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To assist MPF scheme members managing MPF personal account(s) in a convenient way, Mandatory Provident Fund Schemes Authority (“MPFA”) launched e-Equiry of Personal Account (“ePA”). This online platform and mobile application provide you following MPF related information:
MPF scheme members can register for the ePA service via the mobile application (MPFA ePA) or the ePA website. For more details, you may visit MPFA’s website at www.mpfa.org.hk.
Mandatory Provident Fund Schemes Authority (“MPFA”) launched Fund Performance Platform in February 2018 in order to assist MPF scheme members selecting suitable MPF fund choices. Fund Performance Platform is a one-stop platform which provides easy access to key information relating to all MPF funds. In this platform, there are 3 interactive functions: Fund Information Table, Performance Chart and My Selection.
Fund Information Table allows you to compare all MPF schemes and funds’ fund size, management fees, risk indicator, annualized return and cumulative return.
Performance Chart is an interactive chart which show you the best performing fund and the worst performing fund of different fund types.
My Selection enables you to compare your selected MPF funds side-by-side.
Sun Life has been awarded MPF Provider of the Year Award1 and Employers’ Choice2 with 33 MPF Awards captured in 2019-2020
BENCHMARK Fund of the Year Awards 20191
MPF Provider of the Year Award1
Summary of Award Criteria:
MPF Ratings - MPF Ratings’ 2020 MPF Scheme Ratings and Award2
Summary of Award Criteria:
Ratings and Awards:
Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2019 Hong Kong 3
Refinitiv Lipper Fund Awards 2020 Hong Kong4
Economic Digest - The Outstanding Brand Awards 20205
*Based on assets under management. Source: Mercer MPF Market Shares Report (as at Mar 31, 2020). MPF refers to Mandatory Provident Fund.
1 Source: BENCHMARK Capability Awards received are based on the qualitative methodology and tools determined by BENCHMARK. Top MPF Awards received are based on performance data provided by Refinitiv to BENCHMARK between October 1, 2018 and September 30, 2019. For details of source and assessment criteria, please refer to https://benchmark.exchange/hk/asset-management/mpf-result-announcement-2019.
2 Source: MPF Ratings’ 2020 MPF Scheme Ratings and Awards. For Scheme Ratings and Awards assessment criteria please visit: www.mpfratings.com.hk/ratings-and-awards/.
3 Source: Bloomberg Businessweek (Chinese edition) Top Fund Awards 2019. Award criteria please visit: www.bbwhkevent.com/tfa2019.
4 Source: Refinitiv Lipper Fund Awards website at www.lipperfundawards.com/Awards/HongKong.The results are based on the consistent returns and qualitative assessments of constitute funds as at 31 December 2019.
5 Source: Economic Digest - The Outstanding Brand Awards 2020. Award criteria please visit: www.edigest.hk/theoutstandingbrandawards2020/.
This material is for corporate news update purpose only. It is not a recommendation to purchase, sell or hold any particular investment product. Investment involves risks and past performance is not indicative of future performance. Investment return may rise as well as fall.