Investment Officer Marlon Galang and Trust Officer Mary Ann Lim (holding the trophies from CFA Society Philippines) with the officers of the Chinabank Trust & Asset Management Group.

Chinabank was recognized anew by the Chartered Financial Analyst (CFA) Society of the Philippines, naming Chinabank Dollar Fund and Chinabank Intermediate Fixed-Income Fund as the Best Managed Fund in their respective categories.   
 
Lauded at the Best Managed Funds 2022 virtual awarding on September 15, 2022 were a total of eight unit investment trust funds (UITFs) that provided the best risk-based returns on a consistent basis over a five-year period, two of which were from Chinabank.
   
Chinabank Dollar Fund remained unbeatable in the Dollar Long-Term Bond (FVPL) category, winning Best Managed Fund for the sixth time since 2016.  Meanwhile, Chinabank Intermediate Fixed-Income Fund won the plum award for the first time in the Peso Medium-Term Bond (FVPL) category.  
 
“These awards highlight Chinabank’s commitment to serving our customers and track record of achieving good returns for our investors,” said Chinabank Trust Officer Mary Ann T. Lim. 
 
The winners were assessed using the Sortino ratio of each fund based on its five-year and three-year track record.  The Sortino ratio captures the risk-adjusted return of a fund by comparing its return against the fund’s downside risk or volatility.   

Chinabank Dollar Fund is invested in a portfolio of dollar-denominated securities consisting principally of high-grade government/corporate bonds and bank deposits of varying tenors.  It aims to outperform its benchmark, the Bloomberg EM USD Sovereign-Philippine Total Return Index. 
 
Chinabank Intermediate Fixed-Income Fund is invested in a portfolio of peso-denominated high-grade marketable fixed-income securities like deposits, tradable money market instruments, government securities and corporate bonds/notes, and preferred shares of stock classified as debt securities. The Fund benchmarks its performance against the Bloomberg Philippine Sovereign Bond Index 1 to 3 Year (BPHIL13 Index).  
 
Both UITFs cater to investors with “moderate” risk profile. Visit www.chinabank.ph for more information.

Launched in 2016, The CFA Society Philippines’ Best Managed Fund of the Year Awards has been the global standard of excellence in the investment industry, recognizing the country’s high-performing funds open to retail investors, based on their risk-adjusted returns.