Awards

  

We have a firm commitment to delivering the very best of UBS Asset Management. That commitment is reflected in the awards we have received.

2020

Winning Funds and Managers

Winning Funds and Managers

Award issuers and categories

Award issuers and categories

Winning Funds and Managers

UBS (Lux) Equity Fund – China Opportunity (USD)

 

Award issuers and categories

Morningstar Awards Hong Kong 2020
Best Greater China Equity Fund

Fund Selector Asia Awards Hong Kong 2020
Platinum Award
Greater China / China Equity

Refinitiv Lipper Fund Awards 2020
Best Fund over 3 years, Equity China
Best Fund over 5 years, Equity China

Benchmark Fund of the Year Awards 2019
Best-in-Class of China Equity category

Winning Funds and Managers

UBS (Lux) Equity Fund - Greater China (USD)

Award issuers and categories

Refinitiv Lipper Fund Awards 2020
Best Fund over 3 years, Equity Greater China
Best Fund over 5 years, Equity Greater China
Best Fund over 10 years, Equity Greater China

Benchmark Fund of the Year Awards 2019
Top Fund Award - Greater China Equity category
Best-in-Class of Greater China Equity category

2019

Winning Funds and Managers

Winning Funds and Managers

Award issuers and categories

Award issuers and categories

Winning Funds and Managers

UBS Asset Management

Award issuers and categories

Asian Private Banker
Asset Management Awards for Excellence 2019
Best Fund Provider, Greater China Equity

Winning Funds and Managers

UBS (Lux) Equity Fund – China Opportunity (USD)

Award issuers and categories

Benchmark Fund of the Year Awards 2018
Best-in-Class of China Equity category

Winning Funds and Managers

UBS (Lux) Equity Fund - Greater China (USD)

Award issuers and categories

Refinitiv Lipper Fund Awards 2019
Best Fund over 5 years, Equity Greater China
Best Fund over 10 years, Equity Greater China

Benchmark Fund of the Year Awards 2018
Best-in-Class of Greater China Equity category

2018

Winning Funds and Managers

Winning Funds and Managers

Award issuers and categories

Award issuers and categories

Winning Funds and Managers

UBS Asset Management

Award issuers and categories

Asian Private Banker
Asset Management Awards for Excellence 2018
Best Fund Provider, Greater China Equity

Winning Funds and Managers

UBS (Lux) Equity Fund – China Opportunity (USD)

Award issuers and categories

Thomson Reuters Lipper Fund Awards 2018
Best Fund over 3 years, Equity China

Morningstar Awards Hong Kong 2018
Best Greater China Equity Fund

Benchmark Fund of the Year Awards 2017
Best-in-Class of China Equity category

Winning Funds and Managers

UBS (Lux) Equity Fund - Greater China (USD)

Award issuers and categories

Thomson Reuters Lipper Fund Awards 2018
Best Fund over 3 years, Equity Greater China
Best Fund over 5 years, Equity Greater China

Benchmark Fund of the Year Awards 2017
Best-in-Class of Greater China Equity category

2017

Winning Funds and Managers

Winning Funds and Managers

Award issuers and categories

Award issuers and categories

Winning Funds and Managers

Geoffrey Wong

Award issuers and categories

Citywire Asia Awards Hong Kong 2017
Best Fund Manager, Equity - Global Emerging Markets

Winning Funds and Managers

UBS Asset Management

Award issuers and categories

Benchmark Fund of the Year Awards 2016
House Awards - Best-in-Class of Greater China Equity
House Awards - Best-in-Class of Fund of Hedge Funds
House Awards - Best-in-Class of Europe Equity
Manager of the Year Award - Best-in-Class of Greater China Equity
Manager of the Year Award - Outstanding Achiever of Fund of Hedge Funds

Asian Private Banker
Asset Management Awards for Excellence 2017
Best Fund Provider, Europe Bond

Winning Funds and Managers

UBS (Lux) Equity Fund – China Opportunity (USD)

 

Award issuers and categories

Benchmark Fund of the Year Awards 2016
Best-in-Class of China Equity category

Winning Funds and Managers

UBS (Lux) Equity Fund - Greater China (USD)

 

Award issuers and categories

Benchmark Fund of the Year Awards 2016
Best-in-Class of Greater China Equity category

