Global Series and Premier-Choice Series
Underlying Fund Awards
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Notice of Changes
- The “Global Series” and “Premier-Choice Series” investment-linked insurance products issued by YF Life Insurance International Ltd. (the “Company”) are life insurance policies. Your investments are subject to the credit risks of the Company. The “Global Series” includes Global InvestPlan and Global InvestPlus. The “Premier-Choice Series” includes Premier-Choice ULife InvestPlan, Premier-Choice Flexi, Premier-Choice Flexi Plus, Premier-Choice InvestPlan and Premier-Choice PLUS InvestPlan. However, “Premier-Choice Series” is not available to new policy application and is not marketed to the public.
- All premiums you pay towards your policy will become and remain the assets of the Company. You do not have any rights or ownership over any of those assets. Your recourse is against the Company only.
- Early surrender or withdrawal of the policy/suspension of premium or reduction in premium/basic sum insured (if applicable) may result in a significant loss of the principal and the bonuses awarded. Poor performance of underlying funds/assets may further magnify your investment losses, while all charges are still deductible (if any).
- The investment choices available under the products can have very different features and risk profiles. Some may be of high risk.
- Investment involves risks. Your policy value and thus your returns will be calculated by the Company with reference to the performance of the underlying fund(s)/assets from time to time, and the policy charges will continue to be deducted from your policy. The return under the policy as a whole may be lower than the return of the underlying funds linked to your selected investment choices, due to the various fees and charges levied by the Company on your policy. Past performance is not indicative of future performance.
- Please do not rely on this material alone. You should read this in conjunction with the offering documents (consisting of the “Product Key Facts and Product Brochure” and the “Investment Choice Brochure”) of the relevant products and the offering documents of the respective underlying funds involved for details, including charges and risk factors.
- You should consider your own investment objective, your personal financial circumstances and risk tolerance level before making any investment decision. The final decision is yours.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
The LSEG Lipper Fund Awards (“Lipper”) are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Award.
FSA Fund Awards Hong Kong (“FSA”), based on data from FE Fundinfo, selects fund award winners through both quantitative and qualitative methods. FE fundinfo used its Crown Rating methodology to assess funds based on alpha, volatility and consistency of performance over 3 years and create a shortlist for 14 asset classes. The shortlist was given to an independent panel of professionals from Asia’s fund selector community in Hong Kong. Their aggregated choices determined the Platinum and Gold winners.
Bloomberg Businessweek Top Funds to Watch (“Bloomberg Businessweek”) is based on market figures and historical data available on the Bloomberg Terminal. Mutual Funds are measured by market performance and asset classes in the past 12 months.
Benchmark Fund of the Year Awards (“Benchmark”) select top mutual fund awardees based on quantitative data in BlueOnion fund database and award strategies that demonstrate medium-to-long-term tangible outcomes without exposing the investors to unnecessary risks.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
|
AB SICAV I — International Health Care Portfolio (A USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Equity Sector Healthcare – Best Fund Over 3 Years and 5 Years |
| Allianz Global Investors Fund — Allianz US Short Duration High Income Bond (AM USD) | LSEG Lipper Fund Awards Hong Kong 2024* | Bond USD High Yield – Best Fund Over 3 Years |
|
BlackRock Global Funds — Global Allocation Fund (A2 USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Mixed Asset USD Bal – Global – Best Fund Over 5 Years |
|
Fidelity Funds — US Dollar Bond Fund (A USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Bond USD – Best Fund Over 10 Years |
|
Invesco Funds — Invesco Global Equity Income Fund (A Accumulation USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Equity Global Income – Best Fund Over 3 Years |
|
JPMorgan Asian Smaller Companies Fund (acc USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Equity Asia Pacific Sm&Mid Cap – Best Fund Over 10 Years |
|
JPMorgan Funds — US Technology Fund (A (dist) USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Equity Sector Information Tech – Best Fund Over 5 Years and 10 Years |
|
Schroder International Selection Fund – Global Sustainable Growth (A Accumulation USD) |
LSEG Lipper Fund Awards Hong Kong 2024* | Equity Global – Best Fund Over 10 Years |
|
Allianz Global Investors Fund — Allianz US Short Duration High Income Bond (AM USD) |
FSA Fund Awards Hong Kong 2024# | High Yield – Platinum |
|
BlackRock Global Funds – World Healthscience Fund (A2 USD) |
FSA Fund Awards Hong Kong 2024# | Sector Equity – Platinum |
|
BNP Paribas Funds USD Short Duration Bond (Classic-Capitalisation USD) |
FSA Fund Awards Hong Kong 2024# | Regional Bond – Gold |
|
Franklin Floating Rate Fund plc (A (dist) USD) |
FSA Fund Awards Hong Kong 2024# | Regional Bond – Platinum |
|
BlackRock Global Funds — Global Allocation Fund |
Bloomberg Businessweek Top Funds to Watch 2023^ | Mixed Allocation – Global – Best Performer (Mutual Funds (5 Years)) |
|
BlackRock Global Funds — US Dollar High Yield Bond Fund |
Bloomberg Businessweek Top Funds to Watch 2023^ | Fixed Income – High Yield Bond – Outstanding Performer (Mutual Funds (5 Years)) |
|
Fidelity Funds — China Focus Fund |
Bloomberg Businessweek Top Funds to Watch 2023^ | Equity – China – Outstanding Performer (Mutual Funds (1 Year)) |
|
JPMorgan Funds — Taiwan Fund |
Bloomberg Businessweek Top Funds to Watch 2023^ | Equity – Taiwan – Best Performer (Mutual Funds (5 Years)) |
|
JPMorgan Funds — US Technology Fund |
Bloomberg Businessweek Top Funds to Watch 2023^ | Technology – Outstanding Performer (Mutual Funds (1 Year)) |
|
Schroder International Selection Fund – Hong Kong Equity |
Bloomberg Businessweek Top Funds to Watch 2023^ | Equity – Hong Kong – Outstanding Performer (Mutual Funds (5 Years)) |
|
Taikang Kaitai Funds — Taikang Kaitai US Dollar Money Market Fund |
Bloomberg Businessweek Top Funds to Watch 2023^ | Money Market – Outstanding Performer (Mutual Funds (1 Year)) |
|
Invesco Funds - Invesco Pan European Equity Fund (A Annual Distribution USD) |
Benchmark Fund of the Year Awards 2023 (Hong Kong)~ | Europe Equity – Best-in-Class |
*The LSEG Lipper Fund Awards Hong Kong 2024 is given by LSEG Lipper in 2024, reflecting fund performance in the year of 2023.
