TOP FUND AWARDS 2022

Results Announcement

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To deepen investors’ understanding of funds products, Bloomberg Businessweek/Chinese Edition hosts the 9th “Top Fund Awards 2022”. The awards are 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-years and 10-years 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,今年舉辦第九屆「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

 

媒體及數據夥伴

 
 

 

禮品贊助

 
 
 

Presenters

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Guest of Honor

Mr. Joseph Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
香港特別行政區財經事務及庫務局副局長陳浩濂先生,太平紳士


Presenters

Mr. Joseph Chan, JP, Under Secretary for Financial Services and the Treasury, The Government of Hong Kong SAR
香港特別行政區財經事務及庫務局副局長陳浩濂先生,太平紳士

Dr. Au King Lun, Executive Director, Financial Services Development Council      
香港金融發展局行政總監區景麟博士       

Mr. Joseph Lee, Director (Product Regulation), Mandatory Provident Fund Schemes
Authority強制性公積金計劃管理局產品規管部主管李啟宏先生

Ms. Christine Ho, Deputy Global Head of Family Office, InvestHK
投資推廣署家族辦公室環球副主管何曉曈女士

Prof. Lin Zhou, Dean, CUHK Business School 
香港中文大學商學院院長周林教授   

Ir Prof. T.C. Edwin Cheng, Dean, Faculty of Business, Fung Yiu King -Wing Hang Bank Professor in Business Administration, Chair Professor of Management, The Hong Kong Polytechnic University  
香港理工大學工商管理學院院長、馮堯敬─永亨銀行工商管理教授及管理學講座教授鄭大昭教授、工程師       

Prof. Kar Yan Tam, Dean, School of Business and Management, The Hong Kong University of Science and Technology    
香港科技大學工商管理學院院長譚嘉因教授

Prof. Terence Chong, MH, Executive Director, Lau Chor Tak Institute of Global Economics and Finance and Associate Professor of Economics, The Chinese University of Hong Kong  
香港中文大學經濟學系副教授兼劉佐德全球經濟及金融研究所常務所長莊太量教授, MH

Mr. Alvin Ho, CFA, President, CFA Society Hong Kong   
香港特許金融分析師學會會長何敏先生, CFA   

Mr. Chris Tse, CFP, Chairman, Institute of Financial Planners of Hong Kong 
香港財務策劃師學會主席謝汝康先生, CFP

Mr. Nelson Chow, Chairman, Hong Kong Investment Funds Association     
香港投資基金公會主席鄒建雄先生

 

 2022 Winner List

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