Results 2020

MUTUAL FUNDS

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 ReturnHSBC Global Asset Management (HK)OUTSTANDING ACHIEVER
Asia Allocation Mixed AssetUBS Asset ManagementBEST-IN-CLASS
Asia Allocation Mixed AssetZeal Asset Management LimitedOUTSTANDING ACHIEVER
Asia EquityFirst Sentier InvestorsBEST-IN-CLASS
Asia ex-Japan EquityPrincipal Asset Management Company (Asia) LimitedOUTSTANDING ACHIEVER
Asia Fixed IncomeManulife Investment Management LimitedBEST-IN-CLASS
Asia Fixed IncomeIncome Partners Asset Management (HK) LimitedOUTSTANDING ACHIEVER
Asia Small & Mid Cap EquityPineBridge InvestmentsBEST-IN-CLASS
Balanced Mixed AssetFirst Sentier InvestorsOUTSTANDING ACHIEVER
China EquityChina Asset Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
China EquityChina Universal AMCOUTSTANDING ACHIEVER
China Fixed IncomeIncome Partners Asset Management (HK) LimitedBEST-IN-CLASS
China Fixed IncomeBOCHK Asset Management LimitedOUTSTANDING ACHIEVER
China Fixed IncomeE Fund Management (HK) Co., LtdOUTSTANDING ACHIEVER
China Fixed IncomeHSBC Global Asset Management (HK)OUTSTANDING ACHIEVER
China Fixed IncomeIncome Partners Asset Management (HK) LimitedOUTSTANDING ACHIEVER
China Fixed IncomeUBS Asset ManagementOUTSTANDING ACHIEVER
China Income EquityE Fund Management (HK) Co., LtdBEST-IN-CLASS
Conservative Mixed AssetNinety One Hong Kong LimitedBEST-IN-CLASS
Consumer Discretionary Sector EquityBNY Mellon Investment Management Hong Kong LimitedOUTSTANDING ACHIEVER
Emerging Markets Fixed IncomeNinety One Hong Kong LimitedOUTSTANDING ACHIEVER
Energy Sector EquityBNP Paribas Asset Management Asia LimitedBEST-IN-CLASS
Flexible Mixed AssetBNY Mellon Investment Management Hong Kong LimitedBEST-IN-CLASS
Flexible Mixed AssetSchroder Investment Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Global Emerging Markets EquityWells Fargo Asset Management (WFAM)OUTSTANDING ACHIEVER
Global EquityJ O Hambro Capital Management LimitedBEST-IN-CLASS
Global EquityAmundi Asset ManagmentOUTSTANDING ACHIEVER
Global Fixed IncomeE Fund Management (HK) Co., LtdOUTSTANDING ACHIEVER
Global Income EquityRegrettably, there are no qualified winners in this category
Gold & Precious Metals Sector EquityNinety One Hong Kong LimitedOUTSTANDING ACHIEVER
Greater China EquityBNP Paribas Asset Management Asia LimitedBEST-IN-CLASS
Greater China EquityChina Universal Asset Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Greater China EquityFirst Sentier InvestorsOUTSTANDING ACHIEVER
Greater China EquityZeal Asset Management LimitedOUTSTANDING ACHIEVER
Healthcare Sector EquityRegrettably, there are no qualified winners in this category
High Yield Fixed IncomeBNY Mellon Investment Management Hong Kong LimitedBEST-IN-CLASS
High Yield Fixed IncomeLegal & General Investment ManagementOUTSTANDING ACHIEVER
Hong Kong EquityManulife Investment Management LimitedBEST-IN-CLASS
Hong Kong EquityChina Universal Asset Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Hong Kong EquityFirst Sentier InvestorsOUTSTANDING ACHIEVER
India EquityManulife Investment Management LimitedBEST-IN-CLASS
India EquityPineBridge InvestmentsOUTSTANDING ACHIEVER
Information Technology Sector EquityFranklin TempletonOUTSTANDING ACHIEVER
Japan EquityFirst Sentier InvestorsBEST-IN-CLASS
Long/Short EquityZeal Asset Management LimitedBEST-IN-CLASS
US EquityWells Fargo Asset Management (WFAM)BEST-IN-CLASS
US Fixed IncomeBNY Mellon Investment Management Hong Kong LimitedBEST-IN-CLASS
US Fixed IncomeLegg MasonOUTSTANDING ACHIEVER

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

PROFESSIONAL CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia Pacific Fixed Income – HCAB SICAV I-Asia Income Opportunities Pf I2 USDBEST-IN-CLASS
Global Emerging Markets Corporate Fixed IncomeAB SICAV I-Emer Market Corporate Debt Pf IT USDBEST-IN-CLASS
Global Emerging Markets Fixed Income – HCBarings Emerging Markets Sovereign Debt A USD AccBEST-IN-CLASS
Global Emerging Markets Fixed Income – LCCapital Group EM Debt Fund (LUX) A4 USDBEST-IN-CLASS
Global High Yield Fixed IncomeCapital Group Gl High Inc Opps (LUX) A4 USDBEST-IN-CLASS
Global High Yield Fixed IncomeAB SICAV I-Short Duration High Yield Pf IT USDOUTSTANDING ACHIEVER
USD Fixed IncomeJanus Henderson Flex Income I$accBEST-IN-CLASS
USD Global Fixed IncomePIMCO GIS Diversified Income HInst USD IncBEST-IN-CLASS
USD High Yield Fixed IncomeWF(Lux)WW – US S-T High Yield Bond I (USD) disBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquityMirae Asset Asia Great Consumer Equity I USDBEST-IN-CLASS
Asia ex-Japan EquityPineBridge Asia ex Japan Equity Class YOUTSTANDING ACHIEVER
China EquitySchroder China Equity Alpha Fund I AccBEST-IN-CLASS
Europe EquityJupiter European Growth D GBP AccBEST-IN-CLASS
Global Emerging Markets EquityFidelity Funds – Emerging Mrkts Focus I-ACC-USDBEST-IN-CLASS
Global EquityAB SICAV I-Sustainable Global Thematic Pf I SGDBEST-IN-CLASS
Greater China EquityBarings Hong Kong China I USD AccBEST-IN-CLASS
Hong Kong EquityiShares Hong Kong Equity Index I2BEST-IN-CLASS
India EquityPineBridge India Equity Y USDBEST-IN-CLASS
Japan EquityFidelity Funds – Japan Aggressive I-ACC-JPYBEST-IN-CLASS
Latin America Emerging Markets EquityTempleton Latin America I (acc) USDBEST-IN-CLASS
US EquityJanus Henderson US Forty I$accBEST-IN-CLASS
US EquityWells Fargo (LUX) – U.S. Large Cap Growth I (USD) AccOUTSTANDING ACHIEVER
US Small/Mid Cap EquityJanus Henderson US Venture I$accBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
USD Aggressive AllocationPineBridge Global Dynamic Asset Allocation Y USDBEST-IN-CLASS

RETAIL CLASS

CATEGORYFUND NAMEAWARD STATUS
Absolute Return Fixed IncomeJupiter Dynamic Bond L USD Acc HSCBEST-IN-CLASS
Asia Pacific Fixed Income – HCBEA Union Investment Asia Pacific Invt Grd Bond ABEST-IN-CLASS
Asia Pacific Fixed Income – HCFirst Sentier Asian Quality Bond I Acc USDOUTSTANDING ACHIEVER
Asia Pacific Fixed Income – HCUBS (Lux) Bond Fd – Full Cycle Asian Bd (USD) P-mdOUTSTANDING ACHIEVER
Asia Pacific Fixed Income – HCPineBridge Asian Bond Fund – ProvidentBEST-IN-CLASS
CNY Fixed IncomeBGF China Bond A2 CNHBEST-IN-CLASS
Global Emerging Markets Fixed Income – HCJPM EM Investment Grade Bond A Mth USDBEST-IN-CLASS
Global Emerging Markets Fixed Income – LCCapital Group EM Debt Fund (LUX) Z GBPBEST-IN-CLASS
Global Fixed Income – LCFidelity Global Invt-Global Bond HKD Hedged Fund BBEST-IN-CLASS
Global Fixed Income – LCBEA Union Investment Hong Kong Dollar (HKD) Bond AOUTSTANDING ACHIEVER
Global High Yield Fixed IncomeCapital Group Gl High Inc Opps (LUX) Cd USDBEST-IN-CLASS
Global High Yield Fixed IncomeHSBC GIF Global High Income Bond AC USDOUTSTANDING ACHIEVER
Global High Yield Fixed IncomePrincipal GI Post Global Ltd Term HY A Acc USDOUTSTANDING ACHIEVER
HKD Fixed IncomePrincipal LSF-Hong Kong Bond Fund-R6BEST-IN-CLASS
Other Fixed IncomeBOCHK All Weather China High Yield Bond A3 HKDBEST-IN-CLASS
USD Corporate Fixed IncomeCapital Group US Corporate Bd (LUX) Z Acc SGDBEST-IN-CLASS
USD Fixed IncomeFidelity Funds – US Dollar Bond Y-ACC-USDBEST-IN-CLASS
USD Global Corporate Fixed IncomeSchroder ISF Global Corporate Bond RMB A Dis CNH H MFCBEST-IN-CLASS
USD Global Corporate Fixed IncomeJanus Henderson Glo Invt Grd Bd A$incOUTSTANDING ACHIEVER
USD Global Corporate Fixed IncomeNinety One GSF Inv Gr Corp Bd A Acc USDOUTSTANDING ACHIEVER
USD Global Fixed IncomeMerian Global Dynamic Bond I USDBEST-IN-CLASS
USD High Yield Fixed IncomeAXA WF US High Yield Bonds A MD USDBEST-IN-CLASS
USD High Yield Fixed IncomeFidelity Funds – China HY Y-USD-DISOUTSTANDING ACHIEVER
USD High Yield Fixed IncomeWF(Lux)WW – US S-T High Yield Bond A (USD) accOUTSTANDING ACHIEVER

