Location Selector
Awards
| Company | Award | |
| BEA Union Investment
Management Limited |
Best-in-Class: Asia Fixed Income
Source: BENCHMARK, performance as at June 2023. |
|
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Outstanding Achiever - Greater China Equity
Source: BENCHMARK, performance as at June 2022.
|
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Outstanding Achiever - Asia Fixed Income
Source: BENCHMARK, performance as at June 2022.
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Outstanding Achiever - China Fixed Income
Source: BENCHMARK, performance as at June 2022.
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The Asset Benchmark Research 2022: Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 3
Source: The Asset, 2022 Research for Asian G3 Bonds, performance as at June 2022.
|
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| Fund | Award | |
| BEA (IS) MPF Conservative |
Outstanding Achiever
Source: BENCHMARK, performance as at June 2023. |
|
| BEA (MTS) Conservative |
Outstanding Achiever
Source: BENCHMARK, performance as at June 2023. |
|
| BEA Union Investment
Asian Bond and Currency Fund |
Best-in-Class: Asia High Yield Fixed Income
Source: BENCHMARK, performance as at June 2022. |
|
| BEA Union Investment
Hong Kong Dollar (HK$) Bond Fund |
Best-in-Class: HKD Fixed Income
Source: BENCHMARK, performance as at June 2022. |
|
| BEA Union Investment
China A-Share Equity Fund |
Asia Asset Management Best of the Best Performance Awards 2022 - China Equity (10 Years)
Source: Asia Asset Management, performance as at 30 September 2021 for 2022 award. |
|
| Investment Team Member | Award | |
| Mr. Victor Wong
Portfolio Manager, Fixed Income |
The Asset Benchmark Research 2022: Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Rank 2
Source: The Asset, 2022 Research for Asian G3 Bonds, performance as at June 2022.
|
|
| Ms. Koey Leung,
Portfolio Manager, Fixed Income |
The Asset Benchmark Research 2022: Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Rank 25
Source: The Asset, 2022 Research for Asian G3 Bonds, performance as at June 2022.
|
|
Company
BEA Union Investment Management Limited
Best-in-Class: Asia Fixed Income
Source: BENCHMARK, performance as at June 2023.
Outstanding Achiever - Greater China Equity
Source: BENCHMARK, performance as at June 2022.
Outstanding Achiever - Asia Fixed Income
Source: BENCHMARK, performance as at June 2022.
Outstanding Achiever - China Fixed Income
Source: BENCHMARK, performance as at June 2022.
The Asset Benchmark Research 2022:
Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 3
Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 3
Source: The Asset, 2022 Research for Asian G3 Bonds, performance as at June 2022.
Fund
BEA (IS) MPF Conservative
Outstanding Achiever
Source: BENCHMARK, performance as at June 2023.
BEA (MTS) Conservative
Outstanding Achiever
Source: BENCHMARK, performance as at June 2023.
Best-in-Class: Asia High Yield Fixed Income
Source: BENCHMARK, performance as at June 2022.
Best-in-Class: HKD Fixed Income
Source: BENCHMARK, performance as at June 2022.
Asia Asset Management Best of the Best Performance Awards 2022 - China Equity (10 Years)
Source: Asia Asset Management, performance as at 30 September 2021 for 2022 award.
Investment Team Member
Mr. Victor Wong Portfolio Manager, Fixed Income
The Asset Benchmark Research 2022:
Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Rank 2
Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Rank 2
Source: The Asset, 2022 Research for Asian G3 Bonds, performance as at June 2022.
Ms. Koey Leung, Portfolio Manager, Fixed Income
The Asset Benchmark Research 2022:
Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Rank 25
Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Rank 25
Source: The Asset, 2022 Research for Asian G3 Bonds, performance as at June 2022.
| Company | Award | |
| BEA Union Investment
Management Limited |
Hong Kong Best Group - Overall (3 Years)
Source: Lipper, performance as of 31 December 2020 for 2021 Hong Kong award.
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Hong Kong Best Group - Mixed Asset (3 Years)
Source: Lipper, performance as of 31 December 2020 for 2021 Hong Kong award.
