Gatekeeper Selection 2020

The Gatekeeper Selections are flagship strategies awarded by the Panel of Jurors in 2020.  The judging committees have considered the managers' five pillars of strength: investment process, portfolio management, risk and performance, stewardship, and corporate quality.  The selection process is rigorous, and scoring is derived from over 250 metrics of a standardized DDQ and a face-to-face interview with a senior portfolio management executive of the contesting strategy.

Fund Name
Member Access
Category
Award
ESG ScoreGC Score
Temperature Alignment
3 Yr Return3 Yr Sortino
Yuanta Emerging Asia Fund UnitsAsia Emerging Markets EquityOutstanding Achiever56.5656.79Overheated--
First Sentier Investors Global Growth Funds-FSSA Dividend Advantage Fund Units AAsia EquityBest-In-Class---38.20%0.51
KGI Pan-Asia Taiwan Enterprise Fund UnitsAsia EquityBest-In-Class56.1257.29Aligned Near-Term--
Barings International Umbrella Fund - Barings Asia Growth Fund Units -A- USDAsia EquityManager of the Year56.4256.28Overheated70.66%0.8
First Sentier Investors Global Umbrella Fund PLC - FSSA Asian Growth Fund Accum-IV- USDAsia EquityOutstanding Achiever58.8257.25Overheated34.06%0.39
Fuh Hwa Asia Pacific Equity Fund UnitsAsia EquityOutstanding Achiever52.6154.55Aligned Near-Term--
PineBridge Global Funds - PineBridge Asia ex Japan Small Cap Equity Fund Class A USD UnitsAsia Small & Mid Cap EquityBest-In-Class56.0156.61Overheated44.48%0.54
Principal Asia Pacific High Dividend Equity Fund-Asia ex-Japan EquityOutstanding Achiever-----
Yuanta CSI 300 Fund UnitsChina EquityBest-In-Class-----
BNP Paribas Funds SICAV - China Equity -Classic- CapitalisationChina EquityManager of the Year53.4452.88Overheated74.12%0.85
AGI China Strategic Growth Fund UnitsChina EquityOutstanding Achiever51.2650.52Overheated--
ChinaAMC Fund SICAV - ChinaAMC New Horizon China A Share Fund A CapitalisationChina EquityOutstanding Achiever50.9152.58Overheated69.93%0.63
CUAM China-Hong Kong Strategy Fund-China EquityOutstanding Achiever-----
E Fund Selection Investment Series - E Fund China Equity Dividend Fund Distribution A UnitsChina Income EquityBest-In-Class54.0148.41Overheated--
BNY Mellon Global Funds PLC - BNY Mellon Mobility Innovation Fund Accum B USDConsumer Discretionary Sector EquityOutstanding Achiever54.556.95Aligned--
BNP Paribas Funds SICAV - Energy Transition I CapitalisationEnergy Sector EquityBest-In-Class50.8654.09Overheated122.83%0.77
Carmignac Portfolio SICAV - Grande Europe Capitalisation -A EUR acc-Europe EquityManager of the Year58.9361.22Aligned50.08%0.68
KGI Emerging Market Equity Fund UnitsGlobal Emerging Markets EquityOutstanding Achiever52.3155.83Overheated--
Wells Fargo (Lux) Worldwide Fund SICAV - Emerging Markets Equity Fund Capitalisation -I (USD)-Global Emerging Markets EquityOutstanding Achiever57.0656.04Overheated48.93%0.47
Yuanta Global Emerging Market Fund of Funds UnitsGlobal Emerging Markets EquityOutstanding Achiever-----
J O Hambro Capital Management Umbrella Fund PLC - J O Hambro Capital Management Global Select Fund Class A USD Accum.Ptg.ShsGlobal EquityBest-In-Class58.159.71Aligned63.02%0.83
Ninety One Global Strategy Fund SICAV - Global Franchise Fund -A- CapitalisationGlobal EquityManager of the Year59.3858.72Aligned53.49%0.65
Amundi HK Portfolios - Amundi HK - Disruptive Opportunities Equity Fund Units -Classic USD acc- AccumulationGlobal EquityOutstanding Achiever51.4853.77Overheated80.27%0.87
Ninety One Global Strategy Fund SICAV - Global Gold Fund -A-Inc- DistributionGold & Precious Metals Sector EquityOutstanding Achiever60.0960.1Overheated50.39%0.4
Allianz Global Investors Greater China Fund Units -USD-Greater China EquityOutstanding Achiever54.4353.5Overheated--