CATEGORYFUND NAMEAWARD STATUS
ASEAN EquityBarings ASEAN Frontiers A USD IncBEST-IN-CLASS
Asia Emerging Markets EquitySchroder ISF Emerg Asia A GBP DisBEST-IN-CLASS
Asia ex-Japan EquityAllianz Total Return Asian Equity A-USDBEST-IN-CLASS
Asia Pacific EquityAllianz Oriental Income A (H-USD)BEST-IN-CLASS
Asia Pacific Small/Mid Cap EquityJPMorgan Asian Smaller Companies Fund (acc) – USDBEST-IN-CLASS
China EquityUBS (Lux) Eq Fd – China Opportunity (USD) P-mdistBEST-IN-CLASS
Europe EquityFidelity Funds – European Dynamic Gth A-ACC-USD HBEST-IN-CLASS
Europe ex-UK EquityBGF Continental European Flexible A4 GBPBEST-IN-CLASS
Europe Small/Mid Cap EquityThreadneedle (Lux)-Pan Europ Small Cap Opp DE USDBEST-IN-CLASS
EuroZone EquityAllianz Euroland Equity Growth AT (H2-USD)BEST-IN-CLASS
Frontier Markets EquitySchroder ISF Frontier Markets Equity A AccBEST-IN-CLASS
Global Emerging Markets EquityFidelity Funds – Emerging Markets A-USD-DIS HBEST-IN-CLASS
Global Emerging Markets EquityJPM Emerging Markets Equity A Acc USDOUTSTANDING ACHIEVER
Global Emerging Markets EquityBNP Paribas Emerging Equity Classic C (NOK)OUTSTANDING ACHIEVER
Global EquityMS INVF Global Opportunity C USDBEST-IN-CLASS
Global Equity IncomeFidelity Funds – Global Dividend A-MINCOME(G)-HKD HBEST-IN-CLASS
Global Equity IncomeBGF Systematic Global Equity High Income A8 CNH HDOUTSTANDING ACHIEVER
Global Equity IncomeJPM Global Dividend A Mth USD HgdOUTSTANDING ACHIEVER
Global Small/Mid Cap EquityAllianz Global Small Cap Equity AT-USDBEST-IN-CLASS
Greater China EquityMatthews Asia Fds-China Small Companies A Acc USDBEST-IN-CLASS
Hong Kong EquityHSBC GIF Hong Kong Equity A HKD DBEST-IN-CLASS
Hong Kong EquitySchroder IPF Hong Kong Equity Fund BBEST-IN-CLASS
Hong Kong EquityAllianz Choice Hong Kong Fund Ordinary C (HKD)OUTSTANDING ACHIEVER
India EquityPineBridge India Equity A USDBEST-IN-CLASS
Japan EquityJPM Japan Equity J Dis USDBEST-IN-CLASS
Japan EquityFSSA Japan Equity I Acc USDOUTSTANDING ACHIEVER
Japan EquityJPMorgan Japan (Yen) Acc JPYOUTSTANDING ACHIEVER
Japan Small/Mid Cap EquityAS SICAV I – Japanese Smaller Cos A Acc GBPBEST-IN-CLASS
Latin America Emerging Markets EquityJPM Latin America Equity A Acc USDBEST-IN-CLASS
Latin America Emerging Markets EquitySchroder ISF Latin American A Dis GBP AVOUTSTANDING ACHIEVER
UK EquityBGF United Kingdom C2 GBPBEST-IN-CLASS
US EquityMS INVF US Growth C USDBEST-IN-CLASS
US Small/Mid Cap EquityT Rowe Price US Smaller Companies Equity A USDBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Consumer Discretionary Sector EquityBNPP Consumer Innovators Cap C USDBEST-IN-CLASS
Energy Sector EquityBNPP Energy Transition Dis CBEST-IN-CLASS
Global Real Estate Sector EquityJanus Henderson Global Real Estate B$accBEST-IN-CLASS
Global Real Estate Sector EquityJanus Henderson HF Global Property Eqs A3 USDOUTSTANDING ACHIEVER
Gold & Precious Metal Sector EquityNinety One GSF Global Gold A Acc USDBEST-IN-CLASS
Healthcare Sector EquityJanus Henderson Glo Life Sci U£incBEST-IN-CLASS
Healthcare Sector EquityAB SICAV I-International Health Care Pf A SGDOUTSTANDING ACHIEVER
Healthcare Sector EquityBGF World Healthscience A2 CNH HedgedOUTSTANDING ACHIEVER
Information Technology Sector EquityBGF World Technology A2 GBPBEST-IN-CLASS
Infrastructure Sector EquityAS SICAV I – EM Infrastructure Eq A Acc USDBEST-IN-CLASS
Materials Sector EquityBGF World Mining A4 GBPBEST-IN-CLASS
Natural Resources Sector EquityNinety One GSF Global Natural Res A Inc USDBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
CNY Aggressive AllocationFranklin Sealand China Prospect Mixed Assets HCNHBEST-IN-CLASS
CNY Aggressive AllocationBOCOM Schroders Growth Mixed Sec Investment Fund HOUTSTANDING ACHIEVER
CNY Flexible AllocationBOC Income Mixed Securities Investment Fund HBEST-IN-CLASS
HKD Aggressive AllocationAllianz Choice Balanced Fund Ordinary C (HKD)BEST-IN-CLASS
HKD Aggressive AllocationFidelity Global Invt-Balanced AOUTSTANDING ACHIEVER
HKD Balanced AllocationAllianz Choice Stable Growth Fund Ordinary I (HKD)BEST-IN-CLASS
HKD Conservative AllocationAllianz Choice Captl Stable Fund Ordinary I (HKD)BEST-IN-CLASS
HKD Conservative AllocationFidelity Global Invt-Capital Stable BOUTSTANDING ACHIEVER
Other Balanced AllocationHSBC GIF MS Asia Focused Income AM 2 USDBEST-IN-CLASS
Other Flexible AllocationUBS (Lux) KSS-China Alloc Opport(USD)P-aBEST-IN-CLASS
USD Aggressive AllocationMFS Meridian Funds-Prudent Wealth I1 USDBEST-IN-CLASS
USD Balanced AllocationAllianz Income and Growth AM (H2-RMB)BEST-IN-CLASS
USD Balanced AllocationJanus Henderson Balanced B$accOUTSTANDING ACHIEVER
USD Conservative AllocationFidelity Advantage Pf Fd-Capital Stable-SavBEST-IN-CLASS
USD Flexible Allocation – GlobalPictet Strategic Income HP dm RMBBEST-IN-CLASS

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.

CategoryFund ManagerAward Status
Asia EquityMartin Lau, First Sentier InvestorsManager of the Year
Asia Fixed IncomePheona Tsang, BEA Union Investment Management LimitedManager of the Year
China EquityDavid CHOA, BNP Paribas Asset Management Asia LimitedManager of the Year
China Fixed IncomeJames Hu, Income Partners Asset Management (HK) LimitedManager of the Year
Global EquityClyde Rossouw, Ninety OneManager of the Year
High-Yield Fixed IncomeRegrettably, there are no qualified winners in this category
Multi-Asset StrategiesRegrettably, there are no qualified winners in this category
US EquityMichael Smith, CFA, Chris Warner, CFA, Wells Fargo Asset Management (WFAM)Manager of the Year

MPF

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

CATEGORYFUND NAMEAWARD STATUS
Japan EquityAIA MPF Prime Value Choice-Japan EquityBEST-IN-CLASS
Asia ex-Japan EquityAllianz GI MPF Plan-Allianz Asian Fund-BBEST-IN-CLASS
Lifestyle – (>80-100% Equity)Allianz GI MPF Plan-Allianz Growth Fund-TBEST-IN-CLASS
Default Investment Strategy – Age 65 Plus FundBCOM Joyful Ret MPF-BCOM Age 65 Plus FundBEST-IN-CLASS
Conservative FundBCOM Joyful Ret MPF-BCOM MPF Conservative FundBEST-IN-CLASS
Target Maturity 2020BCT (MPF) Pro Choice-BCT (Pro) SaveEasy 2020BEST-IN-CLASS
Target Maturity 2030BCT (MPF) Pro Choice-BCT (Pro) SaveEasy 2030BEST-IN-CLASS
Lifestyle – (>80-100% Equity)China Life Growth FundOUTSTANDING ACHIEVER
Pacific Basin ex-Japan EquityFidelity Retirement MT-Asia Pacific EquityBEST-IN-CLASS
Target Maturity 2020Fidelity Retirement MT-Fidelity SaveEasy 2020OUTSTANDING ACHIEVER
Lifestyle – (>80-100% Equity)Fidelity Retirement MT-GrowthOUTSTANDING ACHIEVER
China EquityHang Seng MPF-SuperTrust Plus-Chinese Equity FundBEST-IN-CLASS
Global Fixed IncomeHang Seng MPF-SuperTrust Plus-Global Bond FundBEST-IN-CLASS
China EquityHSBC MPF-SuperTrust Plus-Chinese Equity FundBEST-IN-CLASS
Global Fixed IncomeHSBC MPF-SuperTrust Plus-Global Bond FundBEST-IN-CLASS
Target Maturity 2035Manulife Global Select MPF-2035 Retirement FundBEST-IN-CLASS
Target Maturity 2040Manulife Global Select MPF-2040 Retirement FundBEST-IN-CLASS
Europe EquityManulife Global Select MPF-European EquityBEST-IN-CLASS
Hong Kong Fixed IncomeManulife Global Select MPF-Hong Kong BondBEST-IN-CLASS
Guaranteed FundManulife Global Select MPF-InterestBEST-IN-CLASS
Global EquityManulife Global Select MPF-International EquityBEST-IN-CLASS
Asia Fixed IncomeManulife Global Select MPF-Pacific Asia BondBEST-IN-CLASS
US EquityMass MPF Scheme-US EquityBEST-IN-CLASS
Greater China EquityMy Choice MPF S-China EquityBEST-IN-CLASS
Asia ex-Japan ex-HK EquityPrincipal MPF Smart-Principal Dynamic AsiaPac EqBEST-IN-CLASS
Hong Kong EquitySun Life MPF Basic-Hong Kong Equity PfBEST-IN-CLASS
Hong Kong EquitySun Life MPF Comprehensive-Hong Kong Equity PfOUTSTANDING ACHIEVER
Hong Kong Equity (Index Tracking)Sun Life Rainbow MPF- FTSE MPF Hong Kong Index ABEST-IN-CLASS
Lifestyle – (>60-80% Equity)Sun Life Rainbow MPF- MPF Growth BBEST-IN-CLASS
Lifestyle – (>20-40% Equity)Sun Life Rainbow MPF- MPF Stable BBEST-IN-CLASS
Default Investment Strategy – Core Accumulation FdSun Life Rainbow MPF-Core Accumulation FundBEST-IN-CLASS
Lifestyle – (>40-60% Equity)Sun Life Rainbow MPF-MPF Balanced Fund BBEST-IN-CLASS

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.