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The Asset Benchmark Research 2021: Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 9
Source: The Asset, 2021 Research for Asian G3 Bonds, performance as at June 2021.
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The Asset Benchmark Research 2021: Top Investment House in Asian Local Currency
Bond (Hong Kong, China), Highly Commended
Source: The Asset, 2021 Research for Asian Local Currency Bonds, performance as at June 2021.
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Outstanding Achiever - Asia Allocation Mixed Asset
Source: BENCHMARK, performance as at June 2021.
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Outstanding Achiever - China Equity
Source: BENCHMARK, performance as at June 2021. |
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Outstanding Achiever - Asia Fixed Income
Source: BENCHMARK, performance as at June 2021. |
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Benchmark Fund of the Year Awards 2021: BENCHMARK Provider of the Year (Onshore) 2021
Source: BENCHMARK, March 2022.
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||
| Fund | Award | |
| BEA Union Investment
RMB Core Bond Fund |
Lipper Fund Awards from Refinitiv Year 2021 Hong Kong: Best Fund Over 5 Years - Bond Global LC
Source: Lipper, performance for Class A RMB (Distributing) as at 31 December 2020 . The Fund was restructured under "BU Investment Series OFC" and renamed as "BU RMB Core Bond Fund" on 30 September 2021. |
|
| BEA Union Investment Hong Kong Dollar (HK$) Bond Fund |
Best-in-Class: HKD Fixed Income
Source: BENCHMARK, December 2021. |
|
| Investment Team Member | Award | |
| Ms. Koey Leung,
Portfolio Manager, Fixed Income |
The Asset Benchmark Research 2021: Most Astute Investors in Asian G3 Bonds (Hong Kong, China) Highly Commended
Source: The Asset, 2021 Research for Asian G3 Bonds, performance as at June 2021.
|
|
Company
BEA Union Investment Management Limited
Hong Kong Best Group - Overall (3 Years)
Source: Lipper, performance as of 31 December 2020 for 2021 Hong Kong award.
Hong Kong Best Group - Mixed Asset (3 Years)
Source: Lipper, performance as of 31 December 2020 for 2021 Hong Kong award.
The Asset Benchmark Research 2021: Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 9
Source: The Asset, 2021 Research for Asian G3 Bonds, performance as at June 2021.
The Asset Benchmark Research 2021: Top Investment House in Asian Local Currency
Bond (Hong Kong, China), Highly Commended
Source: The Asset, 2021 Research for Asian Local Currency Bonds, performance as at June 2021.
Outstanding Achiever - Asia Allocation Mixed Asset
Source: BENCHMARK, performance as at June 2021.
Outstanding Achiever - China Equity
Source: BENCHMARK, performance as at June 2021.
Outstanding Achiever - Asia Fixed Income
Source: BENCHMARK, performance as at June 2021.
Benchmark Fund of the Year Awards 2021:
BENCHMARK Provider of the Year (Onshore) 2021
BENCHMARK Provider of the Year (Onshore) 2021
Source: BENCHMARK, March 2022.
Fund
Lipper Fund Awards from Refinitiv Year 2021 Hong Kong: Best Fund Over 5 Years - Bond Global LC
Source: Lipper, performance for Class A RMB (Distributing) as at 31 December 2020 .
The Fund was restructured under "BU Investment Series OFC" and renamed as "BU RMB Core Bond Fund" on 30 September 2021.
The Fund was restructured under "BU Investment Series OFC" and renamed as "BU RMB Core Bond Fund" on 30 September 2021.
Best-in-Class: HKD Fixed Income
Source: BENCHMARK, December 2021.
Investment Team Member
Ms. Koey Leung, Portfolio Manager, Fixed Income
The Asset Benchmark Research 2021:
Most Astute Investors in Asian G3 Bonds (Hong Kong, China)
Highly Commended
Most Astute Investors in Asian G3 Bonds (Hong Kong, China)
Highly Commended
Source: The Asset, 2021 Research for Asian G3 Bonds, performance as at June 2021.
| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2020: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 7
Source: The Asset, 2020 Research for Asian G3 Bonds,performance as at June 2020.
