Congratulations to the winners of the Benchmark Fund of the Year Awards. It is an exceptional year to celebrate Benchmark Hong Kong 20th anniversary! This is also the year we co-organize the award with the most disruptive Sustainability and Qualitative analytic platform, BlueOnion, a sister company of organizer, WealthAsia Media. The committee is overwhelmed with this year's submissions across the region and sincere gratitude to the 40 jurors who have diligently screened through the hard work of the fund houses and have attended 35 Gatekeeper Forum sessions.
Co-organizer
GRAND TITLE ANNOUNCEMENTS
To be announced at the Gala Awards Ceremony
Winners of the 2023's Awards
The House Awards recognize managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis. The winning strategy has demonstrated excellence across five Benchmark's forward-looking pillars across Investment Approach, Performance & Risk, Portfolio Management, Stewardship, and Corporate Quality.
Winning Titles
The strategy with the highest final score in its peer group wins the Best-in-Class award. Up to two Outstanding Achiever awards will be given to Strategies within a 5% margin below the Best-in-Class.
Winners of the 2023's Awards
| Asset Class | Category | Company | Award |
|---|---|---|---|
| Equity | Asia Income Equity | Regrettably, there are no winners in this category | |
| Equity | China Equity | BNP Paribas Asset Management | Best-in-Class |
| Equity | China Income Equity | Regrettably, there are no winners in this category | |
| Equity | Global Equity | Ninety One | Best-in-Class |
| Equity | Hong Kong Equity | Regrettably, there are no winners in this category | |
| Equity | US Equity | Ninety One | Outstanding Achiever |
| Sector Equity | Technology & Communications Sector Equity | Franklin Templeton Investments (Asia) Limited | Outstanding Achiever |
| Sector Equity | Transportation Sector Equity | Regrettably, there are no winners in this category | |
| Fixed Income | Asia Fixed Income | BEA Union Investment Management | Best-in-Class |
| Fixed Income | Asia Fixed Income | BOCHK Asset Management Limited | Outstanding Achiever |
| Fixed Income | Asia Fixed Income | Taikang Asset Management (Hong Kong) Company Limited | Outstanding Achiever |
| Fixed Income | China Fixed Income | BOCHK Asset Management Limited | Outstanding Achiever |
| Fixed Income | China Fixed Income | Taikang Asset Management (Hong Kong) Company Limited | Outstanding Achiever |
| Fixed Income | Emerging Markets Fixed Income | Regrettably, there are no winners in this category | |
| Fixed Income | Global Fixed Income | Manulife Investment Management | Best-in-Class |
| Fixed Income | Global Fixed Income | BNY Mellon Investment Management Hong Kong Limited | Outstanding Achiever |
| Fixed Income | Global Fixed Income | E Fund Management (Hong Kong) Co., Limited. | Outstanding Achiever |
| Fixed Income | Global Fixed Income | Principal Hong Kong | Outstanding Achiever |
| Fixed Income | High Yield Fixed Income | Principal Hong Kong | Best-in-Class |
| Fixed Income | High Yield Fixed Income | BOCHK Asset Management Limited | Outstanding Achiever |
| Fixed Income | Hong Kong Fixed Income | Regrettably, there are no winners in this category | |
| Fixed Income | US Fixed Income | Amundi Hong Kong Limited | Outstanding Achiever |
| Multi-Assets | Asia Allocation Mixed Asset | Regrettably, there are no winners in this category | |
| Multi-Assets | Balanced Mixed Asset | Regrettably, there are no winners in this category | |
| Multi-Assets | Flexible Mixed Asset | Manulife Investment Management | Best-in-Class |
| Multi-Assets | Flexible Mixed Asset | Amundi Hong Kong Limited | Outstanding Achiever |
| Multi-Assets | Flexible Mixed Asset | BOCHK Asset Management Limited | Outstanding Achiever |
| Alternatives | Long/Short Equity | China Asset Management (Hong Kong) Limited | Best-in-Class |
| Category | Company | Award |
|---|---|---|
| Best Asia Equity ETF Issuer | Regrettably, there are no winners in this category | |
| Best China Equity ETF Issuer | Hang Seng Investment Management Limited | Best-in-Class |
| Best China Equity ETF Issuer | China Asset Management (Hong Kong) Limited | Outstanding Achiever |
| Best Hong Kong Equity ETF Issuer | Hang Seng Investment Management Limited | Best-in-Class |
| Best Hong Kong Equity ETF Issuer | CSOP ASSET MANAGEMENT | Outstanding Achiever |
| Best Smart Beta Equity ETF Issuer | Regrettably, there are no winners in this category | |
| Best US Equity ETF Issuer | Regrettably, there are no winners in this category | |
| Best Fixed Income ETF Issuer | CSOP ASSET MANAGEMENT | Outstanding Achiever |
| Best Blockchain-linked ETF Issuer | CSOP ASSET MANAGEMENT | Outstanding Achiever |