# The FSA Fund Awards Hong Kong 2024 is given by FSA in 2024, based on volatility and consistency of performance as well as fund selector choices for the three-year period ending 30 June 2023.
^ Bloomberg Businessweek Top Funds to Watch 2023 is given by Bloomberg Businessweek/Chinese Edition in 2024, reflecting performance of the past one year and past five years period as at 30 September 2023.
~ Benchmark Fund of the Year Awards 2023 (Hong Kong) is given by Benchmark in 2024, reflecting the performance as at 30 September of 2023.
For criteria and award methodologies of Lipper, FSA, Bloomberg BusinessWeek and Benchmark, please refer to the website of Lipper (lipperfundawards.com),FSA (fundselectorasia.com/fsa-awards-2/),Bloomberg Businessweek (http://www.bbwhkevent.com/) and Benchmark (www.benchmark.today) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Refinitiv Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that have excelled in providing consistently strong, risk-adjusted performance relative to their peers. Individual classifications of 3, 5, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. Morningstar Awards for Investing Excellence (“Morningstar”) are determined by a combination of risk-adjusted medium- to long-term performance track records and the Morningstar Analyst Rating™, complemented by the Morningstar Quantitative Rating™, when necessary.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| AB SICAV I – International Health Care Portfolio (A USD) | 2023 Refinitiv Lipper Fund Awards Hong Kong* | Equity Sector Healthcare – Best Fund Over 3 Years and 5 Years |
| BlackRock Global Funds — Global Allocation Fund (A2 USD) | 2023 Refinitiv Lipper Fund Awards Hong Kong* | Mixed Asset USD Bal – Global – Best Fund Over 3 Years, 5 Years and 10 Years |
| Fidelity Funds — Asia Pacific Dividend Fund (A USD) | 2023 Refinitiv Lipper Fund Awards Hong Kong* | Equity Asia Pacific ex Japan – Best Fund Over 3 Years |
| Fidelity Funds – US Dollar Bond Fund (A USD) | 2023 Refinitiv Lipper Fund Awards Hong Kong* | Bond USD – Best Fund Over 5 Years and 10 Years |
| Schroder International Selection Fund — Global Sustainable Growth (A Accumulation USD) | 2023 Refinitiv Lipper Fund Awards Hong Kong* | Equity Global – Best Fund Over 5 Years and 10 Years |
| First Sentier Investors Global Umbrella Fund plc — FSSA China Growth Fund (I USD) | 2023 Hong Kong Morningstar Awards for Investing Excellence# | Best China Equity Fund |
| Schroder International Selection Fund — Global Sustainable Growth (A Accumulation USD) | 2023 Hong Kong Morningstar Awards for Investing Excellence# | Best Global Equity Fund |
* The 2023 Refinitiv Lipper Fund Awards Hong Kong is given by Refinitiv in 2023 but is based on fund performance in the year of 2022.
# The 2023 Hong Kong Morningstar Awards for Investing Excellence is given by Morningstar in 2023 but is based on fund performance in the year of 2022.
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (lipperfundawards.com) and Morningstar (morningstar.hk/hk/) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Refinitiv Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that have excelled in providing consistently strong, risk-adjusted performance relative to their peers. Individual classifications of 3, 5, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. Morningstar Awards for Investing Excellence (“Morningstar”) are determined by a combination of risk-adjusted medium- to long-term performance track records and the Morningstar Analyst Rating™, complemented by the Morningstar Quantitative Rating™, when necessary.
FSA Fund Awards Hong Kong (“FSA”), based on data from FE Fundinfo, selects fund award winners through both quantitative and qualitative methods. FE fundinfo used its Crown Rating methodology to assess funds based on alpha, volatility and consistency of performance over 3 years and create a shortlist for 14 asset classes. The shortlist was given to an independent panel of professionals from Asia’s fund selector community in Hong Kong. Their aggregated choices determined the Platinum and Gold winners.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| AB SICAV I – International Health Care Portfolio (A USD) | 2022 Refinitiv Lipper Fund Awards Hong Kong* | Equity Sector Healthcare – Best Fund Over 3 Years and 5 Years |
| BlackRock Global Funds – Global Allocation Fund (A2 USD) | 2022 Refinitiv Lipper Fund Awards Hong Kong* | Mixed Asset USD Bal – Global – Best Fund Over 3 Years and 5 Years |
| Fidelity Funds – US Dollar Bond Fund (A USD) | 2022 Refinitiv Lipper Fund Awards Hong Kong* | Bond USD – Best Fund Over 3 Years and 5 Years |
| First Sentier Investors Global Umbrella Fund plc – FSSA China Growth Fund (I USD) | 2022 Hong Kong Morningstar Awards for Investing Excellence# | Best China Equity Fund |
| Aberdeen Standard SICAV I Global Innovation Equity Fund (A Acc USD) | FSA Fund Awards Hong Kong 2022^ | Platinum – Global Equity |
| BlackRock Global Funds – Sustainable Energy Fund (A2 USD) | FSA Fund Awards Hong Kong 2022^ | Platinum – Sector Equity |
| Schroder Internal Selection Fund – Global Sustainable Growth (A Accumulation USD) | FSA Fund Awards Hong Kong 2022^ | Gold – Global Equity |
* The 2022 Refinitiv Lipper Fund Awards Hong Kong is given by Refinitiv in 2022 but is based on fund performance in the year of 2021.
# The 2022 Hong Kong Morningstar Awards for Investing Excellence is given by Morningstar in 2022 but is based on fund performance in the year of 2021.