CategoryCompanyAward Status
Asia Fixed IncomeManulife Investment Management (Hong Kong) LimitedBEST-IN-CLASS
Global Fixed IncomeThe Hongkong and Shanghai Banking Corporation LimitedBEST-IN-CLASS
Greater China EquityThe Hongkong and Shanghai Banking Corporation LimitedOUTSTANDING ACHIEVER
Greater China EquityPrincipal Asset Management Company (Asia) LimitedOUTSTANDING ACHIEVER
Hong Kong EquityHaitong International Asset Management (HK) LimitedOUTSTANDING ACHIEVER
Multi-Asset Aggressive AllocationThe Hongkong and Shanghai Banking Corporation LimitedOUTSTANDING ACHIEVER

CATEGORYCOMPANYBENCHMARK RATINGAWARD STATUS
Campaign of the YearSun Life Hong Kong Limited★★★★★Campaign of the Year
Corporate GovernanceThe Hongkong and Shanghai Banking Corporation Limited★★★★★Best in Class
Employer SupportBCT Group★★★★★Best in Class
Employer SupportPrincipal Investment and Retirement Services Ltd.★★★★★Outstanding Achiever
Employer SupportThe Hongkong and Shanghai Banking Corporation Limited★★★★Outstanding Achiever
ESG Integration AwardThe Hongkong and Shanghai Banking Corporation Limited★★★★★Outstanding Achiever
Human Capital DevelopmentBCT Group★★★★★Best in Class
Intermediary of the Year (Internal)Sun Life Hong Kong Limited★★★★★Intermediary of the Year
Intermediary SupportSun Life Hong Kong Limited★★★★★Best in Class
Investor EducationBCT Group★★★★★Best in Class
Investor EducationSun Life Hong Kong Limited★★★★★Outstanding Achiever
Investor EducationPrincipal Investment and Retirement Services Ltd.★★★★Outstanding Achiever
Member ServicingManulife (International) Limited★★★★★Best in Class
Member ServicingBCT Group★★★★★Outstanding Achiever
Member ServicingSun Life Hong Kong Limited★★★★Outstanding Achiever
Member ServicingPrincipal Investment and Retirement Services Ltd.★★★★Outstanding Achiever
Risk Management AwardBCT Group★★★★★Best in Class

CompanyParent CompanyCountry NameDomicile RegionEconomic SectorIndustryESG Overall Score1Environmental2Social3Governance4ESG Sector Percentile5
AIA Company (Trustee) LimitedAIA Group LimitedHong KongAsiaFinanceLife/Health Insurance67.3565.4864.6170.690.30%
Bank of Communications Trustee LimitedBank of Communications Co., Ltd. Class HChinaAsiaFinanceMajor Banks50.8456.0962.6942.060.5553
Bank Consortium Trust Company Limited (BCT)Not a Public Company
Bank of East Asia (Trustees) LimitedBank of East Asia Ltd.Hong KongAsiaFinanceMajor Banks59.0367.0664.7551.990.8728
BOCI-Prudential Trustee LimitedBank of China Limited Class HChinaAsiaFinanceMajor Banks45.157.1559.331.630.2913
China Life Trustees LimitedChina Life Insurance Co. Ltd. Class HChinaAsiaFinanceLife/Health Insurance66.0067.8160.3067.771.43%
Hang Seng Mandatory Provident FundHang Seng Bank, LimitedHong KongAsiaFinanceRegional Banks66.5971.1769.1162.930.65%
HSBC Provident Fund Trustee (Hong Kong) LimitedHSBC Holdings PlcUnited KingdomEuropeFinanceMajor Banks47.8866.0556.0034.4458.74%
Manulife Provident Funds Trust Company LimitedManulife Financial CorporationCanadaNorth AmericaFinanceLife/Health Insurance65.1865.8561.4366.632.02%
Principal Trust Company (Asia) LimitedPrincipal Financial Group, Inc.United StatesNorth AmericaFinanceInvestment Managers62.0663.6756.9763.640.9423
Sun Life Pension Trust LimitedSun Life Financial Inc.CanadaNorth AmericaFinanceMulti-Line Insurance62.9566.2563.1261.094.52%
YF Life Trustees LimitedYunfeng Financial Group LimitedHong KongAsiaFinanceInvestment Banks/Brokers

1ESG Overall Score
The score identifies sustainable companies that are better positioned to outperform over the long-term. The methodology considers the principle of financial materiality for long-term performance, with algorithm built only on information that helps explain future risk-adjusted performance.

2Environmental

The contribution and the impact of business activities to the emission of greenhouse gases and air pollutants, biodiversity, forest stewardship, generation of waste and other hazardous output, water pollution and withdrawal, investments into resource efficiency and impact reduction.

3Social

The contribution and the impact of business activities to equal opportunity, workplace related health and safety, support learning, product access to the disadvantaged including medicine, education, finance, food, the quality and safety of products, recognizing codes for child labor, the fair and equal compensation and the working conditions.

4Governance

The business practices on business ethics against corruption, ensure long term control of board committee, shareholder rights, insider trading transparency, overall earnings, and debt to equity ratios.

5ESG Sector Percentile

ESG by sector percentile ranking
Source: Arabesque

Data as at: Nov 30, 2020


CompanyParent CompanyCountry NameDomicile RegionEconomic SectorIndustryGlobal Compact1Human Rights2Labor Rights3Environment4Anti-Corruption5GC Rank Percentile6
AIA Company (Trustee) LimitedAIA Group LimitedHong KongAsiaFinanceLife/Health Insurance66.3867.4769.3764.8463.833.74%
BOCI-Prudential Trustee LimitedBank of China Limited Class HChinaAsiaFinanceMajor Banks54.2455.7954.8654.4251.8945.54%
Bank of Communications Trustee LimitedBank of Communications Co., Ltd. Class HChinaAsiaFinanceMajor Banks59.5161.2163.9456.5956.2874.58%
Bank of East Asia (Trustees) LimitedBank of East Asia Ltd.Hong KongAsiaFinanceMajor Banks65.2968.9670.4664.4657.2993.95%
China Life Trustees LimitedChina Life Insurance Co. Ltd. Class HChinaAsiaFinanceLife/Health Insurance58.7557.2159.2161.6656.9328.61%
Hang Seng Mandatory Provident FundHang Seng Bank, LimitedHong KongAsiaFinanceRegional Banks68.6971.3873.4371.5658.401.25%
HSBC Provident Fund Trustee (Hong Kong) LimitedHSBC Holdings PlcUnited KingdomEuropeFinanceMajor Banks55.4557.3259.9264.3444.1241.02%
Manulife Provident Funds Trust Company LimitedManulife Financial CorporationCanadaNorth AmericaFinanceLife/Health Insurance65.1564.9863.9367.9463.736.35%
Bank Consortium Trust Company Limited (BCT)Not a Public Company
Principal Trust Company (Asia) LimitedPrincipal Financial Group, Inc.United StatesNorth AmericaFinanceInvestment Managers58.3157.8655.9261.2858.1769.74%
Sun Life Pension Trust LimitedSun Life Financial Inc.CanadaNorth AmericaFinanceMulti-Line Insurance63.0360.5160.7666.8564.0012.08%
YF Life Trustees LimitedYunfeng Financial Group LimitedHong KongAsiaFinanceInvestment Banks/Brokers

1Global Compact

The score quantifies the UNGC’s four core principles: Human Rights, Labour Rights, the Environment, and Anti-Corruption. This measurement can be used as a risk management tool to approximate reputational risk facing companies with lower scores.

2Human Rights

Adherence to and promotion of human rights throughout all business activities, including the supply chain. Inputs include suppliers’ human rights consideration, employee human rights training and policy as well as targets and monitoring of these.

3Labor Rights

Compliance with internationally recognized labor standards, both in-house and across the supply chain. This includes the Freedom of Association, Supplier Code Audit and child labor, forced labor and labor rights policies.

4Environment

The GC environmental score takes into consideration features including Emissions, Waste, Environmental Stewardship, Environmental Management, Resource Use, Water, Environmental Solutions.

5Anti-Corruption

Anti-Corruption under GC considers Business Ethics, Corporate Governance, and Transparency

6GC Rank Percentile

Global Compact by global percentile ranking

Source: Arabesque

Data as at: Nov 30, 2020

CompanyParent CompanyCountryDomicile RegionEconomic SectorIndustryTemperature Score-Near Term1Temperature Score-Long Term2Temperature Alignment3
AIA Company (Trustee) LimitedAIA Group LimitedHong KongAsiaFinanceLife/Health Insurance1.52.0Short-Term Aligned
Bank of Communications Trustee LimitedBank of Communications Co., Ltd. Class HChinaAsiaFinanceMajor Banks3.03.0Overheating
Bank Consortium Trust Company Limited (BCT)Not a Public Company
Bank of East Asia (Trustees) LimitedBank of East Asia Ltd.Hong KongAsiaFinanceMajor Banks1.52.0Short-Term Aligned
BOCI-Prudential Trustee LimitedBank of China Limited Class HChinaAsiaFinanceMajor Banks3.03.0Overheating
China Life Trustees LimitedChina Life Insurance Co. Ltd. Class HChinaAsiaFinanceLife/Health Insurance3.03.0Overheating
Hang Seng Mandatory Provident FundHang Seng Bank, LimitedHong KongAsiaFinanceRegional Banks1.52.0Aligned
HSBC Provident Fund Trustee (Hong Kong) LimitedHSBC Holdings PlcUnited KingdomEuropeFinanceMajor Banks3.03.0Overheating
Manulife Provident Funds Trust Company LimitedManulife Financial CorporationCanadaNorth AmericaFinanceLife/Health Insurance>2.7>2.7Overheating
Principal Trust Company (Asia) LimitedPrincipal Financial Group, Inc.United StatesNorth AmericaFinanceInvestment Managers3.03.0Overheating
Sun Life Pension Trust LimitedSun Life Financial Inc.CanadaNorth AmericaFinanceMulti-Line Insurance1.52.0Short-Term Aligned
YF Life Trustees LimitedYunfeng Financial Group LimitedHong KongAsiaFinanceInvestment Banks/Brokers

1Temperature Score-Near Term

Companies contributing to the rise in global temperature under the agreed limit, in pursuit to maintaining a global temperature rise to “well below 2 C” and “pursue efforts to limit the temperature increase to 1.5 C”. A Near-Term Score with 2°C or less means the company is Paris-aligned for the current pathway until 2030.

2Temperature Score-Long Term

Companies contributing to the rise in global temperature under the agreed limit, in pursuit to maintaining a global temperature rise to “well below 2 C” and “pursue efforts to limit the temperature increase to 1.5 C”. A Near-Term Score with 2°C or less means the company is Paris-aligned for the current pathway until 2030.

3Temperature Alignment

The score represents the company's performance by their near term and long term alignment to the Paris Agreement using a simple scorecard for four different ratings: Aligned, Aligned long term, Aligned near term and Overheating.

