BEA Union Investment Capital Growth Fund - BEA Union Investment Asia Pacific Investment Grade Bond Fund Units R Accumulation


Manager of the Year in the Fixed Income category goes to Pheona Tsang, Chief Investment Officer- Fixed Income of the BEA Union Investment Asia Pacific Investment Grade Bond Fund.

Pheona has over 20 years of industry experience and leads a team with a highly disciplined investment process that has delivered consistent and stable long-term performance. We were impressed with explaining tactical and risk management strategies, both managing duration risk and credit event assessment and control. For example, during the COVID-19 related turmoil for corporate bonds in 2020, the Fund moved quickly to address liquidity and solvency concerns and was later positioned for recovery.

We noted the Fund's highly diversified Asian Investment Grade portfolio generated an excellent yield without overexposure to China and real estate.

The Fund has begun integrating ESG into its investment process and is expected to move further in this direction by leveraging the expertise in its joint venture German partner's ESG initiatives.

This Fund has been reviewed by three industry veterans of the Benchmark judging committee.

Manager Awards: Asia Fixed Income
Hong Kong – Manager of the Year


ISIN: HK0000334380
Inception Date: 06/20/2014
AUM: HKD 903360000
Manager Name: Pheona Tsang
Total Expense Ratio: –
3-Yr Return: 18.81%
3-Yr Max Drawdown: -5.91%

ESG Score: 50.57
GC Score: 56.17
Near-Term Score(<=2°C): 53.64%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: –
Environmental Consequence: –
Stewardship – Engagement: –

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