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April 16, 2020

Excellence in the Singapore Fund Industry

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: Singapore 2020

The Refinitiv Lipper Fund Award Winners have been announced for the Singapore fund industry.  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 four fund families receiving Asset Class Group awards 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.
  • Read what winners say about the value these awards create for their firms, clients and the industry.

2020 Singapore Lipper Fund Awards Winners

Winner Group Award
JPMorgan Bond
UBS Equity
AllianceBernstein Mixed Assets
Fidelity Overall

 

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 Singapore for delivering outstanding performance to their investors and wish all company’s 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.

Please click here for the full list of winners.

Exclusive media partner coverage, The Edge, Singapore

Read the interview with Xav Feng, director at Lipper Asia Pacific Research, Refinitiv by The Edge, Singapore, our exclusive media partner of the Refinitiv 2020 Singapore Lipper Fund Awards.

Messages from Winners

See what top-ranked institutions are saying about the Refinitiv Singapore Lipper Fund Awards:

“We are delighted to receive the recognition. Fixed Income is a cornerstone of our global investment offering. Our ability to draw on the resources and expertise of J.P. Morgan Asset Management’s global platform enables us to strive for strong risk-adjusted returns for our clients.”

Andrew Creber, Chief Administrative Officer, South Asia Pacific and South Korea and Interim CEO, JPMorgan Asset Management (Singapore) Ltd

 

“We are honored to receive a string of fund accolades for the 2020 Singapore Refinitiv Lipper Fund Awards. The five China equity awards speak volumes about our strength in China equities. They prove that our high conviction investment style and foresight in picking industry winners early can help build high performance China equity strategies.

We are also grateful for the recognition in the Singapore group award – equity.  This is a bonus and we are humbled by the trust investors have placed in us over the years.  Thank you for your support.”

Sherry Wong, Head of Products, Asia Pacific and Head of Asset Management, Singapore & SEA, UBS Asset Management

 “We are honoured to receive the Lipper Awards. This recognition is testament to the dedication and success of our portfolio management teams. At a time of great volatility, it is easy to become unanchored as investors. At AB, we are anchored by thinking like business owners, considering a company’s financial strength, its resilience in the pandemic economy, and the future earnings and cash flows we expect it to earn as we eventually exit this crisis.”

Karen Lim, Managing Director, Southeast Asia Client Group, AllianceBernstein (Singapore) Ltd.

 “All of us at Maybank Asset Management are honoured and grateful to be awarded the best USD Global Bond Fund – Maybank Asian Income Fund (3 Years and 5 Years). This was achieved through the hard work and dedication of the portfolio manager Judy Leong together with invaluable support from team member Wu Jiaying and the Credit Research Team.  It is also testament of our robust investment processes. We are thankful to all involved and will remain committed to performing our best in future.”

Goh Keat Jin, Chief Executive Officer, Maybank Asset Management Singapore

“We remain constructively positive on the corporate fundamentals in Asian debt. While the US and Europe are still firmly in the grip of the coronavirus crisis, Asia is starting to pick up the pieces. There is still value to be found. We like the high yield segment, however careful credit assessment and corporate resilience will remain key to maximising opportunities in Asian debt.

Asian debt should make a sharp recovery in the second half of 2020. Recent market sell-off has caused spreads in Asian debt to widen dramatically, offering attractive entry points at current levels.”

Joep Huntjens, Head of Asian Fixed Income, NN Investment Singapore 

“We are greatly honored to receive the awards from Lipper and are extremely grateful for the trust and confidence our clients and partners place in us. For nearly 50 years, PIMCO has been helping investors navigate shifting conditions, including times of market stress. Our investment process has been tested in virtually every environment. We hope everyone stays safe in this challenging time.” 

Michael Thompson, Executive Vice President, Head of Asia ex Japan, PIMCO

“We are proud to be recognised for the management of our two flagship funds – Fullerton SGD Income Fund and Asian High Yield Bonds Fund in the “Best Bond Asia Pacific” category. Fullerton focuses on investment excellence to generate value for clients, and the awards acknowledge our results.

Recognition from Refinitiv Lipper, an established industry leader, are positive affirmations of Fullerton’s investment approach, and a reminder of the benefits of active management, as we strive to achieve industry-leading outcomes.

The trust that our clients placed with us have allowed us to make great strides in recent years to deliver long term results and consequently, grow our AUM. Winning the Refinitiv Lipper awards, in that sense, is an outcome of our clients’ trust and our commitment to them. The awards are testaments to Fullerton’s mission to inspire trust through stewardship and investment excellence.”

Wee Kee NAH, Product Marketing Manager, Fullerton Singapore 

 “Consistent long-term fund performance supports our belief that owning a diversified portfolio of stable, select and cyclical growth companies keeps us well positioned for both strong up markets as well as turbulent environments.”

Margaret Vitrano, Portfolio Manager, Legg Mason Asset Management Singapore Pte Limited 

 

“As an active manager in a crowded asset class, risk management is a key driver of performance and where we can distinguish ourselves over time.”

Peter Bourbeau, Portfolio Manager, Legg Mason Asset Management Singapore Pte Limited 

 

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Disclaimer:
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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