TOP FUND AWARDS 2018

日期: 2018年12月4日(星期二)
時間: 上午11:30 至下午2:30
地點: 港島香格里格大酒店5樓香島殿

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To deepen investors’ understanding of funds products, Bloomberg Businessweek/ Chinese Edition hosts the 5th edition of “Top Fund Awards 2018”. This year, awards will be given in three categories – Mutual Funds, Exchange Traded Funds and Mandatory Funds.

The Awards apply a Bloomberg data-driven and performance-based methodology evaluating funds subject to asset class categories to identify the best performing funds. All assessments are based on market figures and historical data available on the Bloomberg Terminal. Among the three major categories, Mutual Fund Awards are measured by market performance and asset classes in the past 12 months while the Exchange Traded Fund Awards are ranked on one-year tracking error and total return. Mandatory Provident Fund Awards are assessed with 1-year, 5-year and 10-year total return figures.

 

《彭博商業周刊/中文版》為了加深投資者對地區及國際基金表現的認識,今年將舉辦第五屆「領先基金大獎」,以彭博數據系統全面分析「互惠基金 Mutual Funds」、 「交易所買賣基金ETFs」及「強積金 MPFs」三大類別中回報高及表現優秀的基金項目。

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,並進一步比較同類產品的表現,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。


 

主辦機構

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媒體及數據夥伴

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禮品贊助

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Presenters

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Guest of Honor

Dr. Chan Pak Li, Bernard, JP, Under Secretary for Commerce and Economic Development Bureau, HKSARG
香港特別行政區商務及經濟發展局副局長陳百里博士, JP


Presenters

Mr. Chan Ho Lim, Joseph, JP, Under Secretary for Financial Services & the Treasury Bureau, HKSARG
香港特別行政區財經事務及庫務局副局長陳浩濂先生, JP

Hon. Christophe Cheung Wah-fung, SBS, JP, Legislative Council Member of the Financial Services Functional Constituency
立法會議員 (功能界別-金融服務界)張華峰先生, SBS, JP

Hon. Chan Chun-ying, JP, Legislative Council Member of the Finance Functional Constituency
立法會議員 (功能界別-金融界)陳振英先生, JP

 

Dr. Chiang Hok Lai, Jimmy, Associate Director-General of Investment Promotion 1, Invest Hong Kong
香港投資推廣署助理署長蔣學禮博士

Mr. Stephen Liang, Assistant Executive Director, The Hong Kong Trade Development Council
香港貿易發展局助理總裁梁國浩先生

Ms. Gabriella Yee Gar-bo, Executive Director (Policy), Mandatory Provident Fund Schemes Authority
強制性公積金計劃管理局執行董事(政策)余家寶小姐

Prof. Kalok Chan, Dean of Business School, The 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. Zhaoyang Gu, Director of School of Accountancy, The Chinese University of Hong Kong
香港中文大學會計學院院長顧朝陽教授

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

 

Dr. Ko Chi Keung Anthony, Associate Dean of Lee Shau Kee School of Business & Administration, The Open University of Hong Kong
香港公開大學李兆基商業管理學院副院長高志強博士

 

Agenda

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11:30 – 12:00

Reception and Cocktail 酒會接待

12:00 – 14:30

Luncheon and Presentation 午宴及頒獎禮

14:30

End of Program 活動結束

 

Winner List 2018

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Mutual Funds


Mixed Allocation - Global

Best Performer
MFS Meridian Funds - Prudent Wealth Fund - MFGCI1G LX Equity

Outstanding Performer
Access PCP Ltd - Global Opportunities Portfolio - ACCPGOI KY Equity

Mixed Allocation - Asia

Best Performer
Amundi Harvest Funds - Amundi Vietnam Opportunities Fund - SGVIEOP HK Equity

Outstanding Performer
Bocip Asset Management Investment Funds – Bocip Japan Small & Mid Cap Opportunity Fund - BOCJSMA HK Equity

Equity - Global

Best Performer
BlackRock Global Funds - World Technology Fund - MLERTEA LX Equity

Outstanding Performer
Parvest Disruptive Technology - FOREQTI LX Equity

Equity - Asia-Pacific ex-Japan

Best Performer
Nikko AM Asian Small Mid Equity Fund - NAMASMU HK Equity

Outstanding Performer
First State Global Umbrella PLC - Asia Pacific Select Fund - FSAPIII ID Equity

