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
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
媒體及數據夥伴
禮品贊助
Presenters
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
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
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
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