RESULTS 2017
GRAND AWARDSMANAGER OF THE YEARHOUSE AWARDSTOP FUND AWARDS
See Methodologies
| Company | Award |
|---|---|
| First State Investments | Provider of the Year – Offshore |
| Income Partners Asset Management (HK) Limited | Provider of the Year – Onshore |
| First State Investments | Best Equity House |
| Income Partners Asset Management (HK) Limited | Best Fixed Income House |
| Schroder Investment Management (Hong Kong) Limited | Best Multi-Asset Investment House |
| Allianz Global Investors | Brand of the Year |
| BNP Paribas Asset Management | Best Sustainable Investment Award (Overall Leader) |
| First State Investments | Best Sustainable Investment Award (Overall Leader) |
| Aberdeen Standard Investments | Outstanding Sustainable Investment Award (Overall Leader) |
| Allianz Global Investors | Outstanding Sustainable Investment Award (Overall Leader) |
| Robeco | Outstanding Sustainable Investment Award (Overall Leader) |
| BNP Paribas Asset Management | Outstanding Sustainable Impact Award |
| Morgan Stanley Investment Management | Outstanding Values Alignment Award |
This award aims to recognize an individual who has led his/her team to outstanding performances over the consistency of three-year and five-year performances against the benchmark and their peers, and how they have managed their mandates with excellent stewardship in safeguarding shareholders’ capital, grew the size of the fund/mandate without compromising safety and returns.
See Methodology| CATEGORY | COMPANY | AWARD STATUS |
|---|---|---|
| Asia Fixed Income | Ken Hu, Invesco Hong Kong | Manager of the Year |
| Asia Fixed Income | Emil Nguy, Income Partners Asset Management | Outstanding Manager Award |
| Asia Fixed Income | Pheona Tsang, BEA Union Investment Management Limited | Outstanding Manager Award |
| Asia Fixed Income | Ooi Boon Peng, Eastspring Investments | Outstanding Manager Award |
| Asia Equity | Martin Lau, First State Investments | Manager of the Year |
| Europe Equity | Michael Fraikin and Thorsten Paarmann, Invesco Hong Kong | Manager of the Year |
| Global Equity | Kristian Heugh, Morgan Stanley Investment Management | Manager of the Year |
| Greater China Equity | Jacky Choi, Zeal Asset Management Limited | Manager of the Year |
| Greater China Equity | Cheah Cheng Hye and Louis So, Value Partners Hong Kong Limited | Outstanding Manager Award |
| High Yield Fixed Income | Gordon Ip, Value Partners Hong Kong Limited | Manager of the Year |
| High Yield Fixed Income | Raymond Gui, Income Partners Asset Management | Outstanding Manager Award |
| High Yield Fixed Income | Doug Forsyth, Jim Dudnick and Steven Gish, Allianz Global Investors | Outstanding Manager Award |
| Multi Asset Strategies | Paul Causer, Paul Read and Stephanie Butcher, Invesco Hong Kong | Outstanding Manager Award |
These awards recognize players of the different asset classes and strategies that have delivered sustained consistent out-performance on a risk-adjusted basis with a clear, coherent and sustainable 3-steps methodology and by following the 5-prong criteria.