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The Asset Benchmark Research 2020: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong, China)
Source: The Asset, 2020 Research for Asian Local Currency Bonds, performance as at June 2020.
|
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| Fund | Award | |
| BEA Union Investment Asia Pacific Investment Grade Bond Fund |
Best-In-Class, Asia Pacific Fixed Income - HC
Source: BENCHMARK, performance as at June 2020.
|
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| BEA Union Investment Asian Bond and Currency Fund |
2020 Fund Selector Asia Hong Kong: Gold Winner in Regional Bond
Source: Fund Selector Asia, performance as at June 2019
|
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Lipper Fund Awards from Refinitiv Year 2020 Hong Kong: Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2019 .
|
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| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Chief Investment Officer, Fixed Income |
The Asset Benchmark Research 2020: One of the most Astute Investors in Asian G3 Bonds (Hong Kong, China) Highly Commended
Source: The Asset, 2020 Research for Asian G3 Bonds, October 2020.
|
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The Asset Benchmark Research 2020: One of the most Astute Investors in Asian Local Currency Bonds (Hong Kong, China) Highly Commended
Source: The Asset, 2020 Research for Asian Local Currency Bonds, October 2020.
|
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|
| Ms. Koey Leung,
Portfolio Manager, Fixed Income |
The Asset Benchmark Research 2020: One of the most Astute Investors in Asian G3 Bonds (Hong Kong, China) Highly Commended
Source: The Asset, 2020 Research for Asian G3 Bonds, October 2020.
|
|
Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2020: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong, China) Rank 7
Source: The Asset, 2020 Research for Asian G3 Bonds,performance as at June 2020.
The Asset Benchmark Research 2020: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong, China)
Source: The Asset, 2020 Research for Asian Local Currency Bonds, performance as at June 2020.
Fund
Best-In-Class, Asia Pacific Fixed Income - HC
Source: BENCHMARK, performance as at June 2020.
2020 Fund Selector Asia Hong Kong: Gold Winner in Regional Bond
Source: Fund Selector Asia, performance as at June 2019
Lipper Fund Awards from Refinitiv Year 2020 Hong Kong: Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2019 .
Investment Team Member
Ms. Pheona Tsang, Chief Investment Officer, Fixed Income
The Asset Benchmark Research 2020:
One of the most Astute Investors in Asian G3 Bonds (Hong Kong, China)
Highly Commended
One of the most Astute Investors in Asian G3 Bonds (Hong Kong, China)
Highly Commended
Source: The Asset, 2020 Research for Asian G3 Bonds, October 2020.
The Asset Benchmark Research 2020:
One of the most Astute Investors in Asian Local Currency Bonds (Hong Kong, China)
Highly Commended
One of the most Astute Investors in Asian Local Currency Bonds (Hong Kong, China)
Highly Commended
Source: The Asset, 2020 Research for Asian Local Currency Bonds, October 2020.
Ms. Koey Leung, Portfolio Manager, Fixed Income
The Asset Benchmark Research 2020:
One of the most Astute Investors in Asian G3 Bonds (Hong Kong, China)
Highly Commended
One of the most Astute Investors in Asian G3 Bonds (Hong Kong, China)
Highly Commended
Source: The Asset, 2020 Research for Asian G3 Bonds, October 2020.
| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2019: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian G3 Bonds, October 2019.
|
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The Asset Benchmark Research 2019: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian G3 Bonds, October 2019.
|
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The Asset Benchmark Research 2019: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian Local Currency Bonds, October 2019.
|
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|
| Fund | Award | |
| BEA Union Investment Asian Bond and Currency Fund |
Asia Asset Management Best of the Best Award 2019: Asian Bonds (10 years)
Source: Asia Asset Management, performance as at 28 September 2018.
|
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2019 Fund Selector Asia Hong Kong: Platinum Winner in Regional Bond
Source: Fund Selector Asia, performance as at 29 June 2018
|
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Lipper Fund Awards from Refinitiv Year 2019 Hong Kong: Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
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Lipper Fund Awards from Refinitiv Year 2019 Hong Kong: Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
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Lipper Fund Awards Year 2019 Switzerland: Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
|
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Lipper Fund Awards Year 2019 Switzerland: Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
|
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BENCHMARK Fund of the Year Awards 2019: Best-In-Class, Asia Pacific Fixed Income - HC Top Funds
Source: BENCHMARK, November 2019.
|
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|
| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Chief Investment Officer, Fixed Income |
The Asset Benchmark Research 2019: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian G3 Bonds, October 2019.
|
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The Asset Benchmark Research 2019: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian Local Currency Bonds, October 2019.
|
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BENCHMARK Fund of the Year Awards 2019: Asia Fixed Income Manager of the Year
Source: BENCHMARK, November 2019.
|
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Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2019: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian G3 Bonds, October 2019.
