RESULTS 2018

THE GRAND AWARDSMANAGER OF THE YEARHOUSE AWARDSTOP FUND AWARDSCAPABILITY AWARDSSUSTAINABILITY AWARDS

See Methodology

CompanyAward
Janus Henderson Investors PROVIDER OF THE YEAR – OFFSHORE
Value Partners Group LimitedPROVIDER OF THE YEAR – ONSHORE
Janus Henderson Investors BEST EQUITY HOUSE
Income Partners Asset Management (HK) LimitedBEST FIXED INCOME HOUSE
Schroder Investment Management (Hong Kong) LimitedBEST MULTI-ASSETS HOUSE

This award aims to recognize an individual who has led his/her team to outstanding performances over the consistency of three-year and five-year performances against the benchmark and their peers, and how they have managed their mandates with excellent stewardship in safeguarding shareholders’ capital, grew the size of the fund/mandate without compromising safety and returns.

See Methodology

CATEGORYCOMPANYAWARD STATUS
Asia Fixed IncomePheona Tsang, BEA Union Investment Management LimitedMANAGER OF THE YEAR
Asian EquityHyungJin Lee, SooHai Lim and Eunice Hong, Baring Asset Management (Asia) LimitedMANAGER OF THE YEAR
European EquityThorsten Winkelmann and Robert Hofmann, Allianz Global Investors Asia Pacific LimitedMANAGER OF THE YEAR
European EquityAlexander Darwall, Jupiter Asset Management (Hong Kong) LimitedOUTSTANDING MANAGER AWARD
Global EquityClyde Rossouw, Investec Asset Management Hong Kong LimitedOUTSTANDING MANAGER AWARD
Greater China EquityMike Shiao, Invesco Hong Kong LimitedMANAGER OF THE YEAR
High Yield Fixed IncomeGordon Ip, Value Partners Group LimitedMANAGER OF THE YEAR
Multi-Asset StrategiesDouglas Forsyth , William Stickney, Justin Kass and Michael Yee, Allianz Global Investors Asia Pacific LimitedMANAGER OF THE YEAR
Multi-Asset StrategiesKhiem Do and James Leung, Baring Asset Management (Asia) LimitedOUTSTANDING MANAGER AWARD
RMB Fixed IncomeCAI Jing, Jane and Zhu Can, China Asset Management (Hong Kong) LimitedOUTSTANDING MANAGER AWARD
US EquityPeter Bourbeau and Margaret Vitrano, Legg Mason Asset Management Hong Kong LimitedOUTSTANDING MANAGER AWARD

These awards recognize players of the different asset classes and strategies that have delivered sustained consistent out-performance on a risk-adjusted basis with a clear, coherent and sustainable 3-steps methodology and by following the 5-prong criteria.

See Methodology

 

