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


Enterprising Hong Kong Brand Awards

  • Best HK Financial Services Brand– Privately held

 

Top 3 of The Hong Kong Insurance Awards 2017

  • Most Innovative Product / Service Award - Health Specialty

 

The 8th annual BENCHMARK Wealth Management Awards 2017

  • Campaign of the Year (Brand)

 

The Mandatory Provident Fund Schemes Authority - Good MPF Employer Award

  • 2016-17 Good MPF Employer
  • e-Contribution Award
  • Support for MPF Management Award

(BestServe Financial Limited and Sun Life Trustee Company)

 

Human Resources - The HR Vendors of the Year 2017

  • Silver Winner - Best Retirement & Pension Plan Provider

 

Sky Post - Banking & Finance Awards 2017

  • Excellence Award for MPF Provider (Funds and MPF Category)

 

Marketing Excellence Awards 2017

  • Bronze Award – Excellence in Out-of-Home Marketing

 

Award for Excellence in Training and Development 2017 (Campaign Award)

  • Chow Tai Fook Citation for Commitment to Professional Development (Development Category)

 

MPF Awards

The BENCHMARK Fund of the Year Awards 2017 Hong Kong

Best-in-Class

  • Top MPF - Cautious Allocation
  • Top MPF - Moderate Allocation
  • Top MPF - Aggressive Allocation
  • Top MPF - Hong Kong Equity
  • MPF Capability Awards - Investor Education

 

Outstanding Achiever

  • Top MPF - Moderate Allocation
  • Top MPF - Aggressive Allocation
  • Top MPF - Hong Kong Equity
  • MPF Capability Awards – Member Servicing

 

Source: The BENCHMARK Fund of the Year Awards’ website. For Best-in-Class Award and Outstanding Achiever Award of cautious allocation, moderate allocation, aggressive allocation and Hong Kong equity, the results are based on the constituent fund performance as at 30 September 2017.

 

MPF Ratings The 2017 MPF Awards

  • Two Gold Rated Schemes
  • Best 1 Year Performance – Mixed Asset Fund 81 – 100
  • Best New Innovation
  • Longevity Award – Best 10 Year Performance – Equity Fund (HK & China)
  • Longevity Award – Best 10 Year Performance – Mixed Asset Fund 41 – 60
  • Longevity Award – Best 10 Year Performance – Mixed Asset Fund 61 – 80

 

Source: MPF Ratings Limited’s website at http://www.mpfratings.com.hk/english/media/19012017/. The ratings and awards are based on the constituent funds’ investment and performance, fees and charges, and qualitative assessment as at 31 December 2016.

 

Thomson Reuters Lipper Fund Awards 2017 Hong Kong

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

 

Source:  The Thomson Reuters Lipper’s website at http://www.lipperfundawards.com/Awards/HongKong/2017/. The results are based on the constituent fund’s consistent return as at 31 December 2016.

 

Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2017 Hong Kong

Best Performer

  • Global Bond Fund (MPF –1 Year)
  • Balanced Fund (MPF – 10 Years)
  • Guaranteed Fund (MPF – 10 Years)
  • Growth Fund (MPF – 10 Years)
  • Hong Kong Equity Fund (MPF – 10 Years)

Outstanding Performer

  • Global Bond Fund (MPF – 5 years)
  • RMB Focus Fund (MPF – 5 years)
  • Growth Fund (MPF – 10 Years)
  • Global Equity Fund (MPF – 10 years)

 

Source: Bloomberg Businessweek (Chinese Edition) Issue no. 135 published on 27 December 2017. The results are based on the constituent fund performance as at 30 September 2017.