Top Fund Awards
Methodology
The Top Fund Awards series are not open for nomination.
Benchmark’s Top Fund Awards 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:
Top Mutual Funds
20% – 1 Yr Annualized Return
20% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
20% – 3 Yr Sortino Ratio
10% – BlueOnion Sustainability Score
10% – BlueOnion Climate Risk Score
Top MPF Funds
10% - 1 Year Annualized Return (HKD)
20% - 3 Year Annualized Return (HKD)
30% - 5 Year Monthly I.R.R. (HKD)
40% - 10 Year Monthly I.R.R. (HKD)
Top ETF Funds
30% - 1 Yr Annualized Return
10% - 3 Yr Annualized Return
30% - 1 Yr Tracking Error
10% - 3 Yr Tracking Error
10% - BlueOnion Sustainability Score
10% - BlueOnion Climate Risk Score
The assessment period is from January 1, 2024 to December 31, 2024.
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.
