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
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
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/.
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.
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