Please scroll horizontally to look at table below.
| Publication | Award | Category | Date |
|---|---|---|---|
| R&I | R&I Fund Award 2023 *3 |
|
June 2023 |
|
April 2023 | ||
| Refinitiv Japan | Refinitiv Lipper Fund Awards Japan 2023 *2 |
|
March 2023 |
| Morningstar | Fund of the Year 2022*1 |
|
February 2023 |
| Asian Private Banker | 10th Asset Management Awards for Excellence |
|
January 2023 |
| With. Intelligence | HFM Asian Performance Awards 2022 |
|
November 2022 |
| InsuranceAsia News | Institutional Asset Management Awards 2022 |
|
May 2022 |
| Asia Asset Management | 2022 Best of the Best Awards |
|
January 2022 |
| Employees Provident Fund (Malaysian Public Pension) | Awards by EPF 2020 |
Including Sharia-compliant products |
October 2021 |
| FE Fundinfo | 2021 Alpha Manager Awards |
|
June 2021 |
| EQDerivatives | EQDerivatives Awards |
|
March 2020 |
1 The Fund of the Year award is run by Morningstar Japan K.K.* (Current company name: Wealth Advisor Co.,Ltd.), a research company that rates mutual funds. Morningstar assessed over 5,500 publicly offered mutual funds and selected funds that performed well overall based on its own quantitative and qualitative analyses. In 2021, 6 funds from 7 categories were recognized for outstanding performance and 31 received the Fund of the Year award, for a total of 37 awards. The Morningstar Award "Fund of the Year 2021" is based on historical information and does not guarantee future performance. Although Morningstar Japan K.K.* (Current company name: Wealth Advisor Co.,Ltd.) has evaluated data that it believes to be reliable, there is no guarantee of their accuracy or completeness. All intellectual property rights, including copyrights, belong to Morningstar Japan K.K.* (Current company name: Wealth Advisor Co.,Ltd.) may not be reproduced, reprinted, or quoted without permission.
*On March 30,2023 Morningstar Japan K.K. changed its name to SBI Global Asset Management Co., Ltd. The company's subsidiary, Wealth Advisor Co.,Ltd. currently provides investment information services and investment trust evaluation business.
2 The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a 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 Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
3 The R&I Fund Award is presented to provide reference information based on the past data R&I believes to be reliable (however, its accuracy and completeness are not guaranteed by R&I) and is not intended to recommend the purchase, sale or holding of particular products or guarantee their future performance. The Award is not the Credit Rating Business, but one of the Other Lines of Business (business excluding Credit Rating Business and also excluding the Ancillary Businesses) as set forth in Article 299, paragraph (1),item(xxviii)of the Cabinet Office Ordinance on Financial Instruments Business, etc. With respect to such business, relevant laws and regulations require measures to be implemented so that activities pertaining to such business would not unreasonably affect the Credit Rating Activities. Intellectual property rights including copyright and all other rights in this Award are the sole property of R&I, and any unauthorized copying, reproduction and so forth are prohibited.
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