RESULTS 2019
HOUSE AWARDSMANAGER OF THE YEARSUSTAINABILITY AWARDSTHE GRAND AWARDSTOP FUND AWARDS
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.
| Category | Company | Award Status |
|---|---|---|
| Absolute Return | Income Partners Asset Management (HK) Ltd | Outstanding Achiever |
| Asia Allocation | First State Investments (Hong Kong) Limited | Best-in-Class |
| Asia Fixed Income | HSBC Global Asset Management HK | Best-in-Class |
| Asia ex-Japan Equity | First State Investments (Hong Kong) Limited | Best-in-Class |
| Asia ex-Japan Equity | HSBC Global Asset Management HK | Outstanding Achiever |
| China A-Shares Equity | First State Investments (Hong Kong) Limited | Best-in-Class |
| China Equity | UBS Asset Management (Hong Kong) Limited | Best-in-Class |
| China Equity | Investec Asset Management Hong Kong Limited | Outstanding Achiever |
| China Fixed Income | BOCHK Asset Management Limited | Best-in-Class |
| China Fixed Income | Income Partners Asset Management (HK) Ltd | Outstanding Achiever |
| China Fixed Income – RQFII | Regrettably, there are no qualified winners in this category | |
| Consumer Sector Equity | Regrettably, there are no qualified winners in this category | |
| Emerging Markets Fixed Income | BNY Mellon Hong Kong | Best-in-Class |
| Emerging Markets Fixed Income | Investec Asset Management Hong Kong Limited | Outstanding Achiever |
| Global Equity | Regrettably, there are no qualified winners in this category | |
| Greater China Equity | UBS Asset Management (Hong Kong) Limited | Best-in-Class |
| Greater China Equity | Schroder Investment Management (Hong Kong) Limited | Outstanding Achiever |
| Healthcare Sector Equity | BlackRock Asset Management North Asia Limited | Best-in-Class |
| High-Yield Fixed Income | Baring Asset Management (Asia) Limited | Best-in-Class |
| High-Yield Fixed Income | Principal Investment & Retirement Services Limited | Outstanding Achiever |
| Hong Kong Equity | First State Investments (Hong Kong) Limited | Best-in-Class |
| India Equity | Regrettably, there are no qualified winners in this category | |
| Japan Equity | Janus Henderson Investors Hong Kong Limited | Best-in-Class |
| Long/Short Equity | Zeal Asset Management Limited | Outstanding Achiever |
| Multi-Asset Cautious Allocation | Investec Asset Management Hong Kong Limited | Outstanding Achiever |
| Multi-Asset Income | Schroder Investment Management (Hong Kong) Limited | Best-in-Class |
| Multi-Asset Moderate Allocation | Regrettably, there are no qualified winners in this category | |
| Property Sector Equity | Janus Henderson Investors Hong Kong Limited | Best-in-Class |
| RMB Fixed Income | Income Partners Asset Management (HK) Ltd | Best-in-Class |
| RMB Fixed Income | Haitong International Securities Group Limited | Outstanding Achiever |
| Technology Sector Equity | Franklin Templeton Investments (Asia) Limited | Best-in-Class |
| Technology Sector Equity | BlackRock Asset Management North Asia Limited | Outstanding Achiever |
| US Fixed Income | Principal Investment & Retirement Services Limited | Best-in-Class |
| US Large-Cap Equity | Regrettably, there are no qualified winners in this category | |
| US Small/Mid-Cap Equity | Schroder Investment Management (Hong Kong) Limited | Outstanding Achiever |
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.
| Category | Company | Award Status |
|---|---|---|
| Asia Equity | Toby Hudson, Schroder Investment Management (Hong Kong) Limited | Manager of the Year |
| Asia Fixed Income | Pheona Tsang, BEA Union Investment Management Limited | Manager of the Year |
| Asia Fixed Income | CAI Jing, Jane, China Asset Management (Hong Kong) Limited | Outstanding Manager Award |
| China Equity | Caroline Yu Maurer, BNP Paribas Asset Management Asia Limited | Manager of the Year |
| China Equity | Martin Lau, First State Investments (Hong Kong) Limited | Outstanding Manager Award |
| China Fixed Income | Ben Yuen and James Wong, BOCHK Asset Management Limited | Manager of the Year |
| Global Equity | Clyde Rossouw, Investec Asset Management Hong Kong Limited | Manager of the Year |
| High-Yield Fixed Income | Chris Sawyer, Craig Aboucher, Scott Roth and Sean Feeley, Baring Asset Management (Asia) Limited | Manager of the Year |
| Multi-Asset Strategies | Patrick Brenner, Schroder Investment Management (Hong Kong) Limited | Manager of the Year |
| Category | Company | Awards Status |
|---|---|---|
| Impact Investments Award | BNP Paribas Asset Management Asia Limited | Best-in-Class |
| Sustainable Investment | BNP Paribas Asset Management Asia Limited | Best-in-Class |
| Sustainable Investment | First State Investments (Hong Kong) Limited | Outstanding Achiever |
BENCHMARK is pleased to announce the TOP performing funds for this year’s BENCHMARK Fund of the Year Awards.
