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Sun Life has captured 50 MPF Awards including Sponsor of the Year2, Intermediary of the Year2 and Best Group Award - Overall and Equity3
BENCHMARK MPF of the Year Awards 20212
Grand Award – Sponsor of the Year2
The Benchmark "Sponsor of the Year" award recognizes MPF Sponsors who have demonstrated excellence in their product designs, fund manager selection, cost structuring, and engagement.
Intermediary Award – Intermediary of the Year2
The Benchmark "Intermediary of the Year" award recognizes MPF intermediaries that excel product knowledge, technology application, relationship building and marketing techniques better than others in the industry.
BEST-IN-CLASS | OUTSTANDING ACHIEVER | |
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Hong Kong 2022 Refinitiv Lipper Fund Awards3
The awards recognize mutual funds and fund families from across all asset classes, including equity, bond, mixed-asset, commodity and alternatives, with additional awards presented to pension funds and exchange-traded funds in specific fund award universes.
"The 2022 MPF Awards" by MPF Ratings4
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Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2021 Hong Kong5
Best Performer | Outstanding Performer | |
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Sing Tao Service Awards 2021 - Sing Tao Daily6
1 Based on assets under management. Source: Mercer MPF Market Shares Report (as at March 31, 2022). MPF refers to Mandatory Provident Fund.
2 Source: BENCHMARK MPF Awards 2021.
3 Source: Hong Kong 2022 Refinitiv Lipper Fund Awards.
4 Source: "The 2022 MPF Awards" by MPF Ratings.
5 Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2021 Hong Kong.
6 Source: Sing Tao Service Awards 2021 - Sing Tao Daily.
Important Note:
This material is for corporate news update purpose only. It is not a recommendation to purchase, sell or hold any particular investment product. Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall.
3rd Largest MPF Service Provider in Hong Kong1
Sun Life has captured 30 MPF Awards including MPF Scheme of the Year 20212,3 and MPF Brand of the Year Award7
MPF Ratings’ MPF Scheme of the Year 20212,3
MPF Scheme of the Year finalists and the winner are assessed as the most well diversified MPF schemes across all key criteria assessed by MPF Ratings; investment performance, fees and charges, as well as, an assessment of overall services within the schemes.
Criteria and Methodology4:
Assessment Modules |
Weightings |
Quantitative assessment
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65 |
Qualitative assessment
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35 |
Total Assessment |
100
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BENCHMARK MPF of the Year Awards 2020
Grand Award – MPF Brand of the Year7
The MPF Brand of the Year Award recognizes an MPF Provider whose brand strategy best demonstrates the ability to connect with the public and increase their perceived brand trustworthiness and admiration.
Judging Methodology:
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MPF Ratings’ 2021 MPF Scheme Ratings and Awards5
CAMPAIGN OF THE YEAR | INTERMEDIARY OF THE YEAR | |
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2020 BENCHMARK MPF of the Year Awards7
BEST-IN-CLASS | OUTSTANDING ACHIEVER | |
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OUTSTANDING ACHIEVERBloomberg Businessweek (Chinese Edition) Top Fund Awards 2020 Hong Kong8
Best Performer | Outstanding Performer | |
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1 Based on assets under management. Source: Mercer MPF Market Shares Report (as at December 31, 2020). MPF refers to Mandatory Provident Fund.
2 Source: MPF Ratings’ 2021 MPF Scheme Ratings and Awards. For Scheme Ratings and Awards assessment criteria, please visit: https://mpfratings.com.hk/awards-methodology/.
3 For MPF Scheme of the Year and Rising Stars, investment performance returns and fees are weighted over 12-month, 3 year and 5-year portfolio. These weightings are consistent with the MPF Ratings’ methodology. The end date for the investment performance, fees and qualitative assessments is December 31 for the relevant year.
4 Additional criteria and methodology includes: (1) scheme sponsors must be a MPFA regulated provider; (2) schemes must have a minimum scheme size of HK$400 million; (3) schemes must have minimum 3 year track record; and (4) the end date of assessment is at 31 December for the relevant year.
5 Source: MPF Ratings’ 2021 MPF Scheme Ratings and Awards. For Scheme Ratings and Awards assessment criteria please visit: https://www.mpfratings.com.hk/ratings-and-awards/.
6 In assessing the overall absolute and risk-adjusted performance (or fees) of a MPF scheme, MPF Ratings takes into account all constituent funds that the MPF scheme offered as well as the asset size of the constituent funds. For a constituent funds with bigger fund size, its impact/contribution to the scheme’s overall performance (or fees) will be bigger.
7 Source: BENCHMARK Capability Awards received are based on the qualitative methodology and tools determined by BENCHMARK. Top MPF Awards received are based on performance data provided by Refinitiv to BENCHMARK between October 1, 2019 and September 30, 2020. For details of source and assessment criteria, please refer to https://2020.benchmark.exchange/awards-asset-management/result-announcement-2020/.
8 Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2020 Hong Kong. Awards criteria, please visit: http://www.bbwhkevent.com. The Awards apply a Bloomberg data-driven and performance-based methodology evaluating funds subject to asset class categories to identify the best performing funds. All assessments are based on market figures and historical data available on the Bloomberg Terminal.
Important Note:
This material is for corporate news update purpose only. It is not a recommendation to purchase, sell or hold any particular investment product. Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall.
3rd Largest MPF Service Provider in Hong Kong*
Sun Life has been awarded MPF Provider of the Year Award1 and Employers’ Choice2 with 33 MPF Awards captured in 2019-2020
BENCHMARK Fund of the Year Awards 20191
MPF Provider of the Year Award1
Summary of Award Criteria:
GRAND AWARD
BEST-IN-CLASS | OUTSTANDING ACHIEVER | |
Top MPF Awards - Hong Kong Equity | Capability Awards - Member Servicing | |
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MPF Ratings - MPF Ratings’ 2020 MPF Scheme Ratings and Award2
Employers’ Choice2
Summary of Award Criteria:
Ratings and Awards:
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Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2019 Hong Kong3
BEST PERFORMER | OUTSTANDING PERFORMER | |
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Refinitiv Lipper Fund Awards 2020 Hong Kong4
Economic Digest - The Outstanding Brand Awards 20205
* Based on assets under management. Source: Mercer MPF Market Shares Report (as at Mar 31, 2020). MPF refers to Mandatory Provident Fund.
1 Source: BENCHMARK Capability Awards received are based on the qualitative methodology and tools determined by BENCHMARK. Top MPF Awards received are based on performance data provided by Refinitiv to BENCHMARK between October 1, 2018 and September 30, 2019. For details of source and assessment criteria, please refer to https://benchmark.exchange/hk/asset-management/mpf-result-announcement-2019.
2 Source: MPF Ratings’ 2020 MPF Scheme Ratings and Awards. For Scheme Ratings and Awards assessment criteria please visit: https://www.mpfratings.com.hk/ratings-and-awards/.
3 Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2019. Award criteria please visit: http://www.bbwhkevent.com/tfa2019.
4 Source: Refinitiv Lipper Fund Awards website at https://www.lipperfundawards.com/Awards/HongKong. The results are based on the consistent returns and qualitative assessments of constitute funds as at 31 December 2019.
5 Source: Economic Digest - The Outstanding Brand Awards 2020. Award criteria please visit: https://www.edigest.hk/theoutstandingbrandawards2020/.
Important Note:
This material is for corporate news update purpose only. It is not a recommendation to purchase, sell or hold any particular investment product. Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall.