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 Score	GC Score	Temperature Alignment	3 Yr Return	3 Yr Sortino
Yuanta Emerging Asia Fund Units		Asia Emerging Markets Equity	Outstanding Achiever	56.56	56.79	Overheated	-	-
First Sentier Investors Global Growth Funds-FSSA Dividend Advantage Fund Units A		Asia Equity	Best-In-Class	-	-	-	38.20%	0.51
KGI Pan-Asia Taiwan Enterprise Fund Units		Asia Equity	Best-In-Class	56.12	57.29	Aligned Near-Term	-	-
Barings International Umbrella Fund - Barings Asia Growth Fund Units -A- USD		Asia Equity	Manager of the Year	56.42	56.28	Overheated	70.66%	0.8
First Sentier Investors Global Umbrella Fund PLC - FSSA Asian Growth Fund Accum-IV- USD		Asia Equity	Outstanding Achiever	58.82	57.25	Overheated	34.06%	0.39
Fuh Hwa Asia Pacific Equity Fund Units		Asia Equity	Outstanding Achiever	52.61	54.55	Aligned Near-Term	-	-
PineBridge Global Funds - PineBridge Asia ex Japan Small Cap Equity Fund Class A USD Units		Asia Small & Mid Cap Equity	Best-In-Class	56.01	56.61	Overheated	44.48%	0.54
Principal Asia Pacific High Dividend Equity Fund	-	Asia ex-Japan Equity	Outstanding Achiever	-	-	-	-	-
Yuanta CSI 300 Fund Units		China Equity	Best-In-Class	-	-	-	-	-
BNP Paribas Funds SICAV - China Equity -Classic- Capitalisation		China Equity	Manager of the Year	53.44	52.88	Overheated	74.12%	0.85
AGI China Strategic Growth Fund Units		China Equity	Outstanding Achiever	51.26	50.52	Overheated	-	-
ChinaAMC Fund SICAV - ChinaAMC New Horizon China A Share Fund A Capitalisation		China Equity	Outstanding Achiever	50.91	52.58	Overheated	69.93%	0.63
CUAM China-Hong Kong Strategy Fund	-	China Equity	Outstanding Achiever	-	-	-	-	-
E Fund Selection Investment Series - E Fund China Equity Dividend Fund Distribution A Units		China Income Equity	Best-In-Class	54.01	48.41	Overheated	-	-
BNY Mellon Global Funds PLC - BNY Mellon Mobility Innovation Fund Accum B USD		Consumer Discretionary Sector Equity	Outstanding Achiever	54.5	56.95	Aligned	-	-
BNP Paribas Funds SICAV - Energy Transition I Capitalisation		Energy Sector Equity	Best-In-Class	50.86	54.09	Overheated	122.83%	0.77
Carmignac Portfolio SICAV - Grande Europe Capitalisation -A EUR acc-		Europe Equity	Manager of the Year	58.93	61.22	Aligned	50.08%	0.68
KGI Emerging Market Equity Fund Units		Global Emerging Markets Equity	Outstanding Achiever	52.31	55.83	Overheated	-	-
Wells Fargo (Lux) Worldwide Fund SICAV - Emerging Markets Equity Fund Capitalisation -I (USD)-		Global Emerging Markets Equity	Outstanding Achiever	57.06	56.04	Overheated	48.93%	0.47
Yuanta Global Emerging Market Fund of Funds Units		Global Emerging Markets Equity	Outstanding Achiever	-	-	-	-	-
J O Hambro Capital Management Umbrella Fund PLC - J O Hambro Capital Management Global Select Fund Class A USD Accum.Ptg.Shs		Global Equity	Best-In-Class	58.1	59.71	Aligned	63.02%	0.83
Ninety One Global Strategy Fund SICAV - Global Franchise Fund -A- Capitalisation		Global Equity	Manager of the Year	59.38	58.72	Aligned	53.49%	0.65
Amundi HK Portfolios - Amundi HK - Disruptive Opportunities Equity Fund Units -Classic USD acc- Accumulation		Global Equity	Outstanding Achiever	51.48	53.77	Overheated	80.27%	0.87
