GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC...

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GROUP AWARD SIZE COMPANY Bond MFS Equity Schroders LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNT Bond Asia Pacific HC 3 Years BEA Union Investment Asian Bond&Curr A USD Acc BEA Union Investment Management Limited 18 Bond Asia Pacific LC 3 Years AB SICAV I-Asia Pacific Local Cur Debt Pf A2 USD AllianceBernstein (Luxembourg) S.a r.l. Advised by AllianceBernstein LP 10 Bond CNY 3 Years BEA Union Investment RMB Core Bond A RMB Dis BEA Union Investment Management Limited 31 Bond Emerging Markets Global Corporates 3 Years AG EM Corporate Bond A Acc USD Aberdeen Global Services S.A. Advised by Aberdeen Asset Managers Ltd 12 Bond Emerging Markets Global HC 3 Years Neuberger Berman EM Debt Hard Curr USD A Acc Neuberger Berman Europe Ltd 27 Bond Emerging Markets Global LC 3 Years MFS Meridian Funds-Em Mkts Dbt Local Curr A1 USD MFS Investment Management Company (Lux) S.a r.l. Advised by Massachusetts Financial Services Company 21 Bond EUR High Yield 3 Years BGF European High Yield Bond A2 EUR BlackRock (Luxembourg) SA Advised by BlackRock Investment Management (UK) Limited 12 Bond Global 3 Years JPM Income Fund A Acc USD JPMorgan Asset Management Europe SARL 39 Bond Global High Yield 3 Years Capital Group Gl High Inc Opps (LUX) B EUR Capital International Management Company Sarl 19

Transcript of GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC...

Page 1: GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC Investment Funds (Hong Kong) Limited Advised by HSBC Global Asset Management (HK)

GROUP AWARD SIZE COMPANYBond MFS

Equity Schroders

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTBond Asia Pacific HC 3 Years BEA Union Investment Asian Bond&Curr A USD Acc BEA Union Investment Management Limited 18

Bond Asia Pacific LC 3 Years AB SICAV I-Asia Pacific Local Cur Debt Pf A2 USD AllianceBernstein (Luxembourg) S.a r.l.Advised by AllianceBernstein LP

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Bond CNY 3 Years BEA Union Investment RMB Core Bond A RMB Dis BEA Union Investment Management Limited 31

Bond Emerging Markets Global Corporates 3 Years AG EM Corporate Bond A Acc USD Aberdeen Global Services S.A.Advised by Aberdeen Asset Managers Ltd

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Bond Emerging Markets Global HC 3 Years Neuberger Berman EM Debt Hard Curr USD A Acc Neuberger Berman Europe Ltd 27

Bond Emerging Markets Global LC 3 Years MFS Meridian Funds-Em Mkts Dbt Local Curr A1 USD MFS Investment Management Company (Lux) S.a r.l.Advised by Massachusetts Financial Services Company

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Bond EUR High Yield 3 Years BGF European High Yield Bond A2 EUR BlackRock (Luxembourg) SAAdvised by BlackRock Investment Management (UK) Limited

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Bond Global 3 Years JPM Income Fund A Acc USD JPMorgan Asset Management Europe SARL 39

Bond Global High Yield 3 Years Capital Group Gl High Inc Opps (LUX) B EUR Capital International Management Company Sarl 19

Page 2: GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC Investment Funds (Hong Kong) Limited Advised by HSBC Global Asset Management (HK)

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTBond USD 3 Years AB FCP I-American Income Portfolio A USD AllianceBernstein (Luxembourg) S.a r.l.

Advised by AllianceBernstein LP17

Bond USD High Yield 3 Years Value Partners Greater China HY Income P Acc USD Value Partners Hong Kong Limited 29

Equity Asia Pacific 3 Years JPMorgan Pacific Securities (acc) - USD JPMorgan Funds (Asia) LimitedAdvised by JF Asset Management Limited

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Equity Asia Pacific ex Japan 3 Years Schroder ISF Asian Opportunities A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management (Singapore) Ltd

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Equity China 3 Years Hang Seng China Equity Fund A Hang Seng Investment Management Limited 58

Equity Emerging Mkts Europe 3 Years Schroder ISF Emerging Europe A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management Ltd

