RESULTS 2017

GRAND AWARDSTOP FUND AWARDSINVESTMENT MANAGER OF THE YEARCAPABILITY AWARDSINTERMEDIARY AWARDS
CompanyAward
Manulife (International) LimitedProvider of the Year
AIA MPFBrand of the Year

BENCHMARK is pleased to announce the TOP performing funds for this year’s BENCHMARK Fund of the Year Awards.

See Methodology
CategoryFunds Name基金名稱AWARD STATUS
Aggressive AllocationSun Life MPF Growth B永明彩虹強積金計劃-永明強積金增長基金 – BBest-in-Class
Aggressive AllocationSun Life MPF Growth A永明彩虹強積金計劃-永明強積金增長基金 – AOutstanding Achiever
Asia BondManulife GS MPF Pacific Asia Bond宏利環球精選(強積金)計劃-宏利MPF亞太債券基金Best-in-Class
Asia ex-Japan EquityManulife Ad-Schroder MPF Asia宏利強積金計劃 – 全面-施羅德強積金亞洲基金Best-in-Class
Asia ex-Japan EquityBCT (Pro) Asian Equity FundBCT 亞洲股票基金Outstanding Achiever
Asia ex-Japan EquityPrincipal 800 Asian Eq D信安強積金計劃800系列-信安亞洲股票基金 DOutstanding Achiever
Asia-Pacific ex-Japan EquityFidelity RMT-Asia Pacific Equity富達退休集成信託-亞太股票基金Best-in-Class
Cautious AllocationSun Life MPF Stable B永明彩虹強積金計劃-永明強積金平穩基金 – BBest-in-Class
Cautious AllocationInvesco MPF Capital Stable H景順強積金策略計劃-資本穩定基金 – HOutstanding Achiever
Europe EquityAIA MPF – PVC European Equity友邦強積金優選計劃-歐洲股票基金Best-in-Class
Global BondInvesco MPF Global Bond H景順強積金策略計劃-環球債券基金 – HBest-in-Class
Global BondInvesco MPF Global Bond A景順強積金策略計劃-環球債券基金 – AOutstanding Achiever
Global EquityManulife GS MPF Intl Eq宏利環球精選(強積金)計劃-宏利MPF國際股票基金Best-in-Class
Global EquityInvesco MPF Growth H景順強積金策略計劃-增長基金 – H
Global EquityInvesco MPF Growth A景順強積金策略計劃-增長基金 – A

Outstanding Achiever

Global EquityAIA MPF – PVC Green友邦強積金優選計劃-綠色退休基金Outstanding Achiever
Greater China EquityPrincipal 800 China Equity D信安強積金計劃800系列-信安中國股票基金 DBest-in-Class
Guaranteed ReturnPrincipal Smart Plan-Guaranteed信安強積金-明智之選-保證基金Best-in-Class
HKD BondFidelity RMT-Hong Kong Bond富達退休集成信託-香港債券基金Best-in-Class
HKD Money MarketBCOM MPF Conservative Fund交通銀行愉盈退休強積金計劃-交通銀行愉盈強積金保守基金Best-in-Class
HKD Money MarketBEA (MPF) Conservative東亞(強積金)集成信託計劃-東亞保守基金Outstanding Achiever
Hong Kong EquitySun Life MPF Hong Kong Eq B永明彩虹強積金計劃-永明強積金香港股票基金 – BBest-in-Class
Hong Kong EquitySun Life MPF Hong Kong Eq A永明彩虹強積金計劃-永明強積金香港股票基金 – AOutstanding Achiever
Hong Kong EquityPrincipal 800 HK Equity D信安強積金計劃800系列-信安香港股票基金 D
Hong Kong EquityPrincipal 800 HK Equity I信安強積金計劃800系列-信安香港股票基金 I

