This year’s winners of the Refinitiv Lipper Fund Awards have been announced for Hong Kong. Based entirely on quantitative criteria, the industry’s premier awards programme recognises the country’s best performing funds through a rigorous and independent assessment process.
- For over 30 years and in 17 countries worldwide, the Refinitiv Lipper Fund Awards have honoured funds and fund management companies that have outperformed their peers on a risk-adjusted basis.
- The awards recognise mutual funds and fund families from across all asset classes, including equity, bond, mixed-asset, commodity and alternatives, with additional awards presented to pension funds and exchange-traded funds in specific fund award universes.
- 2020 was a year like no other. Read what winners say about their achievement and the value these awards create for their firms, clients, and the industry.
For more data-driven insights in your Inbox, subscribe to the Refinitiv Perspectives weekly newsletter.
Download global report: access strategic insights for fund managers and fund management companies
In a year where market volatility reached record levels, and where business and operational models were completely upended, recipients of the 2021 Refinitiv Lipper Fund Awards for Hong Kong deserve a special mention for their resilience to a myriad of market risks, and commendation for their vision, innovation and mastery of today’s rapidly evolving financial markets. Congratulations to each winner.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for consistent return (effective return) value in each eligible classification wins the Refinitiv Lipper Fund Award.
Winners of the 2021 Refinitiv Lipper Fund Awards for Hong Kong
Individual classifications of three, five, and ten-year periods, as well as fund families with high average scores for the three-year period are also recognised. The awards are based on Refinitiv Lipper’s proprietary methodology.
Watch: Refinitiv Lipper Fund Awards
A message from Refinitiv Lipper
Robert Jenkins, Global Head of Research, Lipper, Refinitiv said: “This year’s Refinitiv Lipper Fund Awards recognised the steadfast resolve of award-winning managers and firms who successfully navigated one of the sharpest market downturns and recoveries on record enabling investors to maintain a level of economic confidence amidst a backdrop of uncertainty.
“In a year that endured the impacts of an unprecedented global humanitarian crisis, in which markets reflected investors’ emotions of shock and optimism, there was a degree of solace in having one’s financial fortunes overseen by the stewardship of professional money managers.
“The winners of the Refinitiv Lipper Fund Awards for Hong Kong 2021 deserve recognition for their exceptional work in mitigating substantial risks while delivering superior returns.”
Messages from Lipper Fund Award winners
This year’s award winners share what their award means for their firm and clients.
Capital Group
“These awards are a testament to the Capital System’s ability to deliver superior and consistent results for investors via a long-term investment approach and active management that differentiate us from peers.
“We are broadening our investment services that are available to clients based in Asia Pacific, and expanding our offerings across equities, fixed income and multi-asset solutions. In the next five years, it is part of our long-term strategy to drive more evolution of our offerings to better serve our clients in the region.”
Andy Budden, Head of Product & Investment Services for Asia Pacific, Capital Group
HSBC
“HSBC MPF is honoured to be recognised by the Refinitiv Lipper Fund Awards.
“As one of the largest MPF providers serving over 1.4 million members, we put highest priority on meeting customer needs. Our investment strategy combines value, quality and momentum and aims to provide members with consistently competitive returns.
“These awards acknowledge our robust governance framework and investment strategy over different investment time horizons, and our continuous effort to deliver the best outcomes to our customers.
“In 2021, we will remain committed to providing best-in-class products and services to our customers, in order to help them achieve their retirement dreams.”
Tak Fong Lo, Head of Pensions, HSBC, Hong Kong
Manulife (International) Limited
“Manulife is proud to receive five Hong Kong Pension Funds Awards at the 2021 Refinitiv Lipper Fund Awards in recognition of our robust capability in equity investment. This recognition is a strong testament to our success in delivering value to our MPF members.
“On behalf of Manulife, I would like to express our sincerest gratitude to Lipper for organising the Refinitiv Lipper Fund Awards and establishing a reference for MPF members in Hong Kong.”
Raymond Ng, Vice President and Head of Employee Benefits, Manulife (International) Limited
Pictet Asset Management
“We are delighted to be recipients of the 2021 Lipper Fund Award in the Best Emerging Markets Global Bond category over three years.
“This award represents our long-term commitment to emerging market debt investing, as pioneers in the emerging debt asset class since 1998. It further recognises the extensive expertise of our team in using an active, diversified and sustainable approach to deliver the best outcome for our clients throughout periods of market volatility.”
Mary-Therese Barton, Head of Emerging Debt, Pictet Asset Management
T. Rowe Price
“T. Rowe Price is delighted to be awarded Best Equity Group for the second consecutive year by the prestigious Refinitiv Lipper Fund Awards.
“The award is a testament to the performance of the firm’s comprehensive range of active equity strategies, as well as an endorsement of our strength as a trusted global asset manager in Hong Kong.
“Drawing on our deep proprietary research and long-term investing approach, we continue to enable our clients to stay on the right side of change as we progress into the post-pandemic world.”
Priscilla Leung, Head of Intermediary Business, Greater China, T. Rowe Price
The global leader in independent fund performance data
Know your peers, know your ranking, know how you stack up!
A global database with over 335,000 share classes covering mutual funds, closed-end funds, exchange-traded funds (ETFs), and many more. The Refinitiv Lipper for Investment Management is designed to work seamlessly with your workflow, empowering marketing, product, performance and sales teams to identify new opportunities and define positioning strategies. Request a Lipper for Investment Management complimentary trial today.
Disclaimer:
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
