG9318Y1061 | Regional/Single Country Emerging Market Equity |
| Allianz Global Equity Unconstrained | FEOW | LU0342677829 | Global Equity |
| Fidelity Global Demographics | 0VV8 | LU0528227936 | Global Equity |
| Investec Global Franchise | GQK4 | LU0440694312 | Global Equity |
| JGF-Jupiter Global Value | G7R8 | LU0425094421 | Global Equity |
| Morg Stnly Global Brands | MP78 | LU0119620416 | Global Equity |
| Morg Stnly Global Opportunity | MCT9 | LU0552385451 | Global Equity |
| Stewart Investors Worldwide Equity | 03FB | IE00B5W3SY16 | Global Equity |
| Stewart Investors Worldwide Leaders | CM51 | IE0008368304 | Global Equity |
| T. Rowe Price Global Focused Growth Equity | TF30 | LU0143551892 | Global Equity |
| Threadneedle (Lux) Global Focus | AX38 | LU0061474960 | Global Equity |
| Fidelity Japan Advantage | FP40 | LU0161332480 | Japanese Equity |
| Fidelity Japan Aggressive | E569 | LU0261965585 | Japanese Equity |
| Invesco Japanese Equity Advantage | EK52 | LU0607514717 | Japanese Equity |
| Invesco Japanese Value Equity | 0D7F | LU0607516092 | Japanese Equity |
| JGF-Jupiter Japan Select | FPK8 | LU0425093290 | Japanese Equity |
| JPMorgan Japan (Yen) | JH50 | HK0000055670 | Japanese Equity |
| Schroder ISF Japanese Opportunities | EIS9 | LU0270819674 | Japanese Equity |
| AB American Growth Portfolio | AM71 | LU0079475777 | US Equity |
| BlackRock GF US Growth | MO57 | LU0097036916 | US Equity |
| JPM US Growth | CI85 | LU0119063898 | US Equity |
| Legg Mason ClearBridge US Large Cap Growth | X763 | IE00B19Z8W00 | US Equity |
| Morg Stnly US Advantage | QR85 | LU0225737302 | US Equity |
| Morg Stnly US Growth | DPG5 | LU0176155215 | US Equity |
| T. Rowe Price US Blue Chip Equity | B4Y2 | LU0133085943 | US Equity |
| T. Rowe Price US Large Cap Growth Equity | TF38 | LU0174119429 | US Equity |
| Wells Fargo Worldwide US All Cap Growth | EJR3 | LU0353189680 | US Equity |
| Wells Fargo Worldwide US Large Cap Growth | EJR6 | LU0354030438 | US Equity |
| Allianz Asian Multi Income Plus | J2J9 | LU0488056044 | Mixed Asset |
| Allianz Income and Growth | 0LGZ | LU0689472784 | Mixed Asset |
| BEA Union Investment Asia Pacific Multi Income | I3VM | HK0000107257 | Mixed Asset |
| Capital Group Global Allocation (LUX) | FGXJ | LU1006080060 | Mixed Asset |
| First State Asian Bridge | ZW59 | HK0000012440 | Mixed Asset |
| HSBC GIF Managed Solutions Asia Focused Conservative | F75G | LU0854292488 | Mixed Asset |
| HSBC GIF Managed Solutions Asia Focused Income | G25G | LU0762541174 | Mixed Asset |
| Janus Henderson Balanced | JF87 | IE0004445015 | Mixed Asset |
| Schroder Asian Asset Income | 043B | HK0000081841 | Mixed Asset |
| UBS (Lux) Key Selection SICAV – China Allocation Opportunity (USD) | FUZO | LU1226287529 | Mixed Asset |
| AXA USD Hedged Global Bond | AV90 | HK0000075595 | Global Bond |
| BlackRock GF Global Inflation Linked Bond | FNR7 | LU0425308086 | Global Bond |
| Capital Group Global High Income Opportunities (LUX) | C258 | LU0110450813 | Global Bond |
| JPM Income | FKBI | LU1041599405 | Global Bond |