First Sentier Investors Global Umbrella Fund PLC - FSSA Greater China Growth Fund Accum I USDGreater China EquityOutstanding Achiever55.6654.83Overheated51.19%0.6
UPAMC Great China Fund UnitsGreater China EquityOutstanding Achiever51.9653.76Aligned Near-Term--
Voyage China Fund UnitsGreater China EquityOutstanding Achiever52.653.68Aligned56.10%0.62
KGI Hospital & Dependency Related Industries Fund (TWD)Healthcare Sector EquityOutstanding Achiever52.1155.38Aligned Long-Term--
NMR Global Biotech & Health Care Fund UnitsHealthcare Sector EquityOutstanding Achiever51.3456.26Aligned--
Manulife Global Fund SICAV - Dragon Growth Fund -AA-Hong Kong EquityBest-In-Class52.7552.81Overheated43.98%0.43
First Sentier Investors Global Umbrella Fund PLC - FSSA Hong Kong Growth Fund Acuum I USDHong Kong EquityOutstanding Achiever57.2858.18Overheated26.95%0.26
Manulife Global Fund SICAV - India Equity Fund -AA-India EquityBest-In-Class60.260.77Aligned Long-Term41.74%0.36
Yuanta India Fund UnitsIndia EquityBest-In-Class57.2161.31Overheated--
PineBridge India Equity Fund-India EquityOutstanding Achiever-----
UPAMC Global Innovative Tech Fund UnitsInformation Technology Sector EquityBest-In-Class54.5155.78Overheated--
Allianz Global Investors Fund SICAV - Allianz Global Artificial Intelligence -AT (USD)- CapitalisationInformation Technology Sector EquityOutstanding Achiever49.9850.34Overheated150.30%1.39
Capital High Tech FundInformation Technology Sector EquityOutstanding Achiever58.0260.75Aligned Near-Term--
Franklin Technology Fund Capitalisation -A (acc)-Information Technology Sector EquityOutstanding Achiever53.352.74Aligned Near-Term132.03%1.37
First State Global Umbrella Fund PLC - First State Japan Equity Fund Accum-III- USDJapan EquityBest-In-Class58.1451.3Overheated50.67%0.5
Fubon Aggressive Growth Fund UnitsTaiwan EquityBest-In-Class58.7261.55Aligned Near-Term--
NMR Superior Equity Fund UnitsTaiwan EquityOutstanding Achiever59.6462.3Aligned Near-Term--
Fuh-Hwa Small Capital Fund UnitsTaiwan Small/Mid Cap EquityBest-In-Class58.0860.93Aligned Near-Term--
Allianz Global Investors Taiwan Fund UnitsTaiwan Small/Mid Cap EquityOutstanding Achiever55.8160.42Aligned Near-Term--
NMR Small Cap Fund UnitsTaiwan Small/Mid Cap EquityOutstanding Achiever59.8562.97Aligned Near-Term--
Franklin Growth Fund;A-US EquityBest-In-Class-----
Wells Fargo (Lux) Worldwide Fund SICAV - U.S. Large Cap Growth Fund -I (USD)-US EquityBest-In-Class53.5953.51Aligned Near-Term86.50%1.03
Fund Name
Member Access
Category
Award
ESG ScoreGC Score
Temperature Alignment
3 Yr Return3 Yr Sortino
Manulife Asia Pacific Bond Fund Units Class AAsia Fixed IncomeBest-In-Class50.957.48Aligned--
Manulife Global Fund - Asia Total Return Class I-Asia Fixed IncomeBest-In-Class-----
BEA Union Investment Capital Growth Fund - BEA Union Investment Asia Pacific Investment Grade Bond Fund Units R AccumulationAsia Fixed IncomeManager of the Year50.5756.17Overheated18.81%0.42
First Sentier Investors Global Umbrella Fund PLC- First Sentier Asian Quality Bond Fund IAsia Fixed IncomeOutstanding Achiever54.6960.71Overheated17.59%0.4
IP All Seasons Asian Credit Fund-Asia Fixed IncomeOutstanding Achiever-----
IP All Seasons Bond Fund-Asia Fixed IncomeOutstanding Achiever-----
PIMCO Funds: Global Investors Series PLC - Asia Strategic Interest Bond Fund E USDAsia Fixed IncomeOutstanding Achiever48.6855.56Aligned22.43%0.44
Income Partners Managed Volatility High Yield Bond Fund-China Fixed IncomeBest-In-Class-----
BOC (Europe) UCITS SICAV - BOCHK RMB High Yield Bond Fund-China Fixed IncomeOutstanding Achiever-----
E Fund (HK) RMB Fixed Income Fund-China Fixed IncomeOutstanding Achiever-----