| Best Leveraged & Inversed ETF Issuer | CSOP ASSET MANAGEMENT | Outstanding Achiever |
| Asset Class | Category | Company | Award |
|---|---|---|---|
| Equity | Asia Pacific ex-Japan Equity | UOB Asset Management | Outstanding Achiever |
| Equity | China Equity | BNP Paribas Asset Management | Best-in-Class |
| Equity | Global Equity | Ninety One | Best-in-Class |
| Equity | Greater China Equity | UOB Asset Management | Outstanding Achiever |
| Sector Equity | Technology & Communications Sector Equity | Regrettably, there are no winners in this category | |
| Sector Equity | Transportation Sector Equity | Regrettably, there are no winners in this category | |
| Fixed Income | Asia Fixed Income | Manulife Investment Management | Outstanding Achiever |
| Fixed Income | Global Fixed Income | Manulife Investment Management | Best-in-Class |
| Fixed Income | Global Fixed Income | BNY Mellon Investment Management Hong Kong Limited | Outstanding Achiever |
| Fixed Income | Singapore Fixed Income | Manulife Investment Management | Best-in-Class |
| Fixed Income | Singapore Fixed Income | UOB Asset Management | Outstanding Achiever |
| Multi-Assets | Balanced Mixed Asset | Regrettably, there are no winners in this category | |
| Multi-Assets | Conservative Mixed Asset | Fullerton Fund Management Company Ltd | Outstanding Achiever |
| Multi-Assets | Flexible Mixed Asset | Manulife Investment Management | Best-in-Class |
| Alternatives | Long/Short Equity | Regrettably, there are no winners in this category |
| 指標類別 | 獲獎公司 | 獎項 |
|---|---|---|
| 亞洲股票收益 | 宏利投信 | 傑出表現 |
| 中國股票 | 滙豐投信 | 傑出表現 |
| 全球股票 | 施羅德投信 | 同級最佳 |
| 全球股票 | 富蘭克林華美投信 | 傑出表現 |
| 全球股票收益 | 從缺，該類別無合資格得獎者 | |
| 印度股票 | 瀚亞投信 | 同級最佳 |
| 印度股票 | 群益投信 | 傑出表現 |
| 台灣中小型股票 | 統一投信 | 同級最佳 |
| 台灣股票 | 元大投信 | 同級最佳 |
| 台灣股票 | 安聯投信 | 傑出表現 |
| 大中華股票 | 統一投信 | 傑出表現 |
| 日本股票 | 從缺，該類別無合資格得獎者 | |
| 美國股票 | 法銀巴黎投顧 | 同級最佳 |
| 產業股票 - 基礎建設 | 元大投信 | 同級最佳 |
| 產業股票 - 基礎建設 | 統一投信 | 傑出表現 |
| 產業股票 - 房地產 | 元大投信 | 傑出表現 |
| 產業股票 - 科技及通訊 | 統一投信 | 同級最佳 |
| 產業股票 - 科技及通訊 | 法銀巴黎投顧 | 傑出表現 |
| 全球固定收益 | 施羅德投信 | 同級最佳 |
| 新興市場固定收益 | 安本 | 同級最佳 |
| 美國固定收益 | 瀚亞投信 | 同級最佳 |
| 高收益固定收益 | 施羅德投信 | 同級最佳 |
| 亞洲股債混合 | 從缺，該類別無合資格得獎者 | |
| 平衡型股債混合 | 富蘭克林投顧 | 同級最佳 |
| 平衡型股債混合 | 群益投信 | 傑出表現 |
| 平衡型股債混合 | 瀚亞投信 | 傑出表現 |
| 積極型股債混合 | 群益投信 | 同級最佳 |
| 積極型股債混合 | 復華投信 | 傑出表現 |
| 靈活型股債混合 | 施羅德投信 | 同級最佳 |
| 多元策略 | 從缺，該類別無合資格得獎者 |
| 指標類別 | 獲獎公司 | 獎項 |
|---|---|---|
| 最佳Smart Beta股票型ETF發行商 | 富邦投信 | 同級最佳 |
| 最佳Smart Beta股票型ETF發行商 | 凱基投信 | 傑出表現 |
| 最佳全球股票ETF發行商 | 國泰投信 | 同級最佳 |
| 最佳台灣股票ETF發行商 | 國泰投信 | 同級最佳 |
| 最佳台灣股票ETF發行商 | 群益投信 | 傑出表現 |
| 最佳美國股票ETF發行商 | 富邦投信 | 同級最佳 |
| 最佳Smart Beta固定收益型ETF發行商 | 國泰投信 | 同級最佳 |
| 最佳固定收益ETF發行商 | 元大投信 | 同級最佳 |
| 最佳固定收益ETF發行商 | 國泰投信 | 傑出表現 |
| 最佳AI機器ETF發行商 | 國泰投信 | 同級最佳 |
| 最佳槓桿與反向ETF發行商 | 元大投信 | 同級最佳 |
| 最佳量子計算ETF發行商 | 新光投信 | 傑出表現 |
The Sustainability Award recognizes fund managers’ ability to manage medium- to long-term environmental, social, and governance (ESG) risks and opportunities, and are walking their talk sustainability practices.
The flagship fund submitted by the candidates needs to demonstrate the walking the talks of the fund houses’ ESG, GC, and Temperature performances against their peers.
| Category | Company | Award |
|---|---|---|
| Climate Governance | BNP Paribas Asset Management | Outstanding Climate Governance Award |
| Climate Strategy | BNP Paribas Asset Management | Best Climate Strategy Award |
| ESG Integration | BNP Paribas Asset Management | Best Equity ESG Integration Award |
| Stewardship | BNP Paribas Asset Management | Outstanding Stewardship Award |
| Transparency | Regrettably, there are no winners in this category | |
| Impact Thematic - GSS Bond | Ping An of China Asset Management (Hong Kong) | Best-in-Class |
| Category | Company | Award |
|---|---|---|
| ESG Integration | Amundi Hong Kong Limited | Best-in-Class |
| Category | Company | Award |
|---|---|---|
| Climate Strategy | BNP Paribas Asset Management | Best Climate Strategy Award |
| ESG Integration | BNP Paribas Asset Management | Best Equity ESG Integration Award |
| Stewardship | BNP Paribas Asset Management | Outstanding Stewardship Award |
| Climate Governance | BNP Paribas Asset Management | Outstanding Climate Governance Award |
| Transparency | Regrettably, there are no winners in this category |
| 指標類別 | 獲獎公司 | 獎項 |
|---|---|---|
| 最佳股票型ESG整合大獎 | 鋒裕匯理投信 | 同級最佳 |
| 最佳股票型ESG整合大獎 | 永豐投信 | 傑出表現 |
| 最佳股票型ESG整合大獎 | 國泰投信 | 傑出表現 |
| 最佳固定收益型ESG整合大獎 | 從缺，該類別無合資格得獎者 | |
| 盡職治理大獎 | 國泰投信 | 同級最佳 |
| 水資源主題 | 法銀巴黎投顧 | 傑出表現 |
| 永續生活 | 從缺，該類別無合資格得獎者 | |
| 環境影響 | 從缺，該類別無合資格得獎者 | |
| 社會影響 | 法銀巴黎投顧 | 同級最佳 |
| 能源轉型 | 從缺，該類別無合資格得獎者 |
| 指標類別 | 獲獎公司 | 獎項 |
|---|---|---|
| ESG整合大獎 | 元大投信 | 同級最佳 |
| 盡職治理大獎 | 富邦投信 | 同級最佳 |
| 治理影響 | 富邦投信 | 同級最佳 |
| 碳減排 | 國泰投信 | 同級最佳 |
The Top fund awards series are not open for nomination.