^ The FSA Fund Awards Hong Kong 2022 is given by FSA in 2022 but is based on fund performance from 13 November 2020 to 12 November 2021.
For criteria and award methodologies of Lipper, Morningstar and FSA, please refer to the website of Lipper (lipperfundawards.com), Morningstar (morningstar.hk/hk/) and FSA (fundselectorasia.com/fsa-awards-2/) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Refinitiv Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that have excelled in providing consistently strong, risk-adjusted performance relative to their peers. Individual classifications of 3, 5, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized.
The below awards were based on the past performance of the relevant funds, as of 12/31/2020.
| Name of Underlying Fund (Share Class and Currency) | Category |
|---|---|
| BlackRock Global Funds — Asian Tiger Bond Fund (A2 USD) | Bond Asia Pacific HC – Best Fund Over 10 Years |
| BlackRock Global Funds – Global Allocation Fund (A2 USD) | Mixed Asset USD Bal – Global – Best Fund over 3 Years and 10 Years |
| BlackRock Global Funds – US Dollar High Yield Bond Fund (A2 USD) | Bond USD High Yield – Best Fund Over 10 Years |
* The 2021 Refinitiv Lipper Fund Awards Hong Kong is given by Refinitiv in 2021 but is based on fund performance in the year of 2020.
For criteria and award methodologies of Lipper, please refer to the website of Lipper (lipperfundawards.com).
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Refinitiv Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that have excelled in providing consistently strong, risk-adjusted performance relative to their peers. Individual classifications of 3, 5, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized.
The below awards were based on the past performance of the relevant funds, as of 12/31/2019.
| Name of Underlying Fund (Share Class and Currency) | Category |
|---|---|
| BlackRock Global Funds — US Dollar High Yield Bond Fund (A2 USD) | Bond USD High Yield – Best Fund Over 10 Years |
| Fidelity Funds — China Focus Fund (A USD) | Equity China – Best Fund Over 10 Years |
|
First State Global Umbrella Fund plc - First State Asian Equity Plus Fund (I (dis) USD) (to be renamed to “First Sentier Investors Global Umbrella Fund plc - FSSA Asian Equity Plus Fund” on or around 22 September 2020) |
Equity Asia Pacific ex Japan – Best Fund Over 10 Years |
| JPMorgan Asia Growth Fund (acc USD) | Equity Asia Pacific ex Japan – Best Fund Over 3 Years |
* The 2020 Refinitiv Lipper Fund Awards Hong Kong is given by Refinitiv in 2020 but is based on fund performance in the year of 2019.
For criteria and award methodologies of Lipper, please refer to the website of Lipper (lipperfundawards.com).
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2018.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Aberdeen Standard SICAV I - Select Emerging Markets Bond Fund (A(acc) USD) | 2019 Thomson Reuters Lipper Fund Awards Hong Kong* | Bond Emerging Markets Global Hard Currency – Best Fund Over 10 Years |
| BlackRock Global Funds - Latin American Fund (A2 USD) | 2019 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Emerging Markets Latin American – Best Fund Over 3 Years and 5 Years |
| Franklin Templeton Investment Funds – Franklin Technology Fund (A(acc) USD) | 2019 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Sector Information Technology – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds – Templeton Emerging Markets Bond Fund (A(Qdis) USD) | 2019 Thomson Reuters Lipper Fund Awards Hong Kong* | Bond Emerging Markets Global Local Currency – Best Fund Over 10 Years |
| Schroder International Selection Fund - Greater China (A1(acc) USD) | 2019 Morningstar Hong Kong Fund Awards# | Greater China Equity (China Equity and Greater China Equity) – Best Greater China Equity Fund |
* The 2019 Thomson Reuters Lipper Fund Awards Hong Kong is given by Thomson Reuters in 2019 but is based on fund performance in the year of 2018.
# Morningstar Hong Kong Fund Awards 2019 is given by Morningstar in 2019 but is based on fund performance in the year of 2018.
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2017.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Fidelity Funds – Pacific Fund (A USD) | 2018 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Asia Pacific – Best Fund Over 5 Years |
| First State Global Umbrella Fund plc - First State Greater China Growth Fund (I USD) | 2018 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Greater China – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds - Franklin Technology Fund (A(acc) USD) | 2018 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Sector Information Technology – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds - Templeton Emerging Markets Bond Fund (A(Qdis) USD) | 2018 Thomson Reuters Lipper Fund Awards Hong Kong* | Bond Emerging Markets Global – Local Currency – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds - Templeton Global Total Return Fund (A(acc) USD) | 2018 Thomson Reuters Lipper Fund Awards Hong Kong* | Bond Global – Best Fund Over 10 Years |
* The 2018 Thomson Reuters Lipper Fund Awards Hong Kong is given by Thomson Reuters in 2018 but is based on fund performance in the year of 2017.
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2016.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Baring Europe Select Trust (Inc GBP) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Europe Small and Mid Caps – Best Fund Over 10 Years |
| Fidelity Funds – China Focus Fund (A USD) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity China – Best Fund Over 10 Years |
| Fidelity Funds – Pacific Fund (A USD) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Asia Pacific – Best Fund Over 5 Years |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund (I USD) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Greater China – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds – Franklin Technology Fund (A (acc) USD) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Sector Information Technology – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds – Templeton Emerging Markets Bond Fund (A (Qdis) USD) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Bond Emerging Markets Global – Local Currency – Best Fund Over 5 Years |
| Value Partners High-Dividend Stocks Fund (A1 USD) | 2017 Thomson Reuters Lipper Fund Awards Hong Kong* | Equity Asia Pacific Ex Japan – Best Fund Over 10 Years |
* The 2017 Thomson Reuters Lipper Fund Awards Hong Kong is given by Thomson Reuters in 2017 but is based on fund performance in the year of 2016.