Ninety One Global Strategy Fund SICAV - Global Gold Fund -A-Inc- Distribution		Gold & Precious Metals Sector Equity	Outstanding Achiever	60.09	60.1	Overheated	50.39%	0.4
Allianz Global Investors Greater China Fund Units -USD-		Greater China Equity	Outstanding Achiever	54.43	53.5	Overheated	-	-
First Sentier Investors Global Umbrella Fund PLC - FSSA Greater China Growth Fund Accum I USD		Greater China Equity	Outstanding Achiever	55.66	54.83	Overheated	51.19%	0.6
UPAMC Great China Fund Units		Greater China Equity	Outstanding Achiever	51.96	53.76	Aligned Near-Term	-	-
Voyage China Fund Units		Greater China Equity	Outstanding Achiever	52.6	53.68	Aligned	56.10%	0.62
KGI Hospital & Dependency Related Industries Fund (TWD)		Healthcare Sector Equity	Outstanding Achiever	52.11	55.38	Aligned Long-Term	-	-
NMR Global Biotech & Health Care Fund Units		Healthcare Sector Equity	Outstanding Achiever	51.34	56.26	Aligned	-	-
Manulife Global Fund SICAV - Dragon Growth Fund -AA-		Hong Kong Equity	Best-In-Class	52.75	52.81	Overheated	43.98%	0.43
First Sentier Investors Global Umbrella Fund PLC - FSSA Hong Kong Growth Fund Acuum I USD		Hong Kong Equity	Outstanding Achiever	57.28	58.18	Overheated	26.95%	0.26
Manulife Global Fund SICAV - India Equity Fund -AA-		India Equity	Best-In-Class	60.2	60.77	Aligned Long-Term	41.74%	0.36
Yuanta India Fund Units		India Equity	Best-In-Class	57.21	61.31	Overheated	-	-
PineBridge India Equity Fund	-	India Equity	Outstanding Achiever	-	-	-	-	-
UPAMC Global Innovative Tech Fund Units		Information Technology Sector Equity	Best-In-Class	54.51	55.78	Overheated	-	-
Allianz Global Investors Fund SICAV - Allianz Global Artificial Intelligence -AT (USD)- Capitalisation		Information Technology Sector Equity	Outstanding Achiever	49.98	50.34	Overheated	150.30%	1.39
Capital High Tech Fund		Information Technology Sector Equity	Outstanding Achiever	58.02	60.75	Aligned Near-Term	-	-
Franklin Technology Fund Capitalisation -A (acc)-		Information Technology Sector Equity	Outstanding Achiever	53.3	52.74	Aligned Near-Term	132.03%	1.37
First State Global Umbrella Fund PLC - First State Japan Equity Fund Accum-III- USD		Japan Equity	Best-In-Class	58.14	51.3	Overheated	50.67%	0.5
Fubon Aggressive Growth Fund Units		Taiwan Equity	Best-In-Class	58.72	61.55	Aligned Near-Term	-	-
NMR Superior Equity Fund Units		Taiwan Equity	Outstanding Achiever	59.64	62.3	Aligned Near-Term	-	-
Fuh-Hwa Small Capital Fund Units		Taiwan Small/Mid Cap Equity	Best-In-Class	58.08	60.93	Aligned Near-Term	-	-
Allianz Global Investors Taiwan Fund Units		Taiwan Small/Mid Cap Equity	Outstanding Achiever	55.81	60.42	Aligned Near-Term	-	-
NMR Small Cap Fund Units		Taiwan Small/Mid Cap Equity	Outstanding Achiever	59.85	62.97	Aligned Near-Term	-	-
Franklin Growth Fund;A	-	US Equity	Best-In-Class	-	-	-	-	-
Wells Fargo (Lux) Worldwide Fund SICAV - U.S. Large Cap Growth Fund -I (USD)-		US Equity	Best-In-Class	53.59	53.51	Aligned Near-Term	86.50%	1.03