Outstanding Achiever

Hong Kong Equity (Index Tracking)Hang Seng MPF-ST Plus-HSI Tracking恒生強積金智選計劃-恒指基金Best-in-Class
Hong Kong Equity (Index Tracking)HSBC MPF-ST Plus-HSI Tracking匯豐強積金智選計劃-恒指基金Best-in-Class
Japan EquityManulife GS MPF Japan Eq宏利環球精選(強積金)計劃-宏利MPF日本股票基金Best-in-Class
Moderate AllocationSun Life MPF Balanced B永明彩虹強積金計劃-永明強積金均衡基金 – BBest-in-Class
Moderate AllocationSun Life MPF Balanced A永明彩虹強積金計劃-永明強積金均衡基金 – AOutstanding Achiever
Other EquityManulife GS MPF Healthcare宏利環球精選(強積金)計劃-宏利MPF康健護理基金Best-in-Class
Target DateFidelity RMT-Fidelity SaveEasy 2040富達退休集成信託-富達「儲蓄易」2040 基金Best-in-Class
Target DateBCT (Pro) SaveEasy 2040 FundBCT 儲蓄易 2040 基金Outstanding Achiever
US EquityManulife GS MPF N Amer Eq宏利環球精選(強積金)計劃-宏利MPF北美股票基金Best-in-Class
US EquityAIA MPF – PVC North American Equity友邦強積金優選計劃-北美股票基金Outstanding Achiever

These awards recognize the underlying investment managers of the Hong Kong MPF Schemes in the different asset classes and strategies that have delivered and sustained consistent total portfolio outperformance on an internal rate-of-return basis with a clear, coherent and sustainable methodology.

See Methodology
CATEGORYSCHEME PROVIDERINVESTMENT MANAGERAWARD STATUS
Aggressive AllocationBOCI-Prudential Trustee LimitedFIL Investments Management (Hong Kong) LimitedInvestment Manager of the Year
Asia EquityManulife (International) LimitedManulife Asset Management Investment Manager of the Year
Asia EquityThe Hongkong And Shanghai Banking Corporation LimitedHSBC Global Asset Management (Hong Kong) LimitedOutstanding Investment Manager Award
Asia Fixed IncomeManulife (International) LimitedManulife Asset ManagementInvestment Manager of the Year
Cautious AllocationInvescoInvescoInvestment Manager of the Year
Cautious AllocationBOCI-Prudential Trustee LimitedSchroder Investment Management (Hong Kong) LimitedOutstanding Investment Manager Award
Global Fixed IncomeInvesco InvescoInvestment Manager of the Year
Greater China EquityBOCI-Prudential Trustee LimitedJ.P. Morgan Asset ManagementInvestment Manager of the Year
Hong Kong EquityPrincipal Hong KongPrincipal Asset Management Company (Asia) LimitedInvestment Manager of the Year
Moderate AllocationBOCI-Prudential Trustee LimitedSchroder Investment Management (Hong Kong) LimitedInvestment Manager of the Year
See Methodology
CategoryCompanyAwards
Best Managed DISAIA Pension and Trustee Co. LtdBest-in-Class
Best Managed DISBCT GroupOutstanding Achiever
Best Managed DISThe Hongkong and Shanghai Banking Corporation LimitedOutstanding Achiever
Corporate CitizenshipAIA Pension and Trustee Co. LtdBest-in-Class
Corporate CitizenshipManulife (International) LimitedOutstanding Achiever
Employer SupportBCT GroupBest-in-Class
Employer SupportPrincipal Hong KongOutstanding Achiever
Human Capital DevelopmentAIA Pension and Trustee Co. LtdBest-in-Class
Investor EducationAIA Pension and Trustee Co. LtdOutstanding Achiever
Investor EducationBCT GroupOutstanding Achiever
Investor EducationSun Life Hong Kong LimitedBest-in-Class
Member ServicingBCT GroupBest-in-Class
Member ServicingSun Life Hong Kong LimitedOutstanding Achiever
Product Due DiligenceBCT GroupBest-in-Class
See Methodology
CategoryCompanyAwards
Intermediary of The Year (Independent)Gain Miles MPF Consultants LimitedIntermediary of The Year (Independent)
Intermediary of The Year (Internal)Manulife (International) LimitedIntermediary of The Year (Internal)