Source: Arabesque

Data as at: Nov 30, 2020

MPF ProvidersTopic Index1Voice Index2Source Index3Social Popularity Index 3.04Sentiment5
Principal Trust Company (Asia) Limited29.8829.2225.7228.2543%
Manulife Provident Funds Trust Company Limited10.5411.3410.4710.7629%
HSBC Provident Fund Trustee (Hong Kong) Limited10.4411.5710.2610.7427%
BOCI-Prudential Trustee Limited8.108.458.008.1832%
AIA Company (Trustee) Limited5.786.185.785.9128%
Bank Consortium Trust Company Limited (BCT)3.984.313.994.0825%
Fidelity Master Trust3.673.963.663.7619%
Sun Life Pension Trust Limited3.633.763.603.6633%
Bank of East Asia (Trustees) Limited3.413.533.303.4135%
Hang Seng Mandatory Provident Fund1.051.181.051.0928%
China Life Trustees Limited0.810.870.810.8349%
Bank of Communications Trustee Limited0.850.830.780.8234%
YF Life Trustees Limited0.330.350.330.33-6%
Haitong Retirement0.280.280.280.2840%
1Topic Index

Discussion Topics: number of topic created for discussion. represents the intensity of discussion in terms of post volume with reference to the number of related discussion posts, which is also known as the matched posts. By comparing the number of matched posts with the total number of discussion posts on the same day, it is able to evaluate whether the brand is drawing voluminous discussions and attention from consumers

2Voice Index

Social Voices: an integrated measurement of participants and comments. The index reflects the enthusiasm of consumers in expressing their opinions towards the brand. A higher discussion participation score explains that more consumers are discussing about the brand in social media, consequently increasing brand exposure

3Source Index

Source Coverage: how many social media pages / groups / boards / blogs. The index reflects the penetration of brand discussions in different consumer groups. Different discussion-based websites (including forums and blogs) display unique user demographics and preferences. The higher consumer coverage rate equivalent to a broader message spread

4Social Popularity Index 3.0

A social popularity scoring system for benchmarking a brand, product, service, organization, person, event, campaign or hot issue among social media on day to day basis, by aggregating the three pillars of SPI - Source Coverage, Discussion Topics and Social Voices

5Sentiment

Consumer sentiment index reflects sentiments of consumer towards the brand and determines if the brand was critically acclaimed or negatively commented over time. Sentiments of discussion posts are categorized into “positive”, “neutral” and “negative”.

Source: K-Matrix

Data as at: Jun 30, 2020

ETF

CategoryCompanyAward Status
Inverse/Leveraged ETFCSOP asset managementBEST-IN-CLASS
Physical ETFChina Asset Management (Hong Kong) LimitedBEST-IN-CLASS

CategoryCompanyAward Status
Most Innovative ETFDirexion InvestmentsMOST INNOVATIVE ETF
Smart Beta ETFMirae Asset Global Investments (HK) LimitedOUTSTANDING ACHIEVER

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquityiShares Core MSCI Asia ex Japan ETF RMBBEST-IN-CLASS
Asia ex-Japan EquityVanguard FTSE Asia ex Japan Index ETF RMBOUTSTANDING ACHIEVER
China EquityW.I.S.E. – Nasdaq Os China New Eco Top 50 Idx TrkBEST-IN-CLASS
Hong Kong EquityAMUNDI Hang Seng HK 35 Index ETF RMBBEST-IN-CLASS
Hong Kong EquityiShares Core Hang Seng Index ETF HKDOUTSTANDING ACHIEVER
Hong Kong EquityTracker Fund of Hong KongOUTSTANDING ACHIEVER
RMB Fixed IncomeCICC BBG Barclays China Treasury 1-10Y ETF RMBBEST-IN-CLASS
US EquityiShares NASDAQ 100 ETF RMBBEST-IN-CLASS
US EquityBMO NASDAQ 100 ETF HKDOUTSTANDING ACHIEVER

SUSTAINABILITY

CATEGORYCOMPANYFLAGSHIP FUNDAWARD STATUS
ESG IntegrationBNP ParibasBNP Paribas Funds Energy TransitionBEST-IN-CLASS
ESG IntegrationBNY MellonBNY Mellon Global Equity FundOUTSTANDING ACHIEVER
ESG IntegrationFirst Sentier InvestorsAsian Equity Plus Fund H-DistOUTSTANDING ACHIEVER
ESG IntegrationHSBCHGIF Lower Carbon Bond FundOUTSTANDING ACHIEVER
Impact InitiativesBNP ParibasBNP Paribas Funds Energy TransitionBEST-IN-CLASS
Impact InitiativesBlackrockBGF Sustainable Energy FundOUTSTANDING ACHIEVER
Impact InitiativesPictetPictet – Global Environmental OpportunitiesOUTSTANDING ACHIEVER
StewardshipFirst Sentier InvestorsAsian Equity Plus Fund H-DistBEST-IN-CLASS
StewardshipBNP ParibasBNP Paribas Funds China EquityOUTSTANDING ACHIEVER

Regrettably, there are no qualifiers for the Capability Awards in the ETF category

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Asia ex-Japan EquityXtrackers MSCI Pacific ex Japan UCITS ETF 2CBEST-IN-CLASSTop 1%
China EquityHang Seng China Enterprises Index ETF HKDBEST-IN-CLASSTop 1%
Hong Kong EquityAMUNDI Hang Seng HK 35 Index ETF HKDBEST-IN-CLASSTop 1%
Information Technology Sector EquityPremia Asia Innovative Technology ETF USDBEST-IN-CLASSTop 1%
US EquityVanguard S&P 500 Index ETF HKDBEST-IN-CLASSTop 1%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Asia ex-Japan EquityBMO Asia High Dividend ETFOUTSTANDING ACHIEVERTop 2%
Asia ex-Japan EquityVanguard FTSE Asia ex Jp High Div Yld Idx ETF HKDOUTSTANDING ACHIEVERTop 3%
China EquityPing An MSCI China Quality Factor ETFOUTSTANDING ACHIEVERTop 2%
US EquityXtrackers MSCI USA Swap UCITS ETF 1COUTSTANDING ACHIEVERTop 2%
US EquityiShares NASDAQ 100 ETF USDOUTSTANDING ACHIEVERTop 3%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Asia ex-Japan EquityXtrackers MSCI Pacific ex Japan UCITS ETF 2CBEST-IN-CLASSTop 1%
China EquityHang Seng China Enterprises Index ETF HKDBEST-IN-CLASSTop 1%
Hong Kong EquityAMUNDI Hang Seng HK 35 Index ETF HKDBEST-IN-CLASSTop 1%
Information Technology Sector EquityPremia Asia Innovative Technology ETF USDBEST-IN-CLASSTop 1%
US EquityVanguard S&P 500 Index ETF HKDBEST-IN-CLASSTop 1%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Asia ex-Japan EquityBMO Asia High Dividend ETFOUTSTANDING ACHIEVERTop 2%
Asia ex-Japan EquityVanguard FTSE Asia ex Jp High Div Yld Idx ETF HKDOUTSTANDING ACHIEVERTop 3%
China EquityHang Seng FTSE China 50 Index ETFOUTSTANDING ACHIEVERTop 2%
China EquityXtrackers FTSE China 50 UCITS ETFOUTSTANDING ACHIEVERTop 3%
US EquityXtrackers MSCI USA Swap UCITS ETF 1COUTSTANDING ACHIEVERTop 2%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Asia ex-Japan EquityBMO Asia High Dividend ETFBEST-IN-CLASSTop 1%
China EquityXtrackers FTSE China 50 UCITS ETFBEST-IN-CLASSTop 1%
Hong Kong EquityW.I.S.E. – CSI HK 100 TrackerBEST-IN-CLASSTop 1%
Information Technology Sector EquityPremia Asia Innovative Technology ETF USDBEST-IN-CLASSTop 1%
US EquityXtrackers MSCI USA Swap UCITS ETF 1CBEST-IN-CLASSTop 1%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
China EquityHang Seng FTSE China 50 Index ETFOUTSTANDING ACHIEVERTop 2%
US EquityiShares NASDAQ 100 ETF USDOUTSTANDING ACHIEVERTop 2%
US EquityBMO NASDAQ 100 ETF HKDOUTSTANDING ACHIEVERTop 3%

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquityBMO Asia High Dividend ETFBEST-IN-CLASS
China EquityHang Seng China Enterprises Index ETF HKDBEST-IN-CLASS
Hong Kong EquityAMUNDI Hang Seng HK 35 Index ETF HKDBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquityBMO Asia High Dividend ETFBEST-IN-CLASS
China EquitySamsung CSI China Dragon Internet ETF HKDBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquityXtrackers MSCI Pacific ex Japan UCITS ETF 2CBEST-IN-CLASS
China EquitySamsung CSI China Dragon Internet ETF HKDBEST-IN-CLASS
Hong Kong EquityAMUNDI Hang Seng HK 35 Index ETF HKDBEST-IN-CLASS
US EquityXtrackers MSCI USA Swap UCITS ETF 1CBEST-IN-CLASS

1 TOP ESG PERFORMANCE

Awarding the parent fund of the ETF (and all it’s share classes) that are on the top 1% to 3% ESG performance within their peer groups. Each fund in the BlueOnion universe will receive an overall ESG score (1-100) and an independent Environmental, Social, and Governance score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

2 TOP GLOBAL COMPACT (GC) PERFORMANCE

Awarding the parent fund of the ETF  (and all it’s share classes) that are on the top 1% to 3% GC performance within their peer groups. Each fund in the BlueOnion universe will receive an overall GC Score (1-100) and an independent Human Rights, Labor Rights, Environmental Stewardship, and Anti-Corruption score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

3 TEMPERATURE ALIGNMENT

Awarding the parent fund of the ETF (and all it’s share classes) that are on the top 1% to 3% of the most-aligned temperature performance within their peer groups. Blue Onion classifies the funds’ performance by their near-term and long-term alignment to the Paris Agreement using a simple scorecard for four different ratings: Aligned Near-Term, Aligned Long-Term, Aligned, and Overheating. It is intended to help investors identify funds with investments aligned with environment protection key factors, limit global temperature rise, and have no implications for positive or negative investment returns.

4 SIGNIFICANT IMPROVEMENT

Awarding One ETF in each category – ESG, GC and Temperature Alignment that has made the most significant year-on-year improvement will be award this title.  