Benchmark's top Mutual Funds are selected based purely on quantitative data in our BlueOnion fund database. The subset awards strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks. The performance assessment for the Top Funds in each category is calculated below:
20% – 1 Yr Annualized Return
25% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
25% – 3 Yr Sortino Ratio
10% – BlueOnion ESG Score
Winning Titles
The funds that are ranked in the top first Percentile (1st/100) in their respective peer groups will be awarded the Best-in-Class (BIC) title, and the funds ranked in the second and third Percentile (2nd/100 and 3rd/100) will be awarded the Outstanding Achiever (OSA) title.
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| LU0346390510 | Fidelity ASEAN Y-Acc-USD | ASEAN Equity | Best-in-Class |
| LU1775963454 | Invesco Pacific Equity A USD AD | Asia Equity | Best-in-Class |
| LU0702159939 | Fidelity Asian Smaller Coms Y-Acc-USD | Asia ex-Japan Equity | Best-in-Class |
| LU1238072513 | AB China A Shares Eq A CNH | China A Shares Equity | Best-in-Class |
| LU0936576080 | Fidelity China Focus Y-Dis-USD | China Equity | Best-in-Class |
| LU0827876664 | BGF Emerging Europe D4 GBP | Europe Emerging Markets Equity | Best-in-Class |
| LU0334858593 | Invesco Pan European Equity A USD AD | Europe Equity | Best-in-Class |
| HK0000013786 | JPMorgan SAR European B | Europe Equity | Outstanding Achiever |
| LU0353648032 | Fidelity European Div Y-Acc-EUR | Europe Income Equity | Best-in-Class |
| LU0414045582 | Allianz European Equity Div A EUR | Europe Income Equity | Outstanding Achiever |
| LU1775961243 | Invesco Cnttl Eur Sm Cp Eq A USD AD | Europe Small/Mid-Cap Equity | Best-in-Class |
| LU1123736321 | MFS Meridian European Smlr Coms W1 USD | Europe Small/Mid-Cap Equity | Outstanding Achiever |
| LU1240328812 | Invesco Euro Equity A EUR Acc | Eurozone Equity | Best-in-Class |
| LU0640798160 | Eastspring Inv Global EM Dynamic A | Global Emerging Markets Equity | Best-in-Class |
| LU1174051687 | AB Global Core Eq A HKD | Global Equity | Best-in-Class |
| LU1075212081 | Invesco Global Equity Income A USD MD-GI | Global Income Equity | Best-in-Class |
| IE00BFMHRM44 | Neuberger Berman Glb Eq Mgtrnd USD AAcc | Global Small/Mid-Cap Equity | Best-in-Class |
| HK0000133154 | PineBridge FS - Greater China Eq (Prov) | Greater China Equity | Best-in-Class |
| HK0000582236 | Hang Seng Index D HKD Acc | Hong Kong Equity | Best-in-Class |
| LU0329071053 | Jupiter India Select L GBP A Inc | India Equity | Best-in-Class |
| LU1118698981 | Eastspring Inv Japan Dynamic AJ | Japan Equity | Best-in-Class |
| LU0572961604 | Janus Henderson Hrzn Jpn Smr Coms A2 JPY | Japan Small/Mid-Cap Equity | Best-in-Class |
| IE0000828933 | Barings Latin America A USD Inc | Latin America Equity | Best-in-Class |
| LU0622169059 | HSBC GIF Russia Equity ACEUR | Russia Equity | Best-in-Class |
| GB0000407618 | HSBC FTSE 100 Index Retail Inc | UK Equity | Best-in-Class |
| LU1120825812 | AB Concentrated US Eq A HKD | US Equity | Best-in-Class |
| LU0006061336 | BGF US Mid-Cap Value A2 | US Small/Mid-Cap Equity | Best-in-Class |
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| LU0280430660 | Pictet-Clean Energy Transition P USD | Alternative Energy Sector Equity | Best-in-Class |
| LU0280433847 | Pictet-Premium Brands P USD | Consumer Goods & Services Sector Equity | Best-in-Class |
| LU0029873410 | Templeton Glb Climate Change A(Ydis)EUR | Ecology Sector Equity | Best-in-Class |
| LU0936579340 | Fidelity Global Technology Y-Dis-EUR | Technology Sector Equity | Best-in-Class |
| LU0058720904 | AB Intl Health Care A USD | Healthcare Sector Equity | Best-in-Class |
| LU0357321016 | Manulife GF - Healthcare Fund | Healthcare Sector Equity | Outstanding Achiever |
| IE00BZ18W456 | BNY Mellon Global Infras Inc USD B Inc | Infrastructure Sector Equity | Best-in-Class |
| LU0630314457 | Ninety One GSF Glb Ntrl Res A Acc HKD | Natural Resources Sector Equity | Best-in-Class |
| LU1223082196 | Schroder ISF Global Gold A Acc USD | Precious Metals Sector Equity | Best-in-Class |
| IE00B0T0GQ85 | Neuberger Berman US RE Scs USD A Acc | Real Estate Sector Equity | Best-in-Class |
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| HK0000133162 | PineBridge FS - Asian Bond (Prov) | Asia Fixed Income | Best-in-Class |
| LU2201853467 | GS Asia High Yld Bd OC HKD Inc | Asia High Yield Fixed Income | Best-in-Class |