Equity - Greater China

Best Performer
E Fund - China Equity Dividend Fund - EFEDFIA HK Equity

Outstanding Performer
Invesco China Focus Equity Fund - INVCFEE LX Equity

Equity - Hong Kong

Best Performer
First State Global Umbrella PLC - Hong Kong Growth Fund - CMGHKTI ID Equity

Outstanding Performer
BOCIP Asset Management Investment Funds - BOCIP HK Low Volatility Equity Fund - BHKLVEF HK Equity

Equity - Taiwan

Best Performer
Hang Seng Investment Series - Taiwan Index Fund - HANTAII HK Equity

Outstanding Performer
Manulife Global Fund - Taiwan Equity Fund - MGFTEAA LX Equity

Equity - EMEA

Best Performer
Jupiter JGF - European Growth - JGEUGDG LX Equity

Outstanding Performer
Aberdeen Global - European Equity Ex UK Fund - AGEURD2 LX Equity

Equity - Africa/ Middle East

Best Performer
Amundi Funds - Equity MENA - SGMENAA LX Equity

Outstanding Performer
JPMorgan Funds - Emerging Middle East Equity Fund - FLEMEFI LX Equity

Equity - ASEAN

Best Performer
Barings International Umbrella Fund - Barings ASEAN Frontiers Fund - BARAFIG ID Equity

Outstanding Performer
BlackRock Global Funds - Asean Leaders - BRALD2E LX Equity

Equity - India

Best Performer
HSBC Global Investment Funds - Indian Equity - HSINEAD LX Equity

Outstanding Performer
Fidelity Funds - India Focus Fund - FIDINAE LX Equity

Equity - Real Estate

Best Performer
Janus Henderson Horizon Pan European Property Equities Fund - HENEPSA LX Equity

Outstanding Performer
AXA World Funds - Framlington Europe Real Estate Securities - AXAFEAH LX Equity

Equity - Health Care

Best Performer
AB SICAV I - International Health Care Portfolio - ALLHCFE LX Equity

Outstanding Performer
BlackRock Global Funds - World Healthscience Fund - BGWHD2E LX Equity

Equity - Consumer Discretionary & Non-Discretionary

Best Performer
Invesco Global Leisure Fund - INVPGLE LX Equity

Outstanding Performer
Robeco Capital Growth Funds - Robeco Global Consumer Trends Equities - RGCTEIE LX Equity

Money Market - Global

Best Performer
Allianz Global Investors Choice Fund - Allianz RMB Money Market Fund - RCFOCNY HK Equity

Outstanding Performer
Amundi Funds - Cash USD - AMMUAUD LX Equity

Fixed Income - Global - Corporate Bond

Best Performer
JPMorgan Investment Funds - Global High Yield Bond Fund - JPGHBAH LX Equity

Outstanding Performer
UBS Lux Bond Fund - Euro High Yield EUR - UBAHPMI LX Equity

Fixed Income - Emerging Markets Bond

Best Performer

Capital Group Global High Income Opportunities - CAPGHC3 LX Equity

Outstanding Performer

Schroder Umbrella Fund II - Schroder China Fixed Income Fund - SCHFICN HK Equity

Fixed Income - Global - High Yield Bond

Best Performer

Principal Global Investors Funds - High Yield Fund - PIFIHAU ID Equity

Outstanding Performer

Wells Fargo Lux Worldwide Fund - US High Yield Bond - WELHYZG LX Equity

Fixed Income - Global - Investment Grade Bond

Best Performer
HSBC Global Investment Trust - HSBC RMB Bond Fund - HSRMBAR KY Equity

Outstanding Performer
BlackRock Global Funds - Global Inflation Linked Bond Fund - BGFIA3U LX Equity

Fixed Income - RMB Bond

Best Performer
Da Cheng China RMB Fixed Income Fund - DCCHRFI HK Equity

Outstanding Performer
CCB International - RMB Fixed Income Fund - CIRMBFI HK Equity


 ETFs (NAV Tracking Error 1 Year)


