May 4, 2020

Excellence in the Hong Kong Fund Industry

by Refinitiv.

Refinitiv Lipper Fund Awards Winners: Hong Kong 2020 

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

2020 Hong Kong Lipper Fund Awards Winners 

Winner  Group Award – Asset Class  Award Universe 
MFS  Bond  Hong Kong 
T. Rowe Price  Equity  Hong Kong 
AllianceBernstein  Mixed Assets  Hong Kong 
Fidelity  Overall   Hong Kong 
Fidelity  Bond  Hong Kong Pension Funds 
Fidelity  Equity  Hong Kong Pension Funds 
Fidelity  Mixed Assets  Hong Kong Pension Funds 
Fidelity  Overall  Hong Kong Pension Funds 

 

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. 

View all the winners. 

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 Hong Kong for delivering outstanding performance to their investors and wish all 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. 

Messages from Winners 

“We are pleased to receive these awards. It shows market recognition of Fidelity’s investment capabilities across different asset classes. We are proud of our strong research capabilities – as a global business, we have 400 investment professionals sharing their insights from around the world, allowing us to build a deep understanding what is driving markets and individual businesses.  This is especially important during uncertain periods such as today.” 

Paras Anand, Chief Investment Officer, Asia Pacific at Fidelity International 

“We are grateful to Refinitiv Lipper Fund Awards for this industry acknowledgement. 

In today’s very crowded asset management industry, we are very honored that three of our MFS funds; Global Total Return, Prudent Wealth and Emerging Market Debt, are recognized for their strong, consistent and best in-class performance. It is also our second consecutive year win at the Group Awards-Bond category, which is strong testament to our fixed income investment team.  

Winning such a high-profile award underlines the strength of our investment approach of combining global research platform, active risk management and long-term discipline.  

We will continue to stay committed to creating value for our investors by allocating capital responsibly.” 

Lily Cheung, Managing Director, Hong Kong, MFS Investment Management 

“It is a great honor for T. Rowe Price to be recognised by the prestigious Refinitiv Lipper Fund Award. Winning these awards is a vote of confidence in the strength of our research-driven, long-term and active investment approach, which is especially important in today’s volatile market environment. We look forward to continuing to deliver to Hong Kong investors our range of award-winning funds that are anchored in fundamental research and thoughtful analysis.  

Priscilla Leung, Head of Intermediary Business, Greater China, T. Rowe Price  

“It is an honour to be recognized as a winner by Refinitiv Lipper Fund Awards, one of the highest standards of excellence across the globe. The ability to generate outperformance is a result of our expertise, discipline and infrastructure in allowing flexible investment decisions. Our disciplined investment process and rigorous risk control allow us to deliver risk-adjusted returns to our clients consistently.” 

Eleanor Wan, CEO, BEA Union Investment 

We are honored to receive the 2020 Lipper Fund Award for the Global Opportunity Fund. Our team culture emphasizes intellectual curiosity, diversity of perspective, self-awareness and partnership. We believe that a long-term ownership mindset keeps us focused on capturing opportunity while managing risk on behalf of our valued clients. 

Kristian Heugh, Head of Global Opportunity Team, Morgan Stanley Investment Management   

“HSBC MPF is honored to be one of the biggest MPF winners in this year’s Refinitiv Lipper Fund Awards. We are thrilled to receive a total of 8 awards from a broad range of fund categories. This is a recognition of our robust governance framework in place, and our continuous effort to deliver the best outcome to our customers. In 2020, we will remain vigilant and committed to providing the best-in-class product and services to our customers, in order to help them achieve their retirement dreams. 

Alfred Yip, Head of Pensions, HSBC, Hong Kong 

“We’re honored to accept the 2020 Lipper Fund Award for the Equity Global 3 Years Haitong MPF Retirement Fund-Global Diversification – A, in recognition of the consistent performance we are able to deliver for our investors. The award is a testament to another successful year of the Fund and the expertise of the portfolio team managing it.”  

Dr. Yang Jianxin, Head of Asset Management, Chief Investment Officer & Managing DirectorHaitong International Securities Group 

“We are delighted that Hang Seng Insurance’s ongoing commitment to providing customers with comprehensive retirement solutions has again been recognised in the Lipper Fund Awards 2020.   As in previous years, this recognition of our performance will serve as further encouragement as we continue to work closely with our customers to help them build secure financial futures by providing them with a diverse range of funds that offer flexibility, choice and good returns potential.”  

Joe Lam, Chief Executive Officer, Hang Seng Insurance 

“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 very delighted to receive awards again at the well-renowned Lipper Fund Awards for our strong and consistent fund performance. As a major pension fund provider, we believe that investing for retirement is very important. We embrace sustainability and always have the best interest of our customers at heart, not only do we consistently monitor fund managers to perform prudently and maximize returns, we also keep innovating our fund platform to bring values to their retirement savings. 

Ka Shi Lau, Managing Director & CEO, BCT Group 

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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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