| Legg Mason Western Asset Short Duration High Income Bond | CTW7 | IE00B19Z5K72 | Global Bond |
| New Capital Wealthy Nations Bond | 0P34 | IE00B6VQXN27 | Global Bond |
| Pimco GIS Global Bond | X213 | IE00B0MD9M11 | Global Bond |
| Pimco GIS Global Investment Grade Credit | P697 | IE0033386453 | Global Bond |
| Principal GIF Preferred Securities | WV70 | IE00B067MS69 | Regional Bond |
| Standard Life Investments Global Inflation Linked Bond | EJB9 | LU0213069676 | Global Bond |
| AB Mortgage Income Portfolio | FI0V | LU1021291304 | Regional Bond |
| Allianz HKD Income | FEPH | LU0815945547 | Regional Bond |
| BEA Union Investment Asian Bond and Currency | FGN9 | HK0000065208 | Regional Bond |
| BEA Union Investment RMB Core Bond | K7UO | HK0000176732 | Regional Bond |
| BOCHK HK Dollar Income | K775 | HK0000039773 | Regional Bond |
| CUAM Hong Kong Dollar Bond | MFHZ | HK0000161320 | Regional Bond |
| HFT (HK) China RMB Fixed Income | GNJX | HK0000099363 | Regional Bond |
| HS Hong Kong Bond | HM57 | Regional Bond | |
| HS RMB Bond | LWD0 | HK0000284866 | Regional Bond |
| Pimco GIS Income | I1YR | IE00B7KFL990 | Regional Bond |
| Barings Global Senior Secured Bond | JTLD | IE00B44PCR96 | High Yield |
| BOCHK All Weather China High Yield Bond | N2MX | HK0000140357 | High Yield |
| Fidelity Asian High Yield | W957 | LU0286668453 | High Yield |
| Income Partners Managed Volatility High Yield Bond | 0GB4 | HK0000421419 | High Yield |
| Pimco GIS US High Yield Bond | PD95 | IE0002460974 | High Yield |
| Robeco European High Yield Bonds | R030 | LU0226953981 | High Yield |
| Value Partners Greater China High Yield Income | PA6I | KYG9319N3150 | High Yield |
| Aberdeen Global Emerging Markets Corporate Bond | N1N7 | LU0566480116 | Emerging Market Bond |
| BNY Mellon Emerging Markets Corporate Debt | GM4R | IE00B6VJMC30 | Emerging Market Bond |
| Fidelity Emerging Market Debt | QH65 | LU0238205446 | Emerging Market Bond |
| Investec Emerging Markets Hard Currency Debt | NAO9 | LU0611396218 | Emerging Market Bond |
| JPM Emerging Markets Debt | IDU6 | LU0471471150 | Emerging Market Bond |
| NB Emerging Market Debt Hard Currency | JE4O | IE00B986J944 | Emerging Market Bond |
| T. Rowe Price Emerging Markets Bond | Y855 | LU0207127084 | Emerging Market Bond |
| AB International Health Care Portfolio | XH61 | LU0100122521 | Sector Equity |
| BlackRock GF New Energy | MX08 | LU0124384867 | Sector Equity |
| BlackRock GF World Technology | MO65 | LU0056508442 | Sector Equity |
| Fidelity Asia Pacific Property | Q744 | LU0270844359 | Sector Equity |
| First State Global Listed Infrastructure | CNS0 | IE00B29SXL02 | Sector Equity |
| Invesco Global Leisure | I147 | LU0052864419 | Sector Equity |
| Janus Henderson Global Technology | JG22 | IE0009356076 | Sector Equity |
| Janus Henderson Horizon Pan European Property Equities | HY03 | LU0088927925 | Sector Equity |
| JGF-Jupiter Global Financials | J262 | LU0262307480 | Sector Equity |
| Pictet Clean Energy | AET2 | LU0280435461 | Sector Equity |
