Awards and recognition

Asia-Pacific

• Benchmark MPF of the Year Awards 2023 – Hong Kong

  • Investment Manager of the Year

• LSEG Lipper Fund Awards 2024 – Hong Kong Fund Awards

  • HSBC China Government Local Bond Index Fund HC USD – Best Fund over 3 Years, Bond CNY
  • HSBC Portfolios World Selection 5 (AC) – Best Fund over 3 Years & 5 Years, Mixed Asset USD Aggressive
  • HSBC Portfolios World Selection 3 (AC) – Best Fund over 10 Years, Mixed Asset USD Balance Global

• LSEG Lipper Fund Awards 2024 – Hong Kong Pension Fund Awards

  • Mixed Assets – Group Award (3 consecutive years)
  • Mixed Asset HKD Aggressive – Best Fund over 3 Years
  • Mixed Asset HKD Balanced – Best Fund over 3 Years, over 5 Years & over 10 years
  • Mixed Asset HKD Conservative – Best Fund over 3 years & over 5 Years
  • Equity China – Best Fund over 10 Years
  • Equity Europe – Best Fund over 5 Years & 10 Years
  • Equity US – Best Fund over 10 Years
  • Equity Global – Best Fund over 3 Years

• Bloomberg Businessweek (Chinese Edition) – Top Fund Awards 2023 – MPF category

  • Best Performer in Mixed Allocation - Balanced Fund (1 year)
  • Outstanding Performer in Equity - US Fund (1 year)
  • Outstanding Performer in Equity - Europe Fund (1 year, 5 years)
  • Best Performer in Equity - US Fund (5 years, 10 years)
  • Best Performer in Equity - China Fund (5 years)
  • Best Performer in Mixed Allocation - Growth Fund (5 years)
  • Outstanding Performer in Equity - China Fund (5 years)
  • Outstanding Performer in Equity - Global Fund (5 years)
  • Best Performer in Equity - China Fund (10 years)
  • Best Performer in Equity - Europe Fund (10 years)
  • Outstanding Performer in Mixed Allocation - Balanced Fund (10 years)

• Benchmark MPF of the Year Awards 2023 – Hong Kong

  MPF Investment Manager Award

  • Growth Mixed Assets - 61% to 80% equity (Outstanding Achiever)

  Top MPF Fund Award

  • Lifestyle - >60%-80% Equity (Best-in-Class)
  • US Equity (Best-In-Class)

• Lipper Fund Awards Hong Kong 2023 by Refinitiv

  HSBC China Government Local Bond Index Fund HC USD – Best Fund over 3 Years, Bond CNY

• Lipper Fund Awards Hong Kong 2023 by Refinitiv – Pension Funds

  • Mixed Assets – Group Award
  • Mixed Asset HKD Conservative – Best Fund over 3 Years & Best Fund over 5 Years
  • Mixed Asset HKD Balanced - Best Fund over 5 Years
  • Equity China – Best Fund over 3 Years, Best Fund over 5 Years & Best Fund over 10 Years
  • Equity Europe – Best Fund over 5 Years & Best Fund over 10 Years
  • Equity US – Best Fund over 3 Years & Best Fund over 10 Years
  • Equity Global – Best Fund over 3 Years

• Fund Selector Asia Awards Hong Kong 2023

  HSBC Jintrust Dynamic Strategy Mixed Securities Investment Fund H – Platinum (Mixed Asset)
  HSBC China Dragon Fund – Platinum (Greater China / China Equity)
  HSBC GIF India Fixed Income ACEUR – Gold (Emerging Market Bond)

• “The 2023 MPF Awards” by MPF Ratings

  • Bond (Global) – 10 Year Consistent Performer
  • Equity (US) – 5 Year & 10 Year Consistent Performer
  • Equity (Asia) – 1 Year Consistent Performer
  • Core Accumulation Fund – 1 Year & 5 Year Consistent Performer
  • Age 65 Plus Fund – 1 Year & 5 Year Consistent Performer
  • Mixed Asset (21-40) – 1 Year Consistent Performer
  • Mixed Asset (81-100) – 1 Year Consistent Performer

• Bloomberg Businessweek (Chinese Edition) – Top Fund Awards 2022 – MPF category

  • Equity - China Fund - Best Performer (1 year, 5 years, 10 years)
  • Equity - Europe Fund - Outstanding Performer (1 year, 5 years) & Best Performer (10 years)
  • Equity - Global Fund - Outstanding Performer (1 year, 5 years)
  • Equity - US Fund – Best Performer (5 years) & Outstanding Performer (10 years)
  • Mixed Allocation - Growth Fund - Outstanding Performer (5 years, 10 years)
  • Mixed Allocation - Balanced Fund - Outstanding Performer (10 years)

• Benchmark MPF of the Year Awards 2022 – Hong Kong

  Investment Manager Award

  • ESG integration (Best-in-class)

  Top MPF Fund Award

  • Aggressive Mixed Assets – HSBC STP Growth Fund (Outstanding Achiever)
  • DIS Age 65 Plus – Age 65 Plus Fund (Best-In-Class)
  • DIS Core Accumulation – Core Accumulation Fund (Best-In-Class)
  • US Equity – HSBC STP North America Equity (Best-In-Class)
  • China Equity – HSBC STP Chinese Equity (Best-In-Class)
  • Lifestyle (>60-80% Equity) – HSBC STP Balanced Fund (Best-In-Class)

• Corporate Treasurer Awards 2022

  House Awards Service Providers APAC - Asset/Liquidity Management Service

• Lipper Fund Awards 2022 - Hong Kong

  HSBC All China Bond RMB - Winner

  HSBC All China Bond USD - Winner

  HSBC China Momentum USD - Winner

  HSBC Portfolios World Selection USD - Winner

• Lipper Fund Awards 2022 (Pension Fund Awards) - Hong Kong

  HSBC MPF-SuperTrust Plus - Global Bond - Winner

  HSBC MPF-SuperTrust Plus - Chinese Equity - Winner

  HSBC MPF-SuperTrust Plus - ValueChoice North America Equity Tracker Fund - Winner

• Lipper Fund Awards 2022 (Pension Fund Group Awards) - Hong Kong

  Mixed Assets - Winner

• Asia Asset Management Best of the Best Awards 2022

  Best Investor Education Hong Kong - Winner
  Best China Bonds Offshore 5 Years - Winner

• Benchmark Fund of the Year Awards 2022 - Hong Kong

  Mutual Fund House Award RMB Fixed Income - Best in Class
  Sustainability Award ESG Integration - Outstanding Achiever
  Top Retail Fund China Fixed Income HSBC All China Bond AM2 USD - Outstanding Achiever

• Benchmark Fund of the Year Awards 2022 - Taiwan

  House Awards Asia Fixed Income - Best in Class

• Fund Selector Asia Hong Kong

  HSBC Asian High Yield Bond - Platinum
  Mixed Asset HSBC Jintrust Dynamic Strategy - Platinum

• Benchmark MPF of the Year Awards 2021 – Hong Kong

  Investment Manager Award

  • Greater China Equity (Outstanding Achiever)
  • Global Fixed Income (Outstanding Achiever)
  • Multi-assets – aggressive allocation (Best in class)
  • Asia Pacific Equity (Best in class)
  • ESG integration (Best in class)

  Top Fund Award

  • Default Investment Strategy – Age 65 Plus Fund (Best in class)