FSA Awards 2016 full shortlist - Hong Kong

Added 11th December 2015

The 15 category shortlist for Hong Kong is based on FE Advisory’s quantitative filters that test for alpha, volatility and consistency over multiple time periods and on a risk-adjusted basis.

FSA Awards 2016 full shortlist - Hong Kong

Hong Kong shortlisted funds (with Citicode) chosen from 1289 eligible funds:


Asia Pacific Equity

Macquarie Asia New Stars B9L3

PineBridge Asia ex Japan Small Cap Equity      KV08

Fidelity Asian Smaller Companies 0M9G

Schroder ISF Asian Smaller Companies  TQ84

PineBridge Asia ex Japan Equity  AH24



JPMorgan Eastern Smaller Companies   AYE0

Manulife Asia Value Dividend Equity       G3U1

Mirae Asset Asia Pacific Equity    IFL3

First State Asia Innovation RJ07

First State Asian Equity Plus        ZW77


Emerging Market Bonds

AB Emerging Market Corporate Debt Portfolio   GW1L

First State Emerging Markets Bond         0J06

Invesco Emerging Market Corporate Bond         NDR5

Investec Emerging Markets Corporate Debt       NAN8

Aberdeen Global Emerging Markets Corporate Bond    N1N7

BlackRock GF Emerging Markets Bond  YY93

AB Emerging Markets Debt Portfolio       H768


European Equity

Investec European Equity  AUK8

Invesco Continental European Small Cap Equity          GV87

Invesco Pan European Equity Income     I202

JPM Europe Small Cap      JT09

JGF-Jupiter European Growth      J241

JPM Europe Dynamic        ABHS

Parvest Equity Europe Small Cap BHC6

BlackRock GF European Special Situations       M439

Schroder ISF European Smaller Companies      SM79

BlackRock GF European Value    MU90


Global Bonds

Schroder ISF Strategic Bond        E9Z2

HS Global Financial Sector Bond  G3U2

BlackRock GF Global Government Bond WB42

BlackRock GF Fixed Income Global Opportunities       ABR0

JPM Global Government Bond     ABIJ

AXA USD Hedged Global Bond    AV90

Pimco GIS Global Bond     X213


Global Emerging Market Equity

Schroder ISF Frontier Markets Equity     M9S1

Templeton Emerging Markets Smaller Companies       A9L2

Fidelity Emerging Markets  FJ65

HSBC GIF Emerging Wealth        CAF3

Stewart Investors Global Emerging Markets Leaders   Z874

UBS (Lux) Equity SICAV - Emerging Markets Sustainable (USD)          C1L6

Mirae Asset GEM Sector Leader Equity  IIU9


Global Equity

AXA Rosbrg Global Small Cap Alpha      AP92

Invesco Global Structured Equity  J637

Schroder ISF Global Smaller Companies E9W6

SJP International Equity     BP22

Morg Stnly Global Opportunity      MCT3

Invesco Global Smaller Companies Equity         0DK3

Stewart Investors Worldwide Leaders     CM52

Robeco Global Conservative Equities      0MZW

Old Mutual World Equity    MP81

Fidelity World          FF55


Greater China/China Equity

JGF-Jupiter China Select   HVN5

UBS (Lux) Equity - China Opportunity (USD)     UA34

ChinaAMC China Opportunities    LFR8

Threadneedle China Opportunities          T154

NB China Equity      FUI6

Allianz China A-Shares      F0O7

Invesco China Focus Equity         0M8N

HSBC China Momentum    DCV3

HSBC China Growth          DDE7

Matthews Asia China Small Companies  0YFH


High Yield

Fidelity Asian High Yield     W957

Schroder ISF Global High Yield    E7E6

Principal GIF High Yield     P473

HS Global High Yield Bond HM39

Value Partners Greater China High Yield Income         JKXD

BlackRock GF Global High Yield Bond    WB69

HSBC GIF Global High Income Bond      KJT6


Hong Kong Equity

Manulife Dragon Growth    VH18

Schroder ISF Hong Kong Equity   IZ23

First State Hong Kong Growth      CM56

Principal Hong Kong Equity          IDF0

HSBC GIF Hong Kong Equity       WY10


Japanese Equity

Henderson Horizon Japanese Smaller Companies       GQI9

JPMorgan Japan Smaller Company (Yen)         AYE8

Aberdeen Global Japanese Smaller Companies Y809

Fidelity Japan Aggressive   E569

JPMorgan Japan (Yen)      JH50

Eastspring Inv Japan Dynamic      N6B9

Invesco Japanese Equity Core     LUG1


Mixed Asset

Amundi HK Balanced         GRTL

JPM Asia Pacific Income    0A4C

BOCHK NCB China Balanced      BDV3

Allianz Income and Growth 0LGZ

BEA Union Investment Asia Pacific Multi Income         I3VM

PineBridge Asia Balanced  A083

BOCHK China Income       K777

Fidelity Advantage Portfolio Growth        I664

AXA Growth  AV92

Schroder Asian Asset Income       043B


Regional Bond

BEA Union Investment Asian Bond and Currency        FGN9

Franklin Floating Rate        FP81

AB Mortgage Income Portfolio      AU95

UBS UBS (Lux) Bond Fund - Full Cycle Asian Bond (USD)     I9U6

HS Mainland and Hong Kong Corporate Bond   FAU4

Principal GIF Preferred Securities WV70

Pimco GIS Low Average Duration P601

HSBC Asian Bond   BNH9

BlackRock GF Asian Tiger Bond   MO20

HS Hong Kong Bond          HM57


Regional/Single Country Emerging Market Equity

Baring MENA          IBE0

Amundi Equity MENA        F4AH

Invesco Korean Equity       GW61

UBS (Lux) Equity - Central Europe (EUR)          UB37

First State Indian Subcontinent     CM58

Allianz Emerging Asia Equity        DF60

Harvest Asia Frontier Equity         JO3L

Baring Korea Trust  BO37

JPMorgan India Smaller Companies        AYE4

Aberdeen Global Eastern European Equity        CN62


Sector Equity

Pictet Clean Energy AET5

Janus Global Life Sciences JG04

Parvest Equity World Materials     YS24

JPM Europe Technology    JT15

HS Property Sector FlexiPower    HW71

Henderson Horizon Pan European Property Equities    HY03

Fidelity Global Technology FF41

Invesco Global Leisure       I147

BlackRock GF World Healthscience        M024

Robeco Global Consumer Trends Equities         RL83


US Equity

Aberdeen Global North American Smaller Companies  MMG0

Threadneedle American Smaller Companies      TH41

Janus US Venture   JG29

AB American Growth Portfolio      AM69

Fidelity America       FI94

BlackRock GF US Small & Mid Cap Opportunities       WB40

Schroder ISF US Small & Mid Cap Equity         EAB1

Legg Mason Opportunity    F6V4

AB US Thematic Research Portfolio        A099

Fidelity American Growth   FI43

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