Principal Hong Kong

  • 2019
    • 2019 Hong Kong Lipper Fund Award 26
      • Best Hong Kong MPF over 3 Years – China Equity
    • The 2019 MPF Awards 25
      • MPF Ratings' 5 Year Consecutive Gold for 2019
      • MPF Ratings' 2019 Gold Rated Scheme
      • MPF Ratings' 2019 Silver Rated Scheme
      • MPF Ratings' 2019 Bronze Rated Scheme
  • 2018
    • 2018 Mystery Caller Assessment Awards 24
      • Gold Award – Finance and Insurance 
    • BENCHMARK Fund of the Year Awards 2018 Hong Kong 23

      ?Mutual Funds Category

      • Best-in-Class, Top Fund Awards - Retail Class, Global High Yield Fixed Income
      • Outstanding Achiever, House Awards, Asia ex-Japan Equity

      MPF Category

      • Best-in-Class, MPF Investment Manager of the Year, Aggressive Allocation
      • Best-in-Class, MPF Investment Manager of the Year, Global Fixed Income
      • Best-in-Class, MPF Investment Manager of the Year, Greater China Equity
      • Best-in-Class, MPF Investment Manager of the Year, Hong Kong Equity
      • Outstanding Achiever, MPF Investment Manager of the Year, Cautious Allocation
      • Outstanding Achiever, Top MPF Fund Awards, China Equity
      • Outstanding Achiever, Top MPF Fund Awards, Mixed Assets >20-40% Equity 
      • Outstanding Achiever, MPF Capability Awards, Investor Education
    • Bloomberg BusinessWeek / Chinese Edition Top Fund Awards 2018 22

      ?Mutual Funds Category

      • Fixed Income - Global - High Yield Bond - Best Performer

      MPF Category

      • Equity - US (1 year, 5 years & 10 years) - Outstanding Performer
      • Guaranteed (1 year, 5 years & 10 years) - Outstanding Performer
      • Greater China (Aggregated approach) (1 year & 5 years) - Best Performer
    • 2018 Thomson Reuters Lipper Fund Awards Hong Kong 21
      • Best Hong Kong Fund over 3 Years - Bond Global - High Yield
      • Best Hong Kong Fund over 5 Years - Bond Global - High Yield
      • Best Hong Kong MPF over 3 Years - Mixed Asset HKD Aggressive
      • Best Hong Kong MPF over 3 Years - Equity Asia Pacific ex Japan
    • The 2018 MPF Awards 20
      • MPF Ratings’ 5 Year Consecutive Gold for 2018
      • MPF Ratings’ 2018 Gold Rated Schemes
      • MPF Ratings’ 2018 Bronze Rated Schemes
  • 2017
    • FinTech Awards 2017 by etnet 19
      • Wealth Investment and Management - Outstanding MPF Mobile App
    • BENCHMARK Fund of the Year Awards 2017 Hong Kong 18

      Mutual Funds Category

      • Best-in-Class, House Awards, US Fixed Income
      • Outstanding Achiever, House Awards, High Yield Fixed Income
      • Outstanding Achiever, Top Mutual Funds, Asia-Pacific ex-Japan Equity

      MPF Category

      • Best-in-Class, Top MPF Funds, Greater China Equity
      • Best-in-Class, Top MPF Funds, Guaranteed Return
      • Outstanding Achiever, Top MPF Funds, Asia ex-Japan Equity
      • Outstanding Achiever, Top MPF Funds, Hong Kong Equity
      • Outstanding Achiever, MPF Capability Awards, Employer Support
      • Investment Manager of the Year, Hong Kong Equity
    • Bloomberg BusinessWeek (Chinese Edition) Top Fund Awards 2017 17