The Asset Benchmark Research 2019: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian G3 Bonds, October 2019.
The Asset Benchmark Research 2019: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian Local Currency Bonds, October 2019.
Fund
Asia Asset Management Best of the Best Award 2019: Asian Bonds (10 years)
Source: Asia Asset Management, performance as at 28 September 2018.
2019 Fund Selector Asia Hong Kong: Platinum Winner in Regional Bond
Source: Fund Selector Asia, performance as at 29 June 2018
Lipper Fund Awards from Refinitiv Year 2019 Hong Kong: Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
Lipper Fund Awards from Refinitiv Year 2019 Hong Kong: Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
Lipper Fund Awards Year 2019 Switzerland: Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
Lipper Fund Awards Year 2019 Switzerland: Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2018 .
BENCHMARK Fund of the Year Awards 2019: Best-In-Class, Asia Pacific Fixed Income - HC Top Funds
Source: BENCHMARK, November 2019.
Investment Team Member
Ms. Pheona Tsang, Chief Investment Officer, Fixed Income
The Asset Benchmark Research 2019: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian G3 Bonds, October 2019.
The Asset Benchmark Research 2019: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2019 Research for Asian Local Currency Bonds, October 2019.
BENCHMARK Fund of the Year Awards 2019: Asia Fixed Income Manager of the Year
Source: BENCHMARK, November 2019.
Lipper awards' logo from Refinitiv Lipper Awards, ©2019 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this content without express written permission is prohibited.
| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2018: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian G3 Bonds, October 2018.
|
|
|
The Asset Benchmark Research 2018: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian Local Currency Bonds, June 2018.
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BENCHMARK Fund of the Year Awards 2017: House Award, Best-In-Class,
Asia Fixed Income
Source: BENCHMARK, November 2017.
|
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| Fund | Award | |
| BEA Union Investment Asia Pacific Investment Grade Bond Fund |
BENCHMARK Fund of the Year Awards 2017: Best-In-Class, Asia Fixed Income
Source: BENCHMARK, performance for Class A as at 29 September 2017.
|
|
| BEA Union Investment
Asian Bond and Currency Fund |
FSM Fund Picks 2018/19: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 29 March 2018.
|
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BENCHMARK Fund of the Year Awards 2017: Best-In-Class, Asia High Yield Fixed Income
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 29 September 2017.
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Thomson Reuters Lipper Fund Awards Year 2018 Hong Kong:
Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
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Thomson Reuters Lipper Fund Awards Year 2018 Hong Kong:
Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
|
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Thomson Reuters Lipper Fund Awards Year 2018 Switzerland:
Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
|
||
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Thomson Reuters Lipper Fund Awards Year 2018 Switzerland:
Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
|
||
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2018 Fund Selector Asia Hong Kong: Gold Winner in Regional Bond
Source: Fund Selector Asia, performance as at 30 June 2017.
|
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| BEA Union Investment Asia Pacific Multi Income Fund |
Thomson Reuters Lipper Fund Awards Year 2018 Switzerland: Best Fund, Mixed Asset USD Conservative (3 years)
Source: Lipper, performance for Class A USD (Distributing) as at 29 December 2017.
|
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Thomson Reuters Lipper Fund Awards Year 2018 Switzerland:
Best Fund, Mixed Asset USD Conservative (5 years)
Source: Lipper, performance for Class A USD (Distributing) as at 29 December 2017.
|
||
| BEA Union Investment
Hong Kong Dollar (HK$) Bond Fund |
BENCHMARK Fund of the Year Awards 2017: Best-In-Class, HKD Fixed Income
Source: BENCHMARK, performance for Class A as at 29 September 2017.
|
|
| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Head of Fixed Income |
The Asset Benchmark Research 2018: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian G3 Bonds, October 2018.
|
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The Asset Benchmark Research 2018: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian Local Currency Bonds, June 2018.
|
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BENCHMARK Fund of the Year Awards 2017: Outstanding Manager Award, Asia Fixed Income within Manager of the Year
Source: BENCHMARK, November 2017.