| LU0683067010 | BGF China Bond C3 USD | China Fixed Income | Best-in-Class |
| LU0827877803 | BGF Euro Corporate Bond D3 EUR | EUR Corporate Fixed Income | Best-in-Class |
| LU0346393704 | Fidelity Euro Short Term Bond Y-Acc-EUR | EUR Diversified Fixed Income | Best-in-Class |
| IE00BJXS6N82 | HSBC Global Corporate Bond ETF HCH | Global Corporate Fixed Income | Best-in-Class |
| LU0736563031 | AB Emerging Market Corp Debt A2 USD | Global Emerging Markets Corporate Fixed Income | Best-in-Class |
| LU0532660536 | Capital Group EM Local Debt (LUX) C | Global Emerging Markets Fixed Income | Best-in-Class |
| LU0533018510 | Capital Group EM Debt (LUX) C | Global Emerging Markets Fixed Income | Outstanding Achiever |
| HK0000616265 | ChinaAMC Global Invmt Grd Bd I USD Inc | Global Fixed Income | Best-in-Class |
| IE00B5BG2273 | PIMCO GIS Glb Bd E GBP Hedged Inc | Global Fixed Income | Outstanding Achiever |
| LU0152890744 | Capital Group GlobHiInc (LUX) C | Global Flexible Fixed Income | Best-in-Class |
| IE00BL6VJ735 | Man GLG Hi Yld Opps DV USD Acc H | Global High Yield Fixed Income | Best-in-Class |
| LU0353648891 | Fidelity Global Infl-Link Bd A-Acc-USD | Global Inflation-Linked Fixed Income | Best-in-Class |
| KYG9319N2996 | Value Partners Gt CHN HY Inc A Acc RMBUh | Greater China High Yield Fixed Income | Best-in-Class |
| LU1345482589 | Fidelity China High Yield Y-Dis-USD | Greater China High Yield Fixed Income | Outstanding Achiever |
| HK0000582293 | Hang Seng Hong Kong Bond D Acc | HKD Fixed Income | Best-in-Class |
| IE00B19Z4P52 | FTGF WA US Hi Yld B (G) USD Dis(D) | High Yield Fixed Income | Best-in-Class |
| HK0000103850 | CICC RMB Fixed Income I | RMB Fixed Income | Best-in-Class |
| LU1567059347 | Capital Group US CorpBd (LUX) Z | USD Corporate Fixed Income | Best-in-Class |
| LU0111478441 | BNP Paribas USD Short Duration Bd PrivlR | USD Diversified Fixed Income | Best-in-Class |
| LU0102830279 | AB Mortgage Income A2X USD | USD Flexible Fixed Income | Best-in-Class |
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| CNE100002425 | HSBC Jintrust Dyn Stgy Mixed Secs Invm H | Aggressive Mixed Assets | Best-in-Class |
| LU1998163734 | Capital Group CapIncBldr (LUX) Zh-EUR | EUR Aggressive Allocation | Best-in-Class |
| LU0243957312 | Invesco Pan European Hi Inc A EUR QD | EUR Conservative Allocation | Best-in-Class |
| LU1038902414 | UBS (Lux) KSS Eur GrInc € P-8%-md | EUR Moderate Allocation | Best-in-Class |
| LU2083901392 | HSBC GIF US Income Focused AM3H GBP | GBP Allocation 20-40% Equity | Best-in-Class |
| GB00B3P6P648 | St James's Strategic Managed Inc | GBP Allocation 60-80% Equity | Best-in-Class |
| LU0532662821 | Capital Group EM Tot Opp (LUX) C | Global Emerging Markets Allocation | Best-in-Class |
| HK0000304805 | Pictet Strategic Income P dm HKD | USD Flexible Allocation | Best-in-Class |
| LU1883839398 | Amundi Fds Pio Inc Opps A2 USD C | USD Moderate Allocation | Best-in-Class |
Eligibility
For eligibility, the fund must:
- be registered for sale in Hong Kong, Taiwan, Singapore, respectively
- have a minimum three years track record
Judging
TOP FUND AWARDS
Performances between October 1, 2022, and September 30, 2023, for 12 month returns, and October 1, 2020, to September 30, 2023, for 3 year returns based on the following criteria:
- 1 Year & 3 Year Annualized Return
- 1 Year & 3 Year Sortino Ratio
- Over ESG Score
The effective weights of each score set in the calculation are as follows:
- Annualized Return: 20% (1 Year)+ 25% (3 Year)
- Sortino Ratio: 20% (1 Year)+ 25% (3 Year )
- Over ESG: 10%
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| SG9999008742 | Eastspring Inv UT Singapore Asean Equity | ASEAN Equity | Best-in-Class |
| LU0348783233 | Allianz Oriental Income A USD | Asia Equity | Best-in-Class |
| LU0702159939 | Fidelity Asian Smaller Coms Y-Acc-USD | Asia ex-Japan Equity | Best-in-Class |
| LU1238072513 | AB China A Shares Eq A CNH | China A Shares Equity | Best-in-Class |
| LU0936576080 | Fidelity China Focus Y-Dis-USD | China Equity | Best-in-Class |
| LU0827876664 | BGF Emerging Europe D4 GBP | Europe Emerging Markets Equity | Best-in-Class |
| LU0203349245 | Schroder ISF European Value C Dis | Europe Equity | Best-in-Class |
| LU0414045582 | Allianz European Equity Div A EUR | Europe Income Equity | Best-in-Class |
| FR0011036920 | Oddo BHF Avenir Europe CN-EUR | Europe Small/Mid-Cap Equity | Best-in-Class |
| LU0528102725 | AB Eurozone Eq A SGD | Eurozone Equity | Best-in-Class |