See Methodology-
CATEGORY COMPANY AWARD STATUS Asia Equity HSBC Global Asset Management
Outstanding Achiever
Asia ex-Japan Equity BlackRock Asset Management North Asia Limited Best-in-Class Asia ex-Japan Equity First State Investments Outstanding Achiever
Asia ex-Japan Equity
Schroder Investment Management (Hong Kong) Limited
Outstanding Achiever
China A-Shares Equity Allianz Global Investors Best-in-Class China A-Shares Equity First State Investments Outstanding Achiever China Equity First State Investments Best-in-Class Emerging Markets Equity T. Rowe Price Outstanding Achiever Europe Equity Standard Life Investments (Hong Kong) Limited Best-in-Class Europe Equity Janus Henderson Investors Outstanding Achiever Europe Equity
Investec Asset Management Hong Kong Limited
Outstanding Achiever
Global Equity Morgan Stanley Investment Management Best-in-Class Global Equity T. Rowe Price Outstanding Achiever Global Equity Income Columbia Threadneedle Investments Outstanding Achiever Greater China Equity Schroder Investment Management (Hong Kong) Limited Best-in-Class Greater China Equity
Invesco Hong Kong
Outstanding Achiever
Hong Kong Equity Manulife Asset Management Best-in-Class India Equity First State Investments
Best-in-Class Japan Equity Janus Henderson Investors Best-in-Class Japan Equity Allianz Global Investors
Outstanding Achiever
Japan Equity Eastspring Investments
Outstanding Achiever
US Large-Cap Equity No Qualified Winners N/A US Small/Mid-Cap Equity Robeco Best-in-Class US Small/Mid-Cap Equity Columbia Threadneedle Investments Outstanding Achiever -
CATEGORY COMPANY AWARD STATUS Consumer Sector Invesco Hong Kong Best-in-Class Healthcare Sector BlackRock Asset Management North Asia Limited Best-in-Class Property Sector Neuberger Berman Asia Limited Best-in-Class Technology Sector Columbia Threadneedle Investments Best-in-Class Technology Sector Franklin Templeton Investments Outstanding Achiever Technology Sector T. Rowe Price Outstanding Achiever -
CATEGORY COMPANY AWARD STATUS Asia Fixed Income BEA Union Investment Management Limited Best-in-Class China Fixed Income BOCHK Asset Management Limited Best-in-Class China Fixed Income Income Partners Asset Management Outstanding Achiever China Fixed Income – RQFII No Qualified Winners N/A Emerging Markets Fixed Income Neuberger Berman Asia Limited Best-in-Class Emerging Markets Fixed Income T. Rowe Price Outstanding Achiever Global Fixed Income Schroder Investment Management (Hong Kong) Limited
Outstanding Achiever
High Yield Fixed Income Income Partners Asset Management Best-in-Class High Yield Fixed Income Principal Hong Kong Outstanding Achiever RMB Fixed Income Income Partners Asset Management Best-in-Class RMB Fixed Income BOCHK Asset Management Limited Outstanding Achiever US Fixed Income Principal Hong Kong Best-in-Class -
CATEGORY COMPANY AWARD STATUS Asia Allocation First State Investments
Best-in-Class Asia Allocation Schroder Investment Management (Hong Kong) Limited Outstanding Achiever Cautious Allocations Amundi Hong Kong Limited Best-in-Class Cautious Allocations
Investec Asset Management Hong Kong Limited
Outstanding Achiever
Moderate Allocation Capital Group Best-in-Class Moderate Allocation Janus Henderson Investors Outstanding Achiever Multi-Asset Income No Qualified Winners N/A -
CATEGORY COMPANY AWARD STATUS Absolute Return Double Haven Capital (Hong Kong) Limited Outstanding Achiever Long/Short Equity Zeal Asset Management Limited Best-in-Class Multi-Alternative Legg Mason Asset Management Hong Kong Limited Best-in-Class Private Equity – Fund Of Funds No Qualified Winners N/A
BENCHMARK is pleased to announce the TOP performing funds for this year’s BENCHMARK Fund of the Year Awards.