Winning Funds and Managers

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

Award issuers and categories

Morningstar Awards Hong Kong 2017
Best Asia Bond Fund

2016

Winning Funds and Managers

Winning Funds and Managers

Award issuers and categories

Award issuers and categories

Winning Funds and Managers

UBS Asset Management

Award issuers and categories

Asian Private Banker
Asset Management Awards for Excellence 2016
Best Fund Provider, Europe Equity

Winning Funds and Managers

UBS (Lux) Equity Fund – China Opportunity (USD)

Award issuers and categories

Benchmark Fund of the Year Awards 2015
Best-in-Class of China Equity category

Fund Selector Asia Hong Kong 2015
Greater China / China Equity category

Winning Funds and Managers

UBS (Lux) Equity Fund - Greater China (USD)

Award issuers and categories

Lipper Fund Award Hong Kong 2016
Best Fund over 3 years, Equity Greater China
Best Fund over 5 years, Equity Greater China

Benchmark Fund of the Year Awards 2015
Best-in-Class of Greater China Equity category

1. Asian Private Banker Asset Management Awards for Excellence are issued by Asian Private Banker in the year specified, reflecting product performance, business performance, service competency, branding and marketing as at the previous calendar year end.

2. AsianInvestor Asset Management Awards are issued by AsianInvestor in the year specified, reflecting performance as at the previous calendar year end.

3. The Citywire Asia Fund Manager Award are issued by Citywire Asia in the year specified, reflecting performance of the past three years as at the previous calendar year end.

4. The Fund Selector Asia Awards are issued by Fund Selector Asia in the year specified, based on volatility and consistency of performance as well as fund selector choices for the three-year period ending 30 June of the previous calendar year.

5. Refinitiv Lipper Fund Awards Hong Kong 2019-2020 are issued by Lipper of Refinitiv in the year specified, reflecting performance as at the previous calendar year end. Awards for 2018 or before are named the "Thomson Reuters Lipper Fund Awards Hong Kong/Lipper Hong Kong Fund Awards", issued by Thomson Reuters. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong.

6. Morningstar Awards are issued by Morningstar in the year specified, based on the fund’s category-relative performance and risk over 1 year, 3 years and 5 years as at the previous calendar year end.  For details of methodology, please refer to https://go.morningstar.com/Morningstar-Awards.

7. Benchmark Fund of The Year Awards are issued by Benchmark in the year specified, reflecting performance as at 30 September of previous year. For more details, please refer to https://benchmark.exchange/hk/asset-management/

8. Benchmark - Manager of the Year - The Manager of the Year Awards have been granted to the individuals who have led their team to outstanding performances over the consistency of three-year and five-year performances, against the benchmark and their peers, and how they have managed their mandates with excellent stewardship in safeguarding shareholders’ capital, grew the size of the fund/mandate without compromising safety and returns. Please refer to https://benchmark.exchange/hk/asset-management/methodology/.

9. Benchmark – House awards - The House Awards have been granted to the companies based on their merits of achievement in five major pillars: (1) Overall Philosophy And Process; (2) Approach to Securities Selection; (3) Approach to Portfolio Composition; (4) Process for Portfolio Monitoring and Risk Management; (5) Environmental, Social & Governance (ESG). Please refer to https://benchmark.exchange/hk/asset-management/methodology/.

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Important information

The funds contained in the website may, directly or indirectly through underlying funds, invest primarily in equities, debt securities (including bonds), cash/cash equivalent instruments, financial derivative instruments (FDI) or a combination of these.

• Some distribution units of some funds may make distributions out of capital at the discretion of the management company, which amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment, and result in an immediate reduction of the net asset value per unit.

• Some funds may invest in non-investment grade bonds or bonds which are unrated. Such securities are generally subject to lower liquidity, higher volatility, greater level of interest rate and credit risk, and greater risk of loss of principal and interest than high-rated debt securities.

• Investment in emerging markets may involve a greater risk than developed markets such as liquidity risks, currency risks/control, political and economic uncertainties, legal and taxation risks, settlement risks, custody risk and the likelihood of a high degree of volatility.

• Some funds may invest in a certain region/sector/theme and be subject to a higher level of risks comparing to a fund investing in a more diversified portfolio/strategy.

• Some funds may use financial derivative instruments and involve additional risks, e.g. counterparty/credit risk, liquidity risk, valuation risk, volatility risk and over-the-counter transaction risk. Under extreme market conditions and circumstances, investment in the fund may potentially result in total loss of investment.

Investment involves risks, and past performance are not indicative of future performance. The value of the funds and income from them can go up as well as down and consequently you may not get back the amount originally invested. Investors please refer to the offering document for further details including the risk factors.