Results 2019 – Mutual Funds

CompanyAward
First State Investments (Hong Kong) LimitedProvider of the Year (Offshore)
Income Partners Asset Management (HK) LtdProvider of the Year (Onshore)
First State Investments (Hong Kong) LimitedBrand of the Year
First State Investments (Hong Kong) LimitedBest Equity House
Income Partners Asset Management (HK) LtdBest Fixed Income House
Schroder Investment Management (Hong Kong) LimitedBest Multi-Asset House

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.

Benchmark CategoryFund ManagerAward Status
Asia EquityToby Hudson, Schroder Investment Management (Hong Kong) LimitedManager of the Year
Asia Fixed IncomePheona Tsang, BEA Union Investment Management LimitedManager of the Year
Asia Fixed IncomeCAI Jing, Jane, China Asset Management (Hong Kong) LimitedOutstanding Manager
China EquityCaroline Yu Maurer, BNP Paribas Asset Management Asia LimitedManager of the Year
China EquityMartin Lau, First State Investments (Hong Kong) LimitedOutstanding Manager
China Fixed IncomeBen Yuen and James Wong, BOCHK Asset Management LimitedManager of the Year
Global EquityClyde Rossouw, Investec Asset Management Hong Kong LimitedManager of the Year
High-Yield Fixed IncomeChris Sawyer, Craig Aboucher, Scott Roth and Sean Feeley, Baring Asset Management (Asia) LimitedManager of the Year
Multi-Asset StrategiesPatrick Brenner, Schroder Investment Management (Hong Kong) LimitedManager of the Year

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.

CategoryCompanyAward Status
Absolute ReturnIncome Partners Asset Management (HK) LtdOutstanding Achiever
Asia AllocationFirst State Investments (Hong Kong) LimitedBest-in-Class
Asia Fixed IncomeHSBC Global Asset Management HKBest-in-Class
Asia ex-Japan EquityFirst State Investments (Hong Kong) LimitedBest-in-Class
Asia ex-Japan EquityHSBC Global Asset Management HKOutstanding Achiever
China A-Shares EquityFirst State Investments (Hong Kong) LimitedBest-in-Class
China EquityUBS Asset Management (Hong Kong) LimitedBest-in-Class
China EquityInvestec Asset Management Hong Kong LimitedOutstanding Achiever
China Fixed IncomeBOCHK Asset Management LimitedBest-in-Class
China Fixed IncomeIncome Partners Asset Management (HK) LtdOutstanding Achiever
China Fixed Income – RQFII Regrettably, there are no qualified winners in this category
Consumer Sector EquityRegrettably, there are no qualified winners in this category
Emerging Markets Fixed IncomeBNY Mellon Hong KongBest-in-Class
Emerging Markets Fixed IncomeInvestec Asset Management Hong Kong LimitedOutstanding Achiever
Global EquityRegrettably, there are no qualified winners in this category
Greater China EquityUBS Asset Management (Hong Kong) LimitedBest-in-Class
Greater China EquitySchroder Investment Management (Hong Kong) LimitedOutstanding Achiever
Healthcare Sector EquityBlackRock Asset Management North Asia LimitedBest-in-Class
High-Yield Fixed IncomeBaring Asset Management (Asia) LimitedBest-in-Class
High-Yield Fixed IncomePrincipal Investment & Retirement Services LimitedOutstanding Achiever
Hong Kong EquityFirst State Investments (Hong Kong) LimitedBest-in-Class
India EquityRegrettably, there are no qualified winners in this category
Japan EquityJanus Henderson Investors Hong Kong LimitedBest-in-Class
Long/Short EquityZeal Asset Management LimitedOutstanding Achiever
Multi-Asset Cautious AllocationInvestec Asset Management Hong Kong LimitedOutstanding Achiever
Multi-Asset IncomeSchroder Investment Management (Hong Kong) LimitedBest-in-Class
Multi-Asset Moderate AllocationRegrettably, there are no qualified winners in this category
Property Sector EquityJanus Henderson Investors Hong Kong LimitedBest-in-Class
RMB Fixed IncomeIncome Partners Asset Management (HK) LtdBest-in-Class
RMB Fixed IncomeHaitong International Securities Group LimitedOutstanding Achiever
Technology Sector EquityFranklin Templeton Investments (Asia) LimitedBest-in-Class
Technology Sector EquityBlackRock Asset Management North Asia LimitedOutstanding Achiever
US Fixed IncomePrincipal Investment & Retirement Services LimitedBest-in-Class
US Large-Cap EquityRegrettably, there are no qualified winners in this category
US Small/Mid-Cap EquitySchroder Investment Management (Hong Kong) LimitedOutstanding Achiever

BENCHMARK is pleased to announce the TOP performing funds for this year’s BENCHMARK Fund of the Year Awards.

