Top Funds To Watch 2023
Outstanding Performer – ETFs – NAV Tracking Error 1 Year – Commodity

2020 The 4th China Overseas Fund Golden Bull Awards Ceremony
Golden Bull Overseas China Equity Fund (One Year)

Refinitiv Lipper Fund Awards 2020
Bond USD High Yield (5 Years)

2019 HKCAMA-Bloomberg Offshore China Fund Awards

– Best Total Return – Greater China Fixed Income (3-Year)

2019 HKCAMA-Bloomberg Offshore China Fund Awards

– Best Total Return – Greater China Fixed Income (5-Year)

Fund Selector Asia Awards Hong Kong 2019

High Yield Fund – Platinum Winner

Lipper Fund Awards 2019 – Hong Kong

Best US Dollar Bond Fund: High Yield (3 Years)

Lipper Fund Awards 2019 – Hong Kong

Best US Dollar Bond Fund: High Yield (3 Years)

Benchmark Fund of the Year Awards 2019, Hong Kong
Value Gold ETF
Quantitative Top Fund – Precious Metals Commodity Category (Best-in-Class)

2018 HKCAMA – Bloomberg Offshore China Fund Awards
2nd Runner-up in Total Returns – Greater China Equity (5 Years)

2018 Thomson Reuters Lipper Fund Award (Hong Kong)
Best China Equity Fund – 10 Years

Based on returns as of year-end 2017.

2018 HKCAMA – Bloomberg Offshore China Fund Awards
Best Total Return – Greater China Fixed Income (3 Years)

2018 HKCAMA – Bloomberg Offshore China Fund Awards
Best Total Return – Greater China Fixed Income (5 Years)

2018 Thomson Reuters Lipper Fund Award
Best Bond US Dollar High Yield – 3 Years

Based on returns as of year-end 2017.

2018 Thomson Reuters Lipper Fund Award
Best Bond US Dollar High Yield – 5 Years

Based on returns as of year-end 2017.

AsianInvestor – Asset Management Awards
Best Retail Product

Benchmark Fund of the Year Awards 2018, Hong Kong
USD HY Fixed Income – Best-in-Class: VP Greater China HY Income Fund

Fund Selector Asia Awards Hong Kong 2018
High Yield – Gold Winner

Value Gold ETF
Best ETF – Commodities and Specialty Category (Outstanding Performer)

Based on NAV tracking error.

Benchmark Fund of the Year Awards 2018, Hong Kong
Sensible Asset Management
Commodity ETF House (Best-in-Class)

AsiaHedge Awards 2017
Best Asia ex-Japan Fund

The award was based on performance for the full 12-month period, from Sep 2016 to the end of Aug 2017.

HFM Asia Performance Awards 2017
Best Greater China Fund over US$500 million

The award recognized funds that have outperformed their peers over the past 12 months, up to 30 Apr 2017.

HFM Asia Performance Awards 2017
Fund of the Year 2017

2017 HKCAMA – Bloomberg Offshore China Fund Awards
AUM Growth – Greater China Fixed Income (1 Year)

2017 HKCAMA – Bloomberg Offshore China Fund Awards
Best Total Return – Greater China Fixed Income (1 Year)

2017 HKCAMA – Bloomberg Offshore China Fund Awards
Best Total Return – Greater China Fixed Income (3 Years)

Benchmark Fund of the Year Awards 2017, Hong Kong
Other Fixed Income – Best-in-Class: VP Greater China HY Income Fund

HFM Asia Performance Awards 2017
Best Fixed Income Fund

The Asset Triple A, Asset Servicing, Investor and Fund Management Awards 2017
Fund Manager of the Year – Long-only Fixed Income (Highly Commended)
Mr. Gordon Ip, Value Partners Greater China High Yield Fixed Income Fund

Thomson Reuters Lipper Fund Awards 2017
Best Bond US Dollar – High Yield (3 Years)

The award reflecting performance as at December 2016.

Thomson Reuters Lipper Fund Awards 2017
Best Asia Pacific ex-Japan Equity (10 Years)

The award reflects performance as at December 2016.

Value Gold ETF
Best ETF – Commodities and Specialty Category (Outstanding Performer)

Based on NAV tracking error

Benchmark Fund of the Year Awards 2017, Hong Kong
Sensible Asset Management
House Award (ETF) – Commodity ETF (Outstanding Achiever)

2016 HKCAMA – Bloomberg Offshore China Fund Awards
Best Total Return – Greater China Fixed Income (1 Year)

The awards recognize the Greater China focused fixed income funds issued by CAMAHK members with at least 1 year of historical performance as of 30 Sept 2016.

