Hong Kong, 28 APRIL -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winners for the Morningstar Awards for Investing Excellence Hong Kong 2026. The awards recognise funds and asset managers that have served investors well over the long term and which Morningstar’s manager research team believes will be able to deliver strong risk-adjusted returns over time.
There are two types of Morningstar awards: the Morningstar Category Awards and the Morningstar Asset Manager Awards.
“The Morningstar Awards for Investing Excellence recognize asset managers who truly stand out and deliver where it matters most: generating long‑term value through disciplined processes, strong teams, and a firmwide commitment to serving investors,” said Wing Chan, Head of Manager Research, Asia-Pacific, at Morningstar.
Award Winners
The 2026 Morningstar Awards for Investing Excellence award winners in Hong Kong are:
| Morningstar Category Awards | Winner |
|---|---|
| Best Asia Equity Fund | JPMorgan Asia Equity Dividend JP Morgan |
| Best China Equity Fund | iShares Core MSCI China ETF iShares |
| Best Global Equity Fund | Jupiter Merian World Equity Fund L USD Acc Jupiter Asset Management (Europe) Limited |
| Best Global and Asian Bond Fund | ABF Pan Asia Bond Index Fund State Street |
| Best Asset Manager Awards | Winner |
|---|---|
| Best Asset Manager | Capital Group |
Methodology
These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from Gold, Silver, Bronze, Neutral and Negative at the share class level. The full methodology for the awards is available here.
