TOP FUND AWARDS 2017

日期: 2017年12月4日(星期一)
時間: 上午11:30 至下午2:30
地點: 香港港麗酒店  Granville & Nathan Room, Lower Lobby

 

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The Chinese Edition of Bloomberg Businessweek is pleased to announce the winners for Top Fund Awards 2017. Now in its fourth years, the Top Fund Awards is analysis by Bloomberg Terminal and widely recognized by the industry for honouring the best performing Hong Kong listed funds from across the globe. This year, awards will be given in three categories – Mutual Funds, Exchange Traded Funds and Mandatory Funds.

The awards are based upon published data and collated by the Data team within Bloomberg, and calculated upon historical data available on the Bloomberg Terminal. Between the three major categories, Mutual Funds Awards were measured with at least 1 year of historical pricing data and based on its assets class focus stated on its Bloomberg ticker while Exchange Traded Fund Awards were based on one year tracking error and total return. Mandatory Provident Fund Awards were measured with 1 year, 5 years and 10 years total return.

 

彭博數據分析系統把各基金過去的表現進行深度分析和計算,並比較其跟同類產品的表現,最後作出客觀性評分。根據系統計算方式,「互惠基金」的評分以過往一年的表現及資產類型作為評審基礎,「交易所買賣基金」的分析計算則由過去一年的追蹤誤差表現以及資產值回報上得到評分,而「強積金」分別從一年、五年及十年回報上作出分析與評分。

《彭博商業周刊/中文版》「領先基金大獎」為讀者和投資者選出表現最優秀的地區和國際基金。今年獎項踏入第四屆,從「互惠基金 Mutual Funds」、「交易所買賣基金 ETFs」及「強積金 MPFs」三大類別中評選表現優秀及傑出卓越的基金項目。「領先基金大獎」,經彭博數據系統分析,以數據庫內的基金價格表現,評選投資回報率最高的基金項目。


主辦機構

媒體及數據夥伴

禮品贊助

 

Presenters

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Dr. David Wong Yau-Kar, GBS, BBS, JP, Chairman of Mandatory Provident Fund Schemes Authority
強制性公積金計劃管理局主席黃友嘉博士,GBS,BBS,JP

Prof. Kalok Chan, Dean of Business School, Chinese University of Hong Kong
香港中文大學工商管理學院院長陳家樂教授

Prof. Xu Yan, Associate Dean of School of Business and Management, Hong Kong University of Science and Technology
香港科技大學商學院副院長徐岩教授

Mr. John Maguire, Chairman of Hong Kong Securities and Investment Institute
香港證券及投資學會主席麥若航先生

Mr. Graham Turl, Chairman of Hong Kong Investments Fund Association
香港投資基金公會主席杜國汶先生

Ms. Mabel Chan, President of Hong Kong Institute of Certified Public Accountants
香港會計師公會主席陳美寶女士

Dr. Raymond Lee, President of Hong Kong Financial Services Professionals Association
香港金融業協會執行會長李紹權博士

Mr. Michael Wong, President of Society of Registered Financial Planners
註冊財務策劃師協會會長黃敏碩先生

Mr. Michael Ong, President of Hong Kong Society of Economists
香港經濟師學會會長王萬寶先生

Ms. Ashley Khoo, CFA, CPA, President of The Hong Kong Society of Financial Analysts
香港財經分析師學會會長丘培煥女士, CFA, CPA

 

Agenda

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11:30am – 12:00pm

 Cocktail Reception 酒會接待

12:00pm – 2:30pm

Luncheon and Presentation 午宴及頒獎禮

2:30pm

End of Program 活動結束

 

2017 Winner List

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