Posted inFSA Awards

Winners of the 2023 FSA Fund Awards in Hong Kong are…

FSA presents the Platinum and Gold award winners in Hong Kong.

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.

Download factsheet (pdf)


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.

Download factsheet (pdf)


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.

Download factsheet (pdf)

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.

Download factsheet (pdf)

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

BlackRock GF US Flexible Equity A2 USD

Part of the Mark Allen Group.