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Agribusiness Sector EquityBGF Nutrition A2 USDBEST-IN-CLASSTop 1%
Asia Emerging Markets EquityFidelity Funds – Emerging Asia A-ACC-EURBEST-IN-CLASSTop 1%
Asia Pacific EquityBGF Pacific Equity A2 USDBEST-IN-CLASSTop 1%
Asia ex-Japan EquityBNPP Asia Ex-Japan Equity Cap C EURBEST-IN-CLASSTop 1%
Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASSTop 1%
China EquityBOCIP China Wealth Fund A HKDBEST-IN-CLASSTop 1%
Consumer Discretionary Sector EquityBGF Future of Transport A2 USDBEST-IN-CLASSTop 1%
Convertible Fixed IncomeJupiter Global Convertibles I CHF Acc HSCBEST-IN-CLASSTop 1%
Energy Sector EquityNinety One GSF Global Energy A Inc USDBEST-IN-CLASSTop 1%
EUR Corporate Fixed IncomeAmundi Funds Euro Corporate Bond – A2 EUR (C)BEST-IN-CLASSTop 1%
EUR Global Corporate Fixed IncomeCapital Group Euro Corporate Bond (LUX) B EURBEST-IN-CLASSTop 1%
Europe EquityAllianz Europe Equity Growth Select A-EURBEST-IN-CLASSTop 1%
Europe ex-UK EquityBGF Continental European Flexible A4 GBPBEST-IN-CLASSTop 1%
Europe Equity IncomeFidelity Funds – European Div A-ACC-EURBEST-IN-CLASSTop 1%
Europe Real Estate Sector EquityAXA WF Framlington Europe Real Estate Secs AC EURBEST-IN-CLASSTop 1%
Europe Small/Mid Cap EquityMFS Meridian Funds-European Smaller Cos A1 EURBEST-IN-CLASSTop 1%
Eurozone EquityBGF Euro-Markets A2 USDBEST-IN-CLASSTop 1%
Eurozone Small/Mid Cap EquityBNY Mellon Small Cap Euroland A USDBEST-IN-CLASSTop 1%
Financial Sector EquityFidelity Funds – Global Financial Serv A-EUR-DISBEST-IN-CLASSTop 1%
Global Emerging Markets EquityJPM Emerging Markets Dividend A Mth HKDBEST-IN-CLASSTop 1%
Global EquityBNY Mellon Global Leaders A USD AccBEST-IN-CLASSTop 1%
Global Equity IncomeFidelity Funds – Global Dividend A-ACC-EUR HBEST-IN-CLASSTop 1%
Global Real Estate Sector EquityJPMorgan Global Property Income Fund (div) – USDBEST-IN-CLASSTop 1%
Global Small/Mid Cap EquityTempleton Global Smaller Companies A (Ydis) USDBEST-IN-CLASSTop 1%
Gold & Precious Metal Sector EquityFranklin Gold and Precious Metals A (acc) USDBEST-IN-CLASSTop 1%
Greater China EquityFSSA Greater China Growth I Acc USDBEST-IN-CLASSTop 1%
Healthcare Sector EquityManulife Global Fd-Healthcare AABEST-IN-CLASSTop 1%
Hong Kong EquityFSSA Hong Kong Growth III Acc USDBEST-IN-CLASSTop 1%
India EquityAS SICAV I – Indian Equity A Acc USDBEST-IN-CLASSTop 1%
Information Technology Sector EquityAB SICAV I-International Technology Pf A USDBEST-IN-CLASSTop 1%
Infrastructure Sector EquityFidelity Funds – Global Infrastructure A-EUR-DISBEST-IN-CLASSTop 1%
Japan EquityFidelity Funds – Japan A-JPY-DISBEST-IN-CLASSTop 1%
Latin America Emerging Markets EquityTempleton Latin America A (Ydis) USDBEST-IN-CLASSTop 1%
USD Balanced Allocation – GlobalMFS Meridian Funds-Global Total Return A1 EURBEST-IN-CLASSTop 1%
USD Flexible Allocation – GlobalCapital Group Income Builder (LUX) B EURBEST-IN-CLASSTop 1%
Natural Resources Sector EquityAS SICAV I – World Resources Equity A Acc USDBEST-IN-CLASSTop 1%
Taiwan EquityFidelity Funds – Taiwan A-USD-DISBEST-IN-CLASSTop 1%
UK EquityAS SICAV I – UK Equity A Acc GBPBEST-IN-CLASSTop 1%
US EquityUBS (Lux) Equity S – US Total Yield (USD) P-accBEST-IN-CLASSTop 1%
US Small/Mid Cap EquitySchroder ISF US Small & Mid-Cap Equity A AccBEST-IN-CLASSTop 1%
USD Corporate Fixed IncomeEastspring Investments-US High Inv Grade Bond ABEST-IN-CLASSTop 1%
USD Global Corporate Fixed IncomeHSBC Global Corporate Bond Index HCHBEST-IN-CLASSTop 1%
USD Global Fixed IncomeHSBC GIF Global Lower Carbon Bond ACBEST-IN-CLASSTop 1%
USD Global High Yield Fixed IncomeAllianz Selective Global High Inc A-USDBEST-IN-CLASSTop 1%
USD High Yield Fixed IncomeWF(Lux)WW – US S-T High Yield Bond A (USD) accBEST-IN-CLASSTop 1%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Agribusiness Sector EquityAllianz Global Agricultural Trends AT-USDOUTSTANDING ACHIEVERTop 2%
Agribusiness Sector EquityBarings Global Agriculture A GBP AccOUTSTANDING ACHIEVERTop 3%
Asia Emerging Markets EquitySchroder ISF Emerg Asia A USD AccOUTSTANDING ACHIEVERTop 2%
Asia Emerging Markets EquityEastspring Investments-Dragon Peacock AOUTSTANDING ACHIEVERTop 3%
Asia ex-Japan EquityFSSA Asia Focus III Acc USDOUTSTANDING ACHIEVERTop 2%
Asia ex-Japan EquityFSSA Asian Equity Plus I Dist USDOUTSTANDING ACHIEVERTop 3%
Asia Pacific EquityBNPP Green Tigers Cap C EUROUTSTANDING ACHIEVERTop 2%
China EquityFSSA China Focus I Acc USDOUTSTANDING ACHIEVERTop 2%
Energy Sector EquityBGF World Energy A2 EUROUTSTANDING ACHIEVERTop 2%
EUR Corporate Fixed IncomeT Rowe Price Euro Corporate Bond A EUROUTSTANDING ACHIEVERTop 2%
EUR Corporate Fixed IncomeSLI Glo SICAV European Corporate Bond A Acc EUROUTSTANDING ACHIEVERTop 3%
EUR Global Corporate Fixed IncomeInvesco Euro Corporate Bond A Acc EUROUTSTANDING ACHIEVERTop 2%
Europe EquityAllianz Europe Equity Growth A-EUROUTSTANDING ACHIEVERTop 2%
Europe EquityJPM Europe Select Equity A Dis EUROUTSTANDING ACHIEVERTop 3%
Europe Equity IncomeAllianz European Equity Dividend AT-EUROUTSTANDING ACHIEVERTop 2%
Europe Equity IncomeBGF European Equity Income A2 EUROUTSTANDING ACHIEVERTop 3%
Europe ex-UK EquityMFS Meridian Funds-Continental European Eq A1 GBPOUTSTANDING ACHIEVERTop 2%
Europe ex-UK EquityHSBC European Index IncOUTSTANDING ACHIEVERTop 3%
Europe Real Estate Sector EquityMS INVF European Property A EUROUTSTANDING ACHIEVERTop 2%
Europe Real Estate Sector EquityJanus Henderson HF Pan European Prop Eqs A2 EUROUTSTANDING ACHIEVERTop 3%
Europe Small/Mid Cap EquityBNPP Euro Mid Cap Dis COUTSTANDING ACHIEVERTop 2%
Europe Small/Mid Cap EquityBarings European Opprtunities A EUR AccOUTSTANDING ACHIEVERTop 3%
Eurozone EquityFidelity Funds – Euro Stoxx 50 A-EUR-DISOUTSTANDING ACHIEVERTop 2%
Eurozone EquityJPM Euroland Equity A Dis USDOUTSTANDING ACHIEVERTop 3%
Eurozone Small/Mid Cap EquityHSBC GIF Euroland Equity Smaller Cos AD EUROUTSTANDING ACHIEVERTop 2%
Financial Sector EquityBGF World Financials A2 USDOUTSTANDING ACHIEVERTop 2%
Global Emerging Markets EquityFidelity Funds – Emerging Mrkts Focus A-USD-DISOUTSTANDING ACHIEVERTop 2%
Global Emerging Markets EquityAB SICAV I-Em Mkts Low Volatility Eq Pf A USDOUTSTANDING ACHIEVERTop 3%
Global EquityHSBC GIF Global Equity Climate Change AD USDOUTSTANDING ACHIEVERTop 2%
Global EquitySchroder ISF Global Sustainable Gro A AccOUTSTANDING ACHIEVERTop 3%
Global Equity IncomeJPM Global Dividend A Dis USDOUTSTANDING ACHIEVERTop 2%
Global Equity IncomeBGF Global Equity Income A2 USDOUTSTANDING ACHIEVERTop 3%
Global Real Estate Sector EquityHSBC GIF Glb Real Estate Equity A C USDOUTSTANDING ACHIEVERTop 2%
Global Real Estate Sector EquityFidelity Funds – Global Property A-USD-DISOUTSTANDING ACHIEVERTop 3%
Global Small/Mid Cap EquityAS SICAV I – World Smaller Companies A Acc USDOUTSTANDING ACHIEVERTop 2%
Gold & Precious Metal Sector EquityNinety One GSF Global Gold A Inc USDOUTSTANDING ACHIEVERTop 2%
Gold & Precious Metal Sector EquitySchroder ISF Glo Gold A Acc USDOUTSTANDING ACHIEVERTop 3%
Greater China EquityChina SDD-China New Balance Opportunity A HKD AccOUTSTANDING ACHIEVERTop 2%
Greater China EquityPinebridge Greater China Equity A Acc USDOUTSTANDING ACHIEVERTop 3%
Healthcare Sector EquityFidelity Funds – Global Health Care A-EUR-DISOUTSTANDING ACHIEVERTop 2%
Hong Kong EquityBOCIP Hong Kong Value A HKDOUTSTANDING ACHIEVERTop 2%
Hong Kong EquityFidelity Global Invt-Hong Kong Equity AOUTSTANDING ACHIEVERTop 3%
Information Technology Sector EquityThreadneedle (Lux)-Global Technology AUOUTSTANDING ACHIEVERTop 2%
Information Technology Sector EquityJPM Europe Dynamic Technologies A Dis EUROUTSTANDING ACHIEVERTop 3%
Infrastructure Sector EquityFirst Sentier Gbl Listed Infr I Acc USDOUTSTANDING ACHIEVERTop 2%
Infrastructure Sector EquityBNY Mellon Global Infrastructure Inc B USD AccOUTSTANDING ACHIEVERTop 3%
Japan EquityFidelity Funds – Inst Japan I-ACC-JPYOUTSTANDING ACHIEVERTop 2%
Japan EquityCapital Group Japan Equity (LUX) C CHFOUTSTANDING ACHIEVERTop 3%
Latin America Emerging Markets EquityAS SICAV I – Latin American Equity A Acc USDOUTSTANDING ACHIEVERTop 2%
Natural Resources Sector EquityT Rowe Price Global Natural Resources Eq A USDOUTSTANDING ACHIEVERTop 2%
Natural Resources Sector EquityBarings Global Resources A USD IncOUTSTANDING ACHIEVERTop 3%
Taiwan EquitySchroder ISF Taiwanese Equity A AccOUTSTANDING ACHIEVERTop 2%
UK EquityThreadneedle UK Select Ret Net Inc GBXOUTSTANDING ACHIEVERTop 2%
UK EquityMFS Meridian Funds-UK Equity A1 GBPOUTSTANDING ACHIEVERTop 3%
US EquityInvesco US Equity A AD EUR HedgedOUTSTANDING ACHIEVERTop 2%
US EquityPineBridge US Large Cap Research Enhanced Y USDOUTSTANDING ACHIEVERTop 3%
US Small/Mid Cap EquityBGF US Small & MidCap Opportunities A2 USDOUTSTANDING ACHIEVERTop 2%
US Small/Mid Cap EquityNeuberger Berman US Small Cap USD A AccOUTSTANDING ACHIEVERTop 3%
USD Balanced Allocation – GlobalFirst Sentier Asian Bridge Fund I USDOUTSTANDING ACHIEVERTop 2%
USD Flexible Allocation – GlobalAmundi HK-Balanced Fund-Institutional IIIOUTSTANDING ACHIEVERTop 2%
USD Flexible Allocation – GlobalAB FCP I-Dynamic Diversified Portfolio AX USDOUTSTANDING ACHIEVERTop 3%
USD Global Corporate Fixed IncomeCapital Group Global Corporate Bond (LUX) B USDOUTSTANDING ACHIEVERTop 2%
USD Global Corporate Fixed IncomeBGF Global Corporate Bond A2 EUR HedgedOUTSTANDING ACHIEVERTop 3%
USD Global High Yield Fixed IncomeSchroder ISF Global High Yield A AccOUTSTANDING ACHIEVERTop 2%
USD High Yield Fixed IncomeInvesco US High Yield Bond A Acc USDOUTSTANDING ACHIEVERTop 2%
USD High Yield Fixed IncomeUBS (Lux) Bond S – USD High Yield (USD) P-accOUTSTANDING ACHIEVERTop 3%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Agribusiness Sector EquityBarings Global Agriculture A GBP AccBEST-IN-CLASSTop 1%
Asia Emerging Markets EquitySchroder ISF Emerg Asia A USD AccBEST-IN-CLASSTop 1%
Asia Pacific EquityBNPP Green Tigers Cap C EURBEST-IN-CLASSTop 1%
Asia ex-Japan EquityState Street Pacific Ex-Japan Index Equty Fd P accBEST-IN-CLASSTop 1%
Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASSTop 1%
China EquityBOCIP China Value Fund A HKDBEST-IN-CLASSTop 1%
Consumer Discretionary Sector EquityBGF Future of Transport A2 USDBEST-IN-CLASSTop 1%
Convertible Fixed IncomeJupiter Global Convertibles I CHF Acc HSCBEST-IN-CLASSTop 1%
Energy Sector EquityNinety One GSF Global Energy A Inc USDBEST-IN-CLASSTop 1%
EUR Corporate Fixed IncomeAmundi Funds Euro Corporate Bond – A2 EUR (C)BEST-IN-CLASSTop 1%
EUR Global Corporate Fixed IncomeCapital Group Euro Corporate Bond (LUX) B EURBEST-IN-CLASSTop 1%
Europe EquityManulife Global Fd-European Growth ABEST-IN-CLASSTop 1%
Europe ex-UK EquityMFS Meridian Funds-Continental European Eq A1 GBPBEST-IN-CLASSTop 1%
Europe Equity IncomeBNPP Europe Dividend Cap CBEST-IN-CLASSTop 1%
Europe Real Estate Sector EquityAXA WF Framlington Europe Real Estate Secs AC EURBEST-IN-CLASSTop 1%
Europe Small/Mid Cap EquityBNPP Euro Mid Cap Dis CBEST-IN-CLASSTop 1%
Eurozone EquityFidelity Funds – Euro Stoxx 50 A-EUR-DISBEST-IN-CLASSTop 1%
Eurozone Small/Mid Cap EquityBNY Mellon Small Cap Euroland A USDBEST-IN-CLASSTop 1%
Financial Sector EquityBGF World Financials A2 USDBEST-IN-CLASSTop 1%
Global Emerging Markets EquityWF(Lux)WW – Emerging Markets Eq Inc Fd A (USD) accBEST-IN-CLASSTop 1%
Global EquityHSBC GIF Global Equity Climate Change AD USDBEST-IN-CLASSTop 1%
Global Equity IncomeFidelity Funds – Global Dividend A-ACC-EUR HBEST-IN-CLASSTop 1%