      Mutual Funds Category

      • High Yield Bond – Global – Best Performer

      MPF Category 

      • Asian Equity (1 year) - Best Performer
      • Balanced Fund (1 year) - Best Performer
      • China Equity (1 year) - Best Performer
      • Hong Kong Equity (5 years) – Outstanding Performer
      • China Equity (5 years) – Outstanding Performer
    • 2017 Thomson Reuters Lipper Fund Awards Hong Kong 16
      • Best Fund over 3 Years - Bond Global - High Yield
      • Best Fund over 5 Years - Bond Global - High Yield
    • The 2017 MPF Awards 15
      • MPF Ratings' 2017 Gold Rated Scheme
      • MPF Ratings' 2017 Sliver Rated Scheme
      • MPF Ratings' 2017 Bronze Rated Scheme
      • MPF Ratings' 5 Year Consecutive Gold for 2017

       

  • 2016
    • Asia Asset Management 2016 Best of the Best Awards 14
      • Global High Yield, 3 Years
    • BENCHMARK Fund of the Year Awards 2016 13

      Mutual Funds Category

      • Best-in-Class, House Awards, Hong Kong Equity
      • Best-in-Class, House Awards, US Fixed Income
      • Outstanding Achiever, House Awards, High Yield Fixed Income

      MPF Category

      • Outstanding Achiever, Investment Manager of the Year, Hong Kong Equity, Investment Manager Awards
      • Best-in-Class, Capability Awards, Employer Servicing Award
      • Outstanding Achiever, Capability Awards, Intermediary Support Team
      • Outstanding Achiever, Capability Awards, Member Servicing Award
      • Outstanding Achiever, Capability Awards, Investor Education and Communication Award
    • Bloomberg BusinessWeek (Chinese Edition) Top Fund Awards 2016 12
      • Hong Kong Equity (5 years return) -  Best Performer
      • Global Corporate Bond - Outstanding Performer
    • The 2016 MPF Awards 11
      • 2016 Scheme of the Year
      • MPF Ratings' 2016 Gold Rated Scheme
      • MPF Ratings' 2016 Bronze Rated Scheme
    • 2016 Thomson Reuters Lipper Fund Awards Hong Kong 10
      • Best Fund over 3 Years - Bond Global - High Yield
      • Best Fund over 5 Years - Bond Global - High Yield
      • Best Fund over 5 Years - Equity Hong Kong
    • Fund Selector Asia Awards Hong Kong 2016 9
      • Gold Winner 2016 - Regional Bond Category
    • The Asset Triple A Asset Servicing, Fund Management and Investors Awards 2016 8
      • Asset Management Company of the Year, Highly Commended, Hong Kong - MPF
  • 2015
    • BENCHMARK Fund of the Year Awards 2015 7

      Mutual Funds Category

      • US Fixed Income House Awards - Best-in-Class
      • High Yield Fixed Income House Awards - Outstanding Achiever

      MPF Category

      • Investment Manager of the Year, Hong Kong Equity - Outstanding Achiever
      • United States Equity - Outstanding Achiever
      • Guaranteed Return  - Outstanding Achiever
    • Lipper Fund Awards Hong Kong 2015 6
      • Best Fund over 3 & 5 Years - Bond Global - High Yield
      • Best Fund over 5 Years - Equity Hong Kong
    • Fund Selector Asia Award 2015 Hong Kong 5
      • Platinum Award Winner 2015 - Regional Bond Category
    • The 2015 MPF Awards 4
      • MPF Ratings 2015 Gold Rated Scheme
  • 2014
    • BENCHMARK Fund of the Year Awards of 2014 3
      • Mutual Fund, Outstanding Achiever - US Fixed Income, the House Awards
      • Mutual Fund, Outstanding Achiever - High Yield Fixed Income, the House Awards
      • Best-in-Class - MPF Client Support, the Capability Awards
      • Outstanding Achiever - MPF Investor Education, the Capability Awards
      • MPF, Best-in-Class, Greater China Equity, the Fund Awards
      • MPF, Outstanding Achiever, US Equity, the Fund Awards
      • MPF, Best-in-Class, Global Equity, the Fund Awards
      • MPF, Outstanding Achiever, Lifestyle > 60 - 80% Equity, the Fund Awards
    • Bloomberg Businessweek/Chinese Top Fund Awards 2014 Hong Kong 2
      • Mutual Fund, Outstanding Performance - Global High Yield Bond
      • Mutual Fund, Best in Class - Other Bond
      • MPF, Best in Class (1,5 Years) - Hong Kong Equity
      • MPF, Best in Class (1,5 Years) - China & Greater China Equity
      • MPF, Best in Class (Since Inception Date) - Asia ex-Japan Equity
      • MPF, Best in Class (1, 5 Years & Since Inception Date) - US Equity
    • Mediazone's Hong Kong's Most Valuable Companies Awards 2015 1
      • Most Trusted Retirement Planning Specialist
    • e-Zone e-brand awards 2014
      • The Best of MPF App Service Provider
    • The Asset Triple A Investor and Fund Management Awards 2014 ~~~
      • Asset Management Company of the Year, Hong Kong - MPF
    • Morningstar Hong Kong Fund Awards 2014 ~~
      • Best MPF Scheme Award - Finalist
    • The 2014 MPF Awards, Asia Asset Management and MPF Ratings ~
      • MPF Ratings 2014 Gold Rated Scheme
    • The 2014 MPF Awards, Asia Asset Management and MPF Ratings ~
      • MPF Ratings 2014 Silver Rated Scheme