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Equity Emerging Mkts Global 3 Years HSBC GIF BRIC Equity M2C USD HSBC Investment Funds (Luxembourg) SAAdvised by HSBC Global Asset Management (UK) Ltd

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Equity Emerging Mkts Latin Am 3 Years BGF Latin American A2 USD BlackRock (Luxembourg) SAAdvised by BlackRock Investment Management LLC

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Equity Europe 3 Years MFS Meridian Funds-European Core Equity A1 EUR MFS Investment Management Company (Lux) S.a r.l.Advised by Massachusetts Financial Services Company

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Equity Europe Income 3 Years Allianz Selection European Equity Div AM H2 RMB Allianz Global Investors Asia Pacific LimitedAdvised by Allianz Global Investors GmbH

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Equity Europe Sm&Mid Cap 3 Years Threadneedle (Lux)-Pan Europ Small Cap Opp AE Threadneedle Management Luxembourg SAAdvised by Threadneedle Asset Management Limited

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Equity EuroZone 3 Years AB SICAV I-Eurozone Equity Portfolio A EUR AllianceBernstein (Luxembourg) S.a r.l.Advised by AllianceBernstein LP

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Equity Global 3 Years MS INVF Global Opportunity A USD Morgan Stanley Investment Management (ACD) LimitedAdvised by Morgan Stanley Investment Management Ltd

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Equity Global Income 3 Years Capital Group Gl Growth and Inc (LUX) B USD Capital International Management Company SarlAdvised by Capital Research & Management Company

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Equity Greater China 3 Years Schroder ISF Greater China A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management (Hong Kong)

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Equity Hong Kong 3 Years First State Hong Kong Growth I Acc USD First State Global Umbrella Fund plcAdvised by First State Investments (Hong Kong) Ltd

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Equity India 3 Years JPMorgan India Smaller Companies (acc)-USD JPMorgan Funds (Asia) LimitedAdvised by JF Asset Management Limited

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Equity Japan 3 Years Invesco Japanese Equity Advantage A Acc JPY Invesco Management SAAdvised by Invesco Hong Kong Limited

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Equity Sector Information Tech 3 Years BGF World Technology A2 USD BlackRock (Luxembourg) SA 18

Equity Sector Real Est Global 3 Years Janus Henderson Global Real Estate A$acc Janus Capital International Limited 19

Page 3: GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC Investment Funds (Hong Kong) Limited Advised by HSBC Global Asset Management (HK)

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTEquity UK 3 Years AG UK Equity A Acc GBP Aberdeen Global Services S.A.

Advised by Aberdeen Asset Managers Ltd12

Equity US 3 Years T Rowe US Large Cap Growth Equity A USD T. Rowe Price (Luxembourg) Management SarlAdvised by T. Rowe Price International Ltd

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Equity US Sm&Mid Cap 3 Years Neuberger Berman US Small Cap USD A Acc Neuberger Berman Europe Ltd 11

Mixed Asset USD Bal - Global 3 Years First State Asian Bridge Fund First State Investments (Hong Kong) Ltd 15

Mixed Asset USD Flex - Global 3 Years Hang Seng Global Balanced Fund A Hang Seng Investment Management Limited 23

Bond Asia Pacific HC 5 Years BEA Union Investment Asian Bond&Curr A USD Acc BEA Union Investment Management Limited 15

Bond CNY 5 Years HFT (HK) China RMB Fixed Income Fund A HFT Investment Management (HK) Limited 24

Bond Emerging Markets Global Corporates 5 Years BNY Mellon Emerging Mkts Corp Debt USD A BNY Mellon Global Management LimitedAdvised by Insight Investment Management (Global) Limited

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Bond Emerging Markets Global HC 5 Years Neuberger Berman EM Debt Hard Curr USD A Acc Neuberger Berman Europe Ltd 25

Bond Emerging Markets Global LC 5 Years Capital Group EM Debt (LUX) B USD Capital International Management Company SarlAdvised by Capital International Sarl

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Bond EUR High Yield 5 Years Legg Mason WA Euro High Yield A Dis D EUR Legg Mason Investments (Europe) Limited 11

Bond Global 5 Years New Capital Wealthy Nations Bd USD Ord Acc KBA Consulting Management LtdAdvised by EFG Asset Management Uk Ltd