Fund Name	Member Access	Category	Award	ESG Score	GC Score	Temperature Alignment	3 Yr Return	3 Yr Sortino
Manulife Asia Pacific Bond Fund Units Class A		Asia Fixed Income	Best-In-Class	50.9	57.48	Aligned	-	-
Manulife Global Fund - Asia Total Return Class I	-	Asia Fixed Income	Best-In-Class	-	-	-	-	-
BEA Union Investment Capital Growth Fund - BEA Union Investment Asia Pacific Investment Grade Bond Fund Units R Accumulation		Asia Fixed Income	Manager of the Year	50.57	56.17	Overheated	18.81%	0.42
First Sentier Investors Global Umbrella Fund PLC- First Sentier Asian Quality Bond Fund I		Asia Fixed Income	Outstanding Achiever	54.69	60.71	Overheated	17.59%	0.4
IP All Seasons Asian Credit Fund	-	Asia Fixed Income	Outstanding Achiever	-	-	-	-	-
IP All Seasons Bond Fund	-	Asia Fixed Income	Outstanding Achiever	-	-	-	-	-
PIMCO Funds: Global Investors Series PLC - Asia Strategic Interest Bond Fund E USD		Asia Fixed Income	Outstanding Achiever	48.68	55.56	Aligned	22.43%	0.44
Income Partners Managed Volatility High Yield Bond Fund	-	China Fixed Income	Best-In-Class	-	-	-	-	-
BOC (Europe) UCITS SICAV - BOCHK RMB High Yield Bond Fund	-	China Fixed Income	Outstanding Achiever	-	-	-	-	-
E Fund (HK) RMB Fixed Income Fund	-	China Fixed Income	Outstanding Achiever	-	-	-	-	-
HSBC Global Investment Funds SICAV - RMB Fixed Income Capitalisation A		China Fixed Income	Outstanding Achiever	48.07	56.26	Aligned	18.01%	0.36
Income Partners RMB Bond Fund	-	China Fixed Income	Outstanding Achiever	-	-	-	-	-
Manulife China Dim Sum High Yield Bond Fund Units Class A USD		China Fixed Income	Outstanding Achiever	45.56	54.59	Overheated	-	-
UBS (HK) Fund Series - China High Yield Bond (USD) Class A USD-acc	-	China Fixed Income	Outstanding Achiever	-	-	-	-	-
Amundi Funds SICAV - Emerging Markets Bond -A USD- Capitalisation		Emerging Markets Fixed Income	Best-In-Class	43.69	56.14	Aligned	18.21%	0.12
CS Investment Funds 3 SICAV - Credit Suisse (Lux) Emerging Market Corporate Bond Fund Capitalisation -B USD-		Emerging Markets Fixed Income	Best-In-Class	47.44	54.26	Overheated	26.22%	0.31
Ashmore SICAV - Emerging Markets Investment Grade Corporate Debt Fund -Institutional (Inc) USD-		Emerging Markets Fixed Income	Outstanding Achiever	53.2	58.76	Overheated	25.88%	0.34
Ninety One Global Strategy Fund SICAV - Emerging Markets Investment Grade Corporate Debt Fund -I-Acc- Capitalisation		Emerging Markets Fixed Income	Outstanding Achiever	53.74	60.99	Overheated	29.25%	0.57
Fuh Hwa South Africa Short-Term Income ZAR Fund Units Class A		Emerging Markets Fixed Income	Outstanding Achiever	-	-	-	-	-
Schroder International Selection Fund SICAV - Global Credit Income -A MF- Distribution		Global Fixed Income	Best-In-Class	51.63	57.99	Aligned	19.40%	0.29
Allianz Global Investors Fund SICAV - Allianz Green Bond -AT (EUR)- Capitalisation		Global Fixed Income	Outstanding Achiever	53.59	60.77	Aligned	8.57%	-0.12
E Fund (HK) Select Bond Fund	-	Global Fixed Income	Outstanding Achiever	-	-	-	-	-
Amundi Funds Pioneer Global High Yield Bond Fund - A USD	-	High Yield Fixed Income	Best-In-Class	-	-	-	-	-