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CATEGORY FUND NAME AWARD STATUS Asia Pacific Fixed Income – HC BEA Union Investment Asian Bond&Curr A USD Acc BEST-IN-CLASS Asia Pacific Fixed Income – HC First State Asian Quality Bond I Acc USD OUTSTANDING ACHIEVER Asia Pacific Fixed Income – LC Schroder ISF Asian Local Currency Bond A Acc BEST-IN-CLASS Global Emerging Markets Corporate Fixed Income AS SICAV I – EM Corporate Bond A Acc USD BEST-IN-CLASS Global Emerging Markets Corporate Fixed Income BNY Mellon Em Mkts Corp Debt A USD OUTSTANDING ACHIEVER Global Emerging Markets Corporate Fixed Income Goldman Sachs Em Mkts Corp Bond Pf Base Acc USD OUTSTANDING ACHIEVER Global Emerging Markets Fixed Income – HC Neuberger Berman EM Debt Hard Curr USD A Acc BEST-IN-CLASS Global Fixed Income PIMCO GIS Diversified Income ECl USD Inc BEST-IN-CLASS Global Fixed Income – LC Fidelity Global Invt-Global Bond HKD Hedged Fund A BEST-IN-CLASS Global High Yield Fixed Income BGF Global High Yield Bond A2 USD BEST-IN-CLASS Global High Yield Fixed Income HSBC GIF Global High Income Bond AC USD OUTSTANDING ACHIEVER HKD Fixed Income Fidelity Global Invt-Hong Kong Bond A BEST-IN-CLASS USD Corporate Fixed Income Investec GSF Investment Grade Corp Bd A Acc USD BEST-IN-CLASS USD Fixed Income AB FCP I-American Income Portfolio A USD BEST-IN-CLASS USD Fixed Income Legg Mason WA US Core Plus Bond A Acc USD OUTSTANDING ACHIEVER USD High Yield Fixed Income PIMCO GIS Global High Yld Bd ECl USD Inc BEST-IN-CLASS USD High Yield Fixed Income MFS Meridian Funds-Global High Yield A1 USD OUTSTANDING ACHIEVER -
CATEGORY FUND NAME AWARD STATUS Alternative Energy Theme Equity Schroder ISF Global Climate Change Eq A Acc BEST-IN-CLASS ASEAN Equity Barings ASEAN Frontiers A USD Inc BEST-IN-CLASS Asia ex-Japan Equity Fidelity Funds AsiaPacific Opportunities A-ACC-EUR BEST-IN-CLASS Asia Pacific Equity JPMorgan Pacific Securities (acc) – USD BEST-IN-CLASS Asia Pacific Small/Mid Cap Equity JPMorgan Asian Smaller Companies Fund (acc) – USD BEST-IN-CLASS China Equity Allianz China A-Shares – AT – USD BEST-IN-CLASS Europe Emerging Markets Equity Schroder ISF Emerging Europe A Acc BEST-IN-CLASS Europe Equity Fidelity Funds – European Dynamic Gth A-EUR-DIS BEST-IN-CLASS Europe Small/Mid Cap Equity Threadneedle (Lux)-Pan Europ Small Cap Opp AE BEST-IN-CLASS EuroZone Equity Fidelity Funds – Euro Stoxx 50® A-EUR-DIS BEST-IN-CLASS Financial Sector Equity BGF World Financials A2 USD BEST-IN-CLASS Global Emerging Markets Equity Schroder ISF BRIC A Acc BEST-IN-CLASS Global Equity MS INVF Global Opportunity A USD BEST-IN-CLASS Global Equity Threadneedle (Lux)-Global Focus AU OUTSTANDING ACHIEVER Global Equity Income Fidelity Funds – Global Dividend A-ACC-USD BEST-IN-CLASS Global Real Estate Sector Equity Janus Henderson HF Global Property Eqs A2 USD BEST-IN-CLASS Greater China Equity UBS (Lux) Equity Fd – Greater China (USD) P-acc BEST-IN-CLASS Healthcare Sector Equity BGF World Healthscience A2 USD BEST-IN-CLASS Hong Kong Equity Invesco Hong Kong and China Fund B BEST-IN-CLASS India Equity Manulife Global Fd-India Equity AA BEST-IN-CLASS India Equity First State Indian Subcontinent I Acc USD OUTSTANDING ACHIEVER Information Technology Sector Equity Fidelity Funds – Global Technology A-EUR-DIS BEST-IN-CLASS Information Technology Sector Equity Threadneedle (Lux)-Global Technology AU OUTSTANDING ACHIEVER Infrastructure Theme Equity MS INVF Global Infrastructure A USD BEST-IN-CLASS Japan Equity JPMorgan Japan (Yen) Acc JPY BEST-IN-CLASS Japan Equity Invesco Japan Fund B OUTSTANDING ACHIEVER Latin America Emerging Markets Equity Templeton Latin America A (Ydis) USD BEST-IN-CLASS US Equity MFS Meridian Funds-US Concentrated Growth A1 USD BEST-IN-CLASS US Small/Mid Cap Equity Schroder ISF US Smaller Companies A Acc BEST-IN-CLASS -
BENCHMARK CATEGORY FUND NAME AWARD STATUS HKD Aggressive Allocation Fidelity Global Invt-Balanced A BEST-IN-CLASS HKD Balanced Allocation JPMorgan Provident Balanced Fund-Invest BEST-IN-CLASS HKD Conservative Allocation JPMorgan Provident Capital Fund-Invest BEST-IN-CLASS USD Balanced Allocation Janus Henderson Balanced A$acc BEST-IN-CLASS USD Balanced Allocation – Global First State Asian Bridge Fund BEST-IN-CLASS USD Conservative Allocation HSBC Portfolios World Selection 2 AC USD BEST-IN-CLASS USD Flexible Allocation – Global JPMorgan Multi Income (mth) – USD BEST-IN-CLASS USD Flexible Allocation – Global MFS Meridian Funds-Prudent Wealth A1 USD OUTSTANDING ACHIEVER