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2015.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Baring Europe Select Trust (Inc GBP) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Europe Small and Mid Caps – Best Fund Over 10 Years |
| Fidelity Funds - Global Consumer Industries Fund (A EUR) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Global – Best Fund Over 10 Years |
| Fidelity Funds - Pacific Fund (A USD) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Asia Pacific – Best Fund Over 3 Years and 5 Years |
| First State Global Umbrella Fund plc - First State Asian Equity Plus Fund (I (Distributing) USD) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Asia Pacific Ex Japan – Best Fund Over 5 Years |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund (I USD) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Greater China – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds – Franklin Technology Fund (A(acc) USD) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Sector Information Technology – Best Fund Over 10 Years |
| Franklin Templeton Investment Funds - Templeton Emerging Markets Bond Fund (A(Qdis) USD) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Bond Emerging Markets Global - Local Currency – Best Fund Over 3 Years and 5 Years |
| Value Partners High-Dividend Stocks Fund (A1 USD) | 2016 Thomson Reuters Lipper Fund Awards Hong Kong | Equity Asia Pacific Ex Japan – Best Fund Over 10 Years |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2014.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Baring Europe Select Trust | Lipper Fund Awards 2015 Hong Kong | Equity Europe Small and Mid Caps – 10 Years |
| BlackRock Global Funds - Global Allocation Fund | Lipper Fund Awards 2015 Hong Kong | Mixed Asset USD Balanced – Global – 10 Years |
| BlackRock Global Funds - US Dollar High Yield Bond Fund | Lipper Fund Awards 2015 Hong Kong | Bond US Dollar - High Yield – 5 Years |
| Fidelity Funds - Global Consumer Industries Fund | Lipper Fund Awards 2015 Hong Kong | Equity Global – 10 Years |
| Fidelity Funds - Pacific Fund | Lipper Fund Awards 2015 Hong Kong | Equity Asia Pacific – 3 Years and 5 Years |
| First State Global Umbrella Fund plc - First State Asian Equity Plus Fund | Lipper Fund Awards 2015 Hong Kong | Equity Asia Pacific Ex Japan – 5 Years |
| First State Global Umbrella Fund plc - First State China Growth Fund | Lipper Fund Awards 2015 Hong Kong | Equity China – 10 Years |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund | Lipper Fund Awards 2015 Hong Kong | Equity Greater China – 10 Years |
| Franklin Templeton Investment Funds - Templeton Emerging Markets Bond Fund | Lipper Fund Awards 2015 Hong Kong | Bond Emerging Markets Global - Local Currency – 3 Years and 5 Years |
| Franklin Templeton Investment Funds - Templeton Global Balanced Fund | Lipper Fund Awards 2015 Hong Kong | Mixed Asset USD Balanced – Global – 3 Years |
| Aberdeen Global - Japanese Equity Fund | Morningstar Hong Kong Awards 2015 | Japan Large-Cap Equity |
| Franklin Templeton Investment Funds - Templeton Emerging Markets Smaller Companies Fund | Morningstar Hong Kong Awards 2015 | Global Emerging Markets Equity |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2013.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Aberdeen Global – Select Emerging Markets Bond Fund | Lipper Fund Awards Hong Kong 2014 | Bond Emerging Markets Global – Hard Currency – 3 Years and 5 Years |
| Baring Europe Select Trust | Lipper Fund Awards Hong Kong 2014 | Equity Europe Small and Mid Caps – 10 Years |
| Fidelity Funds – Pacific Fund | Lipper Fund Awards Hong Kong 2014 Morningstar Fund Awards (Hong Kong) 2014 |
Equity Asia Pacific – 3 Years Asia-Pacific Equity |
| First State Global Umbrella Fund plc – First State China Growth Fund | Lipper Fund Awards Hong Kong 2014 Morningstar Fund Awards (Hong Kong) 2014 |
Equity China – 3 Years, 5 Years and 10 Years Greater China Equity |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund | Lipper Fund Awards Hong Kong 2014 | Equity Greater China – 10 Years |
| Franklin Templeton Investment Funds – Franklin U.S. Opportunities Fund | Lipper Fund Awards Hong Kong 2014 | Equity US – 10 Years |
| Franklin Templeton Investment Funds – Templeton Emerging Markets Bond Fund | Lipper Fund Awards Hong Kong 2014 | Bond Emerging Markets Global – Local Currency – 3 Years and 5 Years |
| Franklin Templeton Investment Funds – Templeton Global Balanced Fund | Lipper Fund Awards Hong Kong 2014 | Mixed Asset USD Balanced – Global – 3 Years |
| Value Partners High-Dividend Stocks Fund | Lipper Fund Awards Hong Kong 2014 Morningstar Fund Awards (Hong Kong) 2014 |
Equity Asia Pacific Ex Japan – 5 Years Asia ex-Japan Equity |
| Fidelity Funds – Emerging Markets Fund | Morningstar Fund Awards (Hong Kong) 2014 | Global Emerging Markets Equity |
| JPMorgan Asian Total Return Bond Fund | Morningstar Fund Awards (Hong Kong) 2014 | Asia Bond |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2012.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Aberdeen Global – Japanese Equity Fund | Lipper Fund Awards Hong Kong 2013 | Equity Japan – 3 Years and 5 Years |
| Aberdeen Global – Select Emerging Markets Bond Fund | Lipper Fund Awards Hong Kong 2013 | Bond Emerging Markets Global – Hard Currency – 3 Years |
| Aberdeen Global – World Equity Fund | Lipper Fund Awards Hong Kong 2013 | Equity Global –10 Years |
| Baring Europe Select Trust | Lipper Fund Awards Hong Kong 2013 | Equity Europe Small and Mid Caps – 10 Years |