BNY Mellon Global Funds PLC - BNY Mellon Global High Yield Bond Fund Class C USD Accum.Ptg.Shs		High Yield Fixed Income	Best-In-Class	47.01	53.22	Overheated	19.77%	0.2
Legal & General SICAV - L&G Global High Yield Bond Fund I Distribution		High Yield Fixed Income	Outstanding Achiever	47.17	54.08	Overheated	24.74%	0.31
BNY Mellon Global Funds PLC - BNY Mellon U.S. Municipal Infrastructure Debt Fund Accum X USD		US Fixed Income	Best-In-Class	-	-	-	-	-
Amundi Funds SICAV - Pioneer US Bond -A2 USD- Capitalisation		US Fixed Income	Outstanding Achiever	39.22	47.93	Aligned	16.67%	0.26
Legg Mason Global Funds PLC - Legg Mason Western Asset US Core Plus Bond Fund Class A USD Accum.Shs		US Fixed Income	Outstanding Achiever	43.03	50.16	Aligned	18.70%	0.4

Fund Name	Member Access	Category	Award	ESG Score	GC Score	Temperature Alignment	3 Yr Return	3 Yr Sortino
Zeal China Fund	-	Long/Short Equity	Best-In-Class	-	-	-	-	-

Fund Name	Category	Award	ESG Score	GC Score	Temperature Alignment	3 Yr Return	3 Yr Sortino
Cathay Global Aggressive Fund of Fund Units	Aggressive Mixed Assets	Outstanding Achiever	-	-	-	-	-
UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) Pacc- Capitalisation	Asia Allocation Mixed Asset	Best-In-Class	49.29	50.7	Overheated	29.87%	0.49
Fuh-Hwa Asia Pacific Balanced Fund Units	Asia Allocation Mixed Asset	Outstanding Achiever	54.57	57.41	Overheated	-	-
ZEAL Investment Series - ZEAL China Connect Fund HKD Units	Asia Allocation Mixed Asset	Outstanding Achiever	50.01	51.35	Aligned Near-Term	58.10%	0.69
First Sentier Bridge Fund Class A Units	Balanced Mixed Asset	Best-In-Class	-	-	-	26.96%	0.47
Fuh-Hwa Global Balance Fund Units	Balanced Mixed Asset	Best-In-Class	55.69	56.54	Aligned Near-Term	-	-
Allianz Global Investors Fund SICAV - Allianz Income and Growth Capitalisation -AT (USD)-	Balanced Mixed Asset	Outstanding Achiever	50.37	52.31	Overheated	45.28%	0.64
First State Asian Bridge Fund Units	Balanced Mixed Asset	Outstanding Achiever	58.83	59.82	Overheated	30.80%	0.56
Yuanta China Umbrella Securities Investment Trust Fund-China Balance Fund Units	Balanced Mixed Asset	Outstanding Achiever	52.85	52.48	Overheated	-	-
Cathay High Income Fund of Funds Units	Conservative Mixed Asset	Best-In-Class	-	-	-	-	-
Ninety One Global Strategy Fund SICAV - Global Multi-Asset Income Fund -A-Inc-2- Distribution	Conservative Mixed Asset	Best-In-Class	56.07	59.47	Aligned	12.92%	0.1
BNY Mellon Global Real Return A USD Acc	Flexible Mixed Asset	Best-In-Class	56.74	59.01	Aligned	26.68%	0.5
Capital Global Abundant Income Fund of Funds Units A	Flexible Mixed Asset	Best-In-Class	-	-	-	-	-
Schroder Umbrella Fund II - Schroder China Asset Income Fund Units -A ACC HKD- Accumulation	Flexible Mixed Asset	Outstanding Achiever	52.89	52.9	Overheated	37.67%	0.62

Fund Name	Member Access	Category	Award	Environment	Social	Governance	ESG Score	GC Score	Temperature Alignment
Fubon TWSE Corporate Governance 100 ETF		ESG ETF	Best-In-Class	74.25	65.83	52.01	62.63	66.69	Aligned Near-Term
Amundi Amundi Actions France ISR FCP de Capitalisation 3 Decimales Parts I		ESG Integration	Best-In-Class	63.84	61.08	47.5	55.47	60.19	Overheated