Equity - Asia-Pacific ex-Japan

Best Performer
Xtrackers MSCI Pacific ex Japan UCITS ETF - 3043 HK Equity

Outstanding Performer
Vanguard FTSE Asia Ex Japan Index ETF - 2805 HK Equity

Equity - Greater China

Best Performer
Xtrackers MSCI China UCITS ETF - 3055 HK Equity

Outstanding Performer
Mirae Asset Horizons MSCI China ETF - 3040 HK Equity

Equity - Hong Kong

Best Performer
iShares Core Hang Seng Index ETF - 3115 HK Equity

Outstanding Performer
Amundi Hang Seng HK 35 Index ETF - 3012 HK Equity

Equity - China A Share

Best Performer
Amundi FTSE China A50 Index ETF - 82843 HK Equity

Outstanding Performer
Xtrackers CSI300 Swap UCITS ETF - 3049 HK Equity

Fixed Income

Best Performer
ABF PAN ASIA BOND INDEX FUND - 2821 HK Equity

Outstanding Performer
ABF Hong Kong Bond Index Fund - 2819 HK Equity

Commodities and Specialty

Best Performer
ValueGold ETF - 9081 HK Equity

Outstanding Performer
CSOP WTI Oil Annual Roll December Futures ER ETF - 3135 HK Equity


 ETFs (NAV Total Return 1 Year)


Equity - Asia-Pacific ex-Japan

Best Performer
BMO Asia High Dividend ETF - 3145 HK Equity

Outstanding Performer
Vanguard FTSE Asia ex Japan High Dividend Yield Index ETF - 3085 HK Equity

Equity - Greater China

Best Performer
Hang Seng Investment Index Funds Series - Hang Seng CEI ETF - 82828 HK Equity

Outstanding Performer
Mirae Asset Horizons Hang Seng High Dividend Yield ETF - 3110 HK Equity

Equity - Hong Kong

Best Performer
Ping An of China CSI HK Dividend ETF - 3070 HK Equity

Outstanding Performer
iShares Core Hang Seng Index ETF - 83115 HK Equity

Equity - China A Share

Best Performer
Harvest MSCI China A 50 Index ETF - 83136 HK Equity

Outstanding Performer
Amundi FTSE China A50 Index ETF - 82843 HK Equity

Fixed Income

Best Performer
CSOP China Ultra Short-Term Bond ETF - 83122 HK Equity

Outstanding Performer
E FUND FTSE CHINESE GOVERNMENT BOND 5-10 YEARS INDEX ETF - 82808 HK Equity

Commodities and Specialty

Best Performer
Samsung S&P GSCI Crude Oil ER Futures ETF - 3175 HK Equity

Outstanding Performer
Mirae Asset Horizons S&P Crude Oil Futures Enhanced ER ETF - 3097 HK Equity


MPFs (1 Year)


Mixed Allocation - Balanced

Best Performer
INVESCO Strategic MPF Scheme - Balanced Fund - INVBALA HK Equity

Outstanding Performer
China Life MPF Master Trust Scheme - China Life Balanced Fund - CLMMBAF HK Equity

Mixed Allocation - Growth

Best Performer
BEA MPF Value Scheme - BEA Growth Fund - BEAGROW HK Equity

Outstanding Performer
AIA MPF - Prime Value Choice - Fidelity Growth Fund - AJFFGRW HK Equity

Mixed Allocation - Stable Growth

Best Performer
Fidelity Retirement Master Trust-Stable Growth Fund - FIDRSGA HK Equity

Outstanding Performer
AIA MPF - Prime Value Choice - Fidelity Stable Growth Fund - AJFFSGR HK Equity

Equity - Global

Best Performer
Haitong MPF Retirement Fund - Haitong Global Diversification Fund - KINGLOT HK Equity

Outstanding Performer
BEA MPF Value Scheme - BEA Global Equity Fund - BEAGLBE HK Equity

Equity - Asia-Pacific

Best Performer
My Choice Asia Equity Fund - MCASEQF HK Equity

Outstanding Performer
Fidelity Retirement Master Trust-Asia Pacific Equity Fund - FIDMTAP HK Equity

Equity - Greater China

Best Performer
Hang Seng Mandatory Provident Fund - ValueChoice - Hang Seng H-Share Index Track - HSPRHIT HK Equity

HSBC Mandatory Provident Fund – ValueChoice – Hang Seng China Enterprises Index Tracking Fund - HMPFHSH HK Equity

Outstanding Performer
BEA MPF Value Scheme - BEA Greater China Equity Fund - BEAGRCH HK Equity

Equity - Hong Kong

Best Performer
My Choice Hong Kong Tracking Fund - MCHKTRF HK Equity

Outstanding Performer
Sun Life MPF Hong Kong Equity Fund - CMGRHEA HK Equity

Equity - EMEA

Best Performer
Hang Seng Mandatory Provident Fund - ValueChoice - ValueChoice European Eqty Fd - HSPREUE HK Equity

