The fund award winners were selected through both quantitative and qualitative methods. FE Fundinfo used its Crown Rating methodology to assess funds based on alpha, volatility and consistency of performance and create a shortlist for 14 asset classes.
The shortlist was given to an independent panel of professionals from Asia’s fund selector community in Hong Kong. Each judge selected the funds he or she thought would outperform in the next 12 months. Their aggregated choices determined the Platinum and Gold winners.
We thank the fund selector judges for their support and congratulations to all the winners.
2021 HONG KONG FUND AWARD WINNERS
Asia Pacific Equity
PLATINUM
Matthews Asia ex Japan Dividend
GOLD
Mirae Asset Asia Great Consumer Equity
Focusing on direct beneficiaries of Asia’s consumption growth, irrespective of sector, Mirae Asset Asia Great Consumer Equity Fund specializes in identifying Asia’s consumption growth companies.
Benefitting from the long-term and sustainable Asian trends such as population growth, industrialization, urbanization, and income expansion, the Fund is a high conviction, benchmark agnostic with around 30 companies, capturing the opportunities in Asian markets.
Factsheet: Download fact sheet (pdf)
Emerging Market Bond
PLATINUM
Pictet Asian Local Currency Debt
GOLD
Pimco GIS Asia Strategic Interest Bond
European Equity
PLATINUM
Fidelity European Dynamic Growth
GOLD
Aberdeen Standard SICAV I European Equity Fund
Global Bond
PLATINUM
Schroder ISF Global Corporate Bond
The fund aims to provide income and capital growth in excess of the Bloomberg Barclays Global Aggregate Corporate Index Hedged to USD after fees have been deducted over a three to five years period by investing in bonds issued by companies worldwide. The fund invests in the full credit spectrum of bonds.
Factsheet: Download fact sheet (pdf)
GOLD
JPM Global Government Bond
Global Emerging Market Equity
PLATINUM
JPM Emerging Markets Equity
GOLD:
Capital Group New World Fund (LUX)
Global Equity
Platinum
Morg Stnly Global Opportunity
GOLD
GS Global Millennials Equity Portfolio
Millennials are the world’s most powerful consumer force as they enter their prime earning and spending years. With rising wealth and differentiated values and behaviors, Millennials are disrupting the status quo and creating attractive investment opportunities. The GS Global Millennials Equity Portfolio uses a Millennials lens to uncover tomorrow’s winners.
Factsheet: Download fact sheet (pdf)
Greater China/China Equity
PLATINUM
Matthews China Small Companies
GOLD
UBS (Lux) Equity – China Opportunity (USD)
High Yield
PLATINUM
HSBC Asian High Yield Bond
HSBC Asia High Yield Bond Fund aims to offer a diverse array of opportunities in Asia, investing in corporate, sovereign and quasi-sovereign bonds. Holdings mainly denominated in USD and high yield bonds but can be flexible to hold investment grade and local currency bonds when the manager believes these will add value to the portfolio.
Factsheet: Download fact sheet (pdf)
GOLD
Legg Mason Western Asset Global High Yield
Japanese Equity
PLATINUM
JPMorgan Japan (Yen)
GOLD
FSSA Japan Equity
The FSSA Japan Equity Fund is built company by company and from the bottom up, with little regard for index positioning. The investment team is focused on growth in an absolute return sense and constructs portfolios of high quality companies with effective management teams, long-term, sustainable growth drivers and strong financials.
Factsheet: Download fact sheet (pdf)
Mixed Asset
PLATINUM
UBS (Lux) Key Selection SICAV – China Allocation Opportunity (USD)
GOLD
Schroder China Asset Income
The fund aims to provide income and capital growth by investing primarily in Chinese equity and fixed income securities, offering a comprehensive approach to investing in China. In addition to active asset allocation, the fund will also perform active security selection for its investments in Chinese equities, Chinese fixed income and other asset classes.
Factsheet: Download fact sheet (pdf)
Regional Bond
PLATINUM
ChinaAMC Select Asia Bond
GOLD
PineBridge Asian Bond
Regional/Single Country Emerging Market Equity
PLATINUM
Schroder ISF Emerging Asia
The fund aims to provide capital growth by investing in equity and equity related securities of companies in the emerging markets in Asia. The fund may invest directly in China B-Shares and China H-Shares and may invest less than 30% of its assets in China A-Shares through Stock Connect, the Renminbi Qualified Institutional Investor (RQFII) Scheme and regulated markets.
Factsheet: Download fact sheet (pdf)
GOLD
PineBridge India Equity
Sector Equity
PLATINUM
BlackRock (BGF) World Technology Fund
The BlackRock World Technology Fund aims to identify global opportunities in technology innovation and disruption. The Fund seeks to maximise total return and invests globally at least 70% of its total assets in the equity securities of companies whose predominant economic activity is in the technology sector.
Factsheet: Download fact sheet (pdf)
GOLD
Pictet Clean Energy
US Equity
PLATINUM
Morg Stnly US Growth
GOLD
