Mutual Fund Grand Awards Special Committee

Hong Kong Juror Voting Form

Disclaimer – The information contained in this voting form is private and confidential and may also be legally privileged.
If you are not the intended recipient, please notify us immediately by email.

Deadline for Voting: January DD, 2021

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Offshore providers are providers with their HQ established outside Hong Kong or China. We have shortlisted six offshore companies with the highest aggregated scores throughout the journey for your consideration. Please rank them by moving the company field up and down, with the top rank being the Most Preferred Winner.
  • BNP Paribas
  • Fidelity
  • First Sentier Investors
  • Franklin Templeton
  • Manulife
  • Ninety One
Onshore providers are providers with their HQ established within Hong Kong or China. We have shortlisted five onshore companies with the highest aggregated scores throughout the journey for your consideration. Please rank them by moving the company field up and down, with the top rank being the Most Preferred Winner.
  • BEA Union
  • E Fund
  • GaoTeng
  • Income Partners
  • Zeal
Please rate up to Three companies from 'First Preference' being your Most Preferred Winner. You may consider factors such as service standards, marketing support, delivering as promised, branding effort, consumer brand awareness, putting client interests before revenues, etc.
First PreferenceSecond PreferenceThird Preference
BEA Union
BNP Paribas
E Fund
Fidelity
First Sentier Investors
Franklin Templeton
GaoTeng
Income Partners
Manulife
Ninety One
Zeal
Can you please tell us the importance of these qualities when selecting a Mutual Fund over the next four quarters? A consolidated report will be shared with all the contributors to this question
Most ImportantImportantNeutralLess ImportantLeast Important
Consistent alpha
3Y and 5Y risk-adjusted returns
Lower downside volatility than peers
Portfolio resilience in stressed markets
Portfolio liquidity management
Investment team: Low turnover
Client service: Timely information on material events
Unconstrained portfolio
Concentrated, high-conviction portfolio
Fees (annual, performance and/or redemption): Below peer average
ESG integration into investment process
Distributor retrocession: Better than peer average
Brand name
On-the-ground support
Size and AUM
Unique strategies
Transparency and Reporting

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