Notice: be wary of financial crime. Read more here.
- e-Enquiry of Personal Account
- Fund Performance Platform
- # BE DISTINGUISHED
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:
- Report of Personal Account (including information about number of personal account(s) you hold, and the name and hotline of the trustee under which each account is held);
- Contact information of all trustees;
- Fees and returns of MPF funds (mobile application only); and
- The latest MPF news
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.
For more details, you may visit MPFA’s website at www.mpfa.org.hk or you may visit www.mpfa.org.hk to access the Fund Performance Platform.
Sun Life has been awarded MPF Provider of the Year Award1 and Employers’ Choice2 with 33 MPF Awards captured in 2019-2020
3rd Largest MPF Service Provider in Hong Kong*
BENCHMARK Fund of the Year Awards 20191
MPF Provider of the Year Award1
Summary of Award Criteria:
- Only one winner for MPF Provider of the Year and it is not open for submission
- Select panel of jurors voted based on all key metrics, the company's year-on-year practice improvement, business growth, transparency, governance and expertise in product and investments and their experience on a day-to-day engagement
GRAND AWARD
- MPF Provider of the Year Award1
BEST-IN-CLASS
- Top MPF Awards - Hong Kong Equity
- Top MPF Awards - Lifestyle - (>20-40% Equity)
- Top MPF Awards - Lifestyle - (>40-60% Equity)
- Top MPF Awards - Lifestyle - (>60-80% Equity)
OUTSTANDING ACHIEVER
- Capability Awards - Member Servicing
- Capability Awards - Investor Education
- Capability Awards - Intermediary of the Year (Internal)
MPF Ratings - MPF Ratings’ 2020 MPF Scheme Ratings and Award2
Employers’ Choice2
Summary of Award Criteria:
- The voting was undertaken by MPF Ratings in collaboration with the Employers’ Federation of Hong Kong, a federation with about 500 corporate members
- Measured a number of Employer Satisfaction Criteria
- Given to the MPF Scheme Provider demonstrating the Highest Level of Employer Satisfaction
Ratings and Awards:
- Employers’ Choice2
- Gold Rated Scheme
- Three Bronze Rated Schemes
- 5 Year Consecutive Gold Rating
- Fast Mover
- 5 Year Consistent Performer - Equity Fund (HK & China)
- 5 Year Consistent Performer - Mixed Asset Fund (41-60)
- 5 Year Consistent Performer - Mixed Asset Fund (61-80)
- 10 Year Consistent Performer - Equity Fund (HK & China)
- 10 Year Consistent Performer - Mixed Asset Fund (21-40)
- 10 Year Consistent Performer - Mixed Asset Fund (41-60)
- 10 Year Consistent Performer - Mixed Asset Fund (61-80)
- 10 Year Consistent Performer - Mixed Asset Fund (81-100)
Bloomberg Businessweek (Chinese Edition) Top Fund Awards 2019 Hong Kong 3
BEST PERFORMER
- Mixed Allocation - Growth (MPF - 10 Years)
OUTSTANDING PERFORMER
- Equity - Hong Kong (MPF - 5 years)
- Equity - Hong Kong (MPF - 10 years)
Refinitiv Lipper Fund Awards 2020 Hong Kong4
- Equity Hong Kong – 5 & 10 Years
- Mixed Asset HKD Aggressive - 5 & 10 Years
- Mixed Asset HKD Balanced - 10 Years
Economic Digest - The Outstanding Brand Awards 20205
- Excellence Award
- MPF Management Service Provider
*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/.
Important Note:
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.