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Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2018: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian G3 Bonds, October 2018.
The Asset Benchmark Research 2018: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian Local Currency Bonds, June 2018.
BENCHMARK Fund of the Year Awards 2017: House Award, Best-In-Class,
Asia Fixed Income
Source: BENCHMARK, November 2017.
Fund
BENCHMARK Fund of the Year Awards 2017: Best-In-Class, Asia Fixed Income
Source: BENCHMARK, performance for Class A as at 29 September 2017.
FSM Fund Picks 2018/19: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 29 March 2018.
BENCHMARK Fund of the Year Awards 2017: Best-In-Class, Asia High Yield Fixed Income
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 29 September 2017.
Thomson Reuters Lipper Fund Awards Year 2018 Hong Kong:
Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
Thomson Reuters Lipper Fund Awards Year 2018 Hong Kong:
Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
Thomson Reuters Lipper Fund Awards Year 2018 Switzerland:
Best Bond Fund, Asia Pacific, HC (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
Thomson Reuters Lipper Fund Awards Year 2018 Switzerland:
Best Bond Fund, Asia Pacific, HC (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 29 December 2017.
2018 Fund Selector Asia Hong Kong: Gold Winner in Regional Bond
Source: Fund Selector Asia, performance as at 30 June 2017.
Thomson Reuters Lipper Fund Awards Year 2018 Switzerland: Best Fund, Mixed Asset USD Conservative (3 years)
Source: Lipper, performance for Class A USD (Distributing) as at 29 December 2017.
Thomson Reuters Lipper Fund Awards Year 2018 Switzerland:
Best Fund, Mixed Asset USD Conservative (5 years)
Source: Lipper, performance for Class A USD (Distributing) as at 29 December 2017.
BEA Union Investment Hong Kong Dollar (HK$) Bond Fund
BENCHMARK Fund of the Year Awards 2017: Best-In-Class, HKD Fixed Income
Source: BENCHMARK, performance for Class A as at 29 September 2017.
Investment Team Member
Ms. Pheona Tsang, Head of Fixed Income
The Asset Benchmark Research 2018: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian G3 Bonds, October 2018.
The Asset Benchmark Research 2018: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2018 Research for Asian Local Currency Bonds, June 2018.
BENCHMARK Fund of the Year Awards 2017: Outstanding Manager Award, Asia Fixed Income within Manager of the Year
Source: BENCHMARK, November 2017.
Lipper's award logo from Thomson
Reuters Lipper Awards, ©2018 Thomson Reuters. All rights reserved. Used by permission and
protected by the Copyright Laws of the United States. The printing, copying, redistribution, or
retransmission of this Content without express written permission is prohibited.
| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2017: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2017 Research for Asian G3 Bonds, October 2017.
|
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|
Good MPF Employer Award 2016/17
Source: Mandatory Provident Fund Schemes Authority (MPFA).
|
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e-Contribution Award 2016/17
Source: Mandatory Provident Fund Schemes Authority (MPFA).
|
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Support for MPF Management Award 2016/17
Source: Mandatory Provident Fund Schemes Authority (MPFA).
|
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|
| Fund | Award | |
| BEA Union Investment
Asian Bond and Currency Fund |
FSM Fund Picks 2017/18: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2017.
|
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|
Lipper Fund Awards Year 2017 Hong Kong:
Best Bond Fund, Asia Pacific, Local Currency (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2016.
|
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Lipper Fund Awards Year 2017 Hong Kong:
Best Bond Fund, Asia Pacific, Local Currency (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2016.
|
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2017 Fund Selector Asia Hong Kong: Platinum Winner in Regional Bond
Source: Fund Selector Asia, performance as at 30 June 2016.
