Awards and Recognition

"The 2024 MPF Awards" by MPF Ratings are based on quantitative assessment (fund choices and performance, fees and charges), and qualitative assessment of an MPF Scheme as of 31 December 2023. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/ratings-methodology/. MPF Ratings Consistent Performers recognize constituent funds which deliver the best fund performance within their respective fund categories in MPF Ratings MPF performance survey. 1 Year Consistent Performers recognize the constituent funds with the best 1 year absolute performance. In the case of 5 year, 10 year, 15 year and 20 year performance, performance is calculated on a risk adjusted basis. Risk is defined as standard deviation calculated based on monthly performance of the constituent funds. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/awards-methodology/. MPF Ratings’ Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2023, which promote socially responsible outcomes that visibly benefit the people of Hong Kong. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/awards-methodology/.

Asia Asset Management 2024 Best of the Best Awards is an annual awards programme that gives recognition to financial institutions for outstanding achievements over the past calendar year. This "Most Innovative Application of Artificial Intelligence" award is evaluated based on how AI applications are incorporated into the investment process in managing portfolios. For details of the source and criteria, please refer to https://awards.asiaasset.com/p/42785.

"The 2023 MPF Awards" by MPF Ratings are based on quantitative assessment (fund choices and performance, fees and charges), and qualitative assessment of an MPF Scheme as of 31 December 2022. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/ratings-methodology/.MPF Ratings Consistent Performers recognize constituent funds which deliver the best fund performance within their respective fund categories in MPF Ratings MPF performance survey. 1 Year Consistent Performers recognize the constituent funds with the best 1 year absolute performance. In the case of 5 year, 10 year, 15 year and 20 year performance, performance is calculated on a risk adjusted basis. Risk is defined as standard deviation calculated based on monthly performance of the constituent funds. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/awards-methodology/MPF Ratings’ Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2022, which promote socially responsible outcomes that visibly benefit the people of Hong Kong. For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/awards-methodology/.

Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2023’s Mutual Fund Awards are measured by market performance and asset classes in the past 12 months while Mandatory Provident Fund Awards are assessed with 1-year, 5-years and 10-years total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com.

The IFPHK Financial Education and ESG Leadership Awards 2023 was organized by the Institute of Financial Planners of Hong Kong (IFPHK) to pay tribute to commercial firms, non-profit organizations, and individuals that have made significant efforts in improving financial literacy levels in Hong Kong. For details, please refer to https://www.ifphk.org/FELA2023/about-the-awards.html.

The Mystery Customer Assessment Award 2023 was presented by Hong Kong Customer Contact Association (HKCCA) in 2023. For details, please refer to https://hkcca.com/.

BENCHMARK Fund of the Year Awards – House Awards recognize managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis. For details, please refer to https://www.benchmark.today/fund-awards-2023/. The MPF Investment Manager Awards is designed to recognize underlying managers of MPF Schemes in various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis while maintaining excellence in Benchmark’s pillars. For details, please refer to https://www.benchmark.today/mpf-awards/. BENCHMARK’s top Mandatory Provident Funds (MPF) are purely based on long-term performance. For details, please refer to https://www.benchmark.today/mpf-awards-2023/.

The Greater Bay Area Corporate Sustainability Award 2022 takes 17 United Nations Sustainable Development Goals (SDGs) as the core, to evaluate corporates who take active actions in the three major directions of economic growth, social progress and environmental protection in the Greater Bay Area. For details of the judging criteria, please refer to https://multimetro.hk/finance/灣區企業可持續發展大獎2022-獎項詳情/.

"The 2022 MPF Awards" by MPF Ratings are based on quantitative assessment (investment choices and performance, fees and charges), and qualitative assessment of an MPF Scheme as of 31 December 2021. Rising Star is assessed as the most improved MPF Scheme from the previous assessment cycle, as measured overall, across all key criteria assessed by MPF Ratings: investment choices and performance, fees and charges, as well as an assessment of overall services within the schemes. The end date for the investment choices and performance, fees and qualitative assessments is December 31 for the relevant year.

MPF Ratings’ Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2021, which promote socially responsible outcomes that visibly benefit the people of Hong Kong. MPF Ratings’ Consistent Performers recognize constituent funds which deliver the best fund performance within their respective fund categories in MPF Ratings MPF performance survey. 1 Year Consistent Performers recognize the constituent funds with the best 1 year absolute performance. In the case of 5 year performance, performance is calculated on a risk adjusted basis. Risk is defined as standard deviation calculated based on monthly performance of the constituent funds.