BNP Paribas Funds SICAV - Energy Transition -Privilege- Capitalisation		ESG Integration	Best-In-Class	56.91	52.59	46.11	50.86	54.09	Overheated
BNY Mellon Global Funds PLC - BNY Mellon Global Equity Fund Class A USD		ESG Integration	Outstanding Achiever	65.08	57.77	52.12	56.82	58.6	Aligned
Cathay Asian Growth Fund Units		ESG Integration	Outstanding Achiever	59.61	56.56	50.22	54.87	54.93	Aligned Near-Term
HSBC Global Investment Funds SICAV - Global Lower Carbon Bond A Capitalisation		ESG Integration	Outstanding Achiever	63.56	59.48	43.78	53.06	59.09	Aligned
PineBridge ESG Quantitative Bond A TWD	-	ESG Integration	Outstanding Achiever	-	-	-	-	-	-
Schroder International Selection Fund SICAV - Global Climate Change Equity Capitalisation A		ESG Integration	Outstanding Achiever	65.67	59	54.01	58.55	60.05	Aligned
BlackRock Global Funds SICAV - Sustainable Energy Fund -A2- Capitalisation		Impact Initiatives	Outstanding Achiever	67.73	62.81	53.45	60.16	62.99	Aligned
Pictet SICAV - Pictet-Global Environmental Opportunities -I EUR- Capitalisation		Impact Initiatives	Outstanding Achiever	66.02	61.45	53.68	58.72	62.37	Overheated
First Sentier Investors Global Umbrella Fund PLC - FSSA Asian Equity Plus Fund I		Stewardship	Best-In-Class	62.21	58.94	55.7	58.34	57.98	Overheated
BNP Paribas Funds SICAV - China Equity -Privilege- Capitalisation		Stewardship	Outstanding Achiever	53.51	52.92	53.84	53.44	52.88	Overheated
Yuanta FTSE4Good TIP Taiwan ESG ETF		Sustainable Investing ETF	Best-In-Class	71.85	63.63	51.03	60.59	64.69	Aligned Near-Term

Fund Name	Category	Award	ESG Score	GC Score	Temperature Alignment	3 Yr Return	3 Yr Sortino
Capital SZSE SME Price Index Exchange Traded Fund	China A Shares ETF	Outstanding Achiever	50.09	51.03	Aligned	-	-
Yuanta MSCI China A ETF	China A Shares ETF	Outstanding Achiever	48.52	49.77	Overheated	-	-
Yuanta S&P GSCI Gold ER Futures ETF	Commodity ETF	Best-In-Class	-	-	-	-	-
Cathay BB US Corporate A- & Above 10+ Years Liquid ETF	Fixed Income ETF	Best-In-Class	53.08	54.89	Aligned	-	-
Capital Ice International 15+ Year US Emerging Markets External Sovereign ETF	Fixed Income ETF	Outstanding Achiever	-	-	-	-	-
KGI 10+Year Emerging Market USD Investment GradeBond ETF Units	Fixed Income ETF	Outstanding Achiever	50.33	53.31	Overheated	-	-
Yuanta U.S. Treasury 20 Year Bond ETF	Fixed Income ETF	Outstanding Achiever	-	-	-	-	-
Yuanta/P-shares Taiwan Dividend Plus ETF	High Dividend ETF	Best-In-Class	57.38	61.34	Aligned	-	-
CSOP Leveraged and Inverse Series - CSOP Hang Seng Index Daily (-2x) Inverse Product	Inverse/Leveraged ETF	Best-In-Class	-	-	-	-	-
ChinaAMC CSI 300 Index ETF CNY	Physical ETF	Best-In-Class	48.98	51.33	Overheated	53.18%	0.72
Global X China Consumer Brand ETF	Smart Beta ETF	Outstanding Achiever	55.36	51.64	Overheated	-	-
Yuanta/P-shares Taiwan Top 50 ETF	Taiwan Large Cap ETF	Best-In-Class	61.09	65.46	Aligned Near-Term	-	-
Cathay TIP TAIEX+ Low Volatility Select 30 ETF	Taiwan Large Cap ETF	Outstanding Achiever	59.18	63.19	Aligned	-	-

As of 13/07/2021

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