CATEGORYFUND NAMEAWARD STATUS
Asia Pacific Fixed Income – HCBEA Union Investment Asian Bond&Curr A USD AccBEST-IN-CLASS
Asia Pacific Fixed Income – HCFirst State Asian Quality Bond I Acc USDOUTSTANDING ACHIEVER
Asia Pacific Fixed Income – LCSchroder ISF Asian Local Currency Bond A AccBEST-IN-CLASS
Global Emerging Markets Corporate Fixed IncomeAS SICAV I – EM Corporate Bond A Acc USDBEST-IN-CLASS
Global Emerging Markets Corporate Fixed IncomeBNY Mellon Em Mkts Corp Debt A USDOUTSTANDING ACHIEVER
Global Emerging Markets Corporate Fixed IncomeGoldman Sachs Em Mkts Corp Bond Pf Base Acc USDOUTSTANDING ACHIEVER
Global Emerging Markets Fixed Income – HCNeuberger Berman EM Debt Hard Curr USD A AccBEST-IN-CLASS
Global Fixed IncomePIMCO GIS Diversified Income ECl USD IncBEST-IN-CLASS
Global Fixed Income – LCFidelity Global Invt-Global Bond HKD Hedged Fund ABEST-IN-CLASS
Global High Yield Fixed IncomeBGF Global High Yield Bond A2 USDBEST-IN-CLASS
Global High Yield Fixed IncomeHSBC GIF Global High Income Bond AC USDOUTSTANDING ACHIEVER
HKD Fixed IncomeFidelity Global Invt-Hong Kong Bond ABEST-IN-CLASS
USD Corporate Fixed IncomeInvestec GSF Investment Grade Corp Bd A Acc USDBEST-IN-CLASS
USD Fixed IncomeAB FCP I-American Income Portfolio A USDBEST-IN-CLASS
USD Fixed IncomeLegg Mason WA US Core Plus Bond A Acc USDOUTSTANDING ACHIEVER
USD High Yield Fixed IncomePIMCO GIS Global High Yld Bd ECl USD IncBEST-IN-CLASS
USD High Yield Fixed IncomeMFS Meridian Funds-Global High Yield A1 USDOUTSTANDING ACHIEVER

CATEGORYFUND NAMEAWARD STATUS
Alternative Energy Theme EquitySchroder ISF Global Climate Change Eq A AccBEST-IN-CLASS
ASEAN EquityBarings ASEAN Frontiers A USD IncBEST-IN-CLASS
Asia ex-Japan EquityFidelity Funds AsiaPacific Opportunities A-ACC-EURBEST-IN-CLASS
Asia Pacific EquityJPMorgan Pacific Securities (acc) – USDBEST-IN-CLASS
Asia Pacific Small/Mid Cap EquityJPMorgan Asian Smaller Companies Fund (acc) – USDBEST-IN-CLASS
China EquityAllianz China A-Shares – AT – USDBEST-IN-CLASS
Europe Emerging Markets EquitySchroder ISF Emerging Europe A AccBEST-IN-CLASS
Europe EquityFidelity Funds – European Dynamic Gth A-EUR-DISBEST-IN-CLASS
Europe Small/Mid Cap EquityThreadneedle (Lux)-Pan Europ Small Cap Opp AEBEST-IN-CLASS
EuroZone EquityFidelity Funds – Euro Stoxx 50® A-EUR-DISBEST-IN-CLASS
Financial Sector EquityBGF World Financials A2 USDBEST-IN-CLASS
Global Emerging Markets EquitySchroder ISF BRIC A AccBEST-IN-CLASS
Global EquityMS INVF Global Opportunity A USDBEST-IN-CLASS
Global EquityThreadneedle (Lux)-Global Focus AUOUTSTANDING ACHIEVER
Global Equity IncomeFidelity Funds – Global Dividend A-ACC-USDBEST-IN-CLASS
Global Real Estate Sector EquityJanus Henderson HF Global Property Eqs A2 USDBEST-IN-CLASS
Greater China EquityUBS (Lux) Equity Fd – Greater China (USD) P-accBEST-IN-CLASS
Healthcare Sector EquityBGF World Healthscience A2 USDBEST-IN-CLASS
Hong Kong EquityInvesco Hong Kong and China Fund BBEST-IN-CLASS
India EquityManulife Global Fd-India Equity AABEST-IN-CLASS
India EquityFirst State Indian Subcontinent I Acc USDOUTSTANDING ACHIEVER
Information Technology Sector EquityFidelity Funds – Global Technology A-EUR-DISBEST-IN-CLASS
Information Technology Sector EquityThreadneedle (Lux)-Global Technology AUOUTSTANDING ACHIEVER
Infrastructure Theme EquityMS INVF Global Infrastructure A USDBEST-IN-CLASS
Japan EquityJPMorgan Japan (Yen) Acc JPYBEST-IN-CLASS
Japan EquityInvesco Japan Fund BOUTSTANDING ACHIEVER
Latin America Emerging Markets EquityTempleton Latin America A (Ydis) USDBEST-IN-CLASS
US EquityMFS Meridian Funds-US Concentrated Growth A1 USDBEST-IN-CLASS
US Small/Mid Cap EquitySchroder ISF US Smaller Companies A AccBEST-IN-CLASS

BENCHMARK CATEGORYFUND NAMEAWARD STATUS
HKD Aggressive AllocationFidelity Global Invt-Balanced ABEST-IN-CLASS
HKD Balanced AllocationJPMorgan Provident Balanced Fund-InvestBEST-IN-CLASS
HKD Conservative AllocationJPMorgan Provident Capital Fund-InvestBEST-IN-CLASS
USD Balanced AllocationJanus Henderson Balanced A$accBEST-IN-CLASS
USD Balanced Allocation – GlobalFirst State Asian Bridge FundBEST-IN-CLASS
USD Conservative AllocationHSBC Portfolios World Selection 2 AC USDBEST-IN-CLASS
USD Flexible Allocation – GlobalJPMorgan Multi Income (mth) – USDBEST-IN-CLASS
USD Flexible Allocation – GlobalMFS Meridian Funds-Prudent Wealth A1 USDOUTSTANDING ACHIEVER

CategoryCompanyAwards Status
Impact InvestmentsBNP Paribas Asset Management Asia LimitedBest-in-Class
Sustainable InvestmentBNP Paribas Asset Management Asia LimitedBest-in-Class
Sustainable InvestmentFirst State Investments (Hong Kong) LimitedOutstanding Achiever

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