Global Real Estate Sector EquityMS INVF Global Property A EURBEST-IN-CLASSTop 1%
Global Small/Mid Cap EquityTempleton Global Smaller Companies A (Ydis) USDBEST-IN-CLASSTop 1%
Gold & Precious Metal Sector EquitySchroder ISF Glo Gold A Acc USDBEST-IN-CLASSTop 1%
Greater China EquityCCB International – China Policy Driven FundBEST-IN-CLASSTop 1%
Healthcare Sector EquityManulife Global Fd-Healthcare AABEST-IN-CLASSTop 1%
Hong Kong EquityBOCIP Hong Kong Value A HKDBEST-IN-CLASSTop 1%
India EquityEastspring Investments-India Equity ABEST-IN-CLASSTop 1%
Information Technology Sector EquityJPM Europe Dynamic Technologies A Dis EURBEST-IN-CLASSTop 1%
Infrastructure Sector EquityFidelity Funds – Global Infrastructure A-EUR-DISBEST-IN-CLASSTop 1%
Japan EquityHSBC GIF Economic Scale Japan Equity PD USDBEST-IN-CLASSTop 1%
Latin America Emerging Markets EquityTempleton Latin America A (Ydis) USDBEST-IN-CLASSTop 1%
USD Balanced Allocation – GlobalFirst Sentier Asian Bridge Fund I USDBEST-IN-CLASSTop 1%
USD Flexible Allocation – GlobalThreadneedle (Lux)-Glob Multi Asset Income DEPBEST-IN-CLASSTop 1%
Natural Resources Sector EquityBarings Global Resources A USD IncBEST-IN-CLASSTop 1%
Taiwan EquityFidelity Funds – Taiwan A-USD-DISBEST-IN-CLASSTop 1%
UK EquityThreadneedle UK Select Ret Net Inc GBXBEST-IN-CLASSTop 1%
US EquityInvesco US Equity A AD EUR HedgedBEST-IN-CLASSTop 1%
US Small/Mid Cap EquityBGF US Small & MidCap Opportunities A2 USDBEST-IN-CLASSTop 1%
USD Corporate Fixed IncomeEastspring Investments-US High Inv Grade Bond ABEST-IN-CLASSTop 1%
USD Global Corporate Fixed IncomeHSBC Global Corporate Bond Index HCHBEST-IN-CLASSTop 1%
USD Global Fixed IncomeHSBC GIF Global Lower Carbon Bond ACBEST-IN-CLASSTop 1%
USD Global High Yield Fixed IncomeAllianz Selective Global High Inc A-USDBEST-IN-CLASSTop 1%
USD High Yield Fixed IncomeWF(Lux)WW – US S-T High Yield Bond A (USD) accBEST-IN-CLASSTop 1%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Agribusiness Sector EquityAllianz Global Agricultural Trends AT-USDOUTSTANDING ACHIEVERTop 2%
Asia Emerging Markets EquityEastspring Investments-Dragon Peacock AOUTSTANDING ACHIEVERTop 2%
Asia Emerging Markets EquityFidelity Funds – Emerging Asia A-ACC-EUROUTSTANDING ACHIEVERTop 3%
Asia ex-Japan EquityJPMorgan Asia Equity Dividend (acc) – HKDOUTSTANDING ACHIEVERTop 2%
Asia ex-Japan EquityHSBC Pacific Index IncOUTSTANDING ACHIEVERTop 3%
China EquityBOCIP China Wealth Fund A HKDOUTSTANDING ACHIEVERTop 2%
China EquityFSSA China Growth I Acc USDOUTSTANDING ACHIEVERTop 3%
Energy Sector EquityBGF World Energy A2 EUROUTSTANDING ACHIEVERTop 2%
EUR Corporate Fixed IncomeBGF Euro Corporate Bond A2 EUROUTSTANDING ACHIEVERTop 2%
EUR Corporate Fixed IncomeSLI Glo SICAV European Corporate Bond A Acc EUROUTSTANDING ACHIEVERTop 3%
EUR Global Corporate Fixed IncomeInvesco Euro Corporate Bond A Acc EUROUTSTANDING ACHIEVERTop 2%
EUR Global Corporate Fixed IncomeSchroder ISF EURO Corp Bd A AccOUTSTANDING ACHIEVERTop 3%
Europe EquityAXA WF Framlington Europe Opportunities A C EUROUTSTANDING ACHIEVERTop 2%
Europe EquityHSBC GIF European Equity PD EUROUTSTANDING ACHIEVERTop 3%
Europe Equity IncomeAllianz European Equity Dividend AT-EUROUTSTANDING ACHIEVERTop 2%
Europe Equity IncomeFidelity Funds – European Div A-ACC-EUROUTSTANDING ACHIEVERTop 3%
Europe ex-UK EquityHSBC European Index IncOUTSTANDING ACHIEVERTop 2%
Europe ex-UK EquityJanus Henderson HF European Growth A2 EUROUTSTANDING ACHIEVERTop 3%
Europe Real Estate Sector EquityJanus Henderson HF Pan European Prop Eqs A2 EUROUTSTANDING ACHIEVERTop 2%
Eurozone EquityHSBC GIF Euroland Equity AD EUROUTSTANDING ACHIEVERTop 2%
Eurozone EquityBGF Euro-Markets A2 USDOUTSTANDING ACHIEVERTop 3%
Eurozone Small/Mid Cap EquityHSBC GIF Euroland Equity Smaller Cos AD EUROUTSTANDING ACHIEVERTop 2%
Financial Sector EquityFidelity Funds – Global Financial Serv A-EUR-DISOUTSTANDING ACHIEVERTop 2%
Global Emerging Markets EquityJPM Emerging Markets Dividend A Mth HKDOUTSTANDING ACHIEVERTop 2%
Global Emerging Markets EquityStewart Investors Gbl Em Mkts Leaders III Acc USDOUTSTANDING ACHIEVERTop 3%
Global EquityMFS Meridian Funds-Global Concentrated A1 EUROUTSTANDING ACHIEVERTop 2%
Global EquityAllianz Global Sustainability A-EUROUTSTANDING ACHIEVERTop 3%
Global Equity IncomeBGF Global Equity Income A2 USDOUTSTANDING ACHIEVERTop 2%
Global Equity IncomeBNY Mellon Global Equity Income B USD IncOUTSTANDING ACHIEVERTop 3%
Global Real Estate Sector EquityJPM Gl Real Est Securities USD A Dis USDOUTSTANDING ACHIEVERTop 2%
Global Real Estate Sector EquityFidelity Funds – Global Property A-USD-DISOUTSTANDING ACHIEVERTop 3%
Global Small/Mid Cap EquityInvesco Developed Small and Mid-Cap Eq A Acc USDOUTSTANDING ACHIEVERTop 2%
Gold & Precious Metal Sector EquityNinety One GSF Global Gold A Inc USDOUTSTANDING ACHIEVERTop 2%
Gold & Precious Metal Sector EquityBGF World Gold A2 USDOUTSTANDING ACHIEVERTop 3%
Greater China EquityFSSA Greater China Growth I Acc USDOUTSTANDING ACHIEVERTop 2%
Greater China EquityPinebridge Greater China Equity A Acc USDOUTSTANDING ACHIEVERTop 3%
Healthcare Sector EquityBGF World Healthscience A2 EUROUTSTANDING ACHIEVERTop 2%
Healthcare Sector EquityFidelity Funds – Global Health Care A-EUR-DISOUTSTANDING ACHIEVERTop 3%
Hong Kong EquityFSSA Hong Kong Growth III Acc USDOUTSTANDING ACHIEVERTop 2%
Hong Kong EquityBOCIP Hong Kong Low Volatility Equity Fund AOUTSTANDING ACHIEVERTop 3%
India EquityMirae Asset India Sector Leader Equity A EUROUTSTANDING ACHIEVERTop 2%
India EquityAS SICAV I – Indian Equity A Acc USDOUTSTANDING ACHIEVERTop 3%
Infrastructure Sector EquityBNY Mellon Global Infrastructure Inc B USD AccOUTSTANDING ACHIEVERTop 2%
Infrastructure Sector EquityFirst Sentier Gbl Listed Infr I Acc USDOUTSTANDING ACHIEVERTop 3%
Japan EquityAllianz Japan Equity A-USDOUTSTANDING ACHIEVERTop 2%
Japan EquityJupiter Japan Select L USD AccOUTSTANDING ACHIEVERTop 3%
Latin America Emerging Markets EquityAS SICAV I – Latin American Equity A Acc USDOUTSTANDING ACHIEVERTop 2%
Latin America Emerging Markets EquityMS INVF Latin American Equity A USDOUTSTANDING ACHIEVERTop 3%
Natural Resources Sector EquityAS SICAV I – World Resources Equity A Acc USDOUTSTANDING ACHIEVERTop 2%
Natural Resources Sector EquityT Rowe Price Global Natural Resources Eq A USDOUTSTANDING ACHIEVERTop 3%
Taiwan EquityManulife Global Fd-Taiwan Equity AAOUTSTANDING ACHIEVERTop 2%
Taiwan EquitySchroder ISF Taiwanese Equity A AccOUTSTANDING ACHIEVERTop 3%
UK EquityHSBC FTSE 100 Index IncOUTSTANDING ACHIEVERTop 2%
US EquityInvesco US Value Equity A Acc USDOUTSTANDING ACHIEVERTop 2%
US EquityAB SICAV I-Concentrated US Equity Pf A EUROUTSTANDING ACHIEVERTop 3%
USD Balanced Allocation – GlobalMFS Meridian Funds-Global Total Return A1 EUROUTSTANDING ACHIEVERTop 2%
USD Corporate Fixed IncomeCapital Group US Corporate Bd (LUX) B Acc CHFOUTSTANDING ACHIEVERTop 2%
USD Flexible Allocation – GlobalAmundi HK-Balanced Fund-Institutional IIIOUTSTANDING ACHIEVERTop 2%
USD Flexible Allocation – GlobalCapital Group Income Builder (LUX) B EUROUTSTANDING ACHIEVERTop 3%
USD Global Corporate Fixed IncomeBGF Global Corporate Bond A2 EUR HedgedOUTSTANDING ACHIEVERTop 2%
USD Global Corporate Fixed IncomeCapital Group Global Corporate Bond (LUX) B USDOUTSTANDING ACHIEVERTop 3%
USD Global Fixed IncomeSchroder ISF Global Credit Income EUR Hgd A AccOUTSTANDING ACHIEVERTop 2%
USD Global High Yield Fixed IncomeSchroder ISF Global High Yield A AccOUTSTANDING ACHIEVERTop 2%
USD High Yield Fixed IncomeInvesco US High Yield Bond A Acc USDOUTSTANDING ACHIEVERTop 2%
USD High Yield Fixed IncomeJPM US High Yield Plus Bond A Acc USDOUTSTANDING ACHIEVERTop 3%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Agribusiness Sector EquityAllianz Global Agricultural Trends AT-USDBEST-IN-CLASSTop 1%
Asia Emerging Markets EquitySchroder ISF Emerg Asia A USD AccBEST-IN-CLASSTop 1%
Asia Pacific EquityBEA Union Investment Asia Pac Eqty Div A USD DisBEST-IN-CLASSTop 1%
Asia ex-Japan EquityBarings Eastern Trust A GBP AccBEST-IN-CLASSTop 1%
Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASSTop 1%
China EquityE Fund (HK) Greater China Leaders A USD AccBEST-IN-CLASSTop 1%
Consumer Discretionary Sector EquityBNY Mellon Mobility Innovation B USD AccBEST-IN-CLASSTop 1%
Convertible Fixed IncomeBNPP Global Convertible Cap C RH EURBEST-IN-CLASSTop 1%
Energy Sector EquityBNP Paribas Energy Transition Classic CapBEST-IN-CLASSTop 1%
EUR Corporate Fixed IncomeT Rowe Price Euro Corporate Bond A EURBEST-IN-CLASSTop 1%
EUR Global Corporate Fixed IncomeInvesco Euro Corporate Bond A Acc EURBEST-IN-CLASSTop 1%
Europe EquityAS SICAV I – European Equity A Acc EURBEST-IN-CLASSTop 1%
Europe ex-UK EquityAS SICAV I – European Equity (ex-UK) A Acc EURBEST-IN-CLASSTop 1%
Europe Equity IncomeBNPP Europe Dividend Cap CBEST-IN-CLASSTop 1%
Europe Real Estate Sector EquityAXA WF Framlington Europe Real Estate Secs AC EURBEST-IN-CLASSTop 1%
Europe Small/Mid Cap EquityJanus Henderson HF Pan European Smr Cos A2 EURBEST-IN-CLASSTop 1%
Eurozone EquityAllianz Euroland Equity Growth A-EURBEST-IN-CLASSTop 1%
Eurozone Small/Mid Cap EquityH & A Aktien Small Cap EMU BBEST-IN-CLASSTop 1%
Financial Sector EquityBGF World Financials A2 USDBEST-IN-CLASSTop 1%
Global Emerging Markets EquityBarings Global Emerging Markets A USD IncBEST-IN-CLASSTop 1%
Global EquityNinety One GSF Global Franchise A Acc USDBEST-IN-CLASSTop 1%
Global Equity IncomeBNY Mellon Global Equity Income B USD IncBEST-IN-CLASSTop 1%
Global Real Estate Sector EquityJPMorgan Global Property Income Fund (div) – USDBEST-IN-CLASSTop 1%
Global Small/Mid Cap EquityTempleton Global Smaller Companies A (Ydis) USDBEST-IN-CLASSTop 1%
Gold & Precious Metal Sector EquityBGF World Gold A2 USDBEST-IN-CLASSTop 1%
Greater China EquityCCB International – China Policy Driven FundBEST-IN-CLASSTop 1%
Healthcare Sector EquityBNPP Health Care Innovators Cap CBEST-IN-CLASSTop 1%
Hong Kong EquityAllianz Hong Kong Equity A-USDBEST-IN-CLASSTop 1%
India EquityEastspring Investments-India Equity ABEST-IN-CLASSTop 1%
Information Technology Sector EquityJPM Europe Dynamic Technologies A Dis EURBEST-IN-CLASSTop 1%
Infrastructure Sector EquityFidelity Funds – Global Infrastructure A-EUR-DISBEST-IN-CLASSTop 1%
Japan EquityJanus Henderson HF Japan Opportunities A2 USDBEST-IN-CLASSTop 1%
Latin America Emerging Markets EquityTempleton Latin America A (Ydis) USDBEST-IN-CLASSTop 1%
USD Balanced Allocation – GlobalMFS Meridian Funds-Global Total Return A1 EURBEST-IN-CLASSTop 1%
USD Flexible Allocation – GlobalAB FCP I-Dynamic Diversified Portfolio AX USDBEST-IN-CLASSTop 1%
Natural Resources Sector EquityT Rowe Price Global Natural Resources Eq A USDBEST-IN-CLASSTop 1%
Taiwan EquityJPM Taiwan A Dis USDBEST-IN-CLASSTop 1%
UK EquityAS SICAV I – UK Equity A Acc GBPBEST-IN-CLASSTop 1%
US EquityBNPP US Growth Cap CBEST-IN-CLASSTop 1%
US Small/Mid Cap EquityManulife Global Fd-US Small Cap Equity AABEST-IN-CLASSTop 1%
USD Corporate Fixed IncomeEastspring Investments-US High Inv Grade Bond ABEST-IN-CLASSTop 1%
USD Global Corporate Fixed IncomeBGF Global Corporate Bond A2 EUR HedgedBEST-IN-CLASSTop 1%
USD Global Fixed IncomeHSBC GIF Global Lower Carbon Bond ACBEST-IN-CLASSTop 1%
USD Global High Yield Fixed IncomeAllianz Selective Global High Inc A-USDBEST-IN-CLASSTop 1%
USD High Yield Fixed IncomeUBS (Lux) Bond S – USD High Yield (USD) P-accBEST-IN-CLASSTop 1%

