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 funds in Hong Kong (1,292 eligible funds).
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
ISIN
Citicode / TIDM
Mirae Asset Asia Great Consumer Equity
LU0593848301
04TJ
ICBC Asia Selection Growth
MRC4
Matthews Asia ex Japan Dividend
LU1311310624
MYYD
Nikko AM Asian Small Mid Equity
HK0000315975
NS3L
Invesco Asia Opportunities Equity
LU0075112721
TE74
JPMorgan Asia Growth
HK0000038148
A2H1
Allianz Total Return Asian Equity
LU0348814723
ET16
Allianz Choice Asian
HK0000061579
E991
PineBridge Asia ex Japan Small Cap Equity
IE00B12V2V27
KV08
JPMorgan Pacific Securities
HK0000055746
JH63
GREATER CHINA / CHINA EQUITY
Fund Name
ISIN
Citicode / TIDM
ICBC China and Hong Kong Vision
MRC5
Matthews China Small Companies
LU0721876364
0YFH
UBS (HK) China Opportunity Equity (USD)
HK0000318599
O8C0
HS China Equity
H379
UBS (Lux) Equity – China Opportunity (USD)
LU0067412154
UA34
Allianz China A-Shares
LU1997245177
F0O7
Harvest China A Research Select
HK0000186335
K6QM
CUAM China – Hong Kong Strategy
HK0000130705
MFGV
BNP Paribas China Equity
LU0823426308
FJ93
JPMorgan China Pioneer A-Share
HK0000055621
AXW1
EUROPEAN EQUITY
FundName
ISIN
Citicode / TIDM
Fidelity European Dynamic Growth
LU0119124781
FM58
JGF-Jupiter European Growth
LU0260085492
J241
Aberdeen Standard SICAV I European Equity Fund
LU0094541447
AO77
Aberdeen Standard SICAV I European Equity Ex UK
LU0231484808
OK11
MFS Meridian European Value
LU0125951151
MZ68
UBS (Lux) Equity – European Opportunity (EUR)
LU0006391097
UA33
BlackRock GF European Special Situations
LU0154234636
M439
MFS Meridian Continental European Equity
LU0219419214
PZ87
BlackRock GF European
LU0011846440
WB72
Allianz Europe Equity Growth
LU0256839860
FENH
GLOBAL EMERGING MARKET EQUITY
Fund Name
ISIN
Citicode / TIDM
JPM Emerging Middle East Equity
LU0083573666
JQ09
HSBC GIF BRIC Equity
LU0214875030
0IBY
HSBC GIF BRIC Markets Equity
LU0254981946
BYS9
Schroder ISF Middle East
LU0314587907
DAY6
Capital Group New World Fund (LUX)
LU1481180195
C1HG
FF Emerging Markets Focus
LU1102505929
FNBW
JPM Emerging Markets Equity
LU0053685615
RT31
US EQUITY
Fund Name
ISIN
Citicode / TIDM
T. Rowe Price US Smaller Companies Equity Fund
LU0133096635
TC41
NB US Small Cap
IE00B8HXK965
JK0B
Janus Henderson US Venture
IE0009354923
JG29
Morg Stnly US Advantage
LU0225737302
QR85
Morg Stnly US Growth
LU0176155215
DPG5
Wells Fargo Worldwide US Large Cap Growth
LU0354030438
EJR6
American Growth Portfolio
LU0054403190
AM72
JPM US Growth
LU0119063898
CI85
BlackRock GF US Growth
LU0097036916
MO57
Janus Henderson US Forty
IE0004445239
JG25
REGIONAL / SINGLE COUNTRY EMERGING MARKET EQUITY
Fund Name
ISIN
Citicode / TIDM
Manulife Taiwan Equity
LU0278409734
O919
Schroder ISF Emerging Asia
LU0181495838
AXF1
JPM Brazil Equity
LU0318934451
A7O3
PineBridge India Equity
IE00B0JY6M65
QO46
Schroder ISF Latin American
LU0106259046
DAY4
BNP Paribas Brazil Equity
LU0265266980
A5J6
PineBridge India Equity
HK0000227006
MFGR
GLOBAL EQUITY
Fund Name
ISIN
Citicode / TIDM
ICBC Global Emerging Enterprises
MRC6
Morg Stnly Global Brands
LU0119620416
MP78
Morg Stnly Global Opportunity
LU0552385451
MCT9
Threadneedle (Lux) Global Focus
LU0061474960
AX38
Allianz Thematica
LU1479563717
C2QN
SJP International Equity
GB0008377250
BP22
GS Global Millennials Equity Portfolio
LU0786609619
F2IN