HSBC Mandatory Provident Fund - ValueChoice - ValueChoice European Equity Fund - HMPFEEQ HK Equity

Outstanding Performer
MASS Mandatory Provident Fund Scheme - European Equity Fund - MMEUEQF HK Equity

Equity - US

Best Performer
MASS Mandatory Provident Fund Scheme - US Equity Fund - MMUSEQF HK Equity

Outstanding Performer
Principal MPF Scheme Series 800 - US Equity Fund - PRIUSEC HK Equity

Money Market - Conservative

Best Performer
BCOM Joyful Retirement MPF Scheme - BCOM MPF Conservative Fund - BCJOYCP HK Equity

Outstanding Performer
BEA MPF Industry Scheme - Conservative Fund - BEAICAP HK Equity

Fixed Income - Global

Best Performer
BCT MPF Pro Choice - BCT Pro RMB Bond Fund - BPRMBOF HK Equity

Outstanding Performer
Manulife MPF - RMB Bond Fund - MAMMGRB HK Equity

Guaranteed

Best Performer
China Life MPF Master Trust Scheme - China Life Retire-Easy Guarantee Fund - CLREGUF HK Equity

Outstanding Performer
Principal MPF Scheme Series 800 - Capital Guaranteed Fund - PRICAGC HK Equity

Greater China (Aggregated approach)

Best Performer
Principal MPF Scheme Series 800 - Principal China Equity Fund - PRCHNEI HK Equity

Outstanding Performer
BCT MPF Pro Choice - BCT Pro Greater China Equity Fund - BPGCEQF HK Equity


 MPFs (5 Years)


Mixed Allocation - Balanced

Best Performer
INVESCO Strategic MPF Scheme - Balanced Fund - INVBALA HK Equity

Outstanding Performer
China Life MPF Master Trust Scheme - China Life Balanced Fund - CLMMBAF HK Equity

Mixed Allocation - Growth

Best Performer
BEA MPF Value Scheme - BEA Growth Fund - BEAGROW HK Equity

Outstanding Performer
AIA MPF - Prime Value Choice - Fidelity Growth Fund - AJFFGRW HK Equity

Mixed Allocation - Stable Growth

Best Performer
AIA MPF - Prime Value Choice - Fidelity Stable Growth Fund - AJFFSGR HK Equity

Outstanding Performer
BEA MPF Value Scheme - BEA Stable Fund - BEASTAB HK Equity

Equity - Global

Best Performer
Haitong MPF Retirement Fund - Haitong Global Diversification Fund - KINGLOT HK Equity

Outstanding Performer
BEA MPF Value Scheme - BEA Global Equity Fund - BEAGLBE HK Equity

Equity - Asia-Pacific

Best Performer
My Choice Asia Equity Fund - MCASEQF HK Equity

Outstanding Performer
Fidelity Retirement Master Trust-Asia Pacific Equity Fund - FIDMTAP HK Equity

Equity - Greater China

Best Performer
Hang Seng Mandatory Provident Fund - ValueChoice - Hang Seng H-Share Index Track - HSPRHIT HK Equity

HSBC Mandatory Provident Fund – ValueChoice – Hang Seng China Enterprises Index Tracking Fund - HMPFHSH HK Equity

Outstanding Performer
BEA MPF Value Scheme - BEA Greater China Equity Fund - BEAGRCH HK Equity

Equity - Hong Kong

Best Performer
My Choice Hong Kong Tracking Fund - MCHKTRF HK Equity

Outstanding Performer
Sun Life MPF Hong Kong Equity Fund - CMGRHEA HK Equity

Equity - EMEA

Best Performer
Hang Seng Mandatory Provident Fund - ValueChoice - ValueChoice European Equity Fund - HSPREUE HK Equity

HSBC Mandatory Provident Fund - ValueChoice - ValueChoice European Equity Fund - HMPFEEQ HK Equity

Outstanding Performer
MASS Mandatory Provident Fund Scheme - European Equity Fund - MMEUEQF HK Equity

Equity - US

Best Performer
MASS Mandatory Provident Fund Scheme - US Equity Fund - MMUSEQF HK Equity

Outstanding Performer
Principal MPF Scheme Series 800 - US Equity Fund - PRIUSEC HK Equity

Money Market - Conservative

Best Performer
BCOM Joyful Retirement MPF Scheme - BCOM MPF Conservative Fund - BCJOYCP HK Equity

