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. The judges selected the funds they each 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.
2022 HONG KONG FUND AWARD WINNERS
Asia Pacific Equity
PLATINUM
Matthews Asia ex Japan Dividend
GOLD
Nikko AM Asian Small Mid Equity
Emerging Market Bond
PLATINUM
GS Emerging Markets Corporate Bond Portfolio
Through an active management approach, the GS Emerging Markets Corporate Bond Portfolio offers access to a high-quality source of yield. Learn more about how we sift out opportunities across the vast and varied emerging market universe!
GOLD
Pimco GIS Asia Strategic Interest Bond
European Equity
PLATINUM
BlackRock GF European
The European Fund seeks to maximise total return. The Fund invests at least 70% of its total assets in the equity securities of companies domiciled in, or exercising the predominant part of their economic activity in, Europe.
GOLD
MFS Meridian European Value
Global Bond
PLATINUM
E Fund Mgmt (HK) Ltd Select Bond
GOLD
Capital Group Global Corporate Bond Fund (LUX)
The fund seeks to provide, over the long term, a high level of total return consistent with capital preservation and prudent risk management by investing in corporate investment grade bonds worldwide.
Global Emerging Market Equity
PLATINUM
Capital Group New World Fund (LUX)
The fund seeks to achieve long-term growth of capital by investing in common stocks of companies with significant exposure to countries with developing economies and/or markets. Many of these countries may be referred to as emerging countries or emerging markets. The fund may also invest in debt securities of issuers with exposure to these countries.
GOLD
JPM Emerging Markets Equity
Global Equity
Platinum
Aberdeen Standard SICAV I Global Innovation Equity
GOLD
Schroder ISF Global Sustainable Growth
Overview of fund strategy: The Fund aims to provide capital growth by investing at least two-thirds of its assets in equity and equity-related securities of companies worldwide which meet specific sustainability criteria. It is actively managed with reference to material ESG factors such as climate change, environmental performance, labour standards or board composition.
Greater China/China Equity
PLATINUM
Fullgoal China Small-Mid Cap Growth
GOLD
Schroder ISF All China Equity
Overview of fund strategy: The Fund aims to provide capital growth by investing in equity and equity-related securities of Chinese companies. The Fund may invest directly in China B-shares and China H-shares, and invest up to 70% of its assets in China A-shares through Stock Connect, the RQFII scheme and regulated markets.
High Yield
PLATINUM
HSBC Asian High Yield Bond
GOLD
AB US High Yield Portfolio
Japanese Equity
PLATINUM
JPM Japan Equity
GOLD
Fidelity Sustainable Japan Equity
Fidelity Funds – Sustainable Japan Equity Fund aims to achieve long-term capital growth by principally investing in Japanese equity securities. The fund adopts a Sustainable Focused strategy under which a minimum of 70% of the fund’s net assets will be invested in securities which are deemed to maintain sustainable characteristics.
Mixed Asset
PLATINUM
HSBC Jintrust Dynamic Strategy Mixed Securities Investment
GOLD
First Sentier Asian Bridge
Regional Bond
PLATINUM
ChinaAMC Select Asia Bond
GOLD
PineBridge Asian Bond
Regional/Single Country Emerging Market Equity
PLATINUM
Schroder ISF Emerging Asia
Overview of fund strategy: The Fund aims to provide capital growth by investing in equity and equity-related securities of companies in Asia EMs. The Fund may invest directly in China B-shares and China H-shares, and up to 30% of its assets in China A-shares through Stock Connect, the RQFII scheme and regulated markets.
GOLD
JPM Korea Equity Fund
Sector Equity
PLATINUM
BlackRock GF Sustainable Energy
The Sustainable Energy Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of sustainable energy companies engaged in alternative energy and energy technologies including renewable energy technology; renewable energy developers; alternative fuels; energy efficiency; enabling energy and infrastructure.
GOLD
BlackRock GF World Technology
The 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.
US Equity
PLATINUM
Morgan Stanley Investment Funds – US Growth Fund
The fund seeks established and emerging large cap companies in the United States, that the investment team believe have sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive risk/reward.
GOLD
T. Rowe Price US Smaller Companies Equity Fund
The Fund aims to grow the value of its investment over the long term by actively managing and investing mainly in a widely diversified portfolio of shares from smaller capitalization companies in the United States.
