Mutual Funds - Final Results 2019

PRESS INFORMATION
For immediate release
April 8, 2020 | Hong Kong

Congratulations to the Winners of the
16th BENCHMARK Fund of the Year Awards

Dear industry friends and peers,

Considering the current circumstances, we are no longer able to celebrate our events like usual, but we certainly hope that you are still celebrating lives, staying healthy and gearing up for a brighter future. 

Today, we want to catch up with the long overdue announcements for the few Grand Award winners that were supposed to be announced at the fun dinner in February.  After consulting with a long list of clients, we have decided to make these announcements without a congratulation handshake or a big hug. 

For Hong Kong Mutual Funds:

PROVIDER OF THE YEAR (OFFSHORE)

The Winner:

First State Investments (Hong Kong) Limited

The Nominees:

HSBC Global Asset Management HK
UBS Asset Management (Hong Kong) Limited
Investec Asset Management Hong Kong Limited
Schroder Investment Management (Hong Kong) Limited

PROVIDER OF THE YEAR (ONSHORE)

The Winner:

Income Partners Asset Management (HK) Limited

The Nominees:

BOCHK Asset Management Limited
Zeal Asset Management Limited

BRAND OF THE YEAR

The Winner:

First State Investments (Hong Kong) Limited

The Nominees:

BlackRock Asset Management North Asia Limited
BNP Paribas Asset Management Asia Limited

BEST FIXED INCOME HOUSE

The Winner:

Income Partners Asset Management (HK) Limited

The Nominees:

Baring Asset Management (Asia) Limited
BOCHK Asset Management Limited

BEST EQUITY HOUSE

The Winner:

First State Investments (Hong Kong) Limited

The Nominees:

BlackRock Asset Management North Asia Limited
Schroder Investment Management (Hong Kong) Limited

BEST MULTI-ASSET HOUSE

The Winner:

Schroder Investment Management (Hong Kong) Limited

The Nominees:

First State Investments (Hong Kong) Limited
Investec Asset Management Hong Kong Limited

The select committee of jurors made their decisions based on their range of quality strategies that go beyond quant metrics, consistent performances, high conviction approaches, ESG integration, and having a strong team.  

“We wish to congratulate the winning groups for their outstanding commitment to excellence, better stewardship, and ongoing improvement.  As we were stepping up to the next level of asset management scrutiny, these houses have undertaken an effort beyond the ordinary, to demonstrate to their investors that they are worth their trusts.  I am proud to see their progress made over the year.  A special congratulations to First State Investments for their extraordinary achievement this year”, says Elsa Pau, the CEO and Publisher of WealthAsia Media.  

Stay healthy and best wishes,
Benchmark Awards Committee

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© 2020 WealthAsia Media Limited. All rights reserved.

For more information about the methodology of the BENCHMARK Fund of the Year Awards, visit https://benchmark.exchange/hk/asset-management/methodology/

About the Awards

The BENCHMARK Fund of the Year Awards has gained a solid industry reputation for running distinguished awards safeguarded by powerful gatekeepers from global institutions. The competition adopts a total investor approach to determine whether each contestant has investment principles and practices designed to protect clients rather than solely for the interests of the company.

This award can also be interpreted as a buy-side driven and a client-centric initiative, where bank gatekeepers and service users, such as asset owners, will dominate the decision-making process of the awards. The other purpose of this award is also to raise awareness of responsible investing and to drive better practices in responsible and sustainable investing.

Our Methodology

The Awards continue to utilize the most stringent criteria, guarded by our panel of industry judges, to be recognized as the industry’s key adjudicating criteria in finding the best of best for investors. Learn more about our Methodology – MUTUAL FUND

Meet Our Honorable Jurors

Click here to see our Judges Credentials

The Winners 2019

Winners of 2019 and their Winning Categories – MUTUAL FUND

Media Inquiries
Joanna Tang
+852 2297 3038
joanna@wealthasia.net

Stakeholder Relations
Cheyne Reid
+852 2297 3030
cheyne.reid@wealthasia.net