2022 Hong Kong Morningstar Awards for Investing Excellence

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the winners for the 2022 Hong Kong Morningstar Awards for Investing Excellence.

Morningstar 24 March, 2022 | 10:00
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The awards recognise those funds and asset managers that have served investors well over the long term and which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. There are three types of Morningstar award: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.

Wing Chan, Morningstar’s Head of Manager Research, Europe and Asia Pacific, remarked: “The objective of the Morningstar Awards for Investing Excellence is to highlight funds and fund groups that have done a great job for investors and that we think should continue to serve them well in the long run.”

“Our 2022 winners, across equity and fixed-income categories, have been carefully chosen by our analysts and represent some of the best funds and fund groups in the industry. The winner of our newly introduced Asset Manager –Sustainable Investing Award has one of the best ESG programs in the industry and has built it into its investment DNA,” he continued.

The 2022 Morningstar Awards for Investing Excellence award winners in Hong Kong are:

Methodology

These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Analyst Rating™, complemented by the Morningstar Quantitative Rating™ (MQR), when necessary. The MQR is a quantitative rating that seeks to emulate the Analyst Rating and uses the same Gold, Silver, Bronze, Neutral, Negative scale as the former. The Morningstar Asset Manager – Sustainable Investing Awards are determined by a combination of Morningstar’s ESG Commitment Level for asset managers, along with Morningstar’s sustainability metrics for funds and Manager Research analysts’ knowledge of the fund groups they assess in the context of the Morningstar Analyst Rating for funds.

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