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 1,349 eligible funds in Hong Kong to 140 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
ISIN
Citicode / TIDM
Allianz Choice Asian
HK0000061579
E991
Allianz Total Return Asian Equity
LU0348814723
ET16
Barings Asia Growth
IE0000830129
W560
JPMorgan Asia Growth
HK0000038148
A2H1
JPMorgan Asian Smaller Companies
HK0000055647
JH42
Matthews Asia ex Japan Dividend
LU1311310624
MYYD
Mirae Asset Asia Great Consumer Equity
LU0593848301
04TJ
Morg Stnly Asia Opportunity
LU1808492620
OYUR
Nikko AM Asian Small Mid Equity
HK0000315975
NS3L
Zeal Voyage China
HK0000068285
03DC
GREATER CHINA/CHINA EQUITY
Fund Name
ISIN
Citicode / TIDM
Allianz China A-Shares
LU1997245177
F0O7
BEA China A Share Equity
HK0000074176
MEC9
Fullgoal China Small-Mid Cap Growth
LU1171460220
P3CT
Harvest China A Research Select
HK0000186335
K6QM
ICBC China and Hong Kong Vision
HK0000669348
MRC5
JPM China A-Share Opportunities
HK0000206067
FMGZ
JPMorgan China Pioneer A-Share
HK0000055621
AXW1
Matthews China Small Companies
LU0721876364
0YFH
Schroder China Equity Alpha
HK0000138559
JO7G
Schroder ISF All China Equity
LU1831875114
P7UR
EUROPEAN EQUITY
Fund Name
ISIN
Citicode / TIDM
Aberdeen Standard SICAV I – European Equity
LU0094541447
AO77
Abrdn Std SCV II European Smaller Companies
LU0306632414
DWS0
Allianz Europe Equity Growth
LU0256839860
FENH
Allianz Europe Equity Growth Select
LU0920839429
F89H
BlackRock BGF European Special Situations
LU0154234636
M439
BlackRock GF European
LU0011846440
WB72
Fidelity European Dynamic Growth
LU0119124781
FM58
JGF-Jupiter European Growth
LU0260085492
J241
MFS Meridian European Value
LU0125951151
MZ68
UBS (Lux) Equity – European Opportunity Sustainable (EUR)
LU0006391097
UA33
GLOBAL EMERGING MARKET EQUITY
Fund Name
ISIN
Citicode / TIDM
BlackRock BGF Emerging Markets
LU0047713382
MM74
Capital Group New World Fund (LUX)
LU1481180195
C1HG
FF Emerging Markets Focus
LU1102505929
FNBW
HSBC GIF BRIC Equity
LU0214875030
0IBY
HSBC GIF BRIC Markets Equity
LU0254981946
BYS9
JPM Emerging Markets Equity
LU0053685615
RT31
JPM Emerging Middle East Equity
LU0117896257
JB20
US EQUITY
Fund Name
ISIN
Citicode / TIDM
AB American Growth Portfolio
LU0054403190
AM72
Aberdeen Standard SICAV I North American Smaller Companies
LU0566484027
FBYP
Janus Henderson US Forty
IE0004445239
JG25
Morg Stnly US Advantage
LU0225737302
QR85
Morg Stnly US Growth
LU0176155215
DPG5
NB US Small Cap
IE00B8HXK965
JK0B
T. Rowe Price US Smaller Companies Equity Fund
LU0133096635
TC41
REGIONAL/SINGLE COUNTRY EMERGING MARKET EQUITY
Fund Name
ISIN
Citicode / TIDM
BNP Paribas Brazil Equity
LU0281906387
FU7V
JPM Brazil Equity
LU0318936589
DRI9
JPM Korea Equity Fund
LU0301634860
A6K3
MFS Meridian Latin American Equity
LU0406715283
F0C2
PineBridge India Equity
IE00B0JY6M65
QO46
Schroder ISF Emerging Asia
LU0181495838
AXF1
Schroder ISF Latin American
LU0106259046
DAY4
GLOBAL EQUITY
Fund Name
ISIN
Citicode / TIDM
AB SICAV I – Sustainable Global Thematic Portfolio
LU0102831160
AN63
Aberdeen Standard SICAV I Global Innovation Equity
LU0107464264
AO86
GS Global Millennials Equity Portfolio
LU0786609619
F2IN
ICBC Global Emerging Enterprises
HK0000669314
MRC6
JPM Global Growth
LU0089639750
RT39
Morg Stnly Global Opportunity
LU0552385451
MCT9
Schroder ISF Global Climate Change Equity
LU0302445910
DAX8
Schroder ISF Global Sustainable Growth
LU0557290698
LXH5
T. Rowe Price Global Focused Growth Equity
LU0143551892
TF30
Threadneedle (Lux) Global Focus
LU0061474960
AX38
JAPANESE EQUITY
Fund Name
ISIN
Citicode / TIDM
BlackRock GF Japan Flexible Equity
LU0212924517
OS24
BOCIP Japan Small & Mid Cap Opportunity
HK0000142460
ICHJ
Fidelity Japan Smaller Companies
LU0048587603
FJ43
Fidelity Sustainable Japan Equity
LU0048585144
FJ04
Janus Henderson Horizon Japanese Smaller Companies
LU0011890265
HY10
JPM Japan Equity
LU0053696224
RT43
JPMorgan Japan (Yen)
HK0000055670
JH50
MIXED ASSET
Fund Name
ISIN
Citicode / TIDM
Allianz Choice Oriental
HK0000062627
ISX6
BOCOM Schroder Growth Mixed Securities Investment
CNE1000024H5
N5RY
CSOP China Southern Selected Value Mixed Securities Investment
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