| LU1273028123 | GS Eurozone EQ Inc-R Cap EUR | Eurozone Equity | Outstanding Achiever |
| LU0069450319 | Fidelity EURO STOXX 50® A-Dis-EUR | Eurozone Equity | Outstanding Achiever |
| LU0640798160 | Eastspring Inv Global EM Dynamic A | Global Emerging Markets Equity | Best-in-Class |
| LU0070217475 | JPM Global Select Equity A (acc) USD | Global Equity | Best-in-Class |
| LU1991130466 | Capital Group World G&I (LUX) C | Global Equity | Outstanding Achiever |
| LU0225771319 | Schroder ISF Global Eq Yld C Dis USD Q | Global Income Equity | Best-in-Class |
| IE00BFMHRM44 | Neuberger Berman Glb Eq Mgtrnd USD AAcc | Global Small/Mid-Cap Equity | Best-in-Class |
| LU0140637140 | Schroder ISF Greater China C Acc USD | Greater China Equity | Best-in-Class |
| SG9999000194 | FSSA Regional China A Acc | Greater China Equity | Outstanding Achiever |
| LU0626261605 | Franklin India A(acc)SEK | India Equity | Best-in-Class |
| LU1259265335 | Eastspring Inv Japan Dynamic CJ | Japan Equity | Best-in-Class |
| LU0354059841 | Eastspring Inv Japan Smllr Coms A | Japan Small/Mid-Cap Equity | Best-in-Class |
| LU0827883959 | BGF Latin American D4 EUR | Latin America Equity | Best-in-Class |
| SG9999010532 | Nikko AM Shenton Singapore Div Eq JPY | Singapore Equity | Best-in-Class |
| LU1379001651 | Capital Group InvCoAmer (LUX) C | US Equity | Best-in-Class |
| LU0006061336 | BGF US Mid-Cap Value A2 | US Small/Mid-Cap Equity | Best-in-Class |
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| LU0114721508 | Fidelity Sust Cnsmr Brds A-Dis-EUR | Consumer Goods & Services Sector Equity | Best-in-Class |
| LU0260866552 | Templeton Glb Climate Change B (acc) USD | Ecology Sector Equity | Best-in-Class |
| LU0251853072 | AB Intl Health Care A EUR Acc | Healthcare Sector Equity | Best-in-Class |
| LU0357321016 | Manulife GF - Healthcare Fund | Healthcare Sector Equity | Outstanding Achiever |
| IE00BZ18W456 | BNY Mellon Global Infras Inc USD B Inc | Infrastructure Sector Equity | Best-in-Class |
| LU0630314457 | Ninety One GSF Glb Ntrl Res A Acc HKD | Natural Resources Sector Equity | Best-in-Class |
| LU1223082196 | Schroder ISF Global Gold A Acc USD | Precious Metals Sector Equity | Best-in-Class |
| LU1316543088 | Janus Henderson Hrzn PanEurpPtyEqs A2SGD | Real Estate Sector Equity | Best-in-Class |
| LU1560650563 | Fidelity Global Technology Y-Acc-USD | Technology Sector Equity | Best-in-Class |
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| LU1626020710 | Franklin Glbl Convert Secs W(acc) USD | Global Convertible Fixed Income | Best-in-Class |
| SG9999007975 | iFAST-Eastspring Lion Bond Fund M | Asia Fixed Income | Best-in-Class |
| LU2201852733 | GS Asia High Yld Bd Base USD MInc | Asia High Yield Fixed Income | Best-in-Class |
| LU1797663538 | Fidelity China RMB Bond Y-MG-RMB | China Fixed Income | Best-in-Class |
| LU0113258742 | Schroder ISF EURO Corp Bd C Acc EUR | EUR Corporate Fixed Income | Best-in-Class |
| LU1504571149 | Allianz Advcd Fxd Inc S/D AT EUR | EUR Diversified Fixed Income | Best-in-Class |
| IE00BFG1R668 | Dimensional Global ShtTerInvGrFI GBPDist | Global Corporate Fixed Income | Best-in-Class |
| LU0736563031 | AB Emerging Market Corp Debt A2 USD | Global Emerging Markets Corporate Fixed Income | Best-in-Class |
| LU0532660536 | Capital Group EM Local Debt (LUX) C | Global Emerging Markets Fixed Income | Best-in-Class |
| IE00B5BG2273 | PIMCO GIS Glb Bd E GBP Hedged Inc | Global Fixed Income | Best-in-Class |
| LU0152890744 | Capital Group GlobHiInc (LUX) C | Global Flexible Fixed Income | Best-in-Class |
| LU1692484949 | UBS (Lux) BS Float Rt Inc $ HKD P-mdist | Global High Yield Fixed Income | Best-in-Class |
| LU0353648891 | Fidelity Global Infl-Link Bd A-Acc-USD | Global Inflation-Linked Fixed Income | Best-in-Class |
| LU1486845883 | ODDO BHF Euro Credit Short Dur CN-EUR | High Yield Fixed Income | Best-in-Class |
| LU0845699684 | Schroder ISF China Lcl Ccy Bd C Acc USD | RMB Fixed Income | Best-in-Class |
| SGXZ18528414 | United SGD S (Dist) USD Hedged | SGD Fixed Income | Best-in-Class |
| IE00BZ1BKV76 | Pinebridge USD Inv Grd Crdt YD USD Inc | USD Corporate Fixed Income | Best-in-Class |
| IE00BDT57R20 | PIMCO GIS Low Dur Inc Institutional Acc | USD Diversified Fixed Income | Best-in-Class |
| LU0232573278 | AB American Income S EUR | USD Flexible Fixed Income | Best-in-Class |
| ISIN | Name | BENCHMARK Category | Award Winners |
|---|---|---|---|
| SGXZ76400761 | Schroder Asia More+ SGD A Acc | Asia Allocation | Best-in-Class |