CATEGORYCOMPANYAWARD STATUS
Asia AllocationSchroder Investment Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Asia ex-Japan EquityValue Partners Group LimitedBEST-IN-CLASS
Asia ex-Japan EquityPrincipal Hong KongOUTSTANDING ACHIEVER
Asia Fixed IncomeIncome Partners Asset Management (HK) LtdBEST-IN-CLASS
China A-Shares EquityAllianz Global Investors Asia Pacific LimitedBEST-IN-CLASS
China A-Shares EquityChina Asset Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
China EquityJanus Henderson Investors Hong Kong LimitedBEST-IN-CLASS
China EquityInvesco Hong Kong LimitedOUTSTANDING ACHIEVER
China Fixed IncomeIncome Partners Asset Management (HK) LtdBEST-IN-CLASS
China Fixed IncomeBOCHK Asset Management LimitedOUTSTANDING ACHIEVER
Consumer sectorInvesco Hong Kong LimitedBEST-IN-CLASS
Emerging Markets EquitySchroder Investment Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Emerging Markets Fixed IncomeNeuberger Berman Asia LimitedBEST-IN-CLASS
Emerging Markets Fixed IncomeBNP Paribas Asset Management Asia LimitedOUTSTANDING ACHIEVER
Europe EquityJupiter Asset Management (Hong Kong) LimitedBEST-IN-CLASS
Financials SectorBlackRock Asset Management North Asia LimitedBEST-IN-CLASS
Financials SectorJupiter Asset Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Global EquityMorgan Stanley Investment Management LimitedBEST-IN-CLASS
Global EquityAllianz Global Investors Asia Pacific LimitedOUTSTANDING ACHIEVER
Global EquityT. Rowe Price (Hong Kong) LimitedOUTSTANDING ACHIEVER
Global Fixed IncomeInvesco Hong Kong LimitedBEST-IN-CLASS
Global Fixed IncomeNew Capital – by EFG Asset Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Global Fixed IncomeT. Rowe Price (Hong Kong) LimitedOUTSTANDING ACHIEVER
Greater China EquityBNP Paribas Asset Management Asia LimitedBEST-IN-CLASS
Greater China EquityValue Partners Group LimitedOUTSTANDING ACHIEVER
Healthcare SectorJanus Henderson Investors Hong Kong LimitedBEST-IN-CLASS
Healthcare SectorBlackRock Asset Management North Asia LimitedOUTSTANDING ACHIEVER
High Yield Fixed IncomeBOCHK Asset Management LimitedBEST-IN-CLASS
High Yield Fixed IncomeIncome Partners Asset Management (HK) LtdOUTSTANDING ACHIEVER
High Yield Fixed IncomeValue Partners Group LimitedOUTSTANDING ACHIEVER
Hong Kong EquityManulife Asset Management (Hong Kong) LimitedBEST-IN-CLASS
Hong Kong EquitySchroder Investment Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
India EquityManulife Asset Management (Hong Kong) LimitedBEST-IN-CLASS
India EquityMorgan Stanley Investment Management LimitedOUTSTANDING ACHIEVER
Japan EquityNo Qualified Winner for this CategoryNo Winner
Long/Short EquityZeal Asset Management LimitedBEST-IN-CLASS
Multi-Asset Cautious AllocationInvestec Asset Management Hong Kong LimitedBEST-IN-CLASS
Multi-Asset Cautious AllocationBaring Asset Management (Asia) LimitedOUTSTANDING ACHIEVER
Multi-Asset IncomeHSBC Global Asset Management (Hong Kong) LimitedBEST-IN-CLASS
Multi-Asset IncomeAllianz Global Investors Asia Pacific LimitedOUTSTANDING ACHIEVER
Multi-Asset IncomeSchroder Investment Management (Hong Kong) LimitedOUTSTANDING ACHIEVER
Multi-Asset moderate AllocationSchroder Investment Management (Hong Kong) LimitedBEST-IN-CLASS
Multi-Asset moderate AllocationJanus Henderson Investors Hong Kong LimitedOUTSTANDING ACHIEVER
Property SectorAXA Investment Managers Asia LimitedBEST-IN-CLASS
Property SectorJanus Henderson Investors Hong Kong LimitedOUTSTANDING ACHIEVER
RMB Fixed IncomeBOCHK Asset Management LimitedBEST-IN-CLASS
RMB Fixed IncomeIncome Partners Asset Management (HK) LtdOUTSTANDING ACHIEVER
Technology SectorJanus Henderson Investors Hong Kong LimitedBEST-IN-CLASS
US Large-Cap EquityMorgan Stanley Investment Management LimitedBEST-IN-CLASS
US Small/Mid-Cap EquityJanus Henderson Investors Hong Kong LimitedBEST-IN-CLASS