See Methodology-
Category Fund Name 基金名稱 Award Status ASEAN Equity JPMorgan ASEAN (acc) – USD 摩根東協（美元）（累計） Best-in-Class Asia ex-Japan Equity BGF Asian Growth Leaders A2RF USD 貝萊德全球基金 – 亞洲增長型領先基金 A2 USD Best-in-Class Asia-Pacific ex-Japan Equity Old Mutual Pacific Equity A USD Acc 先機亞太股票基金 – A1 Best-in-Class Asia-Pacific ex-Japan Equity First State Asian Eq Plus I USD Inc 首域環球傘子基金-首域亞洲股本優點基金 I Inc Outstanding Achiever Asia-Pacific ex-Japan Equity Principal Asia Pac High Div Eq 信安亞太高息股票基金Inc Outstanding Achiever Asia-Pacific incl Japan Equity JPMorgan Pacific Sec (acc) – USD 摩根太平洋證券（美元）（累計） Best-in-Class China Equity UBS (Lux) EF China Oppo (USD) P 瑞銀(盧森堡)中國精選股票P Best-in-Class China Equity – A Shares Allianz China A-Shares AT USD 安聯神洲A股基金 – AT Best-in-Class Emerging Markets Equity Robeco Emerging Markets Equities D € 荷寶新興市場股票 D 歐元 Best-in-Class Emerging Markets Equity AB FCP I Emerging Markets Gr A Acc 聯博－新興市場增長基金A Outstanding Achiever Emerging Markets Equity BGF Emerging Markets Eq Inc A2 USD 貝萊德全球基金 – 新興市場股票入息基金 A2 Outstanding Achiever Europe Large-Cap Equity Investec GSF European Eq A Inc USD 天達GSF歐洲股票 A 收益股份 Best-in-Class Europe Large-Cap Equity PineBridge FS – Europe Equity (Prov) 柏瑞基金系列 – 柏瑞歐洲股票基金 Outstanding Achiever Europe Small/Mid-Cap Equity Henderson Horizon PanEurp SmrComs A2€Acc 亨德森遠見基金 泛歐小型公司基金-A2 Best-in-Class Europe Small/Mid-Cap Equity Baring Europe Select A GBP Inc 霸菱歐洲精選基金 – GBP Outstanding Achiever Eurozone Large-Cap Equity Templeton Euroland A(acc)EUR 鄧普頓歐元區基金A (acc)EUR Best-in-Class Global Equity Small/Mid-Cap Invesco Global Smaller Coms Eq A USD Acc 景順環球小型企業基金 A USD ACC Best-in-Class Global Equity Small/Mid-Cap Old Mutual World Equity A USD Acc 先機環球股票基金 – A Outstanding Achiever Global Large-Cap Blend Equity BOC-P Global Equity Provident 中銀保誠環球股票基金 Best-in-Class Global Large-Cap Growth Equity T. Rowe Price Global Focused Gr Eq A USD 普信環球焦點增長股票基金 A USD Best-in-Class Global Large-Cap Value Equity Eastspring Inv World Val Eq A 瀚亞投資 – 全球價值股票基金 – A Best-in-Class Greater China Equity UBS (Lux) EF Greater China (USD) P 瑞銀(盧森堡)大中華股票基金P Best-in-Class Hong Kong Equity BOC-P HK Equity Provident 中銀保誠香港股票基金 Best-in-Class India Equity Jupiter India Select L USD A Inc 木星印度精選基金 USD Best-in-Class India Equity First State Indian Subcontnt II USD Acc 首域環球傘子基金-首域印度次大陸基金 II Outstanding Achiever Japan Large-Cap Equity JPMorgan Japan (Yen) (acc) – JPY 摩根日本（日圓）基金 Best-in-Class Japan Large-Cap Equity GAM Star Japan Equity B EUR Acc GAM Star基金-日本股票基金 – EUR Acc Outstanding Achiever Japan Small/Mid-Cap Equity Henderson Horizon Jpns Smr Coms A2$ Acc 亨德森遠見基金 日本小型公司基金-A2 Best-in-Class Korea Equity JPMorgan Korea (acc) – USD 摩根南韓（美元）（累計） Best-in-Class