| BlackRock Global Funds – Emerging Europe Fund | Lipper Fund Awards Hong Kong 2013 | Equity Emerging Markets Europe – 10 Years |
| BlackRock Global Funds – US Dollar High Yield Bond Fund | Lipper Fund Awards Hong Kong 2013 | Bond US Dollar - High Yield – 3 Years |
| Fidelity Funds – Global Consumer Industries Fund | Lipper Fund Awards Hong Kong 2013 | Equity Global – 3 Years and 5 Years |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund | Lipper Fund Awards Hong Kong 2013 | Equity Greater China – 3 Years and 10 Years |
| Franklin Templeton Investment Funds – Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2013 | Bond Global – 10 Years |
| Franklin Templeton Investment Funds – Franklin U.S. Opportunities Fund | Lipper Fund Awards Hong Kong 2013 | Equity US – 10 Years |
| Franklin Templeton Investment Funds – Franklin Technology Fund | Lipper Fund Awards Hong Kong 2013 | Equity Sector Information Technology – 5 Years |
| Morgan Stanley Investment Funds US Advantage Fund | Lipper Fund Awards Hong Kong 2013 | Equity US – 5 Years |
| Value Partners Intelligent Funds – Chinese Mainland Focus Fund | Lipper Fund Awards Hong Kong 2013 | Equity China – 5 Years |
| Aberdeen Global – Asian Smaller Companies Fund | Morningstar Fund Awards (Hong Kong) 2013 | Asia-Pacific Equity |
| Aberdeen Global – Japanese Equity Fund | Morningstar Fund Awards (Hong Kong) 2013 | Japan Large-Cap Equity |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2011.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| ACMBernstein - American Income Portfolio | Lipper Fund Awards Hong Kong 2012 | Bond US Dollar –3 Years and 10 Years |
| ACMBernstein – Global High Yield Portfolio | Lipper Fund Awards Hong Kong 2012 | Bond Global – High Yield – 3 Years |
| Aberdeen Global – Select Emerging Markets Bond Fund | Lipper Fund Awards Hong Kong 2012 | Bond Emerging Markets Global – 3 Years |
| First State Global Umbrella Fund plc – First State China Growth Fund | Lipper Fund Awards Hong Kong 2012 | Equity China – 5 Years |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund | Lipper Fund Awards Hong Kong 2012 | Equity Greater China – 5 Years |
| Franklin Templeton Investment Funds – Templeton Asian Growth Fund | Lipper Fund Awards Hong Kong 2012 | Equity Asia Pacific Ex Japan –3 Years and 10 Years |
| Franklin Templeton Investment Funds – Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2012 | Bond Global – 10 Years |
| Franklin Templeton Investment Funds – Templeton Global Total Return Fund | Lipper Fund Awards Hong Kong 2012 | Bond Global – 5 Years |
| Franklin Templeton Investment Funds – Franklin Technology Fund | Lipper Fund Awards Hong Kong 2012 | Equity Sector Information Technology – 5 Years and 10 Years |
| BlackRock Global Funds – Emerging Europe Fund | Lipper Fund Awards Hong Kong 2012 | Equity Emerging Markets Europe – 10 Years |
| BlackRock Global Funds – Global Allocation Fund | Lipper Fund Awards Hong Kong 2012 | Mixed Asset USD Balanced – Global –10 Years |
| Parvest Equity Japan | Lipper Fund Awards Hong Kong 2012 | Equity Japan – 10 Years |
| Value Partners High-Dividend Stocks Fund | Lipper Fund Awards Hong Kong 2012 | Equity Asia Pacific Ex Japan – 5 Years |
| Value Partners Intelligent Funds – Chinese Mainland Focus Fund | Lipper Fund Awards Hong Kong 2012 | Equity China – 3 Years |
| Aberdeen Global – Asian Smaller Companies Fund | Morningstar Hong Kong Fund Awards 2012 | Asia-Pacific Equity |
| First State Global Umbrella Fund plc – First State Global Emerging Markets Leaders Fund | Morningstar Hong Kong Fund Awards 2012 | Global Emerging Markets Equity |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2010.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| ACMBernstein - American Income Portfolio | Lipper Fund Awards Hong Kong 2011 | Bond US Dollar – 10 Years |
| Baring Europe Select Trust | Lipper Fund Awards Hong Kong 2011 | Equity Europe Small and Mid Caps – 10 Years |
| Fidelity Funds – European Growth Fund | Lipper Fund Awards Hong Kong 2011 | Equity Europe – 10 Years |
| First State Global Umbrella Fund plc – First State Greater China Growth Fund | Lipper Fund Awards Hong Kong 2011 | Equity Greater China – 5 Years |
| Franklin Templeton Investment Funds – Templeton Asian Growth Fund | Lipper Fund Awards Hong Kong 2011 | Equity Asia Pacific Ex Japan – 10 Years |
| Franklin Templeton Investment Funds – Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2011 | Bond Global – 10 Years |
| Franklin Templeton Investment Funds – Franklin Technology Fund | Lipper Fund Awards Hong Kong 2011 | Equity Sector Information Technology – 3 Years and 10 Years |
| JF Korea Fund | Lipper Fund Awards Hong Kong 2011 | Equity Korea – 5 Years |
| BlackRock Global Funds - Emerging Europe Fund | Lipper Fund Awards Hong Kong 2011 | Equity Emerging Markets Europe – 10 Years |
| BlackRock Global Funds - World Mining Fund | Lipper Fund Awards Hong Kong 2011 | Equity Sector Natural Resources – 5 Years |
| Schroder International Selection Fund – EURO Bond | Lipper Fund Awards Hong Kong 2011 | Bond Euro – 3 Years |
| Schroder International Selection Fund – Hong Kong Equity | Lipper Fund Awards Hong Kong 2011 | Equity Hong Kong – 5 Years |
| Franklin Templeton Investment Funds – Templeton Global Bond Fund | Morningstar Fund Awards (Hong Kong) 2010 | Global Bond |
| Value Partners Intelligent Funds - China Convergence Fund | Morningstar Fund Awards (Hong Kong) 2010 | Greater China Equity |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2009.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| AllianceBernstein - American Income Portfolio A USD | Lipper Fund Awards Hong Kong 2010 | Bond US Dollar – 10 Years |