Ninety One Global Franchise
LU0440694312
GQK4
Fidelity Global Dividend
LU0731783048
0OY2
Schroder ISF Global Sustainable Growth
LU0557290698
LXH5
JAPANESE EQUITY
Fund Name
ISIN
Citicode / TIDM
Fidelity Japan Smaller Companies
LU0048587603
FJ43
Aberdeen Standard SICAV I Japanese Smaller Companies
LU0278933410
X696
BOCIP Japan Small & Mid Cap Opportunity
HK0000142460
ICHJ
JPMorgan Japan (Yen)
HK0000055670
JH50
JPM Japan Equity
LU0129465034
JB99
Fidelity Japan
LU0048585144
FJ04
FSSA Japan Equity
IE00BSJWPN04
NF3I
MIXED ASSET
Fund Name
ISIN
Citicode / TIDM
MFS Meridian Prudent Wealth
LU0337786866
C7S2
BOCOM Schroder Growth Mixed Securities Investment
CNE1000024H5
N5RY
UBS (Lux) Key Selection SICAV – China Allocation Opportunity (USD)
LU1226287529
FUZO
Franklin Sealand China Prospect Mixed Assets
CNE1000025B5
N09C
Da Cheng Domestic Demand Growth Mixed
CNE1000024K9
MZOE
Schroder China Asset Income
HK0000301397
NDOK
HSBC GIF Managed Solutions Asia Focused Conservative
LU0854294187
FO6K
HSBC China Multi-Asset Income
HK0000216942
MK8I
Janus Henderson Balanced
IE0004445015
JF87
First Sentier Asian Bridge
HK0000012440
ZW59
GLOBAL BOND
Fund Name
ISIN
Citicode / TIDM
JPM Global Government Bond
LU0406674159
ENS6
Fidelity Global Bond
LU0048582984
FJ02
BlackRock GF Global Government Bond
LU0172412495
YG69
Pimco GIS Global Real Return
IE00B11XZ657
X193
JPMorgan Global Bond
HK0000055654
JH40
New Capital Wealthy Nations Bond
IE00B6VQXN27
0P34
Schroder ISF Global Corporate Bond
LU0053903380
EKS0
REGIONAL BOND
Fund Name
ISIN
Citicode / TIDM
AB SICAV I – Global Dynamic Bond Portfolio
LU1005411225
FK1R
PineBridge Asian Bond
HK0000133162
JMWQ
Fidelity Euro Corporate Bond
LU0370787193
FP34
ChinaAMC Select Asia Bond
HK0000301918
NWJH
Capital Group US Corporate Bond Fund (LUX)
LU1567057721
NS7W
Da Cheng China RMB Fixed Income
HK0000098035
12B5
Allianz Green Bond
LU1542252181
C3GP
AB European Income Portfolio
HK0000258282
N3JT
Eastspring Inv European Investment Grade Bond
LU0232407691
DUM2
Fidelity US Dollar Bond
LU0048622798
FE71
HIGH YIELD
Fund Name
ISIN
Citicode / TIDM
HSBC Asian High Yield Bond
HK0000349552
A0CX
HSBC Asia High Income Bond
HK0000317450
NSKQ
Principal GIF Post Global Limited Term High Yield
IE00B4K81J78
M71G
JPM US High Yield Plus Bond
LU0749326731
0YOO
Legg Mason Western Asset Global High Yield
IE00B2417S93
BIC5
Franklin High Yield
LU0065014192
UJ20
AXA World Funds US High Yield Bonds
LU0276014999
IHL7
EMERGING MARKET BOND
Fund Name
ISIN
Citicode / TIDM
JPM Emerging Markets Investment Grade Bond
LU1005227563
FG8Y
Pimco GIS Asia Strategic Interest Bond
IE00B464Q616
J5S0
BlackRock GF Emerging Markets Corporate Bond
LU0843229542
F60L
Legg Mason Western Asset Emerging Markets Corporate Bond
IE00B45DY544
0IAY
Pictet Asian Local Currency Debt
LU0255797630
Q633
Fidelity Emerging Market Corporate Debt
LU0900495697
F7BO
BNY Mellon Emerging Markets Corporate Debt
IE00B6VJMC30
GM4R
SECTOR EQUITY
Fund Name
ISIN
Citicode / TIDM
AXA World Funds Framlington Europe Real Estate Securities
LU1042830981
FI8F
HS Financial Sector FlexiPower
H471
BlackRock GF Sustainable Energy
LU0124384867
MX08
Pictet Clean Energy
LU0280431049
AET3
HS Property Sector FlexiPower
HW71
Janus Henderson Horizon Asia-Pacific Property Income
LU0229494975
H468
Janus Henderson Horizon Pan European Property Equities
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