HSBC Global Investment Funds SICAV - RMB Fixed Income Capitalisation AChina Fixed IncomeOutstanding Achiever48.0756.26Aligned18.01%0.36
Income Partners RMB Bond Fund-China Fixed IncomeOutstanding Achiever-----
Manulife China Dim Sum High Yield Bond Fund Units Class A USDChina Fixed IncomeOutstanding Achiever45.5654.59Overheated--
UBS (HK) Fund Series - China High Yield Bond (USD) Class A USD-acc-China Fixed IncomeOutstanding Achiever-----
Amundi Funds SICAV - Emerging Markets Bond -A USD- CapitalisationEmerging Markets Fixed IncomeBest-In-Class43.6956.14Aligned18.21%0.12
CS Investment Funds 3 SICAV - Credit Suisse (Lux) Emerging Market Corporate Bond Fund Capitalisation -B USD-Emerging Markets Fixed IncomeBest-In-Class47.4454.26Overheated26.22%0.31
Ashmore SICAV - Emerging Markets Investment Grade Corporate Debt Fund -Institutional (Inc) USD-Emerging Markets Fixed IncomeOutstanding Achiever53.258.76Overheated25.88%0.34
Ninety One Global Strategy Fund SICAV - Emerging Markets Investment Grade Corporate Debt Fund -I-Acc- CapitalisationEmerging Markets Fixed IncomeOutstanding Achiever53.7460.99Overheated29.25%0.57
Fuh Hwa South Africa Short-Term Income ZAR Fund Units Class AEmerging Markets Fixed IncomeOutstanding Achiever-----
Schroder International Selection Fund SICAV - Global Credit Income -A MF- DistributionGlobal Fixed IncomeBest-In-Class51.6357.99Aligned19.40%0.29
Allianz Global Investors Fund SICAV - Allianz Green Bond -AT (EUR)- CapitalisationGlobal Fixed IncomeOutstanding Achiever53.5960.77Aligned8.57%-0.12
E Fund (HK) Select Bond Fund-Global Fixed IncomeOutstanding Achiever-----
Amundi Funds Pioneer Global High Yield Bond Fund - A USD-High Yield Fixed IncomeBest-In-Class-----
BNY Mellon Global Funds PLC - BNY Mellon Global High Yield Bond Fund Class C USD Accum.Ptg.ShsHigh Yield Fixed IncomeBest-In-Class47.0153.22Overheated19.77%0.2
Legal & General SICAV - L&G Global High Yield Bond Fund I DistributionHigh Yield Fixed IncomeOutstanding Achiever47.1754.08Overheated24.74%0.31
BNY Mellon Global Funds PLC - BNY Mellon U.S. Municipal Infrastructure Debt Fund Accum X USDUS Fixed IncomeBest-In-Class-----
Amundi Funds SICAV - Pioneer US Bond -A2 USD- CapitalisationUS Fixed IncomeOutstanding Achiever39.2247.93Aligned16.67%0.26
Legg Mason Global Funds PLC - Legg Mason Western Asset US Core Plus Bond Fund Class A USD Accum.ShsUS Fixed IncomeOutstanding Achiever43.0350.16Aligned18.70%0.4
Fund Name
Member Access
Category
Award
ESG ScoreGC Score
Temperature Alignment
3 Yr Return3 Yr Sortino
Zeal China Fund-Long/Short EquityBest-In-Class-----
Fund Name
Member Access
Category
Award
ESG ScoreGC Score
Temperature Alignment
3 Yr Return3 Yr Sortino
Cathay Global Aggressive Fund of Fund UnitsAggressive Mixed AssetsOutstanding Achiever-----
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) Pacc- CapitalisationAsia Allocation Mixed AssetBest-In-Class49.2950.7Overheated29.87%0.49
Fuh-Hwa Asia Pacific Balanced Fund UnitsAsia Allocation Mixed AssetOutstanding Achiever54.5757.41Overheated--
ZEAL Investment Series - ZEAL China Connect Fund HKD UnitsAsia Allocation Mixed AssetOutstanding Achiever50.0151.35Aligned Near-Term58.10%0.69
First Sentier Bridge Fund Class A UnitsBalanced Mixed AssetBest-In-Class---26.96%0.47
Fuh-Hwa Global Balance Fund UnitsBalanced Mixed AssetBest-In-Class55.6956.54Aligned Near-Term--
Allianz Global Investors Fund SICAV - Allianz Income and Growth Capitalisation -AT (USD)-Balanced Mixed AssetOutstanding Achiever50.3752.31Overheated45.28%0.64
First State Asian Bridge Fund UnitsBalanced Mixed AssetOutstanding Achiever58.8359.82Overheated30.80%0.56
Yuanta China Umbrella Securities Investment Trust Fund-China Balance Fund UnitsBalanced Mixed AssetOutstanding Achiever52.8552.48Overheated--
