Criteria for Section A, PERFORMANCE AWARDS

For Section A Performance Awards, please upload the monthly performance returns (gross) for the award period and the monthly benchmark returns (if relevant).

For the two new ESG fund awards, they will recognise performance that incorporates ESG themes by applying negative/positive filters or scoring systems in their investment process. The fund’s performance benchmark should be ESG related.

For the Asia Absolute Return Fund, please briefly explain the strategy, the underlying assets and the investment process including the use of leverage, if any.

All performance data is for the period ending September 30, 2022. Please upload your monthly returns (gross) for the award period chosen and the benchmark returns in an excel file. For example if applying for the ASEAN three-year category, we require the monthly returns (gross) for 36 months to September 30, 2022 and the relevant benchmark returns. You may download the excel template here for guidance.

Please note that for Section A Performance Awards, the end period used is September 30, 2022.

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