| IE00BYTYV416 | Dimensional World Allc 80/20 EUR Dist | EUR Aggressive Allocation | Best-in-Class |
| IE00B9L4LR73 | Dimensional World Allc 40/60 EUR Dist | EUR Conservative Allocation | Best-in-Class |
| IE00BG800W59 | PIMCO GIS Strategic Inc Instl EURH Acc | EUR Conservative Allocation | Outstanding Achiever |
| LU0107768219 | Schroder ISF Inflation Plus C Acc EUR | EUR Flexible Allocation | Best-in-Class |
| LU1038902414 | UBS (Lux) KSS Eur GrInc € P-8%-md | EUR Moderate Allocation | Best-in-Class |
| LU1820812722 | Capital Group CapIncBldr (LUX) Zdh-GBP | GBP Allocation 60-80% Equity | Best-in-Class |
| LU0532662821 | Capital Group EM Tot Opp (LUX) C | Global Emerging Markets Allocation | Best-in-Class |
| LU0433181954 | First Eagle Amundi International AU2-C | USD Aggressive Allocation | Best-in-Class |
| LU1196394099 | DWS Invest Multi Opportunities USD LCH | USD Flexible Allocation | Best-in-Class |
Eligibility
For eligibility, the fund must:
- exists on the BlueOnion fund database
- be registered for sale in Hong Kong, Taiwan, Singapore
- have a minimum 3 years track record for the Performance award
Judging
TOP FUND AWARDS
Performances between October 1, 2022, and September 30, 2023, for 12 month returns, and October 1, 2020, to September 30, 2023, for 3 year returns based on the following criteria:
- 1 Year & 3 Year Annualized Return
- 1 Year & 3 Year Sortino Ratio
- Over ESG Score
The effective weights of each score set in the calculation are as follows:
- Annualized Return: 20% (1 Year)+ 25% (3 Year)
- Sortino Ratio: 20% (1 Year)+ 25% (3 Year )
- Over ESG: 10%
| ISIN | 基金名稱 | 指標類別 | 獎項 |
|---|---|---|---|
| TW000T2545B7 | 永豐滬深300紅利指數基金-人民幣類型 | 中國A股 | 同級最佳 |
| LU0346390866 | 富達基金－中國聚焦基金 (Y股累計美元) | 中國股票 | 同級最佳 |
| LU0702159939 | 富達基金－亞洲小型企業基金 (Y股累計美元) | 亞洲不包括日本股票 | 同級最佳 |
| LU1775963454 | 景順新興市場(不含中國)股票基金A-年配息股 美元 | 亞洲股票 | 同級最佳 |
| LU0054578231 | 貝萊德智慧數據永續環球小型企業基金 A2 | 全球中小型股票 | 同級最佳 |
| LU0837974525 | 安本基金 - 新興市場小型公司基金 X 累積 美元 | 全球新興市場中小型股票 | 同級最佳 |
| LU0640798160 | 瀚亞投資-全球新興市場動力股票基金A(美元) | 全球新興市場股票 | 同級最佳 |
| LU0476945315 | 富蘭克林坦伯頓全球投資系列-互利全球領航基金美元Z(acc)股 | 全球股票 | 同級最佳 |
| LU0607513230 | 景順環球股票收益基金 A USD | 全球股票收益 | 同級最佳 |
| LU0055114457 | 富達基金-印尼基金 - A | 印尼股票 | 同級最佳 |
| TW000T1623D9 | 群益印度中小基金N-新臺幣 | 印度股票 | 同級最佳 |
| TW000T0903Y2 | 統一黑馬基金 | 台灣中小型股票 | 同級最佳 |
| TW000T3786A8 | 國泰台灣高股息傘型基金之台灣高股息基金-新台幣A(不配息) | 台灣股票 | 同級最佳 |
| TW000T0921Y4 | 統一強漢基金(新台幣) | 大中華股票 | 同級最佳 |
| GB00BF2H6K58 | 霸菱德國增長基金 - A USD Acc | 德國股票 | 同級最佳 |
| LU0130323438 | 歐義銳榮義大利卓越股票基金R | 意大利股票 | 同級最佳 |
| IE0000828933 | 霸菱拉丁美洲基金 - USD | 拉丁美洲股票 | 同級最佳 |
| LU1670715975 | M&G日本小型股基金A(歐元) | 日本中小型股票 | 同級最佳 |
| IE00BF4KRV02 | 野村基金(愛爾蘭系列)-日本策略價值基金(T日圓類股) | 日本股票 | 同級最佳 |
| LU1118698981 | 瀚亞投資 - 日本動力股票基金 AJ JPY | 日本股票 | 傑出表現 |
| LU1775947333 | 景順東協基金A-年配息股 美元 | 東協股票 | 同級最佳 |
| LU0069450319 | 富達基金 - 歐盟50®基金 A-DIST-EUR | 歐元區股票 | 同級最佳 |
| LU0127786431 | 高盛歐元高股息基金P股歐元 | 歐元區股票 | 傑出表現 |
| LU0260871552 | 富蘭克林坦伯頓全球投資系列-歐洲中小型企業基金美元A (acc)股 | 歐洲中小型股票 | 同級最佳 |
| LU0196876865 | 宏利環球基金 - 新興東歐基金 - AA | 歐洲新興市場股票 | 同級最佳 |
| LU0334858593 | 景順泛歐洲基金 A USD Inc | 歐洲股票 | 同級最佳 |
| LU0267986122 | 景順泛歐洲股票收益基金A股 歐元 | 歐洲股票收益 | 同級最佳 |
| HK0000055787 | 摩根泰國（美元）（累計） | 泰國股票 | 同級最佳 |
| LU0346392649 | 富達基金－澳洲多元股票基金 (Y股累計澳幣) | 澳大利亞及紐西蘭股票 | 同級最佳 |
| LU0006061336 | 貝萊德美國中型企業價值基金 A2 | 美國中小型股票 | 同級最佳 |
| LU1429558221 | 法盛盧米斯賽勒斯美國成長股票基金-R/A美元級別 | 美國股票 | 同級最佳 |
| LU0997794549 | 瑞銀 (盧森堡) 美國總收益股票基金 (美元) I-A1-累積 | 美國股票收益 | 同級最佳 |
| LU1775979708 | 景順英國動力基金A-年配息股 英鎊 | 英國股票 | 同級最佳 |
| LU0229945570 | 富蘭克林坦伯頓全球投資系列-金磚四國基金美元A (acc)股 | 金磚四國股票 | 同級最佳 |
| HK0000055712 | 摩根南韓（美元）（累計） | 韓國股票 | 同級最佳 |
| LU0149536715 | 施羅德環球基金系列 - 香港股票C類股份 - 累積單位 | 香港股票 | 同級最佳 |
| ISIN | 基金名稱 | 指標類別 | 獎項 |
|---|---|---|---|
| LU0357321016 | 宏利環球基金 - 康健護理基金 - AA | 產業股票-健康護理 | 同級最佳 |
| LU1808990813 | 聯博-國際醫療基金AD月配級別美元 | 產業股票-健康護理 | 傑出表現 |
| TW000T0349A8 | 第一金全球水電瓦斯及基礎建設收益基金-累積型-新臺幣 | 產業股票-基礎設施 | 同級最佳 |
| LU0073233875 | 摩根士丹利美國房地產基金 | 產業股票-房地產 | 同級最佳 |
| LU0280431049 | 百達–環保能源–R USD | 產業股票-替代能源 | 同級最佳 |
| LU0280434068 | 百達-精選品牌-R 美元 | 產業股票-消費品及服務 | 同級最佳 |
| LU0029873410 | 鄧普頓環球氣候變化基金 A (Ydis) EUR | 產業股票-生態 | 同級最佳 |
| TW000T3605Y0 | 安聯全球生技趨勢基金-新臺幣 | 產業股票-生物科技 | 同級最佳 |
| TW000T0910Y7 | 統一奔騰基金 | 產業股票-科技 | 同級最佳 |
| LU0256331728 | 施羅德環球基金系列－環球能源(美元)C-累積 | 產業股票-能源 | 同級最佳 |
| TW000T0826Y5 | PGIM保德信全球資源基金 | 產業股票-自然資源 | 同級最佳 |
| SG9999001143 | 新加坡大華黃金及綜合基金 | 產業股票-貴金屬 | 同級最佳 |
| LU1223082279 | 施羅德環球基金系列-環球黃金(美元)A-累積- | 產業股票-貴金屬 | 傑出表現 |
| LU0346388704 | 富達基金－全球金融服務基金 Y | 產業股票-金融 | 同級最佳 |