Cathay High Income Fund of Funds UnitsConservative Mixed AssetBest-In-Class-----
Ninety One Global Strategy Fund SICAV - Global Multi-Asset Income Fund -A-Inc-2- DistributionConservative Mixed AssetBest-In-Class56.0759.47Aligned12.92%0.1
BNY Mellon Global Real Return A USD AccFlexible Mixed AssetBest-In-Class56.7459.01Aligned26.68%0.5
Capital Global Abundant Income Fund of Funds Units AFlexible Mixed AssetBest-In-Class-----
Schroder Umbrella Fund II - Schroder China Asset Income Fund Units -A ACC HKD- AccumulationFlexible Mixed AssetOutstanding Achiever52.8952.9Overheated37.67%0.62
Fund Name
Member Access
Category
Award
EnvironmentSocialGovernanceESG ScoreGC Score
Temperature Alignment
Fubon TWSE Corporate Governance 100 ETFESG ETFBest-In-Class74.2565.8352.0162.6366.69Aligned Near-Term
Amundi Amundi Actions France ISR FCP de Capitalisation 3 Decimales Parts IESG IntegrationBest-In-Class63.8461.0847.555.4760.19Overheated
BNP Paribas Funds SICAV - Energy Transition -Privilege- CapitalisationESG IntegrationBest-In-Class56.9152.5946.1150.8654.09Overheated
BNY Mellon Global Funds PLC - BNY Mellon Global Equity Fund Class A USDESG IntegrationOutstanding Achiever65.0857.7752.1256.8258.6Aligned
Cathay Asian Growth Fund UnitsESG IntegrationOutstanding Achiever59.6156.5650.2254.8754.93Aligned Near-Term
HSBC Global Investment Funds SICAV - Global Lower Carbon Bond A CapitalisationESG IntegrationOutstanding Achiever63.5659.4843.7853.0659.09Aligned
PineBridge ESG Quantitative Bond A TWD-ESG IntegrationOutstanding Achiever------
Schroder International Selection Fund SICAV - Global Climate Change Equity Capitalisation AESG IntegrationOutstanding Achiever65.675954.0158.5560.05Aligned
BlackRock Global Funds SICAV - Sustainable Energy Fund -A2- CapitalisationImpact InitiativesOutstanding Achiever67.7362.8153.4560.1662.99Aligned
Pictet SICAV - Pictet-Global Environmental Opportunities -I EUR- CapitalisationImpact InitiativesOutstanding Achiever66.0261.4553.6858.7262.37Overheated
First Sentier Investors Global Umbrella Fund PLC - FSSA Asian Equity Plus Fund IStewardshipBest-In-Class62.2158.9455.758.3457.98Overheated
BNP Paribas Funds SICAV - China Equity -Privilege- CapitalisationStewardshipOutstanding Achiever53.5152.9253.8453.4452.88Overheated
Yuanta FTSE4Good TIP Taiwan ESG ETFSustainable Investing ETFBest-In-Class71.8563.6351.0360.5964.69Aligned Near-Term
Fund Name
Member Access
Category
Award
ESG ScoreGC Score
Temperature Alignment
3 Yr Return3 Yr Sortino
Capital SZSE SME Price Index Exchange Traded FundChina A Shares ETFOutstanding Achiever50.0951.03Aligned--
Yuanta MSCI China A ETFChina A Shares ETFOutstanding Achiever48.5249.77Overheated--
Yuanta S&P GSCI Gold ER Futures ETFCommodity ETFBest-In-Class-----
Cathay BB US Corporate A- & Above 10+ Years Liquid ETFFixed Income ETFBest-In-Class53.0854.89Aligned--
Capital Ice International 15+ Year US Emerging Markets External Sovereign ETFFixed Income ETFOutstanding Achiever-----
KGI 10+Year Emerging Market USD Investment GradeBond ETF UnitsFixed Income ETFOutstanding Achiever50.3353.31Overheated--
Yuanta U.S. Treasury 20 Year Bond ETFFixed Income ETFOutstanding Achiever-----
Yuanta/P-shares Taiwan Dividend Plus ETFHigh Dividend ETFBest-In-Class57.3861.34Aligned--
CSOP Leveraged and Inverse Series - CSOP Hang Seng Index Daily (-2x) Inverse ProductInverse/Leveraged ETFBest-In-Class-----
ChinaAMC CSI 300 Index ETF CNYPhysical ETFBest-In-Class48.9851.33Overheated53.18%0.72
Global X China Consumer Brand ETFSmart Beta ETFOutstanding Achiever55.3651.64Overheated--
Yuanta/P-shares Taiwan Top 50 ETFTaiwan Large Cap ETFBest-In-Class61.0965.46Aligned Near-Term--
Cathay TIP TAIEX+ Low Volatility Select 30 ETFTaiwan Large Cap ETFOutstanding Achiever59.1863.19Aligned--

As of 13/07/2021