2016 HKCAMA – Bloomberg Offshore China Fund Awards
Best Total Return – Greater China Fixed Income (3 Years)

The awards recognize the Greater China focused fixed income funds issued by CAMAHK members with at least 1 year of historical performance as of 30 Sept 2016.

Fund of the Year Awards 2016
Other Bond: Best-in-class

The Asset Triple A, Asset Servicing, Investor and Fund Management Awards 2016
Fund Manager of the Year – Long-only Fixed Income
Mr. Gordon Ip, Value Partners Greater China High Yield Income Fund

Fund Selector Asia Awards Singapore 2016
Asia Pacific Equity Category – Platinum Winner

Selected among funds with “Accredited Investor” status in Singapore, based on performance data from 30 June 2012 to 30 June 2015 and voting from a panel of industry fund selectors.

Thomson Reuters Lipper Fund Awards 2016
Best Asia Pacific ex-Japan Equity (10 Years)

The award reflects performance as at December 2015.

Benchmark Fund of the Year Awards 2016
Value Gold ETF
Best-in-class (ETF) – Commodities – Precious Metal

Bloomberg Businessweek Top Fund Awards 2016
Value Gold ETF
Commodities and Specialty ETFs – Best Performer

Based on NAV Tracking Error

Bloomberg Businessweek Top Fund Awards 2016
Value Gold ETF
Commodities and Specialty ETFs – Outstanding Performer

Based on NAV Total return

ETF and Indexing Awards 2016
Value Partners
Best Commodity ETF

Fund of the Year Awards 2015
China Equity Category – Outstanding Achiever

Based on fund performance as at September 2015.

HFM Asia Performance Awards 2015
Best Greater China Fund over US$500 million

The award recognized funds that have outperformed their peers over the past 12 months, up to 30 Apr 2015.

Top Fund Awards 2015 (Hong Kong)
Greater China Equity – Outstanding Performer

Based on data provided by Morningstar Asia and Bloomberg Professional Services up to 30 Sep 2015.

Top Investment Houses in Asian G3 Bonds for 2015

Announced in October 2015 by The Asset Benchmark Research, the Top Investment Houses (Hedge Funds) were selected by a poll covering global institutional investors that are active in the Asian G3 bond markets. The award winners were nominated by their sell-side peers. All verified nominations were weighted and ranked accordingly.

Fund of the Year Awards 2015
Value Partners: High Yield Fixed Income (Outstanding Achiever)

Reflecting performance as at September 2015.

Value Partners’ senior fund manager – Mr. Gordon Ip:
Ranked 7th in the top 10 Astute Investors in Asian G3 bonds in Hong Kong in 2015

Announced in October 2015 by The Asset Benchmark Research, the Most Astute Investors and Top Investment Houses (Hedge Funds) were selected by a poll covering global institutional investors that are active in the Asian G3 bond markets.  The award winners were nominated by their sell-side peers. All verified nominations were weighted and ranked accordingly. 

Asset Management Awards 2015
Best Retail Product

The award reflects performance as at December 2014.

Investors Choice Awards 2015 (APAC)
Asia ex-Japan Fund – Long Term Performance

The award reflects performance as at December 2014.

Lipper Fund Awards 2014 (Hong Kong)
Best Greater China Equity Fund – 5 Years

Based on returns as of year-end 2013.

Fund of the Year Awards 2014 – High Yield Fixed Income
Outstanding Achiever

Reflecting performance as at September 2014.

Lipper Fund Awards 2014
Best Asia ex-Japan Equity Fund – 5 Years

Based on data as of 31 December 2013.

Morningstar Hong Kong Fund Awards 2014
Best Asia Ex-Japan Equity Fund

The 2014 Morningstar award was based on data of eligible funds in their respective Morningstar category up to 31 December 2013.

Fund of The Year Awards 2014
Value Partners
Outstanding Achiever – ETF Investor Education 

Lipper Fund Awards 2013 (Hong Kong)
Best Greater China Equity Fund – 5 Years

Based on returns as of year-end 2012.

Lipper Fund Awards 2013 (Hong Kong)
Best China Equity Fund – 5 Years

Based on returns as of year-end 2012.