For details of the source and assessment criteria, please refer to https://mpfratings.com.hk/ratings-and-awards/.

The HKCCA Award 2022 - Mystery Caller Assessment Awards were presented by Hong Kong Customer Contact Association (HKCCA) in 2022. For details, please refer to https://hkcca.com/.

Benchmark's Asset Management – House Awards recognize managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis. For details, please refer to https://www.benchmark.today/fund-awards-2022/. Benchmark's top Mutual Funds are selected based purely on quantitative data in our BlueOnion fund database. For details, please refer to https://www.benchmark.today/fund-awards-2022/. Benchmark's MPF Investment Manager Awards is designed to recognize underlying managers of MPF Schemes in various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis. For details, please refer to https://www.benchmark.today/mpf-awards/. BENCHMARK’s top Mandatory Provident Funds (MPF) are purely based on long-term performance. For details, please refer to https://www.benchmark.today/mpf-awards-2022/.

Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2022’s Mutual Fund Awards are measured by market performance and asset classes in the past 12 months while Mandatory Provident Fund Awards are assessed with 1-year, 5-years and 10-years total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

"The 2021 MPF Awards" by MPF Ratings are based on investment choices and performance, fees and charges, and qualitative assessments of an MPF Scheme as of 31 December 2020. MPF Ratings' Employers' Choice award is awarded to the most popular MPF Scheme as voted by the employers of Hong Kong. In 2021, voting was undertaken in collaboration with the Employers' Federation of Hong Kong ("EFHK") and Human Resources Magazine. The 2021 Best Communication and Education award is based on the assessment across various communication and education criteria of an MPF Scheme as of 31 December 2020. The 2021 Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2020. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/ratings-and-awards.

Financial Education Champion (FEC) 2021 recognises organisations that have enhanced Financial Education in Hong Kong in 2020. For details, please refer to https://www.ifec.org.hk/web/tc/about-ifec/fls/fec/introduction.page

The HKCCA Award 2021 - Mystery Caller Assessment Awards were presented by Hong Kong Customer Contact Association (HKCCA) in 2021. For details, please refer to https://hkcca.com/.

The Greater Bay Area Corporate Sustainability Award 2021 takes 17 United Nations Sustainable Development Goals (SDGs) as the core, to evaluate corporates who take active actions in the three major directions of economic growth, social progress and environmental protection in the Greater Bay Area. For details of the judging criteria, please refer to https://multimetro.hk/finance/灣區企業可持續發展大獎2021-報名方法及詳情/.

Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2021's Mandatory Provident Fund Awards were assessed with 1-year, 5-years and 10-years total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com.

BENCHMARK Mutual Funds - House Awards received are based on qualitative methodology and tools determined by BENCHMARK and reflects the performance data between 1 July 2020 and 30 June 2021. For details of source and assessment criteria, please refer to https://www.benchmark.today/fund-awards/. BENCHMARK MPF Investment Manager Awards and BENCHMARK MPF Trustee Awards received are based on qualitative methodology and tools determined by BENCHMARK and reflects the performance data between 1 July 2020 and 30 June 2021. BENCHMARK Top MPF Awards received are based on performance data provided by FE fundinfo to BENCHMARK between 1 October 2020 and 30 September 2021. For details of source and assessment criteria, please refer to https://www.benchmark.today/mpf-awards/.

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Top Fund Awards received are based on performance data provided by Refinitiv to BENCHMARK between 1 October 2019 and 30 September 2020. For details of source and assessment criteria, please refer to https://2020.benchmark.exchange/awards-asset-management/result-announcement-2020/.

Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2020's Mandatory Provident Fund Awards were assessed with 1-year, 5-years and 10-years total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com

The HKCCA Award 2020 - Mystery Caller Assessment Awards were presented by Hong Kong Customer Contact Association (HKCCA) in 2020. For details, please refer to https://hkcca.com/.

The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.

The 2020 MPF Scheme Ratings are based on investment performance, fees and charges, and qualitative assessments of an MPF Scheme as of 31 December 2019. The 2020 Socially Responsible award is based on the assessment of socially responsible initiatives of an MPF Scheme as of 31 December 2019. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/ratings-and-awards/.