Thailand Equity JPMorgan Thailand (acc) – USD 摩根泰國（美元）（累計） Best-in-Class US Large-Cap Blend Equity HSBC American Index Retail Acc Best-in-Class US Large-Cap Blend Equity PineBridge FS – US Equity (Prov) 柏瑞基金系列 – 柏瑞美國股票基金 Outstanding Achiever US Large-Cap Growth Equity New Capital US Growth USD Ord Acc 創凱美國增長基金USD Ord Acc Best-in-Class US Large-Cap Growth Equity Threadneedle (Lux) American W 天利(盧森堡) – 美國股票基金 – W Outstanding Achiever US Large-Cap Value Equity BNY Mellon US Dynamic Value USD A Acc 紐約銀行美倫美國動態價值投資基金 A Best-in-Class -
Category Fund Name 基金名稱 Award Status Agriculture Sector Equity Amundi Fds CPR Global Agriculture AU-C CPR 環球農業基金 AU-C Best-in-Class Consumer Goods & Services Sector Equity Invesco Global Leisure A USD Acc 景順消閒基金 – A Best-in-Class Ecology Sector Equity UBS (Lux) EF Glbl Sust Innovtr EUR P 瑞銀(盧森堡)全球創新趨勢股票基金 P Best-in-Class Healthcare Sector Equity BGF World Healthscience A2 貝萊德全球基金 – 世界健康科學基金 – A2 Best-in-Class Real Estate Sector Equity Henderson Horizon PanEurpPtyEqs A2€Acc 亨德森遠見基金 泛歐地產股票基金-A2 Best-in-Class Technology Sector Equity Threadneedle (Lux) Global Technology AU 天利(盧森堡) – 全球科技基金 – AU Best-in-Class Technology Sector Equity Fidelity Global Technology A-Dis-EUR 富達基金－環球科技基金 – A Outstanding Achiever -
Category Fund Name 基金名稱 Award Status Asia Fixed Income BEA Union Inv Asia Pacific Inv Grd Bd A 東亞聯豐亞太區投資級別債券基金 A Best-in-Class Asia Fixed Income PineBridge FS – Asian Bond (Prov) 柏瑞基金系列 – 柏瑞亞洲債券基金 Outstanding Achiever Asia High Yield Fixed Income BEA Union Inv Asian Bd &Ccy A Acc 東亞聯豐投資系列-東亞聯豐亞洲債券及貨幣基金 A 累積 Best-in-Class Emerging Markets Fixed Income BGF Emerging Markets Bond A1 貝萊德全球基金 – 新興市場債券基金 – A1 USD Best-in-Class Global Fixed Income PIMCO GIS Income E Acc USD PIMCO收益基金 E USD Acc Best-in-Class High Yield Fixed Income HSBC GIF Global High Yield Bond AM2 匯豐環球投資基金 – 環球高收益債券 AM USD Best-in-Class HKD Fixed Income BEA Union Investment HK Dollar HKD Bd A 東亞聯豐港元債券基金 A Acc Best-in-Class Other Fixed Income Value Partners Grt CHN HY In P Acc USD 惠理大中華高收益債券基金 P Acc USD Best-in-Class US Fixed Income AB FCP I Mortgage Income AX Inc 聯博-按揭收益基金- AX USD Inc Best-in-Class USD High Yield Fixed Income Fidelity US High Yield A-Dis-USD 富達基金-美元高收益基金 – A Best-in-Class -
Category Fund Name 基金名稱 Award Status Aggressive Allocation HSBC Portfolios World Selection 5 AC 匯豐組合 – 環球智選5 AC Best-in-Class Asia Allocation JPMorgan China Income (acc) – USD 摩根中國入息基金 Best-in-Class Cautious Allocation HSBC Portfolios World Selection 1 AC 匯豐組合–環球智選 1 A Best-in-Class Moderate Allocation Schroder Balanced Investment HKD 施羅德組合投資基金HKD-ACC Best-in-Class
BENCHMARK is pleased to announce the TOP performing funds for this year’s BENCHMARK Fund of the Year Awards.
