Top Funds To Watch 2023

TF_web_2023.jpg
 

Bloomberg Businessweek/Chinese Edition is delighted to host the “Top Funds To Watch” event for the tenth consecutive year. The event aims to recognize exceptional funds in the categories of Mutual Funds, Exchange-Traded Funds (ETFs), and Mandatory Provident Funds (MPFs), which provide the highest returns to investors. Additionally, it seeks to foster industry exchange and raise public awareness and understanding of their performances.

All assessments are based on market figures and historical data available on the Bloomberg Terminal. Among the three major categories, Mutual Funds are measured by market performance and asset classes in the past 12 months while Exchange Traded Funds are assessed on one-year tracking error and total return. Mandatory Provident Funds are assessed with 1-year, 5-year and 10-year total return figures.

《彭博商業周刊/中文版》很高興連續第十年舉辦「領先基金」活動,旨在表彰「互惠基金 Mutual Funds」、「交易所買賣基金 ETFs」及「強積金 MPFs」三大類別中,表現優秀、為投資者提供最高回報的基金項目。同時,大會期望透過活動促進基金業界的交流,提高公眾對基金表現的認識和理解。

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」的評分以過去12個月內的市場表現和資產類別作為評分基礎,「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」分別從五年及十年回報上作出分析與評分。

 

 
 

Organizer 主辦機構

Gift Sponsor 禮品贊助

 
 

Presenters

TF_web_2023.jpg
 

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

Hon Robert Lee, Legislative Council Member (Functional Constituency - Financial Services)
立法會議員(功能組別-金融服務界)李惟宏議員

Dr. Rocky Tung, Director & Head of Policy Research, Financial Services Development Council
香港金融發展局總監及政策研究主管董一岳博士

Mr. Joseph Lee, Director (Supervision), Mandatory Provident Fund Schemes Authority
強制性公積金計劃管理局監理部主管李啟宏先生

Prof. Tao Shu, Fung King Hey Memorial Chair Professor of Finance, Chairman, Department of Finance, CUHK Business School
香港中文大學商學院馮景禧金融學講座教授兼金融學系主任舒濤教授

Prof. Wilson Tong, Director, AMTD FinTech Centre, PolyU Business School
香港理工大學工商管理學院尚乘金融科技中心總監唐憲生教授

Dr. Alvin Ho, CFA, President, CFA Society Hong Kong
香港特許金融分析師學會會長何敏博士

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

Mrs. Sally Wong, Chief Executive Officer, Hong Kong Investment Funds Association
香港投資基金公會行政總裁黃王慈明女士

 

Results Announcement

TF_web_2023.jpg