| AllianceBernstein - India Growth Portfolio AX USD | Lipper Fund Awards Hong Kong 2010 | Equity India – 10 Years |
| Baring Europe Select Inc GBX | Lipper Fund Awards Hong Kong 2010 | Equity Europe Small and Mid Caps – 3 Years and 10 Years |
| Baring Eastern Europe Fund | Lipper Fund Awards Hong Kong 2010 | Equity Emerging Markets Europe – 3 Years, 5 Years and 10 Years |
| Fidelity Funds – Australia Fund | Lipper Fund Awards Hong Kong 2010 | Equity Australia – 5 Years and 10 Years |
| Fidelity Funds – South East Asia Fund | Lipper Fund Awards Hong Kong 2010 | Equity Asia Pacific Ex Japan – 5 Years |
| First State China Growth Fund | Lipper Fund Awards Hong Kong 2010 | Equity China – 5 Years and 10 Years |
| Franklin Templeton Investment Funds - Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2010 | Bond Global – 3 Years and 10 Years |
| Franklin Templeton Investment Funds - Franklin Technology Fund | Lipper Fund Awards Hong Kong 2010 | Equity Sector Information Technology – 3 Years |
| JF Korea Fund | Lipper Fund Awards Hong Kong 2010 | Equity Korea – 3 Years, 5 Years and 10 Years |
| JF Thailand Fund | Lipper Fund Awards Hong Kong 2010 | Equity Thailand – 3 Years and 5 Years |
| BlackRock Global Funds – Global Allocation Fund | Lipper Fund Awards Hong Kong 2010 | Mixed Asset USD Balanced – Global – 3 Years, 5 Years and 10 Years |
| Schroder ISF Hong Kong Equity Fund | Lipper Fund Awards Hong Kong 2010 | Equity Hong Kong – 5 Years |
| Value Partners High-Dividend Stocks Fund | Lipper Fund Awards Hong Kong 2010 | Equity Asia Pacific Ex Japan – 3 Years |
| AllianceBernstein – Global High Yield Portfolio | Morningstar Fund Awards 2009 | Dollar High Yield Bond |
| First State China Growth Fund | Morningstar Fund Awards 2009 | Greater China Equity |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2008.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| Baring Eastern Europe Fund | Lipper Fund Awards Hong Kong 2009 | Best Fund over 3 Years, 5 Years and 10 Years - Equity Emerging Markets Europe |
| Baring Hong Kong China Fund | Lipper Fund Awards Hong Kong 2009 | Best Fund over 3 Years and 5 Years - Equity Great China |
| Parvest US Dollar Bond | Lipper Fund Awards Hong Kong 2009 | Bond US Dollar 3 Years and 5 Years |
| Fidelity Funds - Asia Pacific Growth & Income Fund | Lipper Fund Awards Hong Kong 2009 | Equity Asia Pacific - 3 Years |
| Fidelity Funds - China Focus Fund | Lipper Fund Awards Hong Kong 2009 | Best Greater China Equity |
| Fidelity Funds - Global Financial Services Fund | Lipper Fund Awards Hong Kong 2009 | Equity Sector Banks and Other Financials - 5 Years |
| Fidelity Funds - South East Asia Fund | Lipper Fund Awards Hong Kong 2009 | Equity Asia Pacific Ex Japan - 3 Years and 5 Years |
| Franklin Templeton Investment Funds - Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2009 | Best Bond Global Fund - 3 Years |
| Franklin Templeton Investment Funds - Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2009 | Best Bond Global Fund - 5 Years |
| JF Korea Fund | Lipper Fund Awards Hong Kong 2009 | Best Korea Equity Fund - 3 Years, 5 Years and 10 Years |
| JF Thailand Fund | Lipper Fund Awards Hong Kong 2009 | Best Thailand Equity Fund - 3 Years and 5 Years |
| BlackRock Global Funds - World Mining Fund | Lipper Fund Awards Hong Kong 2009 | Equity Sector Natural Resources - 10 Years |
| BlackRock Global Funds - Global Allocation | Fund Lipper Fund Awards Hong Kong 2009 | Mixed Asset USD Balanced - Global - 10 Years |
| Schroder International Selection Fund - EURO Equity | Lipper Fund Awards Hong Kong 2009 | Equity Eurozone - 5 Years and 10 Years |
| Schroder International Selection Fund - BRIC (Brazil, Russia, India, China) | Lipper Fund Awards Hong Kong 2009 | Equity Emerging Markets Global - 3 Years |
| Schroder International Selection Fund - Hong Kong Equity | Lipper Fund Awards Hong Kong 2009 | Equity Hong Kong - 5 Years and 10 Years |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2007.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| AllianceBernstein - Global High Yield Portfolio | Lipper Fund Awards Hong Kong 2008 | Bond Global - High Yield - 3 Years |
| Baring Eastern Europe Fund Lipper | Fund Awards Hong Kong 2008 | BeBest Fund Over 10 Years - Equity Emerging Markets Europe |
| Baring High Yield Bond Fund | Morningstar Fund Award 2007 (Hong Kong) | |
| Baring Hong Kong China Fund | Lipper Fund Awards Hong Kong 2008 | Best Fund Over 3 Years and 5 Years - Greater China |
| Baring Oppenheimer Fund plc - Baring International Bond Fund | Lipper Fund Awards Hong Kong 2008 | Best Fund Over 5 Years - Bond Global |
| Baring Oppenheimer Fund plc - Baring Limited - Term U.S. Government Fund | Lipper Fund Awards Hong Kong 2008 | Best Fund Over 3 Years - Bond US Dollar - Short Term |
| Baring Oppenheimer Fund plc - Baring Strategic Income Fund | Lipper Fund Awards Hong Kong 2008 | Best Fund Over 3 Years and 5 Years - Bond US Dollar |
| BlackRock Global Funds - Emerging Europe Fund | Lipper Fund Awards Hong Kong 2008 | Equity Emerging Markets Europe - 5 Years |
| BlackRock Global Funds - Global Allocation Fund | Lipper Fund Awards Hong Kong 2008 | Mixed Asset USD Balanced - Global - 10 Years |
| BlackRock Global Funds - Japan Opportunities Fund | Lipper Fund Awards Hong Kong 2008 | Equity Japan Small And Mid Caps - 10 Years |
| BlackRock Global Funds - World Mining Fund | Lipper Fund Awards Hong Kong 2008 | Equity Sector Natural Resources - 3 Years |