See Methodology-
Category Fund Name 基金名稱 Award Status Asia ex-Japan Equity Fidelity Asian Smaller Coms Y-Acc-USD 富達基金-亞洲小型公司基金 Y-ACC-USD Best-in-Class Asia-Pacific ex-Japan Equity Henderson Horizon Asn Div Inc I2 USD Acc 亨德森遠見基金 亞洲股票收益基金-I2 Best-in-Class Asia-Pacific incl Japan Equity Invesco Pacific Equity C USD AD 景順太平洋基金 – C Best-in-Class China Equity Henderson Horizon China I2 USD Acc 亨德森遠見基金 中國躍升基金-I2 Best-in-Class China Equity – A Shares Schroder China Equity Alpha I 施羅德中國進取股票基金 I Best-in-Class Emerging Markets Equity Templeton BRIC I(acc)USD 鄧普頓新興四強基金I (acc)USD Best-in-Class Europe Large-Cap Equity Allianz European Equity Div IT EUR 安聯歐洲股息基金 IT Best-in-Class Europe Small/Mid-Cap Equity Invesco Contin Eurp Sm Cp Eq C USD AD 景順歐洲大陸企業基金 – C Best-in-Class Global Large-Cap Equity PineBridge Global Focus Equity Y 柏瑞環球重點股票基金 Y Best-in-Class Global Large-Cap Equity Capital Group Global Equity (LUX) X Capital Group全球股票基金 (盧森堡) X EUR Outstanding Achiever Greater China Equity China Sthn Drgn Dy CHN NewBalOp I USD 中國新平衡機會基金 I$ Best-in-Class Healthcare Sector Equity Janus Global Life Sciences I $ Acc 駿利資產管理基金 – 駿利環球生命科技基金 I $acc Best-in-Class Hong Kong Equity BlackRock Hong Kong Equity Index X2 貝萊德貝萊德香港股票指數基金X2 Best-in-Class India Equity Invesco India Equity C USD AD 景順印度股票基金 – C-INC Best-in-Class India Equity PineBridge India Equity Y 柏瑞環球基金-柏瑞印度股票基金 – Y Outstanding Achiever Japan Equity Fidelity Japan Aggressive I-Acc-JPY 富達基金 – 機構性日本進取基金 Best-in-Class US Large-Cap Blend Equity INTECH US Core I $ Acc 駿利資產管理基金 – 英達美國重點基金 I $acc Best-in-Class US Large-Cap Growth Equity Wells Fargo (Lux) WF USLrgCpGr I USD Acc Wells Fargo – 美國大型市值股票增長基金 I USD Acc Best-in-Class -
Category Fund Name 基金名稱 Award Status Real Estate Sector Equity Janus Global Real Estate I $ Inc 駿利資產管理基金 – 駿利環球房地產基金 I $inc Best-in-Class Technology Sector Equity Janus Global Technology I $ Acc 駿利資產管理基金 – 駿利環球科技基金 I $acc Best-in-Class -
Category Fund Name 基金名稱 Award Status Asia Fixed Income Invesco Asian Bond C USD Acc 景順亞洲債券基金C ACC Best-in-Class Emerging Markets Fixed Income Invesco Emerging Markets Bd C USD SD 景順新興市場債券基金 – C Best-in-Class Emerging Markets Fixed Income PIMCO GIS Em Mkts Bd Instl USD Acc PIMCO 新興市場債券基金 – INS-ACC Outstanding Achiever Global Fixed Income PIMCO GIS Diversified Inc Inst Acc USD PIMCO多元化入息基金 Inst USD Best-in-Class High Yield Fixed Income PIMCO GIS Global Hi Yld Bd Inst Acc USD PIMCO環球高孳息債券 Ins USD Acc Best-in-Class US Fixed Income PIMCO GIS Total Ret Bd Instl USD Acc PIMCO總回報債券基金 – INS-ACC Best-in-Class USD High Yield Fixed Income PIMCO GIS US High Yld Bd Inst Acc USD PIMCO高孳息債券基金 – INS-ACC Best-in-Class -
Category Fund Name 基金名稱 Award Status Convertibles Franklin Glbl Convert Secs I(acc)USD 富蘭克林環球可換股證券基金I(acc)USD Best-in-Class