April 29, 2020

Excellence in the Fund Industry in Taiwan

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: Taiwan 2020 

 The Refinitiv Lipper Fund Award Winners have been announced for Taiwan!  The legacy, reputation and quantitative underpinning of what these awards encapsulate reflect a truly independent and uncompromised assessment of fund performance. We congratulate this year’s fund families receiving Asset Class Group awards and those individual fund winners for their superior firm-wide performance. 

  • The merit of the winners is based entirely on quantitative criteria
  • For more than 30 years and in over 17 countries worldwide, these awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance and focuses the investment world on top-funds

Taiwan 2020 Lipper Fund Awards Winners 

Winner   Group Award 
Fidelity  Bond  
T. Rowe Price  Equity  
Fidelity  Mixed Assets  
Fidelity  Overall  

View all winners 

Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are also recognized.  The awards are based on Lipper’s proven proprietary methodology, which can be viewed here.  


 A Message from Refinitiv Lipper 

“In a year of dramatic and unprecedented change across the global economy, it has never been more important to have your investments entrusted with talented and experienced professionals. The Refinitiv Lipper Fund Awards recognize those exceptional managers and fund management groups who navigate these changes and steer your savings into outperforming returns. We at Refinitiv congratulate the 2020 Refinitiv Lipper Fund Award winners in Taiwan for delivering outstanding performance to their investors and wish all the companies continued success,” said Xav Feng, Head of Asia Pacific Research, Lipper, Refinitiv.  

Lipper data covers more than 330,000 share classes in 86 countries. The Lipper Leader ratings are available for mutual funds registered for sale in 47 markets with over 500 fund classifications. 

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The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 

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. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. 

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