26 The calculation of 2019 Hong Kong Lipper Fund Award is based on performance as of 31 December 2018. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong .

25 The 2019 MPF Awards are based on Investment, Fees and Charges, and an assessment of overall services within the schemes as of 31 December 2018. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

24 2018 Mystery Caller Assessment Award - Gold Award was presented by Hong Kong Call Centre Association (HKCCA) in 2018. For details, please refer to https://hkcca.com/index.php/the-19th-annual-hong-kong-call-centre-association-awards.

23 BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Top Fund Awards received are based on performance data provided by Refinitiv to BENCHMARK between 1 October 2017 and 30 September 2018. For details of source and assessment criteria, please refer to https://www.fundawards.asia/hk/result-announcement-2018.

22 Bloomberg BusinessWeek/Chinese Edition Top Fund Awards 2018's Mutual Fund Awards were measured by market performance in the 12 months ended 30 September, 2018 and the Mandatory Provident Fund Awards were assessed with 1-year, 5-year and 10-year total return figures. For details of source and assessment criteria, please refer to http://www.bbwhkevent.com

21 The calculation of 2018 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2017. For details of methodology, please refer to www.lipperfundawards.com/Awards/HongKong.

20 The 2018 MPF Awards is based on performance, fees and qualitative assessments as of 31 December 2017. For details of the source and assessment criteria, please refer to www.mpfratings.com.hk/english/ratingsandawards/ratings.

19 FinTech Awards 2017 reflects the assessment by etnet. For details, please refer to http://fintech.etnet.com.hk/winners.php.

18 BENCHMARK House Awards received are based on the qualitative methodology and tools determined by BENCHMARK, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK  between 1 October 2016 and 30 September 2017.  For details of source and assessment criteria, please refer to www.fundawards.asia/hk/result-announcement-2017/

17 Bloomberg BusinessWeek (Chinese Edition) Top Fund Awards 2017's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2017 and the Mandatory Provident Fund Awards were assessed with 1-year and 5-year total return figures.

16 The calculation of 2017 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2016. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong.

15 The 2017 MPF Awards is based on performance, fees and administration assessments as of 31 December 2016. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

14 Asia Asset Management 2016 Best of the Best Awards is based on performance for the three-year periods to September 30, 2016. For details of the source and assessment criteria, please refer to http://www.asiaasset.com/aboutbbawards.aspx.

13 BENCHMARK House Awards received are based on both quantitative and qualitative methodology and tools determined by BENCHMARK magazine, Fund Awards received are based on performance data provided by Morningstar Asia to BENCHMARK magazine between 1 October 2015 and 30 September 2016.  For details of source and assessment criteria, please refer to http://www.fundawards.asia/hk/results-2016/.

