Overview of Constituent Funds
Employers and employees have the different needs. That's why we offer complete flexibility by allowing you to choose from any one or a combination of our MPF Schemes, which provide different degree of comprehensiveness and flexibility. And, we offer those products on a "one-stop-shop" basis where all important services, including trust, investment management and administration, are provided on a coordinated basis.
# The following classifications of Risk/Return Profile for each constituent fund are determined by the Investment Manager, Principal Asset Management Company (Asia) Limited, based on past volatility (i.e. annualized standard deviation of returns) and relative risk levels among the constituent funds in the Scheme. The classifications of the Risk/Return Profile will be reviewed by the Investment Manager on an annual basis and are provided for reference only.
Principal MPF Scheme Series 800
Risk Classification# | Constituent Fund | Series 800 |
---|---|---|
Low | Principal MPF Conservative Fund | √ |
Moderate | Principal Age 65 Plus Fund | √ |
Principal Asian Bond Fund | √ | |
Principal Hong Kong Bond Fund | √ | |
Principal International Bond Fund | √ | |
Principal Stable Yield Fund | √ | |
Moderate to High | Principal Core Accumulation Fund | √ |
Principal Long Term Accumulation Fund | √ | |
Principal Global Growth Fund | √ | |
High | Principal US Equity Fund | √ |
Principal Aggressive Strategy Fund | √ | |
Principal Asian Equity Fund | √ | |
Principal China Equity Fund | √ | |
Principal Hang Seng Index Tracking Fund | √ | |
Principal Hong Kong Equity Fund | √ | |
Principal International Equity Fund | √ |
Investment involves risks. The value of the funds may go up or down. You should not invest in reliance on this website alone. You should read the MPF Scheme Brochures of the relevant MPF Schemes for further details (including investment policy, risk factors, fee and charges of the constituent funds.)