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 offer congratulations to all the winners.
2023 HONG KONG FUND AWARD WINNERS
Asia Pacific Equity
PLATINUM
Nikko AM Asian Small Mid Equity USD
GOLD
Matthews Asia Small Companies A USD
Emerging Market Bond
PLATINUM
AB Emerging Market Corporate Debt Portfolio C2 USD
GOLD
HSBC GIF India Fixed Income ACEUR USD
European Equity
PLATINUM
BlackRock GF European A2 EUR
GOLD
Schroder ISF European Sustainable Equity A
Global Bond
PLATINUM
JPMorgan Global Bond NAV USD
GOLD
Invesco Tactical Bond (UK) Acc
Global Emerging Market Equity
PLATINUM
JPM Emerging Middle East Equity A Dis NAV USD
GOLD
BNY Mellon Global Emerging Markets A Acc USD
Global Equity
Platinum
JPM Global Healthcare A Acc NAV USD
GOLD
JPM Global Dividend A Acc NAV USD
Greater China/China Equity
PLATINUM
HSBC China Dragon
GOLD
Fullgoal China Small-Mid Cap Growth A USD
High Yield
PLATINUM
Allspring (Lux) Worldwide – US Short Term High Yield Bond A USD
GOLD
JPM US High Yield Plus Bond A Acc NAV USD
Japanese Equity
PLATINUM
BOCIP Japan Small & Mid Cap Opportunity A
GOLD
Fidelity Japan Value A JPY
Investing primarily in equity securities of Japanese companies listed on the Japanese stock exchange, the portfolio is managed from a bottom-up perspective with a focus on companies that we believe are undervalued relative to their earnings growth potential, cashflows and balance sheet quality.
Mixed Asset
PLATINUM
HSBC Jintrust Dynamic Strategy Mixed Securities Investment H
GOLD
Janus Henderson Balanced A5m Acc USD
The fund is a high-conviction large-cap growth equities paired with an active intermediate-term bond strategy. Integrated research allows our equity and fixed income analysts to work side by side covering the same global sectors. The result is a dynamic asset allocation strategy that has the flexibility to defensively position ahead of market volatility by migrating from 35-65% equity, depending on conditions.
Regional Bond
PLATINUM
Schroder China Fixed Income I Acc RMB
The fund’s objective is to provide income and capital growth by investing primarily in Chinese equity and fixed income securities. Our dynamic focus helps us identify evolving investment trends in China early on and capitalise on these growth opportunities across different industries and sectors.
GOLD
AB SICAV I – Global Dynamic Bond Portfolio A2H USD
Regional/Single Country Emerging Market Equity
PLATINUM
Schroder ISF Emerging Asia B NAV USD
The fund aims to provide capital growth in excess of the MSCI Emerging Markets Asia (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity related securities of companies in the emerging markets in Asia.
GOLD
Barings Latin America A Inc NAV USD
Sector Equity
PLATINUM
Threadneedle (Lux) Global Technology BU USD
GOLD
AB International Health Care Portfolio B USD
US Equity
PLATINUM
JPM US Growth A Dis NAV USD
GOLD