| ISIN | 基金名稱 | 指標類別 | 獎項 |
|---|---|---|---|
| LU1480985495 | 瑞士隆奧亞洲價值債券基金-P配息(美元) | 亞洲固定收益 | 同級最佳 |
| LU1284734750 | 富達基金－亞洲非投資等級債券基金 (Y股穩定月配息美元) | 亞洲高息固定收益 | 同級最佳 |
| TW000T2122M2 | 柏瑞亞太非投資等級債券基金-N類型(美元) | 亞洲高息固定收益 | 傑出表現 |
| TW000T5005V7 | 路博邁優質企業債券基金N月配(南非幣) | 全球企業固定收益 | 同級最佳 |
| LU0149084476 | 摩根士丹利環球可轉換債券基金 | 全球可換股固定收益 | 同級最佳 |
| TW000T0625E3 | 景順六年到期特選全球債券基金累積型南非幣 | 全球固定收益 | 同級最佳 |
| LU0862305348 | 瑞聯UBAM新興市場投資等級公司債券基金美元 RC | 全球新興市場企業固定收益 | 同級最佳 |
| LU0353648891 | 富達基金－全球通膨連結債券基金 (A股累計美元) | 全球通脹挂鉤固定收益 | 同級最佳 |
| LU0390710027 | 富達基金－全球短期收益基金 (A股累計美元) | 全球靈活固定收益 | 同級最佳 |
| LU1883838820 | 鋒裕匯理基金環球非投資等級債券 U 美元 | 全球高收益固定收益 | 同級最佳 |
| LU0113258742 | 施羅德環球基金系列－歐元企業債券(歐元)C-累積 | 歐元企業固定收益 | 同級最佳 |
| LU0346390197 | 富達基金 - 歐元債券基金Y-ACC-EUR | 歐元多元化固定收益 | 同級最佳 |
| LU0146925176 | 瑞聯UBAM美國優質中期公司債券基金美元 IC | 美元企業固定收益 | 同級最佳 |
| IE0004858456 | 駿利亨德森美國短期債券基金 Class Ainc | 美元多元化固定收益 | 同級最佳 |
| TW000T2211Y8 | 復華全球債券基金 | 美元多元化固定收益 | 傑出表現 |
| LU0102830279 | 聯博-按揭收益基金-A2X Acc | 美元靈活固定收益 | 同級最佳 |
| LU0415181899 | 瑞銀 (盧森堡) 歐元非投資等級債券基金 (歐元) I-A1-累積 | 高息固定收益 | 同級最佳 |
| ISIN | 基金名稱 | 指標類別 | 獎項 |
|---|---|---|---|
| LU0815116594 | 資本集團新興市場全面機會基金（盧森堡）Bgd | 全球新興市場股債混合 | 同級最佳 |
| TW000T2125R4 | 柏瑞多重資產特別收益基金-N9類型(美元) | 新臺幣保守型股債混合 | 同級最佳 |
| TW000T1114Y5 | 摩根平衡基金 | 新臺幣平衡型股債混合 | 同級最佳 |
| TW000T0717Y6 | 瀚亞理財通基金A類型–新台幣 | 新臺幣平衡型股債混合 | 傑出表現 |
| LU1582984909 | M&G入息基金A(歐元月配) | 歐元平衡型股債混合 | 同級最佳 |
| LU1158069473 | 歐義銳榮靈活策略入息基金RM4 | 歐元靈活型股債混合 | 同級最佳 |
| TW000T3779C9 | 國泰泰享退系列2029目標日期組合基金-新台幣P | 目標日期 2026 - 2030 | 同級最佳 |
| TW000T3780C7 | 國泰泰享退系列2039目標日期組合基金-新台幣P | 目標日期 2036 - 2040 | 同級最佳 |
| TW000T3781C5 | 國泰泰享退系列2049目標日期組合基金-新台幣P | 目標日期 2046+ | 同級最佳 |
| LU2135367709 | M&G收益優化基金A(美元避險月配) F | 美元保守型股債混合 | 同級最佳 |
| LU1065169283 | 富蘭克林坦伯頓全球投資系列-全球平衡基金美元Z(acc)股 | 美元平衡型股債混合 | 同級最佳 |
| LU1095742018 | 鋒裕匯理長鷹多重資產基金 FA-MD (月配息) | 美元積極型股債混合 | 同級最佳 |
| LU1516354310 | 施羅德環球基金系列－環球目標回報(美元)C-累積 | 美元靈活型股債混合 | 同級最佳 |
Eligibility
For eligibility, the fund must:
- be registered for sale in Hong Kong, Taiwan, Singapore, respectively
- have a minimum three years track record
Judging
TOP FUND AWARDS
Performances between October 1, 2022, and September 30, 2023, for 12 month returns, and October 1, 2020, to September 30, 2023, for 3 year returns based on the following criteria:
- 1 Year & 3 Year Annualized Return
- 1 Year & 3 Year Sortino Ratio
- Over ESG Score
The effective weights of each score set in the calculation are as follows:
- Annualized Return: 20% (1 Year)+ 25% (3 Year)
- Sortino Ratio: 20% (1 Year)+ 25% (3 Year )
- Over ESG: 10%
| ISIN | 基金名稱 | 指標類別 | 獎項 |
|---|---|---|---|
| TW000T2545B7 | 永豐滬深300紅利指數基金-人民幣類型 | 中國A股 | 同級最佳 |
| LU0318931192 | 富達基金－中國聚焦基金 (A股累計歐元) | 中國股票 | 同級最佳 |
| LU0702159426 | 富達基金－亞洲小型企業基金 (A股歐元) | 亞洲不包括日本股票 | 同級最佳 |
| LU0084617165 | 荷寶亞太優越股票基金 D 歐元 | 亞洲股票 | 同級最佳 |
| LU0054578231 | 貝萊德智慧數據永續環球小型企業基金 A2 | 全球中小型股票 | 同級最佳 |
| LU0640798160 | 瀚亞投資-全球新興市場動力股票基金A(美元) | 全球新興市場股票 | 同級最佳 |
| LU0474346029 | 聯博-新興市場價值基金A股歐元 | 全球新興市場股票 | 傑出表現 |
| LU1075359262 | 安聯全球多元投資風格股票基金-A配息類股(歐元) | 全球股票 | 同級最佳 |
| LU1097692070 | 景順環球股票收益基金A-穩定月配息股 美元 | 全球股票收益 | 同級最佳 |
| TW000T1623D9 | 群益印度中小基金N-新臺幣 | 印度股票 | 同級最佳 |
| TW000T2003Y9 | 日盛上選基金(A類型) | 台灣中小型股票 | 同級最佳 |
| TW000T3803Y1 | 富達台灣成長基金 | 台灣股票 | 同級最佳 |
| TW000T0921Y4 | 統一強漢基金(新台幣) | 大中華股票 | 同級最佳 |
| IE0004851022 | 霸菱拉丁美洲基金-A類歐元配息型 | 拉丁美洲股票 | 同級最佳 |
| LU0069970746 | 法巴日本小型股票基金 C (日幣) | 日本中小型股票 | 同級最佳 |
| LU1118698981 | 瀚亞投資-日本動力股票基金Aj (日圓) | 日本股票 | 同級最佳 |
| TW000T1622Y7 | 群益東協成長基金-新臺幣 | 東協股票 | 同級最佳 |
| LU0069450319 | 富達基金－歐盟50R基金 (A股歐元) | 歐元區股票 | 同級最佳 |
| LU0138075311 | 富蘭克林坦伯頓全球投資系列-歐洲中小型企業基金歐元A (acc)股 | 歐洲中小型股票 | 同級最佳 |
| LU0196876865 | 宏利環球基金-新興東歐基金AA股 | 歐洲新興市場股票 | 同級最佳 |
| LU1882449124 | 鋒裕匯理基金新興歐非中東股票 T 歐元 | 歐洲新興市場股票 | 傑出表現 |
| LU0161305759 | 施羅德環球基金系列－歐洲價值股票(歐元)C-累積 | 歐洲股票 | 同級最佳 |
| LU0353648032 | 富達基金－歐洲入息基金 (Y股累計歐元) | 歐洲股票收益 | 同級最佳 |
| IE00B19Z1F40 | 美盛銳思美國小型公司基金A類股歐元配息型(A) | 美國中小型股票 | 同級最佳 |
| LU0860350577 | 普徠仕（盧森堡）系列－普徠仕美國大型成長股票Q級別(美元) | 美國股票 | 同級最佳 |
| LU1429558221 | 法盛盧米斯賽勒斯美國成長股票基金-R/A美元級別 | 美國股票 | 傑出表現 |
| LU0315560408 | 法盛漢瑞斯美國股票基金-R/A英鎊級別 | 美國股票 | 傑出表現 |
| ISIN | 基金名稱 | 指標類別 | 獎項 |
|---|---|---|---|
| TW000T3237Y2 | 野村全球生技醫療基金 | 產業股票-健康護理 | 同級最佳 |
| TW000T0576B4 | 元大全球不動產證券化基金-新台幣B類型配息 | 產業股票-房地產 | 同級最佳 |
| LU0280435461 | 百達-能源轉型-R歐元 | 產業股票-替代能源 | 同級最佳 |
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Eligibility
For eligibility, the fund must:
- be registered for sale in Taiwan
- have a minimum five years track record
Judging
TOP REGULAR SAVING FUNDS