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Bond Global High Yield 5 Years JPM Global High Yield Bond A Mth USD JPMorgan Asset Management Europe SARLAdvised by JP Morgan Investment Management Inc

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Bond USD 5 Years AB FCP I-American Income Portfolio A USD AllianceBernstein (Luxembourg) S.a r.l.Advised by AllianceBernstein LP

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Bond USD High Yield 5 Years Value Partners Greater China HY Income P Acc USD Value Partners Hong Kong Limited 26

Equity Asia Pacific 5 Years JPMorgan Pacific Securities (acc) - USD JPMorgan Funds (Asia) LimitedAdvised by JF Asset Management Limited

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Equity Asia Pacific ex Japan 5 Years First State Asian Equity Plus I USD Acc First State Global Umbrella Fund plcAdvised by First State Investments (Hong Kong) Ltd

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Equity China 5 Years HSBC China Momentum Fund AC USD HSBC Investment Funds (Hong Kong) LimitedAdvised by HSBC Global Asset Management (HK) Ltd

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Equity Emerging Mkts Europe 5 Years Schroder ISF Emerging Europe A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management Ltd

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Equity Emerging Mkts Global 5 Years HSBC GIF BRIC Markets Equity AC USD HSBC Investment Funds (Luxembourg) SAAdvised by HSBC Global Asset Management (UK) Ltd

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Page 4: GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC Investment Funds (Hong Kong) Limited Advised by HSBC Global Asset Management (HK)

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTEquity Emerging Mkts Latin Am 5 Years BGF Latin American A2 USD BlackRock (Luxembourg) SA

Advised by BlackRock Investment Management LLC17

Equity Europe 5 Years Fidelity Funds - European Dynamic Gth A-EUR-DIS FIL Investment Management (Luxembourg) S.A.Advised by FIL Fund Management Limited

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Equity Europe Sm&Mid Cap 5 Years Threadneedle (Lux)-Pan Europ Small Cap Opp AE Threadneedle Management Luxembourg SAAdvised by Threadneedle Asset Management Limited

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Equity EuroZone 5 Years AB SICAV I-Eurozone Equity Portfolio A EUR AllianceBernstein (Luxembourg) S.a r.l.Advised by AllianceBernstein LP

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Equity Global 5 Years MS INVF Global Opportunity A USD Morgan Stanley Investment Management (ACD) LimitedAdvised by Morgan Stanley Investment Management Ltd

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Equity Global Income 5 Years BNY Mellon Global Equity Income B USD Inc BNY Mellon Global Management LimitedAdvised by Newton Investment Management Limited

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Equity Greater China 5 Years UBS (Lux) Equity Fd - Greater China (USD) P-acc UBS Fund Management (Luxembourg) SAAdvised by UBS Asset Management (Hong Kong) Limited

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Equity Hong Kong 5 Years Schroder ISF Hong Kong Equity A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management (Hong Kong)

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Equity India 5 Years JPMorgan India Smaller Companies (acc)-USD JPMorgan Funds (Asia) LimitedAdvised by JF Asset Management Limited

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Equity Japan 5 Years Invesco Japanese Equity Advantage A Acc JPY Invesco Management SAAdvised by Invesco Hong Kong Limited

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Equity Sector Information Tech 5 Years JPM US Technology A Dis USD JPMorgan Asset Management Europe SARLAdvised by JP Morgan Investment Management Inc

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Equity Sector Real Est Global 5 Years Janus Henderson HF Global Property Eqs A2 USD Henderson Management SAAdvised by Henderson Global Investors Ltd

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Equity UK 5 Years BGF United Kingdom A2 GBP BlackRock (Luxembourg) SAAdvised by BlackRock Investment Management (UK) Limited

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Equity US 5 Years T Rowe US Large Cap Growth Equity A USD T. Rowe Price (Luxembourg) Management SarlAdvised by T. Rowe Price International Ltd

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Equity US Sm&Mid Cap 5 Years Schroder ISF US Small & Mid-Cap Equity A Acc Schroder Investment Management Europe SAAdvised by Schroder Invst Mgmt North America Inc

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Mixed Asset USD Bal - Global 5 Years First State Asian Bridge Fund First State Investments (Hong Kong) Ltd 13

