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.
2024 HONG KONG FUND AWARD WINNERS
Asia Pacific Equity
PLATINUM
Fidelity Asian Smaller Companies
The Fund aims to achieve capital growth over the long term and invests at least 70% of its assets, in equities of smaller companies that are headquartered, or do most of their business, in Asia Pacific (excluding Japan), including emerging markets.
GOLD
Nikko AM Asian Small Mid Equity
Emerging Market Bond
PLATINUM
Pimco GIS Emerging Markets Short Term Local Currency
GOLD
JGF-Jupiter Global Emerging Markets Short Duration Bond
European Equity
PLATINUM
JPMorgan SAR European
GOLD
BlackRock GF European Value
Global Bond
PLATINUM
HSBC GIF Global Investment Grade Securitised Credit Bond
The Fund aims to provide long term total return by investing in a portfolio IG securitised credit and other fixed income instruments like corporate bonds, securities issued or guaranteed by governments, government agencies and supranational bodies of these securities may be located in any country.
GOLD
Fidelity Global Short Duration Income
The Fund aims to provide income whilst maintaining an average duration of investments not exceeding three years, and invests at least 70% of its assets in debt securities including Investment Grade (IG) corporate bonds and government bonds of varying maturities, below IG and emerging market bonds, from anywhere in the world in various currencies.
Global Emerging Market Equity
PLATINUM
JPM Emerging Middle East Equity
GOLD
Franklin MENA
Global Equity
PLATINUM
Fidelity Global Industrials
The Fund aims to achieve capital growth over the long term and invests at least 70% (and normally 75%) of its assets, in equities of companies involved in the research, development, manufacture, distribution, supply or sale of materials, products or services that relate to cyclical and natural resource industries.
GOLD
Invesco Global Equity Income
Greater China/China Equity
PLATINUM
ChinaAMC New Horizon China
GOLD
JPMorgan China Emerging Power
High Yield
PLATINUM
Allianz US Short Duration High Income Bond
GOLD
NB Short Duration High Yield SDG Engagement
Japanese Equity
PLATINUM
Eastspring Inv Japan Dynamic
GOLD
SMDAM Japan Equity Small Cap Absolute Value
Mixed Asset
PLATINUM
Amundi Pioneer Income Opportunities
GOLD
GS Global Multi Asset Income Portfolio Base
Regional Bond
PLATINUM
Franklin Floating Rate PLC
GOLD
BNP Paribas USD Short Duration Bond Classic Cap
Regional/Single Country Emerging Market Equity
PLATINUM
Alquity Indian Subcontinent
GOLD
Matthews India
Sector Equity
PLATINUM
BlackRock GF World Healthscience
GOLD
Pimco GIS Commodity Real Return
US Equity
PLATINUM
BNY Mellon US Equity Income Fund
GOLD
