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.
2017
BENCHMARK Fund of the Year Awards
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Mutual Funds - House Awards - Japan Equity - Outstanding Achiever
The award is based on the 5-prong criteria of: (1) Overall Philosophy and Process, (2) Approach to Securities Selection, (3) Approach to Portfolio Composition, (4) Process for Performance and Risk Management, and (5) Environmental, Social and Governance (ESG). Judges will offer discretionary bonus points based on the merits of each manager such as people, team experience, team turnover, tenure, ownership, pricing, parent company, and other credits the house deserves awarded that are not listed on this score sheet.
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Mutual Funds - House Awards - US Fixed Income - Outstanding Achiever
The award is based on the 5-prong criteria of: (1) Overall Philosophy and Process, (2) Approach to Securities Selection, (3) Approach to Portfolio Composition, (4) Process for Performance and Risk Management, and (5) Environmental, Social and Governance (ESG). Judges will offer discretionary bonus points based on the merits of each manager such as people, team experience, team turnover, tenure, ownership, pricing, parent company, and other credits the house deserves awarded that are not listed on this score sheet.
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Mutual Funds - Manager of the Year - Asia Fixed Income - Outstanding Manager Award
Performance is based on achievements by the manager over a three-year and five-year performances period, 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.
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Mutual Funds - Manager of the Year - High Yield Fixed Income - Outstanding Manager Award
Performance is based on achievements by the manager over a three-year and five-year performances period, 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.
- Mutual Funds - Capability Awards - Brand of the Year
- Mutual Funds - Sustainability Awards - Outstanding Sustainable Investment Award (Overall Leader)
Asia Asset Management Best of the Best Awards
Best of the Best Country Awards - CIO of the Year, Singapore
Asia Asset Management Best of the Best Awards CIO of the Year: This award recognises the achievements of a chief investment officer at the country level for a pension fund or fund management company. Please explain how you have navigated the markets during the pandemic, mitigate risks and position your portfolios for the next market cycle. Please provide supporting data on the portfolios that you are responsible for, size of investment team, investment performance, and new initiatives, if any.
Citywire Asia Awards
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Singapore Fund Manager Award – Bonds – Asia Pacific Hard Currency
The award is derived by isolating the individuals with the highest risk-adjusted returns at a sector level over three years to 31 December 2017. These are based on the individual track records for all funds they have run in the sector over this period. In order to qualify, fund managers must run a fund registered for sale in Singapore.
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Singapore Group Award – Bonds – Asia Pacific Hard Currency
The award uses a unique, quant-based methodology that ensures fair and transparent scrutiny of the capabilities of each fund group, taking into account factors such as Manager experience and outperformance amongst other criteria.
Marketing Magazine - Marketing Excellence Awards 2018
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Bronze Award - Excellence in Print Advertising
The judging criteria takes into account the (1) problem (the market situation the brand is in), (2) solution (rationale and outline of the strategy developed), (3) delivery (implementation of the strategy) and (4) performance (evidence of how the problem was addressed).
BENCHMARK Fund of the Year Awards
- Mutual Funds - Capability Awards - Brand of the Year
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Mutual Funds - Manager of the Year Award – Multi-Assets Strategies
BENCHMARK Fund of the Year Awards 2018 - Manager of the Year Awards - Performance is based on achievements by the manager over a three-year and five-year performances period, 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.
- Mutual Funds - Sustainable Awards - Sustainable Investment (Overall Leader)
The Asset Benchmark
Asian G3 Bond Benchmark Review 2020 - Most Astute Investor - Rank 1
The Asset Benchmark Asian G3 Bond Benchmark Review 2020: The Best individuals nominated , in turn, are asked to nominate their top 10 Astute Investors in terms of their knowledge of the credits/markets, acumen in making investment decisions and/or trading skill. All verified nominations of sell-side individuals are weighted and ranked accordingly.
Citywire Asia Awards
Best Fund Manager, Equity-China
Best Fund Manager Awards go to the individual fund manager generating the highest risk-adjusted returns in a particular sector over the past three years to 31 January 2021 in Asia peer group. These are based on the individual track records for all funds they have run in the sector over this period.
2018
Lipper Fund Awards
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Equity Europe - 10 years
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.
BENCHMARK Fund of the Year Awards
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Mutual Funds - Top Funds Awards - Multi Assets-Balanced Allocation - Outstanding Achiever
BENCHMARK Fund of the Year Awards – Singapore. Top fund awards are based on an aggregate 12 monthly score sets for the fund between 1 October 2017 and 30 September 2018. Monthly score sets are calculated by aggregating the 12-monthly rolling one-year, three-and five-year (USD) returns, and by adding a risk score for their risk-adjusted returns.
Morningstar Awards Singapore
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Best Asia-Pacific Equity Fund
The Morningstar fund category awards are based on Morningstar fund data as of 31 December 2019. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. In selecting winners, fund returns are adjusted for risk using the Morningstar Risk, a measure which imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility
BENCHMARK Fund of the Year Awards
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Top Mutual Fund Awards (Retail) - Asia Pacific Equity - Best-in-Class
Top fund awards are based on an aggregate 12 monthly score sets for the fund between 1 October 2019 and 30 September 2020. Monthly score sets are calculated by aggregating the 12-monthly rolling one-year, three-and five-year (USD) returns, and by adding a risk score for their risk-adjusted returns.
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Top Mutual Fund Awards (Retail) - USD Balanced Allocation - Best-in-Class
Top fund awards are based on an aggregate 12 monthly score sets for the fund between 1 October 2019 and 30 September 2020. Monthly score sets are calculated by aggregating the 12-monthly rolling one-year, three-and five-year (USD) returns, and by adding a risk score for their risk-adjusted returns.
Morningstar Awards Singapore
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Best Asia-Pacific Equity Fund
The Morningstar fund category awards are based on Morningstar fund data as of 31 December 2020. The awards methodology emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award. In selecting winners, fund returns are adjusted for risk using the Morningstar Risk, a measure which imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility
Lipper Singapore Fund Awards
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Equity China - 3 Years
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.