Mixed Asset USD Flex - Global 5 Years MFS Meridian Funds-Prudent Wealth A1 USD MFS Investment Management Company (Lux) S.a r.l.Advised by Massachusetts Financial Services Company

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Bond Emerging Markets Global HC 10 Years AG Select Emerging Markets Bond A Acc USD Aberdeen Global Services S.A.Advised by Aberdeen Asset Managers Ltd

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Bond Emerging Markets Global LC 10 Years Templeton Emerging Markets Bond A (Qdis) USD Franklin Templeton International Services S.a r.l.Advised by Franklin Advisers Inc

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Bond Global 10 Years PineBridge Global Strategic Income A USD PineBridge Investments Ireland Limited 27

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LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTBond Global High Yield 10 Years BGF Global High Yield Bond A2 USD BlackRock (Luxembourg) SA 12

Bond USD 10 Years AB FCP I-American Income Portfolio A USD AllianceBernstein (Luxembourg) S.a r.l.Advised by AllianceBernstein LP

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Bond USD High Yield 10 Years Fidelity Funds - US High Yield A-USD-DIS FIL Investment Management (Luxembourg) S.A.Advised by FIL Fund Management Limited

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Equity Asia Pacific ex Japan 10 Years PineBridge Asia ex Japan Small Cap Equity A USD PineBridge Investments Ireland LimitedAdvised by PineBridge Investments Asia Limited

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Equity China 10 Years Threadneedle China Opportunities Ret Net Acc EUR Threadneedle Investment Services LimitedAdvised by Threadneedle Asset Management Limited

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Equity Emerging Mkts Global 10 Years JPM Emerging Markets Opportunities A Acc USD JPMorgan Asset Management Europe SARL 33

Equity Emerging Mkts Latin Am 10 Years Fidelity Funds - Latin America A-USD-DIS FIL Investment Management (Luxembourg) S.A.Advised by FIL Fund Management Limited

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Equity Europe 10 Years Jupiter European Growth L EUR Acc Jupiter Unit Trust Managers LtdAdvised by Jupiter Asset Management Ltd

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Equity Europe Sm&Mid Cap 10 Years Threadneedle (Lux)-Pan Europ Small Cap Opp AE Threadneedle Management Luxembourg SAAdvised by Threadneedle Asset Management Limited

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Equity EuroZone 10 Years Janus Henderson HF Euroland A2 EUR Henderson Management SAAdvised by Henderson Global Investors Ltd

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Equity Global 10 Years Robeco Global Consumer Trends Equities D EUR Robeco Luxembourg SAAdvised by Robeco Institutional Asset Management BV

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Equity Greater China 10 Years UBS (Lux) Equity Fd - Greater China (USD) P-acc UBS Fund Management (Luxembourg) SAAdvised by UBS Asset Management (Hong Kong) Limited

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Equity Hong Kong 10 Years First State Hong Kong Growth I Acc USD First State Global Umbrella Fund plcAdvised by First State Investments (Hong Kong) Ltd

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Equity India 10 Years First State Indian Subcontinent I Acc USD First State Global Umbrella Fund plcAdvised by First State Investments (Hong Kong) Ltd

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Equity Japan 10 Years Schroder ISF Japanese Opportunities A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management (Japan) Limited

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Equity Sector Information Tech 10 Years Franklin Technology A (acc) USD Franklin Templeton International Services S.a r.l.Advised by Franklin Advisers Inc

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Equity Sector Real Est Global 10 Years Janus Henderson HF Global Property Eqs A2 USD Henderson Management SAAdvised by Henderson Global Investors Ltd

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Equity UK 10 Years Schroder ISF UK Equity A Acc Schroder Investment Management Europe SAAdvised by Schroder Investment Management Ltd

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Equity US 10 Years T Rowe US Large Cap Growth Equity A USD T. Rowe Price (Luxembourg) Management SarlAdvised by T. Rowe Price International Ltd

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Page 6: GROUP AWARD SIZE COMPANY - Amazon Web …Equity China 5 Years HSBC China Momentum Fund AC USD HSBC Investment Funds (Hong Kong) Limited Advised by HSBC Global Asset Management (HK)

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LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME ADVISOR COMPANY PORTFOLIO COUNTMixed Asset USD Bal - Global 10 Years First State Asian Bridge Fund First State Investments (Hong Kong) Ltd 10