CATEGORYFUND NAMEAWARD STATUSPeer Group Rank (Percentile)
Asia ex-Japan EquityBarings Asia Growth A USD IncOUTSTANDING ACHIEVERTop 2%
Consumer Discretionary Sector EquityBGF Future of Transport A2 USDOUTSTANDING ACHIEVERTop 2%
Convertible Fixed IncomeJupiter Global Convertibles I CHF Acc HSCOUTSTANDING ACHIEVERTop 2%
Europe EquityMFS Meridian Funds-European Value A1 EUROUTSTANDING ACHIEVERTop 2%
Financial Sector EquityFidelity Funds – Global Financial Serv A-EUR-DISOUTSTANDING ACHIEVERTop 2%
Global Emerging Markets EquityAB SICAV I-Em Mkts Low Volatility Eq Pf A USDOUTSTANDING ACHIEVERTop 2%
Hong Kong EquityHSBC GIF Hong Kong Equity PD USDOUTSTANDING ACHIEVERTop 2%
India EquityAmundi Funds SBI FM India Equity – A2 USD (C)OUTSTANDING ACHIEVERTop 2%
India EquityJPMorgan India (acc)-USDOUTSTANDING ACHIEVERTop 3%
Japan EquityInvesco Japanese Equity Value Discvry A Acc JPYOUTSTANDING ACHIEVERTop 2%
Latin America Emerging Markets EquityMS INVF Latin American Equity A USDOUTSTANDING ACHIEVERTop 2%
Natural Resources Sector EquityAS SICAV I – World Resources Equity A Acc USDOUTSTANDING ACHIEVERTop 2%
US EquityAB SICAV I-American Growth Portfolio I USDOUTSTANDING ACHIEVERTop 2%
USD Flexible Allocation – GlobalThreadneedle (Lux)-Glob Multi Asset Income DEPOUTSTANDING ACHIEVERTop 2%
USD Global Corporate Fixed IncomeHSBC Global Corporate Bond Index HCHOUTSTANDING ACHIEVERTop 2%
USD Global High Yield Fixed IncomeSchroder ISF Global High Yield A AccOUTSTANDING ACHIEVERTop 2%