|
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BENCHMARK Fund of the Year Awards 2016: Best-In-Class, Asia High Yield Bond
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 30 September 2016.
|
|
|
| BEA Union Investment
Global Bond Fund |
BENCHMARK Fund of the Year Awards 2016: Best-In-Class, Global Bond
Source: BENCHMARK, performance for Class A as at 30 September 2016.
|
|
| BEA Union Investment
Hong Kong Dollar (HK$) Bond Fund |
BENCHMARK Fund of the Year Awards 2016: Best-In-Class, HKD Bond
Source: BENCHMARK, performance for Class A as at 30 September 2016.
|
|
| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Head of Fixed Income |
The Asset Benchmark Research 2017: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2017 Research for Asian G3 Bonds, October 2017.
|
|
|
The Asset Benchmark Research 2017: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2017 Research for Asian Local Currency Bonds, August 2017.
|
|
|
Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2017: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2017 Research for Asian G3 Bonds, October 2017.
Good MPF Employer Award 2016/17
Source: Mandatory Provident Fund Schemes Authority (MPFA).
e-Contribution Award 2016/17
Source: Mandatory Provident Fund Schemes Authority (MPFA).
Support for MPF Management Award 2016/17
Source: Mandatory Provident Fund Schemes Authority (MPFA).
Fund
FSM Fund Picks 2017/18: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2017.
Lipper Fund Awards Year 2017 Hong Kong:
Best Bond Fund, Asia Pacific, Local Currency (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2016.
Lipper Fund Awards Year 2017 Hong Kong:
Best Bond Fund, Asia Pacific, Local Currency (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2016.
2017 Fund Selector Asia Hong Kong: Platinum Winner in Regional Bond
Source: Fund Selector Asia, performance as at 30 June 2016.
BENCHMARK Fund of the Year Awards 2016: Best-In-Class, Asia High Yield Bond
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 30 September 2016.
BEA Union Investment Global Bond Fund
BENCHMARK Fund of the Year Awards 2016: Best-In-Class, Global Bond
Source: BENCHMARK, performance for Class A as at 30 September 2016.
BEA Union Investment Hong Kong Dollar (HK$) Bond Fund
BENCHMARK Fund of the Year Awards 2016: Best-In-Class, HKD Bond
Source: BENCHMARK, performance for Class A as at 30 September 2016.
Investment Team Member
Ms. Pheona Tsang, Head of Fixed Income
The Asset Benchmark Research 2017: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2017 Research for Asian G3 Bonds, October 2017.
The Asset Benchmark Research 2017: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2017 Research for Asian Local Currency Bonds, August 2017.
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| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2016: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2016 Research for Asian Local Currency Bonds, April 2016.
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BENCHMARK Fund of the Year Awards 2015: House Award, Best-In-Class,
Asia Fixed Income
Source: BENCHMARK, November 2015.
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Good MPF Employer Award 2015/16
Source: Mandatory Provident Fund Schemes Authority (MPFA).
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| Fund | Award | |
| BEA Union Investment
Asian Bond and Currency Fund |
FSM Fund Picks 2016/17: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2016.
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Lipper Fund Awards Year 2016 Hong Kong: Best Bond Fund, Asia Pacific, Local Currency (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2015.
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Asia Asset Management Best of the Best Performance Awards 2015: Asian Bonds (3 years)
Source: Asia Asset Management, performance as at 30 September 2015.
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BENCHMARK Fund of the Year Awards 2015: Best-In-Class, Asia Bond
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 30 September 2015.
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BENCHMARK Fund of the Year Awards 2015 (Professional Class): Best-In-Class, Asia Bond
Source: BENCHMARK, performance for Class I as at 30 September 2015.
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| BEA Union Investment
Global Bond Fund |
BENCHMARK Fund of the Year Awards 2015: Best-In-Class, Global Bond
Source: BENCHMARK, performance for Class A as at 30 September 2015.
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| BEA Union Investment
Hong Kong Dollar (HK$) Bond Fund |
BENCHMARK Fund of the Year Awards 2015: Best-In-Class, Hong Kong Bond
Source: BENCHMARK, performance for Class A as at 30 September 2015.