Outstanding Performer
BEA MPF Industry Scheme - Conservative Fund - BEAICAP HK Equity

Fixed Income - Global

Best Performer
BCT MPF Pro Choice - BCT Pro RMB Bond Fund - BPRMBOF HK Equity

Outstanding Performer
Sun Life MPF Master Trust - Schroder MPF Capital Guaranteed Portfolio - SMCAGUP HK Equity

Guaranteed

Best Performer
China Life MPF Master Trust Scheme - China Life Retire-Easy Guarantee Fund - CLREGUF HK Equity

Outstanding Performer
Principal MPF Scheme Series 800 - Capital Guaranteed Fund - PRICAGC HK Equity

Greater China (Aggregated approach)

Best Performer
Principal MPF Scheme Series 800 - Principal China Equity Fund - PRCHNEI HK Equity

Outstanding Performer
BCT MPF Pro Choice - BCT Pro Greater China Equity Fund - BPGCEQF HK Equity


MPFs (10 Years)


Mixed Allocation - Balanced

Best Performer
INVESCO Strategic MPF Scheme - Balanced Fund - INVBALA HK Equity

Outstanding Performer
China Life MPF Master Trust Scheme - China Life Balanced Fund - CLMMBAF HK Equity

Mixed Allocation - Growth

Best Performer
Manulife MPF - Fidelity Growth Fund - MAMMGFG HK Equity

Outstanding Performer
AIA MPF - Prime Value Choice - Growth Portfolio - APMPFGP HK Equity

Mixed Allocation - Stable Growth

Best Performer
Fidelity Retirement Master Trust-Stable Growth Fund - FIDRSGA HK Equity

Outstanding Performer
Manulife MPF - Fidelity Stable Growth Fund - MAMMGFS HK Equity

Equity - Global

Best Performer
Haitong MPF Retirement Fund - Haitong Global Diversification Fund - KINGLOT HK Equity

Outstanding Performer
BOC-Prudential Easy-Choice Mandatory Provident Fund Scheme - Global Equity - BOCPEGE HK Equity

Equity - Asia-Pacific

Best Performer
Fidelity Retirement Master Trust-Asia Pacific Equity Fund - FIDMTAP HK Equity

Outstanding Performer
Manulife MPF - Pacific Asia Equity Fund - MAMMGPE HK Equity

Equity - Greater China

Best Performer
BCOM Joyful Retirement MPF Scheme - BCOM China Dynamic Equity CF Fund - BCJOYCD HK Equity

Outstanding Performer
BEA MPF Master Scheme - Greater China Equity Fund - BEAGCHG HK Equity

Equity - Hong Kong

Best Performer
Sun Life MPF Hong Kong Equity Fund - CMGRHEA HK Equity

Outstanding Performer
Haitong MPF Retirement Fund - Haitong Hong Kong SAR Fund - KINHKSA HK Equity

Equity - EMEA

Best Performer
MASS Mandatory Provident Fund Scheme - European Equity Fund - MMEUEQF HK Equity

Outstanding Performer
BCT MPF Pro Choice - BCT Pro European Equity Fund - BPEUEQF HK Equity

Equity - US

Best Performer
MASS Mandatory Provident Fund Scheme - US Equity Fund - MMUSEQF HK Equity

Outstanding Performer
Principal MPF Scheme Series 800 - US Equity Fund - PRIUSEC HK Equity

Money Market - Conservative

Best Performer
BCOM Joyful Retirement MPF Scheme - BCOM MPF Conservative Fund - BCJOYCP HK Equity

Outstanding Performer
BEA MPF Industry Scheme - Conservative Fund - BEAICAP HK Equity

Fixed Income - Global

Best Performer
Sun Life MPF Master Trust - Schroder MPF Capital Guaranteed Portfolio - SMCAGUP HK Equity

Outstanding Performer
Sun Life MPF Master Trust - Schroder MPF RMB and HKD Fixed Income Portfolio - SMHDFIP HK Equity

Guaranteed

Best Performer
China Life MPF Master Trust Scheme - China Life Retire-Easy Guarantee Fund - CLREGUF HK Equity

Outstanding Performer
Principal MPF Scheme Series 800 - Capital Guaranteed Fund - PRICAGC HK Equity

Greater China (Aggregated approach)

Best Performer
Manulife MPF - China Value Fund - MAMMGCV HK Equity

Outstanding Performer
AIA MPF - Prime Value Choice - Greater China Equity Fund - AIAPGCH HK Equity