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

See Methodology

  • CATEGORYFUND NAMEAWARD STATUS
    ASEAN EquityJPMorgan ASEAN (acc) – USDBEST-IN-CLASS
    Asia Pacific EquityJPMorgan Pacific Securities (acc) – USDBEST-IN-CLASS
    Asia Pacific ex-Japan EquityFirst State Asian Equity Plus I USD DistBEST-IN-CLASS
    Asia Pacific ex-Japan Small & Mid Cap EquityTempleton Asian Smaller Companies A (acc) USDBEST-IN-CLASS
    China EquityUBS (Lux) Eq Fd – China Opportunity (USD) P-accBEST-IN-CLASS
    Emerging Market EquitySchroder ISF Emerging Asia A AccBEST-IN-CLASS
    Europe EquityJupiter JGF European Growth L EUR AccBEST-IN-CLASS
    Europe Small & Mid Cap EquityThreadneedle (Lux)-Pan Europ Small Cap Opp AEBEST-IN-CLASS
    Global EquityMorgan Stanley Global Opportunity A USDBEST-IN-CLASS
    Greater China EquityUBS (Lux) Equity Fd – Greater China (USD) P-accBEST-IN-CLASS
    Greater China EquitySchroder ISF Greater China A AccOUTSTANDING ACHIEVER
    Hong Kong EquityFirst State Hong Kong Growth I Acc USDBEST-IN-CLASS
    India EquityManulife Global Fd-India Equity AABEST-IN-CLASS
    Japan EquityJPMorgan Japan (Yen) Acc JPYBEST-IN-CLASS
    Russia EquityPARVEST Equity Russia Classic CapBEST-IN-CLASS
    Thailand EquityTempleton Thailand A (acc) USDBEST-IN-CLASS
    Thailand EquityJPMorgan Thailand (acc) – USDOUTSTANDING ACHIEVER
    UK EquityBGF United Kingdom A2 GBPBEST-IN-CLASS
    US EquityMorgan Stanley US Growth A USDBEST-IN-CLASS
    US Small & Mid Cap EquityLegg Mason Royce US Small Cap Opp A Dis A USDBEST-IN-CLASS
  • CATEGORYFUND NAMEAWARD STATUS
    Consumer Sector EquityInvesco Global Leisure A Acc USDBEST-IN-CLASS
    Energy Sector EquityBGF World Energy A2 USDBEST-IN-CLASS
    Healthcare Sector EquityAB SICAV I-International Health Care Pf A USDBEST-IN-CLASS
    Information Technology Sector EquityBGF World Technology A2 USDBEST-IN-CLASS
    Real Estate Sector EquityJanus Henderson HF Pan European Prop Eqs A2 EURBEST-IN-CLASS
  • CATEGORYFUND NAMEAWARD STATUS
    Asia Pacific Fixed Income HCBEA Union Investment Asian Bond&Curr A USD AccBEST-IN-CLASS
    Asia Pacific Fixed Income LCManulife Global Fd-Asia Total Return AA IncBEST-IN-CLASS
    Emerging Market Corporate Fixed IncomeAG EM Corporate Bond A Acc USDBEST-IN-CLASS
    Emerging Market Fixed Income HCFidelity Funds – Emerging Mkt Dbt A-ACC-USDBEST-IN-CLASS
    Emerging Market Fixed Income HCInvestec GSF Emerging Markets HC Debt A Inc-2 USDOUTSTANDING ACHIEVER
    Emerging Market Fixed Income LCInvestec GSF EM Blended Debt A Acc USDBEST-IN-CLASS
    EUR Corporate Fixed IncomeSchroder ISF EURO Corporate Bond A AccBEST-IN-CLASS
    EUR Fixed IncomeFidelity Funds – Euro Bond A-EUR-DISBEST-IN-CLASS
    EUR High Yield Fixed IncomeAG Select Euro High Yield Bond A Acc EURBEST-IN-CLASS
    Global Fixed IncomeSLI Glo SICAV Glbl Inflation-Linked Bd A Acc USDBEST-IN-CLASS
    Global High Yield Fixed IncomePrincipal GI High Yield A Acc USDBEST-IN-CLASS
    Global USD Hedged Fixed IncomePIMCO GIS Diversified Income E USD IncBEST-IN-CLASS
    USD Fixed IncomeAB FCP I-American Income Portfolio A USDBEST-IN-CLASS
    USD High Yield Fixed IncomeValue Partners Greater China HY Income P Acc USDBEST-IN-CLASS
    USD High Yield Fixed IncomeFidelity Funds – US High Yield A-USD-DISOUTSTANDING ACHIEVER
  • CATEGORYFUND NAMEAWARD STATUS
    Mixed Assets-Aggressive AllocationHSBC Portfolios World Selection 5 AC USDBEST-IN-CLASS
    Mixed Assets-Balanced AllocationJanus Henderson Balanced A$accBEST-IN-CLASS
    Mixed Assets-Balanced AllocationAllianz Income and Growth – AT – USDOUTSTANDING ACHIEVER
    Mixed Assets-Conservative AllocationHSBC GIF MS Asia Focused Income AM 2 USDBEST-IN-CLASS
    Mixed Assets-Conservative AllocationHSBC Portfolios World Selection 2 AC USDOUTSTANDING ACHIEVER
    Mixed Assets-Flexible AllocationAllianz Selection Income and Growth AM H2 RMBBEST-IN-CLASS