12 Bloomberg BusinessWeek (Chinese Edition) Top Fund Awards 2016's Mutual Fund Awards were measured by market performance in the 12 months ended Sep 30, 2016 and the Mandatory Provident Fund Awards were assessed with 5-year and 10-year total return figures.

11 The 2016 MPF Awards is based on performance, fees and administration assessments as of 31 December 2015. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

10 The calculation of 2016 Thomson Reuters Lipper Fund Awards Hong Kong is based on performance as of 31 December 2015. For details of methodology, please refer to the website of Lipper http://www.lipperfundawards.com/Awards/HongKong

9 For details of source and assessment criteria of Fund Selector Asia Awards Hong Kong 2016, please refer to http://www.fundselectorasia.com/news/1027133/announcing-fsa-fund-award-winners.

8 The calculation of The Asset Triple A Asset Servicing, Fund Management and Investors Awards 2016 is based on performance from 1 January 2015 to 31 December 2015. For details of source and assessment criteria, please refer to http://www.theasset.com/awards/asset-servicing-investor-fund-management.

7 For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2015, please refer to http://www.fundasia.net/benchmark-fund-of-the-year-awards-2015-results-announcement/.

6 The calculation of Lipper Fund Awards Hong Kong 2015 is based on performance as of 31 December 2014. For details of methodology, please refer to the website of Lipper http://excellence.thomsonreuters.com/award/lipper/country?region=Hong+Kong.

5 For details of source and assessment criteria of Fund Selector Asia Award 2015 Hong Kong, please refer to http://www.fundselectorasia.com/news/latest-news/fsa-award-winners-2015-revealed.

4 The 2015 MPF Awards is based on performance, fees and administration assessments as of 31 December 2014. For details of the source and assessment criteria, please refer to http://www.mpfratings.com.hk/english/ratingsandawards/ratings.

3 For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2014 - The Capability Awards and BENCHMARK Fund of the Year Awards 2014 - The Fund Awards, please refer to http://fundawards.asia/mpf-winners-2014/. For details of the source and assessment criteria of BENCHMARK Fund of the Year Awards 2014 - The House Awards, please refer to http://fundawards.asia/mutual-funds-house-awards/.

2 The calculation of Bloomberg Businessweek/Chinese Top Fund Awards 2014 Hong Kong is based on data provided by Morningstar Asia and data reference by Bloomberg Professional Services covering performance up to 30 September 2014.

1 Mediazone's Hong Kong's Most Valuable Companies Awards 2015 - Most Trusted Retirement Planning Specialist is presented by Mediazone Publishing. For detail of the awards, please refer to http://www.mediazone.com.hk/awards.html.

~~~ The calculation of The Asset Triple A Investor and Fund Management Awards 2014 is based on performance from 1 January 2013 to 31 December 2013.

~~ The calculation of Morningstar Hong Kong Fund Awards 2014 is based on performance as of 31 December 2013.

~ The calculation of Asia Asset Management and MPF Ratings' The 2014 MPF Awards is based on performance as of 31 December 2013.

Principal Financial Group?

  • June 2016
    • Ranked 236th on FORTUNE magazine's list of the Largest 500 Corporations

  • May 2016
    • Ranked 380th on the Forbes Global 2000 list, as measured by a composite ranking for sales, profits, assets and market value

  • Since July 2002
    • A member of the Standard & Poor's (S&P) 500 Index

Financial Strength Ratings for Principal Life Insurance Company

  • February 2018
    • A+, Superior - A.M. Best Company
      • 2nd highest of 13 rating levels
      • Outlook: Stable

               

  • August 2018
    • AA-, Very strong - Fitch Ratings
      • 4th highest of 19 rating levels
      • Outlook: Stable

               

  • November 2016
    • A1, Good - Moody's Investors Service
      • 5th highest of 21 rating levels
      • Outlook: Stable

               

  • April 2018
    • A+, Strong - S&P Global
      • 5th highest of 20 rating levels
      • Outlook: Stable
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