Awards
Our performance as investment managers is acknowledged internationally. Rating agencies, analysts and the media regularly emphasize our merits. For a list of some of the awards our business units have recently received, please see below.
2025
LSEG Lipper Fund Awards - Singapore
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Best Group over 3 years - Mixed Assets
Asset class group awards will be given to the best large and small groups separately. Large fund family groups with at least five equity, five bond or three mixed asset portfolios in the respective asset classes are eligible for a group award. Small fund family groups will need to have at least three distinct portfolios in one of the asset classes – equity, bond or mixed asset. The lowest average decile rank of the three years’ Consistent Return measure of the eligible funds per asset class and group will determine the asset class group award winner over the three-year period. In cases of identical results, the lower average percentile rank will determine the winner. In addition, in some award universes, asset class group awards are divided into actively and passively managed products, resulting in two awards for each asset class in eligible universes. Both winners must comply with the general rules regarding the minimum number of eligible portfolios outlined in this document.
2025
2025 Benchmark’s Top Mutual Fund Awards
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Best-In-Class USD Moderate Allocation
Benchmark’s Top Fund Awards are selected based purely on quantitative data in our BlueOnion fund database. The subset awards strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks. The performance assessment for the Top Funds in each category is calculated below:
Top Mutual Funds
20% – 1 Yr Annualized Return
20% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
20% – 3 Yr Sortino Ratio
10% – BlueOnion Sustainability Score
10% – BlueOnion Climate Risk Score
The assessment period is from 1 October 2024 to 30 September 2025. -
Best-In-Class USD Corporate Fixed Income
Benchmark’s Top Fund Awards are selected based purely on quantitative data in our BlueOnion fund database. The subset awards strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks. The performance assessment for the Top Funds in each category is calculated below:
Top Mutual Funds
20% – 1 Yr Annualized Return
20% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
20% – 3 Yr Sortino Ratio
10% – BlueOnion Sustainability Score
10% – BlueOnion Climate Risk Score
The assessment period is from 1 October 2024 to 30 September 2025. -
Best-In-Class Natural Resources Sector Equity
Benchmark’s Top Fund Awards are selected based purely on quantitative data in our BlueOnion fund database. The subset awards strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks. The performance assessment for the Top Funds in each category is calculated below:
Top Mutual Funds
20% – 1 Yr Annualized Return
20% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
20% – 3 Yr Sortino Ratio
10% – BlueOnion Sustainability Score
10% – BlueOnion Climate Risk Score
The assessment period is from 1 October 2024 to 30 September 2025. -
Best-In-Class Asia Equity
Benchmark’s Top Fund Awards are selected based purely on quantitative data in our BlueOnion fund database. The subset awards strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks. The performance assessment for the Top Funds in each category is calculated below:
Top Mutual Funds
20% – 1 Yr Annualized Return
20% – 3 Yr Annualized Return
20% – 1 Yr Sortino Ratio
20% – 3 Yr Sortino Ratio
10% – BlueOnion Sustainability Score
10% – BlueOnion Climate Risk Score
The assessment period is from 1 October 2024 to 30 September 2025.
LSEG Lipper Fund Awards – Singapore
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Best Fund over 3 years and 5 years
Equity Emerging Markets GlobalFund Classification Awards The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. In some award universes, there will be an award for both actively managed and passive products across all classifications that meet the minimum number of funds using the respective management approach. If one approach does not meet the minimum requirement, the award will only be given in the category with enough qualifying products.
As of 31 December 2024. -
Best Fund over 3 years, 5 years and 10 years
Equity Global IncomeFund Classification Awards The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. In some award universes, there will be an award for both actively managed and passive products across all classifications that meet the minimum number of funds using the respective management approach. If one approach does not meet the minimum requirement, the award will only be given in the category with enough qualifying products.
As of 31 December 2024. -
Best Fund over 3 years and 5 years
Bond USD High Yield – 3 years and 5 yearsFund Classification Awards The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. In some award universes, there will be an award for both actively managed and passive products across all classifications that meet the minimum number of funds using the respective management approach. If one approach does not meet the minimum requirement, the award will only be given in the category with enough qualifying products.
As of 31 December 2024.
LSEG Lipper Fund Awards - Singapore
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Best Fund over 5 years
Equity GlobalFund Classification Awards The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. In some award universes, there will be an award for both actively managed and passive products across all classifications that meet the minimum number of funds using the respective management approach. If one approach does not meet the minimum requirement, the award will only be given in the category with enough qualifying products.
As of 31 December 2025. -
Best Fund over 5 years and 10 years
Equity Global IncomeFund Classification Awards The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. In some award universes, there will be an award for both actively managed and passive products across all classifications that meet the minimum number of funds using the respective management approach. If one approach does not meet the minimum requirement, the award will only be given in the category with enough qualifying products.
As of 31 December 2025. -
Best Fund over 3 years
Mixed Asset USD Balanced – GlobalFund Classification Awards The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. In some award universes, there will be an award for both actively managed and passive products across all classifications that meet the minimum number of funds using the respective management approach. If one approach does not meet the minimum requirement, the award will only be given in the category with enough qualifying products.
As of 31 December 2025.
2026 Morningstar Awards for Investing Excellence
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Best Global Equity Fund
Morningstar Awards 2026. Morningstar, Inc. All Rights Reserved. Awarded to Allianz Global Investors’ fund - Allianz Best Styles Global Equity AT (USD), for Morningstar Best Global Equity Fund 2026 Singapore. Source: Morningstar. Awarded in 2026, based on the fund’s performance over the 16-month period ending 31 December 2025.
A ranking, a rating or an award provides no indicator of future performance and is not constant over time. Past performance of the Fund Manager and the Fund is not indicative of future performance.
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