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

See Methodology

  • CATEGORYFUND NAMEAWARD STATUS
    Asia Pacific ex-Japan EquityMatthews Asia Fds-Pacific Tiger I Acc USDBEST-IN-CLASS
    China EquitySchroder China Equity Alpha Fund I AccBEST-IN-CLASS
    Emerging Market EquityTempleton Emerging Markets I (acc) USDBEST-IN-CLASS
    Europe EquityJupiter JGF European Growth D EUR AccBEST-IN-CLASS
    Global EquityAB SICAV I-Low Volatility Equity Pf I USDBEST-IN-CLASS
    India EquityAG Indian Equity I Acc USDBEST-IN-CLASS
    Japan EquityHSBC Japan Index Acc CBEST-IN-CLASS
    US EquityWells Fargo (LUX) WW US All Cap Growth I USDBEST-IN-CLASS
  • CATEGORYFUND NAMEAWARD STATUS
    Emerging Market Fixed Income HCBOCOM Global Strategic Em Mkts Bond A HKD AccBEST-IN-CLASS
    Emerging Market Fixed Income HCAG Select Emerging Markets Bond I Acc USDOUTSTANDING ACHIEVER
    Global Fixed IncomeJupiter JGF Dynamic Bond D USD Acc HBEST-IN-CLASS
    Global High Yield Fixed IncomeAB FCP I-Global High Yield Portfolio I2 SGDBEST-IN-CLASS
    Global USD Hedged Fixed IncomePIMCO GIS Diversified Income H Inst USD AccBEST-IN-CLASS
    USD Corporate Fixed IncomeHSBC Japan Index Acc CBEST-IN-CLASS
    USD Fixed IncomeAB FCP I-American Income Portfolio I USDBEST-IN-CLASS
    USD High Yield Fixed IncomePIMCO GIS US High Yield Bond Inv USD AccBEST-IN-CLASS
    USD High Yield Fixed IncomeWells Fargo (LUX) WW US High Yield Bond I USDOUTSTANDING ACHIEVER
  • CATEGORYFUND NAMEAWARD STATUS
    Mixed Assets-BalancedJanus Henderson Balanced I$acc BEST-IN-CLASS

See Methodology

 

CATEGORYCOMPANYAWARD STATUS
Brand Of The YearAllianz Global Investors Asia Pacific LimitedBRAND OF THE YEAR
Intermediary SupportInvesco Hong Kong LimitedINTERMEDIARY SUPPORT AWARD

See Methodology

 

CATEGORYCOMPANYAWARD STATUS
Impact InvestingBlackRock Asset Management North Asia LimitedBEST-IN-CLASS
Impact InvestingBNP Paribas Asset Management Asia LimitedOUTSTANDING ACHIEVER
Sustainable ImpactPictet Asset Management (Hong Kong) LimitedBEST-IN-CLASS
Sustainable ImpactBNP Paribas Asset Management Asia LimitedOUTSTANDING ACHIEVER
Sustainable InvestmentBNP Paribas Asset Management Asia LimitedSUSTAINABLE INVESTMENT (OVERALL LEADER)
Sustainable InvestmentHSBC Global Asset Management (Hong Kong) LimitedOUTSTANDING SUSTAINABLE INVESTMENT AWARD
Sustainable InvestmentAllianz Global Investors Asia Pacific LimitedOUTSTANDING SUSTAINABLE INVESTMENT AWARD