“Management fees” includes fees paid to the trustee, custodian, administrator, investment manager (including trustee and administration fee as well as investment management fee of the relevant APIF/ITCIS) and sponsor of a scheme for providing their services to the relevant fund.If the member’s birthday falls on a non-business day, the MPF portfolio will be rebalanced on the first business day after the birthday.For more details of asset allocation of Fund Cruiser, please refer to the MPF Scheme Brochure of the Scheme.FTSE makes no claim, prediction, warranty or representation either as to the results to be obtained from the Fund or the suitability of the Index for the purpose to which it is being put by the Trustee. FTSE and its licensors are not connected to and do not sponsor, advise, recommend, endorse or promote the Fund and do not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Fund. The Index is calculated by FTSE or its agent. The Sun Life FTSE MPF Hong Kong Index Fund (the “Fund”) has been developed solely by Sun Life Trustee Company Limited (the “Trustee”). “FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence. All rights in the FTSE MPF Hong Kong Index (the “Index”) vest in FTSE International Limited (“FTSE”).For further details, including the investment objective and investment mix of each of the constituent funds, please refer to Section 3.4 – “Investment and Borrowing” of the MPF Scheme Brochure of the Scheme.With regard to the Sun Life MPF RMB and HKD Fund, the Investment Manager has delegated the investment management functions to Invesco Hong Kong Limited.From now on, MPF administration will be nearly effortless.ĭownload the Product Summary of the SchemeĬheck fund price and performance of the Scheme To support you in managing MPF administrative tasks, like handling multiple MPF schemes, preparing MPF contribution and employee termination documents and keeping all contribution records, we have partnered with Asia Pacific Soft Limited to offer Alpha Human Resources Management System7. We understand how busy human resources departments are handling the large amount of day-to-day work. With this value-added service, you will receive a SMS or email notification whenever your fund switching instruction has been completed or your transfer of accrued benefits has been successfully transferred to your MPF account. You may call our Customer Service Representative via our Pension Services Hotline on 3183 1888 during office hours, from Monday to Friday at 9:00am to 6:00pm and Saturday at 9:00am to 1:00pm (except public holidays) or use our 24-hour IVRS offering the following services:īy providing your mobile phone number or email address, you can enjoy our e-Alert Services. Currently, 9 out of 14 constituent funds have adopted this approach.Ģ4-hour Interactive Voice Response System (IVRS) & Pension Services Hotlines In addition, this approach can effectively reduce concentration risk by not relying on a single underlying fund manager and enables our members to benefit from investment expertise from around the world.
This approach allows Sun Life Asset Management, based on various factors, such as investment styles of underlying funds and market conditions, to actively allocate assets among performing underlying fund managers. Under our multi-manager platform at the underlying fund level, a constituent fund is a portfolio management fund investing in different approved pooled investment funds (“APIF”) and/or approved index-tracking collective investment schemes (“Approved ITCIS”). In order to pursue sustainable long-term performance, Sun Life Asset Management introduced multi-manager investment approach to the Scheme. Sun Life Asset Management (HK) Limited (“Sun Life Asset Management”) is a wholly-owned subsidiary of Sun Life Hong Kong Limited.
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