Fund of the Year Awards 2013
Outstanding Achiever – Asia Pacific Equity Category

Based on data as of 30 September 2013.

Ranked 92nd globally on the 2012 list of “Best 100 Hedge Funds”, a ranking based on 3-year compound annual returns and a minimum fund size of US$300 million as at December 2012^

2011 Best of the Best Performance Awards
Greater China Region Equity – 3 Years

Judging for the 2011 Best of the Best Awards involved the submission of nomination forms to Asia Asset Management judges, on or before 19 December 2011. Funds are judged based on their annual performance, ending respectively on 30 September 2011. Judging criteria for the China Greenchip Fund’s performance was dependent on the nominated fund’s fund size, performance against its peers, 3-year return, and monthly and year-to-date. Judging criteria for Value Gold ETF was dependent on the nominated ETF (with under US$50 million in AUM) in terms of its performance over the last year as well as its capabilities and achievements.

Lipper Fund Awards 2012 (Hong Kong)
Best Greater China Equity Fund – 3 Years

Based on returns as of year-end 2011.

Lipper Fund Awards 2012 (Hong Kong)
Best China Equity Fund – 3 Years

Based on returns as of year-end 2011.

Fund of the Year Awards 2011
Outstanding Achiever – Greater China Equity category

Class A Units of the Fund selected as one of the top 100 funds based on fund size, track record, Morningstar’s Star rating and one year absolute ranking as at month end Oct 2011.

Lipper Fund Awards 2012
Best Asia Pacific (Ex-Japan) Equity – 5 Years

Based on returns as of year-end 2011.

2012 The Asset Triple A Investment Awards
Value Partners
Highly Commended ETF House for Hong Kong

Best of the Best Awards 2011
Value Gold ETF
Best of the Best Regional Awards – Best Performing Small ETF

Top 100 Funds of the Year 2010 – China Equity

Based on fund size, track record, Morningstar’s Star rating and one year absolute ranking as at month end October 2010.

Morningstar 2010 Fund Awards (Hong Kong)
– Best Greater China Equity Fund

Star ratings as of 29 February 2012.

2010 Best of the Best Awards
Best of the Best Performance Award – Greater China Region Equity – 3 Years

Judging for the 2010 Best of the Best Awards involved the submission of nomination forms to Asia Asset Management judges, on or before 17 December 2010. Funds are judged based on their annual performance, ending on 30 September 2010. Judging criteria for the China Greenchip Fund’s performance was dependent on the nominated fund’s fund size, performance against its peers, 3-year return, and monthly and year-to-date.

Lipper Fund Awards 2011 (Hong Kong)
Best Greater China Equity Fund – 3 Years

Based on returns as of year-end 2010.

Top 100 Funds of the Year 2010
China Equity – Best in Class

Based on fund size, track record, Morningstar’s Star rating and one year absolute ranking as at month end October 2010.

Long-Term Performance Award (10 Years)

Value Partners Classic Fund is not authorized as a hedge fund by the Securities and Futures Commission (“SFC”) in Hong Kong according to the Code on Unit Trusts and Mutual Funds. SFC authorization is not a recommendation or endorsement of a scheme nor does it guarantee the commercial merits of a scheme or its performance. It does not mean the scheme is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors.

Top 100 Funds of the Year 2010
Greater China Equity – Best in Class

Class A Units of the Fund selected as one of the top 100 funds, based on fund size, track record, Morningstar’s Star rating and one year absolute ranking as at month end Oct 2010.

Top 100 Funds of the Year 2010
– Asia Ex-Japan Equity

Based on fund size, track record, Morningstar’s Star rating and one year absolute ranking as at month end October 2010.

Best of the Best Awards 2010
Value Gold ETF
Best of the Best Country Awards – Hong Kong – Best New ETF category

^ Value Partners China Greenchip Fund Limited is not authorized as a hedge fund by the SFC in Hong Kong according to the Code on Unit Trust and Mutual Funds. SFC authorization is not a recommendation or endorsement of a scheme, nor does it guarantee the commercial merits of a scheme or its performance. It does not mean the scheme is suitable for all investors, nor is it an endorsement for its suitability for any particular investor or class of investors.

Best China Fund of the Year 2010^

Lipper Fund Awards 2010
Best Equity Asia Pacific (Ex-Japan) Fund over 3 Years

Based on returns as of year-end 2009.

Ranked 19th on the annual list of “The World’s 75 Best Hedge Funds”, a ranking based on three-year annualized returns and a minimum fund size of US$300 million as at Dec 2007.