| Fidelity Funds - South East Asia Fund | Lipper Fund Awards Hong Kong 2008 | Equity Asia Pacific Ex Japan - 3 Years |
| First State China Growth Fund | Lipper Fund Awards Hong Kong 2008 | Best Fund Over 5 Years, Equity China |
| Templeton Asian Growth Fund | Lipper Fund Awards Hong Kong 2008 | Equity Asia Pacific Ex Japan - 5 Years |
| Templeton Global Bond Fund | Lipper Fund Awards Hong Kong 2008 | Bond Global - 3 Years and 10 Years |
| HSBC GIF Indian Equity Fund | Lipper Fund Awards Hong Kong 2008 | Equity India - 3 Years and 5 Years |
| Schroder ISF Hong Kong Equity | Lipper Fund Awards Hong Kong 2008 | Equity Hong Kong - 3 Years, 5 Years and 10 Years |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2006.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| ABN AMRO Funds –Global Emerging Markets Bond Fund | Lipper Fund Awards Hong Kong 2007 | Bond Emerging Markets Global (3 Years and 5 Years) |
| ABN AMRO Funds –Global Emerging Markets Bond Fund | SCMP Fund Awards 2007 | Fixed Income Global Emerging Markets (3 Years and 5 Years) |
| AllianceBernstein - American Income Portfolio | Lipper Fund Awards Hong Kong 2007 | Bond US Dollar (5 Years) |
| AllianceBernstein - American Income Portfolio | SCMP Fund Awards 2007 | Fixed Income USD (3 Years, 5 Years and 10 Years) |
| AllianceBernstein - Global High Yield Portfolio | Lipper Fund Awards Hong Kong 2007 | Bond Global – High Yield (3 Years) |
| Baring Eastern Europe Fund | Lipper Fund Awards Hong Kong 2007 | Equity Emerging Markets Europe (10 Years) |
| Baring Eastern Europe Fund | SCMP Fund Awards 2007 | Equity Europe Emerging Markets (3 Years) |
| Baring Europe Select Trust | SCMP Fund Awards 2007 | Smaller Companies Europe (5 Years) |
| Baring Hong Kong China Fund | Lipper Fund Awards Hong Kong 2007 | Equity Greater China (3 Years and 5 Years) |
| Baring Hong Kong China Fund | Morningstar Fund Manager of the Year Awards 2006 | Asia Equity |
| Baring Hong Kong China Fund | SCMP Fund Awards 2007 | Greater Equity China (3 Years and 5 Years) |
| Baring International Bond Fund | Lipper Fund Awards Hong Kong 2007 | Bond Global (5 Years) |
| Baring Korea Feeder Fund | Lipper Fund Awards Hong Kong 2007 | Equity Korea (10 Years) |
| Baring Strategic Income Fund | Lipper Fund Awards Hong Kong 2007 | Bond USD (3 Years) |
| First State China Growth Fund | Lipper Fund Awards Hong Kong 2007 | Equity China (5 Years) |
| First State China Growth Fund | SCMP Fund Awards 2007 | Equity China (3 Years and 5 Years) |
| Fidelity Funds –Australia Fund | Lipper Fund Awards Hong Kong 2007 | Equity Australasia (5 Years) |
| Fidelity Funds – European Growth Fund | Lipper Fund Awards Hong Kong 2007 | Equity Europe (10 Years) |
| Fidelity Funds – European Growth Fund | SCMP Fund Awards 2007 | Equity Europe (10 Years) |
| Fidelity Funds - Financial Services Fund | Lipper Fund Awards Hong Kong 2007 | Equity Sector Banks and Other Financial Services (3 Years and 5 Years) |
| Fidelity Funds - Financial Services Fund | SCMP Fund Awards 2007 | Sector Finance (3 Years) |
| Fidelity Funds – Pacific Fund | Lipper Fund Awards Hong Kong 2007 | Equity Asia Pacific (5 Years) |
| Fidelity Funds – Sterling Bond Fund | Lipper Fund Awards Hong Kong 2007 | Bond Pound Sterling (5 Years) |
| Merrill Lynch International Investment Funds – Emerging Europe Fund | Lipper Fund Awards Hong Kong 2007 | Equity Emerging Markets Europe (3 Years and 5 Years) |
| Merrill Lynch International Investment Funds – Emerging Europe Fund | Morningstar Fund Manager of the Year Awards 2006 | Emerging Market Equity |
| Merrill Lynch International Investment Funds – Emerging Europe Fund | SCMP Fund Awards 2007 | Equity Europe Emerging Markets (5 Years) |
| Merrill Lynch International Investment Funds – Japan Opportunities Fund | Lipper Fund Awards Hong Kong 2007 | Equity Japan Small and Mid Caps (10 Years) |
| Merrill Lynch International Investment Funds – Japan Opportunities Fund | SCMP Fund Awards 2007 | Smaller Companies Japan (10 Years) |
| Merrill Lynch International Investment Funds – Latin American Fund | Lipper Fund Awards Hong Kong 2007 | Equity Emerging Market Latin America (5 Years) |
| Merrill Lynch International Investment Funds – Latin American Fund | SCMP Fund Awards 2007 | Equity Latin America (3 Years and 5 Years) |
| Morgan Stanley SICAV Latin American Equity Fund | Lipper Fund Awards Hong Kong 2007 | Equity Emerging Markets Latin America (3 Years) |
| Schroder ISF EURO Equity | Lipper Fund Awards Hong Kong 2007 | Equity Eurozone (5 Years) |
| Schroder ISF EURO Equity | SCMP Fund Awards 2007 | Equity Euroland (5 Years) |
| Schroder ISF Hong Kong Equity | Lipper Fund Awards Hong Kong 2007 | Equity Hong Kong (5 Years and 10 Years) |
| Schroder ISF Hong Kong Equity | SCMP Fund Awards 2007 | Equity Hong Kong (5 Years) |
| Templeton Global Bond Fund | SCMP Fund Awards 2007 | Fixed Income Global USD Based (5 Years) |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
Our "Global Series” and “Premier-Choice Series" offer you a range of over 100 investment choices covering different asset classes, geographical locations and business sectors. The unit price and investment return of an investment choice are calculated by reference to the price and performance of the relevant underlying fund stated in the offering document. The premiums you pay, after deduction of any applicable fees and charges of your policy, will be invested by the Company in the underlying funds linked to the investment choices you selected. The units of investment choices allocated to your policy are notional and are solely for the purpose of determining the policy value.