Winners of the Most Significant Improvement Awards will receive recognition as the “Most Significant Improvement ESG Awards”, “Most Significant Improvement GC Awards”, and the “Most Significant Improvement Temperature Alignment Awards”.

Sustainability AwardCategoryFund nameAward Status
ESGAsia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASS
Global Compact (GC)Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASS
Temperature AlignmentEnergy Sector EquityBNP Paribas Energy Transition Classic CapBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquityThreadneedle (Lux)-Asia Contrarian Equity AEBEST-IN-CLASS
Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASS
China EquityAB FCP I-China Low Volatility Eq Pf A USDBEST-IN-CLASS
Consumer Discretionary Sector EquityBNP Paribas Consumer Innovators Classic CapBEST-IN-CLASS
Energy Sector EquityNinety One GSF Global Energy A Inc USDBEST-IN-CLASS
EUR Global Corporate Fixed IncomeSchroder ISF EURO Corp Bd A AccBEST-IN-CLASS
Europe EquityBarings Europa A USD IncBEST-IN-CLASS
Europe ex-UK EquityBarings European Growth A GBP IncBEST-IN-CLASS
Europe Equity IncomeBNPP Europe Dividend Cap CBEST-IN-CLASS
Europe Real Estate Sector EquityAXA WF Framlington Europe Real Estate Secs AC EURBEST-IN-CLASS
Europe Small/Mid Cap EquityMerian Europe (Ex UK) Smaller Comp A USD AccBEST-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 EquityStewart Investors Gbl Em Mkts Leaders III Acc USDBEST-IN-CLASS
Global EquityAB SICAV I-Sustainable Global Thematic Pf A USDBEST-IN-CLASS
Global Equity IncomeLegg Mason ClearBridge Tct Div Inc A Acc USDBEST-IN-CLASS
Global Real Estate Sector EquityJPMorgan Global Property Income Fund (div) – USDBEST-IN-CLASS
Global Small/Mid Cap EquityTempleton Global Smaller Companies A (Ydis) USDBEST-IN-CLASS
Greater China EquityFSSA Greater China Growth I Acc USDBEST-IN-CLASS
Healthcare Sector EquityFidelity Funds – Global Health Care A-EUR-DISBEST-IN-CLASS
Hong Kong EquityFSSA Hong Kong Growth III Acc USDBEST-IN-CLASS
Information Technology Sector EquityBGF World Technology A2 USDBEST-IN-CLASS
Infrastructure Sector EquityBNY Mellon Global Infrastructure Inc B USD AccBEST-IN-CLASS
Japan EquityPineBridge Japan Equity A USDBEST-IN-CLASS
USD Balanced Allocation – GlobalMFS Meridian Funds-Global Total Return A1 EURBEST-IN-CLASS
USD Flexible Allocation – GlobalThreadneedle (Lux)-Glob Multi Asset Income DEPBEST-IN-CLASS
Natural Resources Sector EquityAS SICAV I – World Resources Equity A Acc USDBEST-IN-CLASS
UK EquityBGF United Kingdom A2 GBPBEST-IN-CLASS
US EquityMFS Meridian Funds-US Concentrated Growth A1 USDBEST-IN-CLASS
US Small/Mid Cap EquityT Rowe Price US Smaller Companies Equity A USDBEST-IN-CLASS
USD Corporate Fixed IncomeEastspring Investments-US High Inv Grade Bond ABEST-IN-CLASS
USD Global Corporate Fixed IncomeCapital Group Global Corporate Bond (LUX) B USDBEST-IN-CLASS
USD High Yield Fixed IncomeWF(Lux)WW – U.S. High Yield Bond Fd A (USD) accBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquitySchroder ISF Asian Equity Yield A AccBEST-IN-CLASS
Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASS
China EquityMirae Asset China Sector Leader Equity A USDBEST-IN-CLASS
Energy Sector EquityNinety One GSF Global Energy A Inc USDBEST-IN-CLASS
EUR Corporate Fixed IncomeBGF Euro Corporate Bond A2 EURBEST-IN-CLASS
Europe EquityBarings Europa A USD IncBEST-IN-CLASS
Europe ex-UK EquityBarings European Growth A GBP IncBEST-IN-CLASS
Europe Real Estate Sector EquityAXA WF Framlington Europe Real Estate Secs AC EURBEST-IN-CLASS
Europe Small/Mid Cap EquityMerian Europe (Ex UK) Smaller Comp A USD AccBEST-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 EquityPinebridge Global Funds – Global Em Mkts Fcs Eq YBEST-IN-CLASS
Global EquityThreadneedle (Lux)-Global Focus AUBEST-IN-CLASS
Global Equity IncomeBGF Global Equity Income A2 USDBEST-IN-CLASS
Global Real Estate Sector EquitySchroder ISF Global Cities Real Estate A AccBEST-IN-CLASS
Global Small/Mid Cap EquityTempleton Global Smaller Companies A (Ydis) USDBEST-IN-CLASS
Greater China EquityJPM Greater China A Dis USDBEST-IN-CLASS
Information Technology Sector EquityJPMorgan Pacific Technology (acc) – USDBEST-IN-CLASS
Infrastructure Sector EquityBNY Mellon Global Infrastructure Inc B USD AccBEST-IN-CLASS
Japan EquityPineBridge Japan Equity A USDBEST-IN-CLASS
USD Flexible Allocation – GlobalThreadneedle (Lux)-Glob Multi Asset Income DEPBEST-IN-CLASS
Natural Resources Sector EquityAS SICAV I – World Resources Equity A Acc USDBEST-IN-CLASS
UK EquityThreadneedle UK Select Ret Net Inc GBXBEST-IN-CLASS
US EquityBNPP US Growth Cap CBEST-IN-CLASS
US Small/Mid Cap EquityAB SICAV I-US Small and Mid-Cap Pf A USDBEST-IN-CLASS
USD High Yield Fixed IncomeNeuberger Berman Short Dur HY Bd USD I AccBEST-IN-CLASS

CATEGORYFUND NAMEAWARD STATUS
Asia ex-Japan EquitySchroder ISF Asian Total Return A AccBEST-IN-CLASS
Asia Pacific Real Estate Sector EquityBNPP Pacific Real Estate Securities Dis CBEST-IN-CLASS
China EquityBGF China Flexible Equity A2 USDBEST-IN-CLASS
Consumer Discretionary Sector EquityBNP Paribas Consumer Innovators Classic CapBEST-IN-CLASS
Convertible Fixed IncomeMS INVF Global Convertible Bond A USDBEST-IN-CLASS
Energy Sector EquityBNP Paribas Energy Transition Classic CapBEST-IN-CLASS
EUR Corporate Fixed IncomeAmundi Funds Euro Corporate Bond – A2 EUR (C)BEST-IN-CLASS
EUR Global Corporate Fixed IncomeInvesco Euro Corporate Bond A Acc EURBEST-IN-CLASS
Europe EquityJupiter European Growth L EUR AccBEST-IN-CLASS
Europe ex-UK EquityJanus Henderson HF European Growth A2 EURBEST-IN-CLASS
Europe Equity IncomeBGF European Equity Income A2 EURBEST-IN-CLASS
Europe Real Estate Sector EquityAXA WF Framlington Europe Real Estate Secs AC EURBEST-IN-CLASS
Europe Small/Mid Cap EquityBNP Paribas Europe Small Cap Classic CapBEST-IN-CLASS
Eurozone EquityHSBC GIF Euroland Equity AD EURBEST-IN-CLASS
Financial Sector EquityJupiter Financial Innovation L GBP A IncBEST-IN-CLASS
Global Emerging Markets EquityFidelity Funds – Inst Emer Markets Eq I-ACC-USDBEST-IN-CLASS
Global EquityAB SICAV I-Low Volatility Equity Pf S1 EURBEST-IN-CLASS
Global Equity IncomeLegg Mason ClearBridge Tct Div Inc A Acc USDBEST-IN-CLASS
Global Real Estate Sector EquitySchroder ISF Global Cities Real Estate A AccBEST-IN-CLASS
Global Small/Mid Cap EquitySchroder ISF Global Smaller Companies A AccBEST-IN-CLASS
Gold & Precious Metal Sector EquityNinety One GSF Global Gold A Inc USDBEST-IN-CLASS
Greater China EquityBarings Hong Kong China A USD IncBEST-IN-CLASS
Healthcare Sector EquityBGF World Healthscience A2 EURBEST-IN-CLASS
Hong Kong EquityHSBC GIF Hong Kong Equity PD USDBEST-IN-CLASS
India EquityJPMorgan India (acc)-USDBEST-IN-CLASS
Information Technology Sector EquityAB SICAV I-International Technology Pf A USDBEST-IN-CLASS
Infrastructure Sector EquityBNY Mellon Global Infrastructure Inc B USD AccBEST-IN-CLASS
Japan EquityMFS Meridian Funds-Japan Equity A1 EURBEST-IN-CLASS
USD Balanced Allocation – GlobalFirst Sentier Asian Bridge Fund I USDBEST-IN-CLASS
USD Flexible Allocation – GlobalThreadneedle (Lux)-Glob Multi Asset Income DEPBEST-IN-CLASS
Natural Resources Sector EquityBarings Global Resources A USD IncBEST-IN-CLASS
UK EquityMerian UK Alpha A GBP AccBEST-IN-CLASS
US EquityAB SICAV I-Concentrated US Equity Pf A EURBEST-IN-CLASS
US Small/Mid Cap EquityAS SICAV I – North Am Smaller Cos I Acc USDBEST-IN-CLASS
USD Corporate Fixed IncomeCapital Group US Corporate Bd (LUX) B Acc CHFBEST-IN-CLASS
USD Global Corporate Fixed IncomeSchroder ISF Global Corporate Bond A AccBEST-IN-CLASS
USD High Yield Fixed IncomeWF(Lux)WW – U.S. High Yield Bond Fd A (USD) accBEST-IN-CLASS

1 TOP ESG PERFORMANCE

Awarding the parent fund of the Mutual Fund (and all it’s share classes) that are on the top 1% to 3% ESG performance within their peer groups. Each fund in the BlueOnion universe will receive an overall ESG score (1-100) and an independent Environmental, Social, and Governance score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

2 TOP GLOBAL COMPACT (GC) PERFORMANCE

Awarding the parent fund of the Mutual Fund (and all it’s share classes) that are on the top 1% to 3% GC performance within their peer groups. Each fund in the BlueOnion universe will receive an overall GC Score (1-100) and an independent Human Rights, Labor Rights, Environmental Stewardship, and Anti-Corruption score (0-100).  The peer group percentile rank is a relative rank against other funds in the same peer group.

3 TEMPERATURE ALIGNMENT

Awarding the parent fund of the Mutual Fund (and all it’s share classes) that are on the top 1% to 3% of the most-aligned temperature performance within their peer groups. Blue Onion classifies the funds’ performance by their near-term and long-term alignment to the Paris Agreement using a simple scorecard for four different ratings: Aligned Near-Term, Aligned Long-Term, Aligned, and Overheating. It is intended to help investors identify funds with investments aligned with environment protection key factors, limit global temperature rise, and have no implications for positive or negative investment returns.

4 SIGNIFICANT IMPROVEMENT

Awarding One Mutual Fund in each category – ESG, GC and Temperature Alignment that has made the most significant year-on-year improvement will be award this title.  

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