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Top Fund Awards received are based on performance data provided by Refinitiv to BENCHMARK between 1 October 2018 and 30 September 2019. For details of source and assessment criteria, please refer to https://benchmark.exchange/hk/asset-management/result-announcement-2019.

Bloomberg Businessweek/Chinese Edition Top Fund Awards 2019's Mandatory Provident Fund Awards were assessed with 1-year, 5-year and 10-year total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com.

2019 Mystery Caller Assessment Awards & Inbound Contact Centre of the Year were presented by Hong Kong Call Centre Association (HKCCA) in 2019. For details, please refer to https://hkcca.com/.

The calculation of 2019 Hong Kong Lipper Fund Award is based on performance as of 31 December 2018. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong.

The 2019 MPF Awards are based on Investment, Fees and Charges, and an assessment of overall services within the schemes as of 31 December 2018. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

2018 Mystery Caller Assessment Award - Gold Award was presented by Hong Kong Call Centre Association (HKCCA) in 2018. For details, please refer to https://hkcca.com/index.php/the-19th-annual-hong-kong-call-centre-association-awards.

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Top Fund Awards received are based on performance data provided by Refinitiv to BENCHMARK between 1 October 2017 and 30 September 2018. For details of source and assessment criteria, please refer to https://www.fundawards.asia/hk/result-announcement-2018.

Bloomberg Businessweek/Chinese Edition Top Fund Awards 2018's Mutual Fund Awards were measured by market performance in the 12 months ended 30 September, 2018 and the Mandatory Provident Fund Awards were assessed with 1-year, 5-year and 10-year total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com

The calculation of 2018 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2017. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong.

The 2018 MPF Awards is based on performance, fees and qualitative assessments as of 31 December 2017. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/english/ratingsandawards/ratings.

The 2018 MPF Awards is based on performance, fees and qualitative assessments as of 31 December 2017. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/english/ratingsandawards/ratings.

FinTech Awards 2017 reflects the assessment by etnet. For details, please refer to http://fintech.etnet.com.hk/winners.php

BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK between 1 October 2016 and 30 September 2017. For details of source and assessment criteria, please refer to www.fundawards.asia/hk/result-announcement-2017/

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2017's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2017 and the Mandatory Provident Fund Awards were assessed with 1-year and 5-year total return figures.

The calculation of 2017 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2016. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong.

The 2017 MPF Awards is based on performance, fees and administration assessments as of 31 December 2016. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

Asia Asset Management 2016 Best of the Best Awards is based on performance for the three-year periods to September 30, 2016. For details of the source and assessment criteria, please refer to http://www.asiaasset.com/aboutbbawards.aspx.

BENCHMARK House Awards received are based on both quantitative and qualitative methodology and tools determined by BENCHMARK magazine, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK magazine between 1 October 2015 and 30 September 2016. For details of source and assessment criteria, please refer to http://www.fundawards.asia/hk/results-2016/.

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2016's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2016 and the Mandatory Provident Fund Awards were assessed with 5-year and 10-year total return figures.

The 2016 MPF Awards is based on performance, fees and administration assessments as of 31 December 2015. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

The calculation of 2016 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2015. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong.

For details of source and assessment criteria of Fund Selector Asia Awards Hong Kong 2016, please refer to http://www.fundselectorasia.com/news/1027133/announcing-fsa-fund-award-winners.

The calculation of The Asset Triple A Asset Servicing, Fund Management and Investors Awards 2016 is based on performance from 1 January 2015 to 31 December 2015. For details of source and assessment criteria, please refer to http://www.theasset.com/awards/asset-servicing-investor-fund-management.

For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2015, please refer to http://www.fundasia.net/benchmark-fund-of-the-year-awards-2015-results-announcement/.

The calculation of Lipper Fund Awards Hong Kong 2015 is based on performance as of 31 December 2014. For details of methodology, please refer to the website of Lipper http://excellence.thomsonreuters.com/award/lipper/country?region=Hong+Kong.

For details of source and assessment criteria of Fund Selector Asia Award 2015 Hong Kong, please refer to http://www.fundselectorasia.com/news/latest-news/fsa-award-winners-2015-revealed.

The 2015 MPF Awards is based on performance, fees and administration assessments as of 31 December 2014. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.