Sun Life WinningAwards

The 9th BENCHMARK Wealth Management Awards

  • Brand of the Year
  • Academy of the Year
  • Whole Life Insurance - Best in Class
  • Retirement Product - Best in Class
  • Outstanding Campaign Award
  • Social Media Engagement - Outstanding Achiever

 

IFPHK Financial Education Leadership Awards cum Accredited Professional Financial Planning Firm 2018

  • Accredited Professional Financial Planning Firm
  • Corporate Financial Education Leadership – Gold Award

 

Economic Digest - The Outstanding Brand Awards 2018

  • MPF Management Service Provider

 

Economic Digest - The Outstanding eCommerce Excellence Award 2018

  • Online MPF Platform

 

Insurance Excellence Awards 2018 by iMoney Magazine

  • Best Corporate Image

 

MPF Awards

 

BENCHMARK Fund of the Year Awards 2018

GRAND AWARD

  • Provider of the Year - MPF
  • Brand of the Year

BEST-IN-CLASS

  • MPF Capability Awards - Campaign of the Year
  • MPF Capability Awards - Intermediary Support
  • Top MPF Fund Awards - Hong Kong Equity
  • Top MPF Fund Awards - Mixed Assets >40-60% Equity
  • Top MPF Fund Awards - Mixed Assets >60-80% Equity

OUTSTANDING ACHIEVER

  • MPF Capability Awards - Member Servicing
  • Top MPF Fund Awards - Mixed Assets >20-40% Equity

 

Source: The BENCHMARK Fund of the Year Awards website at https://www.fundawards.asia/hk/mpf-result-announcement-2018/. For Top MPF awards, the results are based on the constituent fund performance as at 30 September 2018.

 

MPF Ratings - The 2018 MPF Awards

  • 2018 MPF Scheme of the Year
  • 5 Year Consecutive Gold Rated Scheme
  • Gold Rated Scheme
  • 1 Year Consistent Performer – Mixed Asset Fund (21-40)
  • 1 Year Consistent Performer – Mixed Asset Fund (41-60)
  • 1 Year Consistent Performer – Mixed Asset Fund (61-80)
  • 5 Year Consistent Performer – Mixed Asset Fund (41-60)
  • 5 Year Consistent Performer – Mixed Asset Fund (61-80)
  • 10 Year Consistent Performer – Equity Fund (HK& China)
  • 10 Year Consistent Performer – Mixed Asset Fund (41-60)
  • 10 Year Consistent Performer – Mixed Asset Fund (61-80)
  • 10 Year Consistent Performer – Mixed Asset Fund (81-100)

 

Source: MPF Ratings Limited’s website. The ratings and awards are based on the constituent funds’ investment and performance, fees and charges, and qualitative assessment as at 31 December 2017.

 

Thomson Reuters Lipper Hong Kong 2018 Fund Awards

  • Best Mandatory Provident Fund over 3, 10 years - Equity Hong Kong
  • Best Mandatory Provident Fund over 5, 10 years - Mixed Asset HKD Aggressive
  • Best Mandatory Provident Fund over 3, 5, 10 years - Mixed Asset HKD Balanced
  • Best Mandatory Provident Fund over 3 years - Mixed Asset HKD Conservative

 

Source: The Thomson Reuters Lipper’s website. The results are based on the constituent fund performance as at 31 December 2017.

 

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2018 Hong Kong

Best Performer

  • Hong Kong Equity Fund (MPF – 10 years)
  • Global Fixed Income Fund (MPF – 10 Years)

 

Outstanding Performer

  • Hong Kong Equity Fund (MPF – 1 Year)
  • Hong Kong Equity Fund (MPF – 5 Year)
  • Global Fixed Income Fund (MPF – 5 Years)
  • Global Fixed Income Fund (MPF – 10 Years)

 

Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2018. For the award criteria of Bloomberg Businessweek (Chinese edition) Top Fund Awards 2018, please visit:

http://www.bbwhkevent.com