All awards listed below were based on the merit of the underlying funds managed by different investment managers, but not on the investment performance of "Global Series" and "Premier-Choice Series".
Thomson Reuters Lipper Fund Awards Hong Kong (“Lipper”) recognizes funds that are relatively better for investments relative to peers over different periods (3 Years, 5 Years or 10 Years) in different categories classified by Lipper. Morningstar Hong Kong Awards (“Morningstar”) emphasises the one-year period, but funds must also have delivered strong three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The below awards were based on the past performance of the relevant funds, as of 12/31/2005.
| Name of Underlying Fund (Share Class and Currency) | Award | Category |
|---|---|---|
| ACM Global Investments - American Income Portfolio | Lipper Fund Awards Hong Kong 2006 | Bond US Dollar (5 Years and 10 Years) |
| ACM Global Investments - American Income Portfolio | SCMP Fund Manager of the Year Awards 2005 | Fixed Income USD (5 Years and 10 Years) |
| ACM International Health Care Fund | Lipper Fund Awards Hong Kong 2006 | Equity Pharmaceuticals & Health Care (5 Years) |
| ACM International Health Care Fund | SCMP Fund Manager of the Year Awards 2005 | Healthcare (5 Years) |
| Baring Europe Select Trust | SCMP Fund Manager of the Year Awards 2005 | Smaller Companies Europe (3 Years and 5 Years) |
| CitiSelect Asia Tilt Growth Portfolio | SCMP Fund Manager of the Year Awards 2005 | Asset Allocation Global Dynamic (5 Years) |
| Fidelity Funds – Australia Fund | Lipper Fund Awards Hong Kong 2006 | Equity Australasia (3 Years) |
| Fidelity Funds - European Growth Fund | Lipper Fund Awards Hong Kong 2006 | Equity Europe (5 Years and 10 Years) |
| Fidelity Funds - European Growth Fund | SCMP Fund Manager of the Year Awards 2005 | Equity Europe Sector (5 Years and 10 Years) |
| Fidelity Funds - Sterling Bond Fund | Lipper Fund Awards Hong Kong 2006 | Bond Pound Sterling (5 Years) |
| Fidelity Funds - Sterling Bond Fund | Morningstar Fund Manager of the Year Awards 2005 | Europe Fixed Income |
| Merrill Lynch International Investment Funds – Emerging Europe Fund | Lipper Fund Awards Hong Kong 2006 | Equity Emerging Markets Europe (3 Years and 5 Years) |
| Merrill Lynch International Investment Funds – Emerging Europe Fund | SCMP Fund Manager of the Year Awards 2005 | Equity Europe Emerging Markets (3 Years) |
| Merrill Lynch International Investment Funds – Global Allocation Fund | Lipper Fund Awards Hong Kong 2006 | Mixed Asset USD Balanced – Global (5 Years) |
| Merrill Lynch International Investment Funds – Japan Opportunities Fund Class | Lipper Fund Awards Hong Kong 2006 | Equity Japan Small and Mid Caps (10 Years) |
| Oppenheimer Fund US Value | Lipper Fund Awards Hong Kong 2006 | Equity North America (5 Years) |
| Oppenheimer International Bond Fund | Lipper Fund Awards Hong Kong 2006 | Bond Global (3 Years and 5 Years) |
| Oppenheimer International Bond Fund | Morningstar Fund Manager of the Year Awards 2005 | Global Fixed Income |
| Oppenheimer International Bond Fund | SCMP Fund Manager of the Year Awards 2005 | Fixed Income Global USD Based (3 Years) |
| Oppenheimer Strategic Income Fund | Lipper Fund Awards Hong Kong 2006 | Bond US Dollar (3 Years) |
| Oppenheimer Strategic Income Fund | SCMP Fund Manager of the Year Awards 2005 | Fixed Income USD (3 Years) |
| Schroder ISF Euro Equity | Lipper Fund Awards Hong Kong 2006 | Equity Eurozone (5 Years) |
| Schroder ISF Euro Equity | SCMP Fund Manager of the Year Awards 2005 | Equity Euroland (3 Years) |
| Schroder ISF Hong Kong Equity | Lipper Fund Awards Hong Kong 2006 | Equity Hong Kong (10 Years) |
| Templeton Global Bond Fund | SCMP Fund Manager of the Year Awards 2005 | Fixed Income Global USD Based (5 Years) |
For criteria and award methodologies of Lipper and Morningstar, please refer to the website of Lipper (www.lipperweb.com) and Morningstar (www.hk.morningstar.com) respectively.
All investment choices of "Global Series” and “Premier-Choice Series" are denominated in US Dollar, although some underlying funds are denominated in other currencies (non-USD). Therefore, the unit price of investment choice may be different from that of the underlying fund and the performance of that investment choice in US Dollar may be subject to potential gain or loss due to exchange-rate fluctuations.
Important Information
Investment involves risks. The unit price of investment choices may go down as well as up. Past performance is not indicative of future performance. The above award list is for reference only. Please do not rely on this material alone. You should read this in conjunction with the offering documents of the relevant products and the offering documents of the underlying funds involved for details, including charges and risk factors.
All consultants of YF Life Insurance International Ltd. are prohibited from providing customers or potential customers with investment advice of any kind, including but not limited to investment choice selection and allocation. Customers should make their own investment decisions and bear the risks independently.