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| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Head of Fixed Income |
The Asset Benchmark Research 2016: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2016 Research for Asian G3 Bonds, October 2016.
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Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2016: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2016 Research for Asian Local Currency Bonds, April 2016.
BENCHMARK Fund of the Year Awards 2015: House Award, Best-In-Class,
Asia Fixed Income
Source: BENCHMARK, November 2015.
Good MPF Employer Award 2015/16
Source: Mandatory Provident Fund Schemes Authority (MPFA).
Fund
FSM Fund Picks 2016/17: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2016.
Lipper Fund Awards Year 2016 Hong Kong: Best Bond Fund, Asia Pacific, Local Currency (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2015.
Asia Asset Management Best of the Best Performance Awards 2015: Asian Bonds (3 years)
Source: Asia Asset Management, performance as at 30 September 2015.
BENCHMARK Fund of the Year Awards 2015: Best-In-Class, Asia Bond
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 30 September 2015.
BENCHMARK Fund of the Year Awards 2015 (Professional Class): Best-In-Class, Asia Bond
Source: BENCHMARK, performance for Class I as at 30 September 2015.
BEA Union Investment Global Bond Fund
BENCHMARK Fund of the Year Awards 2015: Best-In-Class, Global Bond
Source: BENCHMARK, performance for Class A as at 30 September 2015.
BEA Union Investment Hong Kong Dollar (HK$) Bond Fund
BENCHMARK Fund of the Year Awards 2015: Best-In-Class, Hong Kong Bond
Source: BENCHMARK, performance for Class A as at 30 September 2015.
Investment Team Member
Ms. Pheona Tsang, Head of Fixed Income
The Asset Benchmark Research 2016: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2016 Research for Asian G3 Bonds, October 2016.
| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2015: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian G3 Bonds, November 2015.
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The Asset Benchmark Research 2015: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian Local Currency Bonds, June 2015.
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Good MPF Employer Award 2014/15
Source: Mandatory Provident Fund Schemes Authority (MPFA).
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|
| Fund | Award | |
| BEA Union Investment
Asian Bond and Currency Fund |
FSM Fund Picks 2015/16: Asian Fixed Income (3 years)
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2015.
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Lipper Fund Awards Year 2015 Hong Kong: Best Bond Fund, Asia Pacific, Local Currency
(3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2014.
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Asia Asset Management Best of the Best Performance Awards 2014: Asian Bonds (3 years)
Source: Asia Asset Management, performance as at 30 September 2014.
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2015 Fund Selector Asia Hong Kong: Gold Winner in Regional Bond
Source: Fund Selector Asia, performance as at 30 June 2014.
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BENCHMARK Fund of the Year Awards 2014: Best-In-Class, Asia Fixed Income
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 30 September 2014.
|
|
|
| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Head of Fixed Income |
The Asset Benchmark Research 2015: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian G3 Bonds, November 2015.
|
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|
The Asset Benchmark Research 2015: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian Local Currency Bonds, June 2015.
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Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2015: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian G3 Bonds, November 2015.
The Asset Benchmark Research 2015: One of the Top Investment Houses in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian Local Currency Bonds, June 2015.
Good MPF Employer Award 2014/15
Source: Mandatory Provident Fund Schemes Authority (MPFA).
Fund
FSM Fund Picks 2015/16: Asian Fixed Income (3 years)
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2015.
Lipper Fund Awards Year 2015 Hong Kong: Best Bond Fund, Asia Pacific, Local Currency
(3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2014.
Asia Asset Management Best of the Best Performance Awards 2014: Asian Bonds (3 years)
Source: Asia Asset Management, performance as at 30 September 2014.
2015 Fund Selector Asia Hong Kong: Gold Winner in Regional Bond
Source: Fund Selector Asia, performance as at 30 June 2014.
BENCHMARK Fund of the Year Awards 2014: Best-In-Class, Asia Fixed Income
Source: BENCHMARK, performance for Class A USD (Accumulating) as at 30 September 2014.