Value Partners Classic Fund is not authorized as a hedge fund by the Securities and Futures Commission (“SFC”) in Hong Kong according to the Code on Unit Trusts and Mutual Funds. SFC authorization is not a recommendation or endorsement of a scheme nor does it guarantee the commercial merits of a scheme or its performance. It does not mean the scheme is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors.

Ranked No. 1 (for A Unit) in Equity Greater China sector sold in Hong Kong in terms of annualized total return, risk-return ratio and absolute return for the period from Apr 1, 1993 to Jun 30, 2008.

Ranked 27^th on the annual list of “The World’s 75 Best Hedge Funds”, a ranking based on three-year annualized returns and a minimum fund size of US$300 million as at December 2007^

Ranked No. 1 in the Lipper Equity Greater China sector sold in Hong Kong in terms of annualized total return, risk-return ratio and absolute return for the period from Apr 1, 1993 to May 31, 2007

Fund of the Year – Asia Excluding Japan^

Ranked No. 1 amongst its peer group in Greater China Equity sector sold in Hong Kongin terms of 13-year annualized total return, risk return ratio and absolute return ending by Mar 31, 2006

Lipper Fund Awards Hong Kong 2005
– Best Greater China Equity Fund over Five Years

Based on returns as of year-end 2004.

Ranked No. 2 the best performing Greater China Equity funds in terms of annualized total return and low volatility for the period from February 28, 2001 to February 27, 2004

Fund of the Year – Asia excluding Japan

Value Partners Classic Fund is not authorized as a hedge fund by the Securities and Futures Commission (“SFC”) in Hong Kong according to the Code on Unit Trusts and Mutual Funds. SFC authorization is not a recommendation or endorsement of a scheme nor does it guarantee the commercial merits of a scheme or its performance. It does not mean the scheme is suitable for all investors nor is it an endorsement of its suitability for any particular investor or class of investors.

Ranked No. 1 the best performing Greater China Equity funds in terms of annualized total return, risk-return ratio and absolute return for the period from Mar 31, 1994 to Mar 31, 2004.

Ranked No. 1 the best performing Asia Pacific Equity funds
in terms of annualized total return for the period from March 31, 2003 to March 31, 2004

Fund Manager of the Year 2003 for Equity China (Greater) Five-Year Award

Fund of the Year Awards 2003
in Equity Greater China (5 Years) category

Based on returns as of year-end 2002.

Fund of the Year Awards 2003 in Equity Greater China (3 Years) category

Based on returns as of year-end 2002.

Fund of the Year Awards 2003
in Equity Asia Pacific (1 Year) category

Based on returns as of year-end 2002.

Fund of the Year New Fund (Excluding Japan)^

Ranked No. 1 the best performing Hong Kong and China Equity funds in terms of annualized total return for the period from July 14, 2000 to October 31, 2002

Fund Manager of the Year 2002 for Equity Hong Kong Three-Year Award

Fund Manager of the Year 2002 for Asia Equity

Fund of the Year Awards 2002 in Equity Greater China (3 Years) category

Based on returns as of year-end 2001.

Fund of the Year Awards 2002 in Equity Greater China (5 Years) category

Based on returns as of year-end 2001.

Ranked No. 1 the best performing Hong Kong and China Equity funds in terms of annualized total return, risk-return ratio and absolute return for the period from Mar 31, 1993 to Oct 31, 2002.

Fund of the Year Awards 2001
Equity Hong Kong and China (1 Year) category

Based on returns as of year-end 2000.

Fund of the Year Awards 2001 in Equity Greater China (3 Years) category

Based on returns as of year-end 2000.

Ranked No. 1 the best performing Hong Kong and China Equity funds in terms of annualized total return, risk-return ratio and absolute return for the period from Mar 31, 1993 to May 31, 2001.

Rated ‘frAA’ and ranked No. 1 in 3 years volatility adjusted ranking – South East Asia

Fund Manager of the Year Awards 1997
– Hong Kong Equity (Jan 1995 – Dec 1997)

No. 1 Lipper Overseas Fund Table for a 2 years period ending December 31, 1995 in the Equity Asset Type category with a Geographical Focus of Hong Kong

1995 Offshore Fund Awards
Best Far East Fund (Excl Japan) One Year

Fund Manager of the Year Awards 1994
– Hong Kong Equity Funds (Jan 3, 1994 – Jan 2, 1995)