The Morningstar China Fund Awards 2013 recognize retail funds that added the most value for investors within the context of their relevant peer group in 2012 and over the longer term. Winners are selected using a quantitative methodology with a qualitative overlay developed by Morningstar that considers the one-, three-, and five-year performance history of all eligible funds. Morningstar adjusts the returns for risk using Morningstar Risk, a measure that imposes a higher penalty for downside variation in a fund’s return than it does for upside volatility.
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The winners and finalists of the Morningstar China Fund Awards 2013 are:
Fund Category Award: Winner / Finalist
Equity Fund
Winner: Franklin Templeton Sealand Flexi Cap Stock Fund
Finalists: Harvest Research Selected Stock Fund, Bosera Theme Industry Stock Fund, China Universal Value Selection Stock Fund, Bank of Communications Schroders Growth Stock Fund
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By GlobalDataAggressive Allocation Fund
Winner: BOC China Selected Mixed Type Open-Ended Fund
Finalist: Harvest Strategy Growth Mixed Fund
Hybrid Fund
Winner: China Return Mixed Fund
Finalist: UBS SDIC Sustaining Growth Dynamic Asset Allocation Mixed Type Fund
Bond Fund
Winner: E Fund Strengthen Return Bond Fund A
Finalists: Fullgoal Tianfeng Strengthen Income Bond Fund, BOC Sustaining Profit Increase Bond Fund, China Southern Duoli Short-Mid Term Bond Fund C, ICBC Credit Suisse Increasing Income Bond Fund A
Closed-End Fund
Winner: Hansheng Investment Fund
Finalist: Yulong Investment Fund
China Long/Short Equity
Winner: YNIT China Dragon Select Capital Trust
Finalists: China Resources SZITIC Zhanbo Trust 1, Dingfeng Growth Trust 1, SZITIC-Greenwoods Harvest.