Investment Team Member
Ms. Pheona Tsang, Head of Fixed Income
The Asset Benchmark Research 2015: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian G3 Bonds, November 2015.
The Asset Benchmark Research 2015: One of the Astute Investors in Asian Local Currency Bonds (Hong Kong)
Source: The Asset, 2015 Research for Asian Local Currency Bonds, June 2015.
| Company | Award | |
| BEA Union Investment
Management Limited |
The Asset Benchmark Research 2014: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2014 Research for Asian G3 Bonds, October 2014.
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| Fund | Award | |
| BEA Union Investment
Asian Bond and Currency Fund |
FSM Fund Picks 2014/15: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 30 April 2014.
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AsianInvestor Investment Performance Awards 2014: Best Asian Fixed Income, US dollar
Source: AsianInvestor, performance as at 31 December 2013.
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Lipper Fund Awards Year 2014 Hong Kong: Best Bond Fund, Asia Pacific (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2013.
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Lipper Fund Awards Year 2014 Hong Kong: Best Bond Fund, Asia Pacific (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2013.
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Asia Asset Management Best of the Best Performance Awards 2013: Asian Bonds (3 years)
Source: Asia Asset Management, performance as at 30 September 2013.
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BENCHMARK Fund of the Year Awards 2013: Best-In-Class, Asia Fixed Income
Source: BENCHMARK, performance for Class A USD (Distributing) as at 30 September 2013.
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| Investment Team Member | Award | |
| Ms. Pheona Tsang,
Head of Fixed Income |
The Asset Benchmark Research 2014: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2014 Research for Asian G3 Bonds, November 2014.
|
|
Company
BEA Union Investment Management Limited
The Asset Benchmark Research 2014: One of the Top Investment Houses in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2014 Research for Asian G3 Bonds, October 2014.
Fund
FSM Fund Picks 2014/15: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 30 April 2014.
AsianInvestor Investment Performance Awards 2014: Best Asian Fixed Income, US dollar
Source: AsianInvestor, performance as at 31 December 2013.
Lipper Fund Awards Year 2014 Hong Kong: Best Bond Fund, Asia Pacific (5 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2013.
Lipper Fund Awards Year 2014 Hong Kong: Best Bond Fund, Asia Pacific (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2013.
Asia Asset Management Best of the Best Performance Awards 2013: Asian Bonds (3 years)
Source: Asia Asset Management, performance as at 30 September 2013.
BENCHMARK Fund of the Year Awards 2013: Best-In-Class, Asia Fixed Income
Source: BENCHMARK, performance for Class A USD (Distributing) as at 30 September 2013.
Investment Team Member
Ms. Pheona Tsang, Head of Fixed Income
The Asset Benchmark Research 2014: One of the Astute Investors in Asian G3 Bonds (Hong Kong)
Source: The Asset, 2014 Research for Asian G3 Bonds, November 2014.
| Fund | Award | |
| BEA Union Investment
Asian Bond and Currency Fund |
FSM Recommended Mutual Funds Award 2013/14: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2013.
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AsianInvestor Investment Performance Awards 2013: Best Asian Fixed Income, US dollar
Source: AsianInvestor, performance as at 31 December 2012.
|
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Lipper Fund Awards Year 2013 Hong Kong: Best Bond Fund, Asia Pacific (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2012.
|
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Asia Asset Management Best of the Best Performance Awards 2012: Asian Bonds, Hard Currency (3 years)
Source: Asia Asset Management, performance as at 28 September 2012.
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Fund
FSM Recommended Mutual Funds Award 2013/14: Asian Fixed Income
Source: Fundsupermart.com, performance for Class A USD (Accumulating) as at 31 March 2013.
AsianInvestor Investment Performance Awards 2013: Best Asian Fixed Income, US dollar
Source: AsianInvestor, performance as at 31 December 2012.
Lipper Fund Awards Year 2013 Hong Kong: Best Bond Fund, Asia Pacific (3 years)
Source: Lipper, performance for Class A USD (Accumulating) as at 31 December 2012.
Asia Asset Management Best of the Best Performance Awards 2012: Asian Bonds, Hard Currency (3 years)
Source: Asia Asset Management, performance as at 28 September 2012.