Performances between October 1, 2022, and September 30, 2023, for 12 month returns, October 1, 2020, to September 30, 2023, for 3 year returns, and October 1, 2018, to September 30, 2023, for 5 year returns based on the following criteria:
- 1 Year, 3 Year & 5 Year IRR
The effective weights of each score set in the calculation are as follows:
- IRR: 40% (1 Year) + 30% (3 Year) + 30% (5 Year)
Data Source:
Fund Data: Morningstar
Benchmark has upped its notch on its 20th anniversary and introduced a more up-to-date judging methodology based on merits by the sustainable financial and ESG performance. All participants are scored based on their selections of the options preset for each question in the Questionnaire. Independent reports with data provided by Morningstar for investment performance and BlueOnion for sustainability performance will be used for scoring.
The House Awards can be entered by self-nomination. The objective of this award is to recognize active and passive managers of various asset classes and strategies for delivering sustained, consistent outperformance on a risk-adjusted basis while maintaining excellence in Benchmark's pillars. Benchmark and the buy-side community believe that investment strategies are best evaluated holistically rather than over-emphasizing past returns and risk metrics. In that light, our assessment is based on multiple facets of portfolio and risk management, and corporate strength. We see these facets as interlocking pieces forming a whole picture. Benchmark's five pillars are Investment Approach, Performance & Risk, Portfolio Management, Stewardship, and Corporate Quality.
Winning Titles
The strategy with the highest final score in its peer group wins the Best-in-Class award. Up to two Outstanding Achiever awards will be given to Strategies within a 5% margin below the Best-in-Class
In an industry managing trillions of dollars, investment managers' decisions, directly and indirectly, affect countless lives, the environment, and the overall fabric of life every day. The Sustainability Award aims to assess the fund manager's ability to manage medium- to long-term environmental, social, and governance (ESG) risks and opportunities. ESG is now a mainstream Category for Mutual Funds and ETF s to show off their walking their talk sustainability practices. We continue to recognize the funds driving the most sustainable impact while generating shareholders' value.
Our honorable Jurors for 2023
| Submission Activities: | Hong Kong & Singapore | Taiwan |
|---|---|---|
| Entry Open: | September 13, 2023 | Click Here |
| Early Bird Close: | October 4, 2023 | |
| Entry Close: | October 11, 2023 | |
| Submission Period: | September 27 - October 27, 2023 | |
| Judging Period | October 20 - November 10, 2023 | |
| The Gatekeeper Forum: | November 7 - November 9, 2023 | |
| Results Announcement: | 28 November, 2023 | |
| Awards Ceremony: | February 2024 |
| Flat Fee Per Entry | |
| Early Bird Offer | 10% Off |
| Multi-entry Discount For 4th entry or above | 5% Off |
| Multi-Country Discount For Every Multi-Country Entry | 5% Off |
| Complimentary with Each Entry (House awards entries only) | See Sample |
The Gatekeeper Forum is a sub-set of the judging process with three to five jurors holding a two-way conversation with the manager of a contesting strategy. The forum allows the shortlisted contestants’ CIO or Portfolio Manager to showcase how they're running a profitable strategy and respond to technical questions raised by the gatekeepers. The Forum is a highly curated platform that connects both the buy and sell side of funds and empowers gatekeepers from Private Banks, Institutions, Foundations, and Single and Multi-Family Offices to look under the hood before they invest. Another purpose of the Gatekeeper Forum is to promote investment clarity and transparency. The interaction between senior fund house representatives and our jurors can reveal the underlying idea generation and philosophy of the contesting strategies from multiple perspectives, particularly from a qualitative and ESG perspective. Judges will be presented with independent financial and sustainability performances provided by Morningstar and BlueOnion together with narratives of the challenges provided by the shortlisted candidates. Only invited jurors can select the sessions they are interested in. The forum was held virtually last year, with managers and jurors joining from all over the world and this year the forum will be conducted in a hybrid format.